Insight Report | December 11, 2025 Premium Earnings Insights 3Q25: Strong Growth at Ulta, Improvement at Macy’s and Solid Demand at Dollar StoresEarnings Insights 3Q25: Ulta, Discounters and Specialty Apparel Drive Sector Strength as Broadline Retail Remains Mixed. Read More
Analyst Corner | November 23, 2025 Register for Free Access Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaThe report highlights how CPG are shifting from price-driven to volume-supported growth, focusing on health and wellness trends, AI integration, and operational efficiency amidst a cautious near-term outlook. Read More
Insight Report | November 13, 2025 Premium US CPG Sales Tracker: In-Store Sales Recover; Beauty Leads Growth; Online Grocery Remains StrongRead this report to discover the latest trends in the US CPG market, where e-commerce slows, in-store sales rebound, and beauty continues to lead growth. Read More
Insight Report | October 17, 2025 Premium US CPG Sales Tracker: In-Store CPG Sales Fall While Beauty Remains ResilientRead this report to understand how growth is shifting in US CPG, in store and online. Key categories include food, beauty, health and general merchandise. Read More
Insight Report | August 14, 2025 Premium CPG Giants Realign Through Over $100 Billion in M&A, Demergers and DivestmentsExplore how M&A, demergers and divestments are reshaping CPG portfolios in 2025, and how premiumization and health-focused strategies are fueling growth across global consumer markets. Read More
Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Infographic | May 1, 2025 Free Report Earnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—InfographicDiscover the latest revenue and EPS (earnings per share) data from week one of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week, including LVMH, Nestlé and Procter & Gamble, among others. Read More
Infographic | April 10, 2025 Free Report 4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—InfographicExplore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners. Read More
Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target. Read More
Insight Report | February 19, 2025 Premium Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended February 7, 2025. Read More
Market Navigators/Market Outlook | January 2, 2025 Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery. Read More
Market Navigators/Market Outlook | December 17, 2024 Premium US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus AreasDiscover directional market insights and themes to watch in US CPG (consumer packaged goods) retailing in 2025. We touch on mergers and acquisitions (M&A), inflation and personalization, among other topics. Read More
Deep Dive | July 15, 2024 Premium Decoding the GLP-1 Trend: How Is the Ozempic Economy Impacting CPG Retail?Explore the impacts of the rising Ozempic economy in the US. We offer insights into GLP-1 drug users’ food-consumption patterns, informed in part by proprietary survey data. We also discuss recent earnings results and commentary from CPG (consumer packaged goods) companies on the growing adoption of GLP-1 drugs. Read More
Market Navigators/Market Outlook | December 11, 2023 Premium US CPG—Retail 2024 Sector Outlook: Volume Growth To Turn Positive as Inflation EasesDiscover the prospects for CPG retailing in the US in 2024 (covering food and beverages, health and beauty, personal care, general merchandise and homecare), as well as themes to watch in the sector. Read More
Market Navigators/Market Outlook | November 21, 2023 Premium Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic LandscapeWe present our definitive guide on the US consumer packaged goods (CPG) market. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space. Read More
