Unilever PLC

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Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

We 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.

Infographic | May 1, 2025 Free Report

Earnings Insights 1Q25, Week 1: Mixed Results from LVMH, Nestlé, P&G and Others Amid Heightened Tariff Concerns—Infographic

Discover 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.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore 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.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our 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.

Insight Report | February 19, 2025 Premium

Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and More

Our 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.

Market Outlook | January 2, 2025 Premium

Retail 2025 Sector Outlooks: Ebook

Discover 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.

Market Outlook | December 17, 2024 Premium

US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus Areas

Discover 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.

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.

Market Outlook | December 11, 2023 Premium

US CPG—Retail 2024 Sector Outlook: Volume Growth To Turn Positive as Inflation Eases

Discover 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.

Market Outlook | November 21, 2023 Premium

Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic Landscape

We 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.

Market Outlook | November 14, 2023 Premium

Research Preview: Market Navigator—US CPG

This Research Preview provides an early look at our forthcoming Market Navigator report on the US CPG market. We analyze market growth, the competitive landscape, key themes and more.

Event Presentation | August 24, 2023 Premium

US Beauty Retailing—A Standout Discretionary Category in 2023: Highlights from the Market Navigator

In this presentation, we offer key highlights from our Market Navigator on US beauty, covering growth drivers, the competitive landscape, key themes and more.

Event Presentation | August 12, 2023 Premium

Generative AI in Retail and Healthcare: Insights Presented at NACDS TSE 2023

On August 12, 2023, Coresight Research presented at NACDS Total Store Expo 2023 on the topic of generative AI (artificial intelligence) in retail and healthcare. In this presentation, we discuss use cases of the technology across our CORE framework.

Deep Dive | April 18, 2023 Premium

Five Trends in US Food CPG: Transparency, Sustainability and Technology Lead the Way

We look at five key food trends in the US CPG market, namely the technologies, initiatives and innovations CPG companies are using to address changing consumer demands around health and wellness, transparency and sustainability.

Deep Dive | April 10, 2023 Premium

Head-to-Head in Global CPG: Procter & Gamble vs. Unilever

Procter & Gamble (P&G) and Unilever are two of the largest and most established consumer packaged goods (CPG) companies worldwide. As part of our Head-to-Head series, we provide company overviews as well as insights into five key elements of their businesses.