Retail Earnings Insights, 3Q25: Premium Subscriber Call

Join the Coresight Research team for insights and highlights from the recent earnings seasons across retail.

What We’ll Cover

The third quarter of 2025 brought significant developments across the retail landscape—from tariff impacts reshaping supply chains to accelerated AI adoption transforming customer experiences. Our analysts have analyzed earnings calls, financial reports, and forward guidance from leading retailers to distill the insights that matter most.

This Premium Subscriber Call will explore four critical themes emerging from Q3 earnings:

• Tariff Impacts and Strategic Responses: What have companies reported on tariff impacts in the latest quarter, and how have they guided for the coming period? We’ll examine how retailers are navigating cost pressures, adjusting pricing strategies, and restructuring supply chains.
• Technology and AI Investment Trends: What are retailers saying about technology, including AI? From generative AI in customer service to predictive analytics in inventory management, we’ll explore where retailers are placing their technology bets and what’s delivering measurable ROI.
• Performance Divergence Across Segments: Which retailers surprised on the upside, from apparel to department stores? We’ll analyze the strategic moves and market conditions driving outperformance in unexpected segments.
• Consumer Sentiment and Spending Patterns: What have companies said about the state of the consumer? We’ll examine how retailers are reading consumer confidence, spending behavior, and category shifts—and what this signals for the remainder of the holiday season and beyond.

Why Attend:

• Proprietary Analysis: Our research team has distilled insights from dozens of earnings calls to identify patterns, outliers, and strategic implications that aren’t immediately apparent from individual company reports.
• Actionable Intelligence: This isn’t a recap of publicly available data. We provide context, connections, and forward-looking analysis designed to inform your strategic planning and investment decisions.
• Exclusive Access: As a Premium Subscriber, you gain early access to these insights before they’re widely disseminated, giving you a competitive advantage in understanding the evolving retail landscape.

About Premium Subscriber Calls
Premium Subscriber Calls are our forum for discussing recent research, topical issues, and major themes with Coresight Research clients. These interactive sessions offer direct access to our analysts, creating opportunities for peer learning and strategic conversations.

This event is exclusive to Coresight Research Premium Subscribers.

Register Now – Click Register to join us. This event is exclusive to Coresight Research premium subscribers.

We look forward to seeing you on the call.

Questions? Contact us at contactus@coresight.com