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4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

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3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

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Holiday 2019: UK Black Friday Insights

On November 29, Coresight Research’s UK team undertook its fifth annual tour of stores in central London for Black Friday. In this report, we pick out likely outperformers, one apparent underperformer and other stores of note. We also provide a table comparing promotions this year to those of 2018.

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