Insight Report | November 6, 2025 Premium Earnings Insights 3Q25: Adidas, MercadoLibre and Sprouts Lead in Double-Digit Sales Gains; NEXT, Wayfair and Woolworths Report Solid UpliftsEarnings Insights 3Q25: Adidas, MercadoLibre, Sprouts and NEXT report strong sales gains as global retailers adapt to evolving consumer behavior and economic uncertainty. Read More
Infographic | September 18, 2025 Premium Tariffs and Earnings: What Companies Have Reported—Data GraphicDiscover how tariffs squeeze retail margins and who is best positioned to win. Get key insights from our consumer research. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. 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 | June 10, 2025 Free Report Earnings Insights 1Q25, Week 7: Dollar Stores See Growth Amid Tariff Pressures—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 8, 2025, including Dollar General, Dollar Tree, Petco and more. Read More
Infographic | June 3, 2025 Free Report Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more. Read More
Infographic | May 28, 2025 Free Report Earnings Insights 1Q25, Week 5: BJ’s Wholesale Club and Home Depot Report Sales Growth; Target Reports Sales Decline—InfographicDiscover the latest revenue and EPS (earnings per share) data from week five of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 25, 2025, including Home Depot, Target and more. Read More
Infographic | May 21, 2025 Free Report Earnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicDiscover the latest revenue and EPS (earnings per share) data from week four of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 18, 2025, including Alibaba, Walmart and more. Read More
Insight Report | May 21, 2025 Premium Dick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic ReachDick’s Sporting Goods announced in mid-May 2025 that it will acquire competitor Foot Locker for $2.4 billion. Uncover the implications of the deal for each company and for the wider US apparel market. We offer insights on shopper penetration, store portfolios and expansion, and geographical reach, leveraging proprietary survey findings and data analysis. Read More
Insight Report | May 20, 2025 Premium Kohl’s CEO Removal—Why It Happened and What It Means for US Department StoresKohl’s abruptly terminated its former CEO, Ashley Buchanan, on May 1, 2025, “for cause.” We explore the reasons behind Buchanan’s termination, as well as the implications of the firing for both Kohl’s and the US department store sector at large. Read More
Insight Report | May 20, 2025 Premium AI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of ApplicationsOpenAI announced on May 7, 2025, that Fidji Simo, the current CEO and Chair of Instacart, will join OpenAI later this year as CEO of Applications. We discuss the implications of this move for the company and for the AI (artificial intelligence) race in general. Read More
Infographic | May 14, 2025 Free Report Earnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week three of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 11, 2025, including Amazon, Zalando and more. Read More
Infographic | May 7, 2025 Free Report Earnings Insights 1Q25, Week 2: Adidas, CVS, Sprouts and More Report Solid Sales Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week two of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 4, 2025, including Adidas, Coca-Cola, eBay, Prada and more. 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
Event Coverage | April 14, 2025 Premium Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyWe present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs. Read More
