Insight Report | March 11, 2026 Premium Earnings Insights 4Q25, Week 6: Adidas and Costco Lead Growth; Bath & Body Works, Best Buy and Target See Sales DeclinesEarnings Insights 4Q25 Week 6 covers results from Adidas, Costco, Target, JD.com and others, with key trends shaping retail growth. Read More
Analyst Corner | December 21, 2025 Register for Free Access Analyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John MercerWhat do 3Q25 retailer earnings tell us about consumer behavior in the 2025 holiday season? Discover highlights here. Read More
Event Presentation | December 19, 2025 Premium Retail Earnings Insights, 3Q25: Premium Subscriber CallCompare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation. Read More
Infographic | December 19, 2025 Premium Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWhat have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings. Read More
Deep Dive | December 18, 2025 Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Insight Report | December 10, 2025 Premium Global Tech and Retail Layoffs in 2025: Structural or Cyclical?A data-driven look at retail and tech layoffs, uncovering structural shifts fueled by AI, automation and restructuring across both sectors. 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
