April 4, 2025 Insight Report Premium Amazon Bids to Acquire TikTok—What It Means for US E-CommerceOn April 3, 2025, e-commerce giant Amazon reportedly submitted a bid to acquire TikTok from its Chinese parent company, ByteDance. We examine the implications of the bid and the potential impact of a successful deal on the US e-commerce sector.
April 3, 2025 Deep Dive Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
April 1, 2025 Insight Report Premium Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisWe offer our take on the sale of the Family Dollar business by Dollar Tree, Inc., which was announced on March 26, 2025. Discover the key factors in Dollar Tree’s integration struggles with Family Dollar and what the acquisition agreement means for Dollar Tree, Family Dollar and other retailers.
March 19, 2025 Infographic Free Report Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week seven of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including American Eagle Outfitters, Costco, Kohl’s and Ulta Beauty, among others.
March 19, 2025 Insight Report Premium Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthOur 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 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more.
March 17, 2025 Insight Report Premium Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealWalgreens Boots Alliance announced that it has entered into a definitive agreement to be acquired by Sycamore Partners, a private-equity firm. Explore the reasons behind this decision and dive into our analysis of the implications of the proposed $23.7 billion deal.
March 12, 2025 Infographic Free Report Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers—InfographicDiscover the latest revenue and EPS (earnings per share) data from week six of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Adidas, Burlington Stores, Macy’s and Zalando, among others.
March 12, 2025 Insight Report Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur 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.
March 5, 2025 Infographic Free Report Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week—InfographicDiscover the latest revenue and EPS (earnings per share) data from week five of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Bath & Body Works, The Home Depot and The TJX Companies, among others.
March 5, 2025 Insight Report Premium Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This WeekOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 28, 2025, including Bath & Body Works, eBay, Home Depot and TJX, among others.
February 26, 2025 Insight Report Premium Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit GrowthOur 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 21, 2025.
February 26, 2025 Infographic Free Report Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit Growth—InfographicDiscover the latest revenue and EPS (earnings per share) data from week four of the 4Q24 (fourth quarter of 2024) earnings season with this infographic, covering various companies that reported in the week, including Hermès, Sprouts Farmers Market and Walmart, among others.
February 19, 2025 Insight Report Premium Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreOur 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.
February 11, 2025 Insight Report Premium Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others.
February 6, 2025 Insight Report Premium Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others.
