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Insight Report | August 22, 2023 Premium

Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 20, 2023, which include Home Depot, Ross Stores, Target and Walmart.

Insight Report | August 17, 2023 Premium

Aldi To Acquire Winn-Dixie and Harveys Supermarket Banners for Major Southeastern US Expansion

We discuss the details of Aldi’s acquisition of Winn-Dixie and Harveys Supermarket stores from Southeast Grocers and explore its implications for the US grocery retail sector.

Insight Report | August 16, 2023 Premium

US and UK Retail Bankruptcies Latest, August 2023: Wilko Administration Bucks UK Discount Growth Trend

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Wilko and CPI Luxury Group.

Insight Report | August 15, 2023 Premium

Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 13, 2023, which include Alibaba, Capri Holdings, Hanesbrands and Weis Markets.

Insight Report | August 11, 2023 Premium

Tapestry’s Acquisition of Capri Holdings Paves the Way for an American Luxury Powerhouse

We explore the details and implications of Tapestry’s acquisition of Capri Holdings, announced on August 10, 2023.

Insight Report | August 8, 2023 Premium

Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor.

Insight Report | August 1, 2023 Premium

Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended July 30, 2023, which include Albertsons Companies, Crocs and Deckers Outdoor.

Insight Report | July 24, 2023 Premium

M&A in US Food and Beverage CPG: Three Key Themes—Category Expansion, Brand Focus and Evolving Consumer Needs

We explore three key themes behind the recent wave of M&A (mergers and acquisitions) in the US food and beverage sector—namely, category expansion, increased category focus, and evolving consumer needs and expectations.

Insight Report | July 19, 2023 Premium

US and UK Retail Bankruptcies Latest, July 2023

We provide an update on the latest retail bankruptcies in the US and the UK, including developments from Lunya, Rockport and Tuesday Morning.

Insight Report | July 17, 2023 Premium

Carrefour To Acquire Cora and Match Banners in $1.2 Billion Deal

Louis Delhaize has agreed to sell its French banners, Cora and Match, to Carrefour for $1.2 billion. We discuss how this move will bolster the company’s position in the competitive French grocery retail sector.

Deep Dive | June 22, 2023 Premium

1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand

Coresight Research offers analysis of the first quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | June 16, 2023 Premium

US and UK Retail Bankruptcies Latest, June 2023

We provide an update on the latest retail bankruptcies in the US and the UK in 2Q23.

Insight Report | June 6, 2023 Premium

Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended June 4, 2023, which include Capri Holdings, Dollar General and Five Below.

Insight Report | May 31, 2023 Premium

Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others.

Insight Report | May 24, 2023 Premium

Earnings Insights 1Q23, Week 4: Ross Stores, TJX and Walmart Post Strong Results; Alibaba Sees Slow Growth

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 21, 2023, which include Alibaba, Bath & Body Works and Home Depot.