Aditya Kaushik, Analyst

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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.

Insight Report | May 23, 2023 Premium

April 2023 China Retail Sales: Total Sales Accelerate Further as Most Sectors Continue To See Strong Growth

We review the latest data for retail sales in China, showing that in April 2023, year-over-year sales grew 16%. Our report analyzes retail sales in total and by sector.

Insight Report | May 16, 2023 Premium

Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate 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 14, 2023, which include Coty, JD.com, Tapestry and more.

Insight Report | May 9, 2023 Premium

Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major US 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 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair and more.

Insight Report | May 3, 2023 Premium

Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales Improve

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended April 30, 2023.

Insight Report | April 28, 2023 Premium

April 2023 Monthly Consumer Update: US, UK and China

Analyzing consumer demand from March 2023, retail sales slowed in the US and strengthened in the UK and China. Our Monthly Consumer Update assesses these trends and considers wage growth and food and fuel prices in these three markets.

Insight Report | April 25, 2023 Premium

March 2023 China Retail Sales: Total Sales Growth Accelerates as Many Sectors Report Gains

We review the latest data for retail sales in China, showing that in March 2023, year-over-year sales grew 9.1%. Our report analyzes retail sales in total and by sector.

Insight Report | April 11, 2023 Premium

4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many Retailers

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors.

Insight Report | March 31, 2023 Premium

March 2023 Monthly Consumer Update: US, UK and China

Analyzing consumer demand from February 2023, retail sales slowed in the US and grew in the UK and China. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.

Insight Report | March 29, 2023 Premium

4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak

We offer analysis of the fourth quarter of 2022 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.

Insight Report | March 21, 2023 Premium

January and February 2023 China Retail Sales: Total Sales Pick Up as Most Sectors Report Positive Growth

We review the latest data for retail sales in China showing that in January and February 2023, year-over-year sales grew by 2.9%. Our report analyzes retail sales in total and by sector.

Deep Dive | March 20, 2023 Premium

Head-to-Head in US Drugstore Retailing: CVS Health vs. Walgreens Boots Alliance

CVS Health and Walgreens Boots Alliance are the top retailers in the US drugstore sector, offering a wide variety of medicines and other products. As part of the Coresight Research Head-to-Head series, we provide analysis of the companies’ revenues, financial performances and key strategies.

Insight Report | March 15, 2023 Premium

Walmart To Expand Its Health Footprint, Plans To Nearly Double Its Healthcare Centers by 2025

Walmart Health plans to expand into two more US states and open 28 new Walmart Health centers in 2024, bringing its US total to over 75 centers. We dive into where the company will expand, what the new centers will offer and what other retailers are doing in the healthcare segment.

Insight Report | March 14, 2023 Premium

Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales Decline

The Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others.

Deep Dive | March 9, 2023 Premium

Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales Decline

The Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree, among others.