Insight Report | March 19, 2025 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. Read More
Insight Report | March 17, 2025 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. Read More
Insight Report | March 17, 2025 Premium February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead DeclinesIn February 2025, US retail sales (excluding gasoline and automobile sales) declined year over year, marking the first decline since April 2020. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | March 14, 2025 Premium India’s Maha Kumbh Mela 2025: How Convenience, Technology and Sustainability Powered a Multibillion-Dollar FestivalFestivals provide huge retail opportunity. Dive into how convenience, technology and sustainability powered the multibillion-dollar Maha Kumbh Mela 2025 in India, and discover learnings for retail companies to capitalize on large-scale events moving forward. Read More
Insight Report | March 12, 2025 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. Read More
Insight Report | March 10, 2025 Premium US CPG Sales Tracker: E-Commerce Sales Surge, Outpacing In-Store GrowthIn partnership with Circana, we present data-driven insights into sales trends in the US CPG industry as of late February 2025, covering the food & beverage, health & beauty, and general merchandise & homecare categories. Read More
Insight Report | March 5, 2025 Premium US Tariffs on Canada and Mexico: What US Consumers ThinkNew US tariffs on imports from Canada, Mexico and China will impact multiple retail categories, with implications for consumers. We summarize category-level exposure to these countries, and present new, proprietary US consumer survey findings on perceptions of tariffs. Read More
Insight Report | March 5, 2025 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. Read More
Insight Report | February 26, 2025 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. Read More
Insight Report | February 21, 2025 Premium Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival SpendingHow did consumers celebrate Lunar New Year this year and where did they direct their spending? Explore the impact of Chinese New Year, also known the Spring Festival, including retail trends, consumer preferences and market opportunities that emerged during the holiday. Read More
Insight Report | February 20, 2025 Premium February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and MarchThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of February 18, 2025. Read More
Insight Report | February 19, 2025 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. Read More
Insight Report | February 14, 2025 Premium January 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales GrowthIn January 2025, US retail sales (excluding gasoline and automobile sales) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | February 13, 2025 Premium Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?We unpack the latest data on critical indicators shaping the retail landscape in 2025, offering insights and proprietary survey analysis spanning inflation, consumer sentiment and the impacts of tariffs on the US consumer economy. Read More
Insight Report | February 13, 2025 Premium Retail Shrink and ORC: Cargo Theft Hits Record Levels in the US, Retail Crime Costs Soar in the UKWe present the latest developments in retail shrink in the US and Europe, including retail crime costs, cargo theft rates and shoplifting data. Plus, discover news about loss-prevention technologies and dive into recent commentary on shrink from Albertsons and Walgreens. Read More