What's Inside

Our Earnings Insights report features highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report first-quarter 2025 earnings.

Bookmark this page! We first published this report on May 1, 2025, and will continue to update its content—adding more companies—as the earnings season progresses.

The latest version, as of May 14, 2025, has added 15 companies that reported in the week ended May 11, 2025, across the following sectors: apparel and footwear; beauty; consumer packaged goods (CPG); e-commerce; food and grocery; home and home improvement; luxury; and specialty apparel. These entries are highlighted in gray in the report.

Data in this research report include:

• US retail sales growth, January–March 2025
• Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies added to this report this week: Ahold Delhaize, Amazon, Aritzia, The Clorox Company, Columbia Sportswear, Coty, Coupang, Crocs, Floor & Décor, MercadoLibre, Next, Puma, Tapestry, Woolworths, Zalando

Other companies mentioned in this report include: Adidas, Albertsons, The Coca-Cola Company, Colgate-Palmolive, CVS Health, Estée Lauder Companies, Fast Retailing, Haleon, Hermès, Inditex, Kering, Kimberly-Clark Corporation, Levi Strauss, L’Oréal, LVMH, Mondelēz International, Nestlé, PepsiCo, Prada, Procter & Gamble, Reckitt Benckiser, Skechers, Sprouts Farmers Market, Unilever, Walgreens Boots Alliance, Wayfair

Other relevant research:

• Access selected earnings highlights, including sales and EPS (earnings per share) data, with our Earnings Insights infographic for this week.
• Explore all our Earnings Insights reports (including quarterly wrap-ups) and infographics here.
• The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.