What's Inside

We review recent quarterly earnings for companies in the Coresight 100, our focus list of retailers and brand owners, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. In this report we cover the first quarter of 2025 (1Q25), in which more than half the covered companies posted positive year-over-year sales growth rates.

• We first published this report on May 1, 2025, and updated its content—adding more companies—on a weekly basis as the earnings season progressed. The final update, wrapping up this season’s coverage, published on June 18, 2025. 

Data in this report include:

• Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Adidas, Albertsons, Alibaba, Amazon, Best Buy, Burlington Stores, The Coca-Cola Company, Costco Wholesale, CVS Health, Dollar General, Dollar Tree, eBay, Foot Locker, The Home Depot, Kohl’s, L’Oréal, Lowe’s, Lululemon Athletica, LVMH, Macy’s, NIKE, PepsiCo, Procter & Gamble, Ralph Lauren, Ross Stores, Skechers, Tapestry, Target, The TJX Companies, Ulta Beauty, Under Armour, Urban Outfitters, Walgreens Boots Alliance, Walmart

Other relevant research: 

• Explore all our Earnings Insights reports, including quarterly wrap-ups.
• The Coresight 100 list
• The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.