Deep Dive Premium3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 18, 2025 Reasons to ReadRead this report to discover answers to these and other questions: Which retail categories and sectors led year-over-year sales growth, and which struggled amid macroeconomic pressures? How did performance vary across sectors such as apparel, beauty, grocery and home improvement? What proportion of companies beat or missed consensus revenue and EPS estimates—and what does it reveal about consumer health? How are major players responding to inflation and tariffs through pricing, sourcing, and supply chain strategies? What are retailers forecasting for 4Q25 and the full fiscal year across categories, regions and channels? Companies mentioned in this report include: Adidas, Alibaba, Amazon, Burberry, Burlington Stores, The Coca-Cola Company, Costco Wholesale, CVS Health, Dollar General, Dollar Tree, eBay, Five Below, The Gap Inc., The Home Depot, JD.com, Levi Strauss & Co., Lowe’s, Macy’s, Nestlé, PepsiCo, Procter & Gamble, Richemont, Target, The TJX Companies, Under Armour, VF Corporation, Walgreens Boots Alliance, Walmart and many more. Data in this report include: Revenue and EPS growth by company and sector; year-over-year changes in total revenue across 14 retail sectors; sales and comps performances vs. consensus estimates; company-level forward guidance. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
