Reasons to Read

Discover what the latest earnings reveal about consumer resilience, shifting category performance and the impact of tariff refunds on profitability and corporate outlooks.

Read this report to discover answers to these and other questions:

• What are the key financial highlights, and what drove revenue, margin and earnings performance?
• How is consumer behavior affecting demand, traffic, value sensitivity and product preferences?
• How are companies performing by category, region and sales channel?
• How are retailers evolving their physical footprints through store expansion, upgrades and productivity initiatives?
• How are companies deploying technology, AI and digital commerce initiatives, and how are tariffs and tariff refunds influencing profitability and future guidance?

Companies mentioned in this report include: Adidas, Columbia Sportswear, Crocs, Nike, VF Corporation, Deckers Outdoor Corporation, Levi Strauss & Co., L’Oréal, Beiersdorf, Danone, Haleon, Mondelēz International, Unilever, Reckitt, PepsiCo, The Coca-Cola Company, The Procter & Gamble Company, Nestlé, Carrefour, Sprouts Farmers Market, Woolworths Group Limited, Floor & Decor Holdings, Tractor Supply Company, Hermès International, Kering and LVMH Moët Hennessy–Louis Vuitton.

Data in this report include: company financial results, revenue and EPS growth, gross and operating margins, comparable sales, performance by category, region and channel, tariff refunds and their impact on profitability, financial guidance, and US retail sales growth, estimated retail-only inflation and inferred real sales growth.