Insight Report PremiumEarnings Insights 4Q25, Week 6: Adidas and Costco Lead Growth; Bath & Body Works, Best Buy and Target See Sales Declines Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 11, 2026 Reasons to ReadUnderstand the key growth drivers, consumer trends and strategic priorities shaping global retail earnings performance. Read this report to discover answers to these and other questions: How did apparel and footwear brand owners such as Adidas perform in 4Q25, and what drove growth across categories, regions and channels? What trends are shaping specialty apparel and footwear retailers’ performance, including Abercrombie & Fitch, American Eagle and off-price players? How are beauty companies navigating macroeconomic pressure while driving growth through innovation and international expansion? What do results from consumer electronics, e-commerce and food retail leaders reveal about consumer demand, technology investment and digital engagement? How are luxury, mass merchandise and warehouse club retailers performing amid changing consumer sentiment and economic headwinds? Companies mentioned in this report include: adidas; Abercrombie & Fitch; American Eagle Outfitters; Burlington Stores; Gap; Ross Stores; Bath & Body Works; Beiersdorf; Best Buy; Reckitt; JD.com; Kroger; LVMH; Prada; Target; BJ’s Wholesale Club; Costco. Data in this report include: US retail sales growth, retail inflation and real sales trends; retailer revenue, EPS and comparable sales versus consensus expectations; category, regional and channel performance metrics across major global retailers. 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
