Reasons to Read

Compare performance and uncover trends in retailer earnings from the third quarter of 2025, in this presentation.

On December 19, 2025, Coresight Research presented a Premium Subscriber Call on the topic of earnings insights from 3Q25. Watch the full webinar here.

Discover:

• Quarterly retail performance
• Performance differences across retail segments
• Tariff impacts and strategic responses
• Technology and AI investment trends
• Commentary on the health of the consumer

Other relevant research:

• 3Q25 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
• Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains