Insight Report | May 21, 2026 Premium Earnings Insights 1Q26, Week 2: Adidas and Birkenstock Outperform as Crocs and Under Armour Post Revenue DeclinesEarnings Insights 1Q26 Week 2 examines Adidas, Alibaba, Birkenstock and other major retailers, tracking revenue trends, consumer behavior and technology initiatives. Read More
Insight Report | May 6, 2026 Premium 4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail4Q25 earnings wrap-up reveals retail sales growth, margin pressure and sector performance trends across leading global retailers and brands. Read More
Insight Report | April 21, 2026 Premium Energy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?US gasoline prices are currently heading downward as oil prices are rolling off their peak. However, broader inflation lags energy shocks. We assess when the CPI peak may occur and which retail seasons that would impact. Read More
Insight Report | April 2, 2026 Premium Once-Highflying Allbirds Sells Itself for a SongAllbirds, once with a $4.1 billion market capitalization, is selling its assets for $39 million. Read More
Deep Dive | December 3, 2025 Premium Black Friday 2025 Around the World: Global Retail ObservationsA brief look at our global team’s take on Black Friday 2025, highlighting in-store and online activity across Hong Kong, India, and the UK—including on-the-ground visits in the UK and India. Read More
Infographic | November 26, 2025 Premium Holiday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data GraphicDiscover proprietary survey data on US consumers’ expectations and behavior during the holiday season. In this graphic, we spotlight GLP-1, presenting consumers’ change in shopping behavior. Read More
Company Profile | October 8, 2025 Premium Target Corporation (NYSE: TGT) Company ProfileTarget is a retailer of apparel and accessories, beauty, food and beverage, hardlines, home furnishings and décor, and household essentials. Headquartered in Minneapolis, Minnesota, the company operates stores in US. Read More
Company Profile | October 8, 2025 Premium Dollar General Corporation (NYSE: DG) Company ProfileDollar General is a retailer of apparel, food and beverages, general merchandise, and health and beauty products. Headquartered in Goodlettsville, Tennessee, the company operates stores in the US. Read More
Company Profile | October 8, 2025 Premium Walmart (NYSE: WMT) Company ProfileWalmart is a US-based retailer of apparel, footwear, general merchandise and groceries. Headquartered in Bentonville, Arkansas, the company operates stores across the US and 24 other countries. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
| June 26, 2025 Premium Financial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025Our latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals continued improvement in consumers’ financial outlook, with expectations reaching a five-month high. Read More
Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the first quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
| June 12, 2025 Premium High-Income Consumers’ Financial Sentiment Reaches New Peak: Weekly US Consumer Sentiment, Week 24, 2025 Read More
| May 22, 2025 Premium Positive Sentiment Trend Comes to an End: Weekly US Consumer Sentiment, Week 21, 2025Our latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals an end to the positive trends in financial and economic expectations, with variations by income level. Read More
| May 9, 2025 Premium Personal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025Our latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals an increase in net financial sentiment, driven by high- and middle-income consumers. Read More
