Aditya Kaushik, Analyst

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Insight Report | May 7, 2024 Premium

Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | February 13, 2024 Premium

Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry.

Insight Report | February 6, 2024 Premium

Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance.

Analyst Corner | January 28, 2024

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Weinswig’s Weekly: Fashion Retail’s Resilience in the Holiday Season

This week’s note, “From the Desk of Deborah Weinswig,” discusses one theme from our research on the shape and scale of performance in retail during the holiday peak: the resilience of the apparel sector.

Insight Report | November 21, 2023 Premium

Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 19, 2023, including Alibaba, Macy’s, Target and Walmart.

Company Profile | February 13, 2023 Premium

Costco (NASDAQ: COST) Company Profile

Costco is a US-based retailer of food and beverages, fuel, health and beauty products, general merchandise and pharmaceuticals. Headquartered in Issaquah, Washington, the company operates stores in Australia, Canada, China, France, Iceland, Japan, Korea, Mexico, Spain, Taiwan, the UK and the US (including Puerto Rico).

Company Profile | January 27, 2023 Premium

Target Corporation (NYSE: TGT) Company Profile

Target 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.

Company Profile | January 27, 2023 Premium

Dollar General Corporation (NYSE: DG) Company Profile

Dollar 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.

Company Profile | January 21, 2023 Premium

Big Lots (NYSE: BIG) Company Profile

Big Lots is a retailer of apparel, food and beverage, general merchandise, and health and beauty products. Headquartered in Columbus, Ohio, the company operates stores in the US.

Company Profile | January 21, 2023 Premium

BJ’s Wholesale Club (NYSE: BJ) Company Profile

BJ’s Wholesale Club is a retailer of food and beverages, fuel, general merchandise, health and beauty, and pharmacy products. Headquartered in Westborough, Massachusetts, the company operates stores in the US.

Company Profile | January 21, 2023 Premium

Five Below Inc. (NASDAQ: FIVE) Company Profile

Five Below is a retailer of apparel, general merchandise, and health and beauty products. Headquartered in Philadelphia, Pennsylvania, the company operates stores in the US.

Company Profile | January 21, 2023 Premium

Walmart (NYSE: WMT) Company Profile

Walmart 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.

Insight Report | January 4, 2023 Premium

3Q22 US Retail Inventory Tracker: Most Retailers See Inventory Growth Slow

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down from the year-ago quarter.

Deep Dive | December 20, 2022 Premium

3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures

This report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps.