Aditya Kaushik, Analyst

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | November 15, 2022 Premium

Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others.

Deep Dive | November 15, 2022 Databank Members

US Consumer Tracker: Walmart Dominates Food and Nonfood Ahead of Holiday

We assess inflation’s impact on US consumers’ holiday shopping. Our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Market Navigators/Market Outlook | November 9, 2022 Premium

Market Outlook: US Drugstores—Focusing on Tech-Enabled Healthcare Solutions

In this Market Outlook, we discuss the growth trajectory of the US drugstore and pharmacy market as the retail impacts of the pandemic fade, and explore the competitive landscape and key trends that are driving demand.

Insight Report | November 8, 2022 Premium

Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others.

Insight Report | November 1, 2022 Premium

Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Albertsons, Amazon, Columbia Sportswear, Deckers Outdoor and Kimberly-Clark Corporation, among others.

Insight Report | October 4, 2022 Databank Members

US Consumer Tracker: Avoidance Steadies as Fall Begins

As fall begins and consumer avoidance ticks back up, our US consumer survey presents a detailed update on US consumers’ behavior and expectations, with a focus on the implications for US retail.

Insight Report | October 3, 2022 Premium

2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly

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 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year.

Insight Report | October 3, 2022 Premium

September 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in August 2022, retail sales remained healthy in the US and grew slowly in the UK. In China, despite the country’s ongoing real estate crisis, retail sales accelerated in August. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.

Deep Dive | September 20, 2022 Premium

2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes

We analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | September 20, 2022 Premium

August 2022 China Retail Sales: Total Sales Pick Up; Most Sectors Report Positive Growth

We review the latest data for retail sales in China showing that in August 2022, year-over-year sales grew 5.1%. Our report analyzes retail sales in total and by sector.

Company Profile | September 12, 2022 Premium

Salesforce, Inc. (NYSE: CRM) Company Profile

Salesforce is a US-based application software company that provides customer relationship management technology, bringing companies and customers together worldwide. Headquartered in San Francisco, California, the company operates and sells its products and services worldwide.

Company Profile | September 12, 2022 Premium

Oracle Corporation (NasdaqGS: ORCL) Company Profile

Oracle Corporation is US-based systems software company that offers products and services for enterprise information technology environments. Headquartered in Santa Austin, Texas, the company operates in 62 countries.

Company Profile | September 6, 2022 Premium

SAP SE (XTRA: SAP) Company Profile

SAP is Germany-based application software company which together with its subsidiaries, operates as an enterprise application software company worldwide. Headquartered in Walldorf, Germany, the company operates and sells its products and services worldwide.

Company Profile | September 5, 2022 Premium

Shopify Inc. (NYSE: SHOP) Company Profile

Shopify is a Canada-based e-commerce company which provides a commerce platform and services in Canada, the US, Europe, the Middle East, Africa, the Asia Pacific and Latin America. Headquartered in Ottawa, Canada, the company operates and sells its products and services worldwide.

Insight Report | September 5, 2022 Premium

Earnings Insights 2Q22, Week 6: Five Below and Lululemon Report Strong Results; Best Buy, Big Lots, PVH and Signet Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Best Buy, Big Lots, Five Below and Lululemon Athletics, among others.