Insight Report | April 20, 2022 Premium March 2022 China Retail Sales: Lockdowns Prompt First Sales Declines in 20 MonthsWe review the latest data for retail sales in China showing that in March 2022 year-over-year sales declined while online sales accelerated. Our report analyzes retail sales in total and by sector. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur 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 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 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. Read More
Insight Report | March 21, 2022 Premium January and February 2022 China Retail Sales: Chinese New Year Travel and Olympics Boost Sales; Lockdowns To Impact GrowthWe present monthly data for retail sales in China showing that in January and February year-over-year sales growth accelerated while online sales decelerated. Our report analyzes retail sales in total and by sector. Read More
Insight Report | March 15, 2022 Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty. Read More
Insight Report | March 8, 2022 Premium Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters. Read More
Insight Report | March 1, 2022 Premium Earnings Insights 4Q21, Week 5: Gildan, Home Depot, Lowe’s, Macy’s and TJX Post Strong Results; Alibaba Sees Soft Sales ExpansionOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 27, 2022, including Gildan, Home Depot, Lowe’s, Macy’s and TJX. Read More
Insight Report | February 23, 2022 Premium Earnings Insights 4Q21, Week 4: E-Commerce Almost Flat at Walmart; Strong Sales at Crocs and Under ArmourOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 20, 2022: Crocs, Under Armour and Walmart. Read More
Insight Report | February 14, 2022 Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry. Read More
Insight Report | February 8, 2022 Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren. Read More
Insight Report | January 31, 2022 Premium Earnings Insights 4Q21, Week 1: Levi’s and Tractor Supply Post Robust Sales Growth; Walgreens Raises EPS Guidance for Full YearOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended January 30, 2022: Levi’s, Walgreens Boots Alliance and Tractor Supply Company. Read More
Insight Report | January 20, 2022 Premium December 2021 China Retail Sales: Growth Slows to 2%, but Full-Year Sales Increase by Double DigitsWe present monthly data for retail sales in China showing that in December 2021 year-over-year sales growth slowed while overall 2021 sales grew by double-digits. Read More
Insight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur 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 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Insight Report | December 7, 2021 Premium Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger. Read More
