Anand Kumar, Associate Director of Retail Research

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.

Deep Dive | September 17, 2025 Premium

Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns

We 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.

Deep Dive | June 18, 2025 Premium

Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most Sectors

We 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.

Analyst Corner | June 1, 2025

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Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John Harmon

In this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba). Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences.

| May 21, 2025 Premium

Amazon Apparel US Consumer Survey 2025: New Shoppers, Deeper Loyalty

Now in its eighth year, the annual Amazon Apparel US Consumer Survey from Coresight Research tracks evolving consumer behaviors on Amazon.com across the US apparel and footwear category. Discover key insights from our most recent survey with this video.

Deep Dive | April 3, 2025 Premium

4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Insight Report | March 19, 2025 Premium

Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more.

Insight Report | March 12, 2025 Premium

Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.

Insight Report | March 5, 2025 Premium

Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This Week

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 28, 2025, including Bath & Body Works, eBay, Home Depot and TJX, among others.

Insight Report | February 19, 2025 Premium

Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and More

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended February 7, 2025.

Insight Report | February 6, 2025 Premium

Earnings Insights 4Q24, Week 1: Levi Strauss, P&G, Walgreens and Others Post Sales Growth, While Burberry and Kimberly-Clark Report Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended January 31, 2025, including Albertsons, Procter & Gamble and Tractor Supply Company, among others.

Event Presentation | February 4, 2025 Premium

What Can Retailers Learn from Shein and Temu?: Insights Presented at RLC Global Forum 2025

What lessons can retailers learn from Shein and Temu? Explore how these Chinese e-commerce players are disrupting retail, redefining consumer engagement and supply chain innovation. Dive into growth metrics, AI opportunities and more with our insights, presented at the RLC Global Forum 2025.

| January 30, 2025 Premium

US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth Momentum

Discover directional market insights and themes to watch in online retailing in China and the US in 2025. This video offers selected insights from our Retail 2025 outlook report on this sector.

| January 30, 2025 Premium

US Apparel and Footwear—Retail 2025 Sector Outlook: Low-Single-Digit Growth Expected, with E-Commerce Capturing Share

Discover directional market insights and themes to watch in US apparel and footwear retailing in 2025. This video offers selected insights from our Retail 2025 outlook report on this sector.

Company Profile | January 22, 2025 Premium

American Eagle Outfitters (NYSE: AEO) Company Profile

American Eagle Outfitters is a US-based retailer of accessories, clothing, footwear and personal care products. Headquartered in Pittsburgh, the company operates stores in Canada, China, Hong Kong, Mexico and the US.

Company Profile | October 16, 2024 Premium

Foot Locker, Inc. (NYSE: FL) Company Profile

Foot Locker is a US-based retailer of apparel and footwear. Headquartered in New York City, the company operates stores in Australia, Canada, France, New Zealand, South Korea, the UK, the US and 20 other countries.