Anand Kumar, Associate Director of Retail Research

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Deep Dive | June 22, 2023 Premium

1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand

Coresight Research offers analysis of the first quarter of 2023 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, considering consensus estimates and year-over-year changes.

Deep Dive | June 14, 2023 Premium

US Watch Market: Traditional Watches Cede Share to Smartwatches, While Luxury Offerings Continue To Grow

We examine the size and trajectory of the US watch market, examining both the smartwatch and traditional watch categories in detail. Additionally, we cover major factors impacting the market, the competitive landscapes and themes we are watching in the space in 2023 and beyond.

Insight Report | June 6, 2023 Premium

Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended June 4, 2023, which include Capri Holdings, Dollar General and Five Below.

Insight Report | May 31, 2023 Premium

Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 27, 2023, which include Big Lots, Deckers Outdoor and Dollar Tree, among others.

Insight Report | May 25, 2023 Premium

Sportswear Brands in 1Q23: High Costs and Promotions Erode Margins, but Key Brands Remain Positive for Full-Year 2023

We examine the first-quarter earnings releases of six sportswear brands or brand owners to gain valuable insights, including the impact of the Yeezy line at Adidas, and offer forward-looking implications on pricing, inventory clearance and supply chain management.

Insight Report | May 24, 2023 Premium

Earnings Insights 1Q23, Week 4: Ross Stores, TJX and Walmart Post Strong Results; Alibaba Sees Slow Growth

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on first-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended May 21, 2023, which include Alibaba, Bath & Body Works and Home Depot.

Analyst Corner | May 14, 2023

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Weinswig’s Weekly: Understanding Amazon Fashion—Key Insights from Our Annual US Consumer Survey

This week’s note, “From the Desk of Deborah Weinswig,” discusses key trends in clothing and footwear shopping on Amazon, highlighting findings from the sixth annual survey of US consumers conducted by Coresight Research.

Insight Report | March 29, 2023 Premium

4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak

We offer analysis of the fourth 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.

Insight Report | March 14, 2023 Premium

Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales Decline

The Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others.

Deep Dive | March 9, 2023 Premium

Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales Decline

The Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree, among others.

Company Profile | January 21, 2023 Premium

Zalando (XTRA: ZAL) Company Profile

Zalando is a Germany-based retailer of accessories, apparel, beauty products and footwear. Headquartered in Berlin, the company operates in Austria, Germany and Switzerland and 20 other countries across Europe.

Company Profile | January 20, 2023 Premium

Topsports International Holdings (SEHK: 6110) Company Profile

Topsports is a retailer of sports and outdoor accessories, apparel and footwear. Headquartered in Shanghai, the company operates stores in China.

Company Profile | January 20, 2023 Premium

Lululemon Athletica Inc. (NYSE: LULU) Company Profile

Lululemon is a Canada-based retailer of accessories, apparel and footwear designed for athletic activities. Headquartered in Vancouver, the company operates stores in Australia, Canada, China, France, Germany, Ireland, Japan, Malaysia, the Netherlands, New Zealand, Norway, South Korea, Sweden, Switzerland, the UK and the US.

Company Profile | January 20, 2023 Premium

Next Plc (LSE: NXT) Company Profile

Next is a UK-based retailer of apparel, beauty, footwear and home goods. Headquartered in Leicester, the company operates stores in 35 countries.

Company Profile | January 17, 2023 Premium

Industria de Diseño Textil, S.A. (Inditex) (BME: ITX) Company Profile

Industria de Diseño Textil is a Spain-based retailer of accessories, apparel, footwear and household textile products. Headquartered in A Coruña, the company operates stores in Australia, Canada, Japan, Spain, Turkey, the UK, the US and 33 other countries.