Deep Dive | June 22, 2023 Premium 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary DemandCoresight 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. Read More
Deep Dive | June 14, 2023 Premium US Watch Market: Traditional Watches Cede Share to Smartwatches, While Luxury Offerings Continue To GrowWe 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. Read More
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 DeclineOur 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. Read More
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 DeclineOur 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. Read More
Insight Report | May 25, 2023 Premium Sportswear Brands in 1Q23: High Costs and Promotions Erode Margins, but Key Brands Remain Positive for Full-Year 2023We 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. Read More
Insight Report | May 24, 2023 Premium Earnings Insights 1Q23, Week 4: Ross Stores, TJX and Walmart Post Strong Results; Alibaba Sees Slow GrowthOur 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. Read More
Analyst Corner | May 14, 2023 Register for Free Access Weinswig’s Weekly: Understanding Amazon Fashion—Key Insights from Our Annual US Consumer SurveyThis 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. Read More
Insight Report | March 29, 2023 Premium 4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains WeakWe 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. Read More
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 DeclineThe 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. Read More
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 DeclineThe 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. Read More
Company Profile | January 21, 2023 Premium Zalando (XTRA: ZAL) Company ProfileZalando 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. Read More
Company Profile | January 20, 2023 Premium Topsports International Holdings (SEHK: 6110) Company ProfileTopsports is a retailer of sports and outdoor accessories, apparel and footwear. Headquartered in Shanghai, the company operates stores in China. Read More
Company Profile | January 20, 2023 Premium Lululemon Athletica Inc. (NYSE: LULU) Company ProfileLululemon 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. Read More
Company Profile | January 20, 2023 Premium Next Plc (LSE: NXT) Company ProfileNext is a UK-based retailer of apparel, beauty, footwear and home goods. Headquartered in Leicester, the company operates stores in 35 countries. Read More
Company Profile | January 17, 2023 Premium Industria de Diseño Textil, S.A. (Inditex) (BME: ITX) Company ProfileIndustria 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. Read More