Insight Report | February 5, 2026 Premium Earnings Insights 4Q25, Week 1: Food and Grocery Resilience Offset Mixed Apparel and CPG ResultsEarnings Insights 4Q25: Aritzia, Levi Strauss and Tesco report steady growth as consumer demand remains resilient amid uneven sector trends. Read More
Insight Report | January 27, 2026 Premium Amazon To Close Amazon Fresh and Amazon Go Grocery ChainsAmazon has announced plans to close its Amazon Fresh (57 stores) and Amazon Go (15 stores) grocery chains in the US, with some conversions to Whole Foods Market stores. We review proprietary data to explore the implications. Read More
Deep Dive | December 18, 2025 Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Company Profile | October 8, 2025 Premium Albertsons Companies (NYSE: ACI) Company ProfileAlbertsons is a retailer of food, drug and general merchandise products. Headquartered in Boise, Idaho, the company operates stores across the US. Read More
Company Profile | October 8, 2025 Premium Target Corporation (NYSE: TGT) Company ProfileTarget is a retailer of apparel and accessories, beauty, food and beverage, hardlines, home furnishings and décor, and household essentials. Headquartered in Minneapolis, Minnesota, the company operates stores in US. Read More
Company Profile | October 7, 2025 Premium Ocado (LSE: OCDO) Company ProfileOcado is a UK-based technology provider and online retailer of clothing, food and beverages, and general merchandise. Headquartered in Hatfield, England, the company operates in Australia, Canada, France, Japan, Spain, Sweden, the UK and the US. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe 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. Read More
Deep Dive | June 18, 2025 Premium Earnings Insights 1Q25: Wrap-Up—Growth Outpaces Declines Across Most SectorsWe 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. Read More
| June 13, 2025 Premium US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its DominanceThis video offers selected insights from our eighth annual US online grocery survey, exploring the purchasing patterns of online grocery shoppers with proprietary survey data. Read More
Deep Dive | April 3, 2025 Premium 4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This QuarterWe 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. Read More
Insight Report | March 19, 2025 Premium Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter GrowthOur 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. Read More
Insight Report | March 12, 2025 Premium Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other RetailersOur 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. Read More
Insight Report | March 5, 2025 Premium Earnings Insights 4Q24, Week 5: Most Companies Report Strong Growth Results This WeekOur 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. Read More
Insight Report | February 26, 2025 Premium Earnings Insights 4Q24, Week 4: Birkenstock, Hermès, Sprouts and More Post Double-Digit GrowthOur 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 21, 2025. Read More
Insight Report | February 19, 2025 Premium Earnings Insights 4Q24, Week 3: Gucci Sales Slump 21%, Plus Updates from Ahold, Amazon, Coty and MoreOur 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. Read More
