Sujeet Naik, Analyst

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Insight Report | August 8, 2023 Premium

Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 6, 2023, which include Columbia Sportswear, Clorox and Floor & Decor.

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.

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 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 | April 16, 2023

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Weinswig’s Weekly: Walmart Leans In on Automation To Boost Margins

This week’s note, “From the Desk of Deborah Weinswig,” discusses Walmart’s recently announced plans to accelerate revenue and operating-income growth, with the targeted profitability improvements owing to increasing automation in its supply chain.

Analyst Corner | April 9, 2023

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Weinswig’s Weekly: Four Trends in How US Consumers Are Shopping for Groceries

This week’s note, “From the Desk of Deborah Weinswig,” presents four trends in grocery shopping behaviors among US consumers, from our data-driven 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.

Insight Report | March 7, 2023 Premium

Data Dive: The Grocery-Store Categories Where US Shoppers Are Cutting Purchases the Most

In this Data Dive, we assess which CPG (consumer packaged goods)/grocery-store categories are seeing the steepest unit declines as US shoppers cut their volume purchases in grocery retail and adjacent sectors.

Deep Dive | March 6, 2023

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US Grocery Retail and Recessions: Learnings from the Past and Recommendations for the Future

We analyze grocery retailing during past recessions and offer recommendations for grocery retail companies should the US see economic conditions worsen—covering private label, social responsibility, loyalty programs, retail media and more. This free report is produced in partnership with food industry association FMI.

Insight Report | February 28, 2023 Premium

Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed Growth

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 Alibaba, Bath & Body Works, Floor & Decor Holdings and more.

Insight Report | January 31, 2023 Premium

Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales Declines

Our weekly Earnings Insights reports feature 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 Albertsons Companies, Kimberly-Clark Corporation and Levi Strauss & Co, among others.

Company Profile | January 27, 2023 Premium

Target Corporation (NYSE: TGT) Company Profile

Target 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.

Company Profile | January 27, 2023 Premium

Sprouts Farmers Market (NASDAQ: SFM) Company Profile

Sprouts Farmers Market is a US-based retailer of fresh, natural and organic products, including produce, meat, seafood, deli, bakery, dairy, beer and wine, as well as health and beauty products. Headquartered in Phoenix, Arizona, the company operates 374 stores in 23 states.