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 ImproveOur 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. Read More
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
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 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 | April 16, 2023 Register for Free Access Weinswig’s Weekly: Walmart Leans In on Automation To Boost MarginsThis 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. Read More
Analyst Corner | April 9, 2023 Register for Free Access Weinswig’s Weekly: Four Trends in How US Consumers Are Shopping for GroceriesThis week’s note, “From the Desk of Deborah Weinswig,” presents four trends in grocery shopping behaviors among US consumers, from our data-driven 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
Insight Report | March 7, 2023 Premium Data Dive: The Grocery-Store Categories Where US Shoppers Are Cutting Purchases the MostIn 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. Read More
Deep Dive | March 6, 2023 Register for Free Access US Grocery Retail and Recessions: Learnings from the Past and Recommendations for the FutureWe 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. Read More
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 GrowthThe 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. Read 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 DeclinesOur 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. Read More
Company Profile | January 27, 2023 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 | January 27, 2023 Premium Sprouts Farmers Market (NASDAQ: SFM) Company ProfileSprouts 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. Read More