Sunny Zheng, Analyst

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Insight Report | May 14, 2024 Premium

Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 12, 2024, including Coty, Crocs, Hanesbrands, Qurate Retail and Tapestry, among others.

Insight Report | May 7, 2024 Premium

Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.

Insight Report | April 30, 2024 Premium

Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, among others.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | March 13, 2024 Premium

Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others.

Insight Report | March 6, 2024 Premium

Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s.

Insight Report | February 27, 2024 Premium

Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair.

Event Presentation | February 22, 2024 Premium

Industry Insights: Decoding Shein and Temu

We present the fundamentals of Chinese e-commerce leaders Shein and Temu, covering their business models, supply chains and technologies. Explore the companies’ development timelines and uncover key insights into the factors driving their success. We also reveal 10 essential actions for retailers to take to rival Shein and Temu, spanning marketing, logistics and more.

Insight Report | February 20, 2024 Premium

Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 18, 2024, including Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition and L’Oréal.

Insight Report | February 13, 2024 Premium

Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry.

Insight Report | February 6, 2024 Premium

Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 4, 2024, including Albertsons, Columbia Sportswear, Procter & Gamble and Walgreens Boots Alliance.

Research Digest | February 2, 2024 Premium

Insights Video: Exclusive Insights from CES 2024 and NRF 2024: Retail’s Big Show—Premium Subscriber Call

What did you miss at CES and NRF 2024: Retail’s Big Show? We present our exclusive insights, exploring top tech and retail trends from AI to transformative business models to sustainability. This Insights Video is an on-demand replay of our Premium Subscriber Call in early February 2024.

Research Digest | December 8, 2023 Premium

Insights Video: Exploring the Transformative Impact of Generative AI—Premium Subscriber Call

We dive into the transformative power of generative AI (artificial intelligence) in retail, including use cases and insights on the technology’s benefits. This Insights Video is an on-demand replay of our December 2023 Premium Subscriber Call.

Insight Report | December 7, 2023 Premium

Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended December 3, 2023, including Academy Sports and Outdoors, Dollar Tree, Foot Locker, Kroger, Petco and Ulta Beauty.

Insight Report | November 28, 2023 Premium

Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom.