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 | 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 16, 2023 Premium Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate 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 14, 2023, which include Coty, JD.com, Tapestry and more. Read More
Infographic | April 20, 2023 Register for Free Access Returns, Resale and Sourcing in Apparel—InfographicWith Earth Day around the corner, Coresight Research is keeping environmental and related issues top of mind. In this infographic, we highlight our proprietary EnCORE framework for sustainability in retail, with a focus on returns, resale and sourcing in the apparel, footwear and accessories sector. 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
Event Presentation | March 16, 2023 Premium US Consumer Outlook and US Retail Outlook for 2023—PresentationThis event presentation outlines the US retail and consumer outlook. We consider whether real declines in retail sales will continue, whether US retail is overinflated, why we may be entering an era of renewed services spending—and why the consumer economy resembles a game of chutes and ladders. Read More
Insight Report | March 8, 2023 Premium Retail Around the World: International Women’s Day 2023In this special edition of our Retail Around the World series, we showcase retail in action in the context of International Women’s Day 2023 on March 8, 2023. Read More
Research Digest | March 3, 2023 Premium Insights Video: US Retail and Consumer OutlookIn this Insights Video, we discuss the US retail and consumer outlook. We consider whether real declines in retail sales will continue, whether US retail is overinflated, why we may be entering an era of renewed services spending—and why the consumer economy resembles a game of chutes and ladders. Read More
Insight Report | February 14, 2023 Premium Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See DeclinesThe 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 Capri Holdings, Coty, CVS Health and more. Read More
Deep Dive | December 8, 2022 Premium Head-to-Head in Luxury: Kering vs. LVMHAs part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. We provide insights into five key elements of their businesses, covering revenue, markets of operation, digital strategies, innovation and sustainability initiatives and business expansion. Read More
Deep Dive | December 5, 2022 Premium 2023 Retail and Technology Outlook: Facing into the HeadwindsKicking off our Retail 2023 series of outlook reports, Coresight Research analysts explore multiple retail sectors and the retail technology space in detail, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 in each sector. Read More
Insight Report | December 2, 2022 Premium Supply Chain Briefing: Made.com Collapses in the UK; US Supply Bottlenecks EaseIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore Made.com’s collapse, US bottlenecks easing and China’s Zero-Covid policy. Read More
Deep Dive | November 23, 2022 Premium Retail Innovators: Sustainability and Tech Enablers in the Luxury EcosystemAs part of our Retail Innovators series, we present five companies that are disrupting the global luxury market, as well as their tailwinds, headwinds and impact on traditional market players. Read More
Insight Report | October 31, 2022 Premium Countdown to Holiday 2022: US Inventory Oversupply Signals Highly Promotional Holiday SeasonAs part of our 10-week Countdown to Holiday 2022 series, we assess the impacts of the supply chain crisis and excess inventory issues on major US retailers for the fourth quarter. Read More
Insight Report | October 12, 2022 Premium Supply Chain Briefing: Labor Strikes and Energy Costs Encumber Global Supply ChainsIn our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side. In this report, we explore the implications of the growing European energy crisis, labor uncertainties in the UK and the US, China’s Zero-Covid policy, and more. We also present selected companies’ supply chain outlook for the rest of 2022. Read More
