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
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
Insight Report | May 9, 2023 Premium Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales DeclineOur weekly Earnings Insights reports present insights on the performance of major US 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 7, 2023, which include Colgate-Palmolive, Hanesbrands, L’Oréal, Wayfair and more. Read More
Insight Report | May 3, 2023 Premium Insights Video: Market Navigator—US Apparel and Footwear RetailingIn this Insights Video, we present highlights from our Market Navigator on US apparel and footwear retailing. We discuss growth drivers and the competitive landscape, and explore key themes in the market. Read More
Insight Report | May 3, 2023 Premium Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales ImproveOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended April 30, 2023. Read More
Insight Report | April 28, 2023 Premium Bed Bath & Beyond: Which Retailers Are Set To Capture Market Share?We cover the circumstances that led to Bed Bath & Beyond filing for bankruptcy on April 23, 2023, including its key strategic failures and the retailers that will likely benefit from its bankruptcy. Read More
Insight Report | April 26, 2023 Premium Data Dive: What US, European and Australian Retailers Are Saying on CapexIn this Data Dive, we examine what major US, European and Australian companies are reporting on capital expenditures (capex)—their ongoing and planned investments in physical infrastructure such as stores, distribution and technology. Read More
Insight Report | April 11, 2023 Premium 4Q22 US Retail Inventory Tracker: Inventory Turnover Ratios Improve for Many RetailersOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q22 and assess how and why levels are changing across various sectors. 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 22, 2023 Premium What Silicon Valley Bank’s Downfall Means for Retail TechOn March 10, 2023, the California Department of Financial Protection and Innovation took possession of Silicon Valley Bank (SVB), citing insufficient solvency and liquidity. We assess the key reasons behind SVB’s collapse and analyze its impacts across industries globally. 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 | February 20, 2023 Premium Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales 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 features highlights from Crocs and Herbalife Nutrition. 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 21, 2022 Premium US Fashion Resale Market: E-Commerce and Luxury Capture Greater ShareWe analyze the growth trajectory of the US fashion resale market, driven by factors such as consumers’ growing sustainability awareness, sneaker hype and inflation. We also explore key themes in the market and discuss industry players’ profitability. Read More