Research | Coresight Research

ASOS (LSE: ASC) FY19 Results: Revenues Ahead of Consensus, but Profits Plummet

Coresight October 17, 2019

ASOS FY19 profits plummet, management notes it had “underestimated the impacts of large-scale operational change…on two continents simultaneously” and that the company was “not adequately prepared for the additional complexities of planning and trading across our expanded warehouse footprint.”

Insight Report

How Is Amazon Leveraging the Whole Foods Acquisition?

Coresight October 16, 2019

In the two-plus years since its $13.7 billion acquisition of Whole Foods Market, Amazon has gained valuable insight into consumer behavior and physical retail. The e-commerce giant is now taking action to increase its presence in the grocery sector.

Insight Report

Holiday 2019: Five US Digital Retail Trends for the Holidays

Coresight October 15, 2019

In this report, we dive into the digital outlook for US retailers for the 2019 holiday season, including a cross-channel shopping trend and the dominance of e-commerce giant Amazon.

Insight Report

China’s National Day Wrap-Up: Golden Week Brings Spending Boom

Coresight October 14, 2019

While China’s economic growth has slowed, Golden Week remains a prime opportunity to spur consumer spending. This year, we saw an acceleration in the rate of total spending, driven by sales growth in retail, catering and travel. Activities surrounding the 70th anniversary of the founding of the People’s Republic of China and extended retail hours contributed to the strong increase in spending.

Insight Report

Beauty Insights: Six Reasons Apparel Brands are Moving Into Beauty

Coresight October 10, 2019

Apparel brands are turning to beauty products as a way to generate interest for their entire portfolio. We highlight six ways in which apparel retailers are leveraging the beauty sector to grow their customer base and increase revenue.

Insight Report

One Month to Singles’ Day: Leveraging Alibaba’s Ecosystem Fully to Drive Results

Coresight October 10, 2019

With one month to go until Singles’ Day, we discuss the rules for merchants for this year’s 11.11 Global Shopping Festival and what merchants need to know to grow sales during promotional events on Alibaba’s e-commerce platforms.

Insight Report

Big Billion Days 2019 Wrap-Up: Non-Tier-One Focus Spurs Sales Growth

Coresight October 9, 2019

Both Flipkart and Amazon announced record-high sales in their respective festive season sales in 2019, driven by significant growth in non-tier-one cities and towns. In this report, we look at the success of this year’s Big Billion Days and Great Indian Festival shopping holidays.

Insight Report

Key Festivals and Holidays for Promotional Campaigns in China in 2020

Coresight October 8, 2019

China sees a number of festivals and holidays that retailers and brands can tap with marketing and promotional campaigns

Deep Dive

Private Label To Drive Disruption in CPG

Coresight October 8, 2019

Private labels are a serious challenge for CPG brands, taking a considerable share of the market. Retailers have an advantage in capturing consumer insights to develop private label products. Compared to traditional brands, private labels carry lower cost for advertising, marketing and slotting fees.

Deep Dive

2Q19 US Earnings Season Wrap-Up

Coresight October 2, 2019

This report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms.

Insight Report

Big Billion Days 2019: Highlights So Far from India’s E-Commerce Festival

Coresight October 2, 2019

Flipkart’s annual Big Billion Days (BBD) sales event and Amazon’s Great Indian Festival (GIF) kicked off on September 29, and are running for six days through October 4.

Insight Report

Insights from China: The Billion-Dollar Beauty Brand You May Never Have Heard Of

Coresight October 1, 2019

Online beauty company Perfect Diary is breaking records in China as the first brand to reach ¥100 million in one-day sales on Tmall. They use a creative product development and social media strategy strategy to target Gen Zers and drive consumer engagement.

Insight Report

Xcel Brands x Coresight Research Monthly Fashion Trend Report: October 2019 – Top Trends Include Milkmaid Dresses and Ruched Mini Dresses

Coresight September 29, 2019

The Monthly Fashion Trend Report highlights the fashion trends that are emerging, growing and maturing- offering insights for designers, planners, retailers, buyers and merchandisers.

Event Coverage

Alibaba Investor Day 2019: Day 2 Insights

Coresight September 26, 2019

On the 2019 Alibaba Inverstor Day 2, management provided financial updates and outlook, as well as how Alibaba’s digital ecosystem helps merchants to do business anywhere.

Company Earnings Update

Boohoo Group (LSE: BOO) 1H20 Results: Revenues and EPS Beat Consensus Again; Raises FY20 Guidance

Coresight September 26, 2019

Boohoo Group reported 1H20 total revenues of £564.9 million, up 43% year over year and above the consensus estimate of £553.0 million recorded by StreetAccount.