Insight Report | April 30, 2018 Premium BIDU 1Q18 Results: Revenue Improved on iQiYi’s Business, Rapid Development in AIBaidu reported 1Q18 non-GAAP diluted earnings per ADS of ¥16.3, up from ¥6.86 in 1Q17. Revenues for the quarter reached ¥20.9 billion, up 31% year over year. Read More
Insight Report | April 30, 2018 Premium BIDU 1Q18 Results: Beats Estimates and Offers Guidance Above ConsensusAmazon reported 1Q18 EPS of $3.27, handily beating the $1.24 consensus estimate and up 121.4% year over year. Revenues were $51.04 billion, up 42.9% year over year and beating the consensus estimate of $49.92 billion. Read More
Analyst Corner | April 27, 2018 Register for Free Access Weinswig’s Weekly April 27, 2018This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s innovative delivery services, which now offer customers the option to have their purchased orders placed inside their home or parked car by a courier. Read More
Insight Report | April 26, 2018 Premium Who Shops Where for Fashion – A Look at US Apparel Shopper DemographicsThis report looks at key demographic characteristics of shoppers at America’s biggest apparel retailers. The top takeaways from our analysis of survey data include the following: Read More
Insight Report | April 26, 2018 Premium Nordstrom Opens a Men’s Store in NYC, Offering Premium ServicesOn April 12, Nordstrom opened its first department store in New York City, a Men’s Store on West 57th Street in Manhattan. Read More
Company Earnings Update | April 26, 2018 Register for Free Access Boohoo Group (LSE: BOO) FY18 Results: Sales Nearly Double and Profits Jump on AcquisitionsBoohoo.com reported a 96.8% jump in revenues to £579.8 million in FY18, slightly above the consensus estimate of £574.9 million, as recorded by S&P Capital IQ, and above the guidance provided previously. Read More
Insight Report | April 24, 2018 Premium Three Shifts Driving US Grocery M&A ActivityFrom Amazon’s purchase of Whole Foods Market last year to Southeastern Grocers’ bankruptcy filing in March, we have seen a flurry of activity in the US grocery market in recent months. In this report, we discuss these corporate developments and note three trends driving mergers and acquisitions (M&As) in grocery. The sector is shifting: Read More
Insight Report | April 23, 2018 Premium March 2018 UK Retail Sales: Stronger Volume Growth, Supported by an Earlier EasterUK retail saw a strengthening of year-over-year volume (or real term) growth in March. Easter Sunday fell on April 1 this year versus April 16 last year, and this pulled some Easter-related spending forward into March. Read More
Insight Report | April 20, 2018 Premium World Retail Congress 2018, Day 3: Third-Generation Retail, Social Media Storefronts, Transforming Supply Chains and the Likelihood of Amazon Entering the Pharmacy MarketThe Coresight Research team attended World Retail Congress 2018 in Madrid this week. Here are our top takeaways from the third and final day of the conference: Read More
Analyst Corner | April 20, 2018 Register for Free Access Weinswig’s Weekly April 20, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what makes Chinese retail unique and what the future of retail could hold, according to executives from JD.com and Alibaba who spoke at the World Retail Congress in Madrid this week. Read More
Store Tracker | April 20, 2018 Premium Weekly Store Openings and Closures Tracker 2018, Week 16: Liquidators Awaiting Approval to Wind Down All Bon-Ton StoresYear-to-date 2018, the number of US store closure announcements stands at 3,335 and the number of store openings is 1,699. Year to date in the UK, there have been 313 store closure announcements and 491 store opening announcements. Read More
Event Coverage | April 20, 2018 Register for Free Access Highlights from the XRC Labs Cohort 5 Demo DayThe Coresight Research team attended the XRC Labs Cohort 5 Demo Day event in New York City on April 19 at the Parsons School of Design. Read More
Store Tracker | April 20, 2018 Premium Weekly Store Openings and Closures Tracker 2018, Week 17: Old Navy to Open 60 Stores, Bon-Ton Begins LiquidationCoresight Research tracks store openings and closures for a select group of retailers in the US and the UK, as well as major US store bankruptcies. Read More
Company Earnings Update | April 20, 2018 Register for Free Access DEBENHAM (LSE: DEB) 1H18 Results: Profits Battered by Poor Christmas and Freezing WeatherDebenhams reported a decline of 1.6% in group transaction value to £1.7 billion and a fall of 51.9% in underlying PBT to £42.2 million. Both are broadly in line with consensus, as recorded by S&P Capital IQ. Read More
Event Coverage | April 19, 2018 Register for Free Access World Retail Congress 2018, Day 2: Department Stores, Diversity and Digitalizing ProductsThe Coresight Research team is attending World Retail Congress 2018 in Madrid this week. Here are our top takeaways from day two of the conference: Read More
