Insight Report | August 31, 2018 Premium July 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Store Tracker | August 31, 2018 Premium Weekly Store Openings and Closures Tracker 2018, Week 35: Sears Holdings Plans to Close 46 More StoresCoresight 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
Analyst Corner | August 31, 2018 Register for Free Access Weingswig’s Weekly Aug 31, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the rapid growth of the male beauty market in China. Read More
Company Earnings Update | August 31, 2018 Register for Free Access PVH (PVH) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidancePVH Corp. reported fiscal 2Q18 revenues of $2,333 million, up 12.7% year over year and beating the $2,290 million estimate. Adjusted EPS was $2.18, beating the consensus estimate of $2.09 and up 29% from adjusted EPS of $1.69 from the year-ago quarter. Read More
Company Earnings Update | August 31, 2018 Register for Free Access GUESS (GES) 2Q18 Results: Beats on EPS and Raises GuidanceGuess reported 2Q18 adjusted EPS of $0.36, up from $0.19 from the year-ago period and ahead of the $0.32 consensus estimate. Revenues were $645.9 million, up 13.7% year over year and below the $650.6 million consensus estimate. Read More
Company Earnings Update | August 31, 2018 Register for Free Access DICK’S Sporting Goods (DKS) Fiscal 2Q19 Results: Beats on EPS, Misses on Comps, Raises EPS GuidanceDICK’S reported fiscal 2Q19 EPS of $1.20, up 24.4% from adjusted EPS of $0.96 a year ago and beating the $1.04 consensus estimate. Revenues were $2.18 billion, up 1.0% year over year but below the $2.24 billion consensus estimate Read More
Insight Report | August 30, 2018 Premium Coresight Research Countdown to 11.11 Series, #6: Smart Cleaning Festival; Sa Sa Partners with Taobao to Create New Retail Model InnovationAlibaba’s 11.11, also known as Double 11 or Singles’ Day, takes place on November 11 and has grown to become the world’s largest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place through to November 11. Read More
Company Earnings Update | August 30, 2018 Register for Free Access American Eagle Outfitters (AEO) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidanceAmerican Eagle Outfitters reported fiscal 2Q18 revenues of $965 million, up 14.2% year over year and beating the $938 million estimate. Adjusted EPS was $0.34, beating the consensus estimate of $0.31 and up significantly from adjusted EPS of $0.19 from the year-ago quarter. Read More
Deep Dive | August 29, 2018 Premium The Cannabis Industry and the New Green Economy Update: Consolidation and Maturity a Threat to Smaller Businesses Despite the Market Growing FastThe fast-growing cannabis industry continues to offer business opportunities, but the first signs of maturity and consolidation are appearing. In this report, we provide an overview of the regulated cannabis market in the US and Canada. Read More
Insight Report | August 28, 2018 Premium The Fall of the House of Fraser: A TimelineIn this report, we briefly outline the failure of House of Fraser under the ownership of Sanpower and note the key events that led to its recent acquisition by Mike Ashley’s Sports Direct. Read More
Company Earnings Update | August 27, 2018 Register for Free Access Foot Locker (FL) 2Q18 Results: Beats on EPS, Misses on CompsFoot Locker reported 2Q18 adjusted EPS of $0.75, up from $0.62 a year ago and ahead of the $0.70 consensus estimate. Revenues were $1.78 billion, up 4.8% year over year and above the $1.76 billion consensus estimate. Read More
Market Outlook | August 27, 2018 Premium Category Outlook: Male Beauty Market Growing in ChinaChina’s male grooming market is performing well and is projected to continue to grow quickly. Urban Chinese men, particularly millennials, are increasingly image-conscious, and they spend more time and money on grooming than do male consumers in other demographics. We think that many grooming and beauty brands will further target Chinese male consumers to drive revenue growth in the coming years. Read More
Company Earnings Update | August 27, 2018 Register for Free Access Alibaba (BABA) 1Q19 Results: Strong Revenue Growth, Although Margins Are SqueezedAlibaba reported 1Q19 revenues of ¥80.9 billion, up 61% year over year. The company attributed the strong results to robust revenue growth from its China retail business, the consolidation of Cainiao Network and Ele.me, as well as a near-doubling of revenues in the Alibaba Cloud business. Read More
Analyst Corner | August 24, 2018 Register for Free Access Weinswig’s Weekly August 24, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how customer acquisition and fulfillment costs affect online pure plays’ profitability. Read More
Event Coverage | August 24, 2018 Register for Free Access Efficacy is the Backbone of Today’s Beauty Brand, and Other Takeaways from Fashion Group International’s The Making of a Beauty Entrepreneur PanelThis week, the Coresight Research team attended Fashion Group International’s “Getting to Market: The Making of a Beauty Entrepreneur” panel in New York City. The event was sponsored by Cosmoprof North America and was the second in the Making of a Beauty Entrepreneur series. The panel featured five beauty industry leaders who shared their expertise on brands, and their views on the beauty consumer. Here, we share our top takeaways from the event. Read More
