Analyst Corner | September 28, 2018 Register for Free Access Weinswig’s Weekly – September 28, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the Bonded + Retail Store model, a new way for foreign brands and retailers to access the Chinese market. Read More
Insight Report | September 28, 2018 Premium August 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy—namely, wage growth, price changes and retail sales growth. Metrics for August include: Read More
Company Earnings Update | September 28, 2018 Register for Free Access H&M (STO: HM-B) 3Q18 Results: Logistics Costs, Online and Store Expansion Pummel Profit MarginsFor 3Q18, H&M reported a 6.6% increase in gross profit—to SEK 28.1 billion—yielding a gross margin of 50.3%. The company had already reported total 3Q18 sales growth of 9.0%. Read More
Store Tracker | September 28, 2018 Premium Weekly Store Openings and Closures Tracker 2018, Week 39: Poundland to Open 20 Stores in Former Poundworld LocationsCoresight 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
Insight Report | September 27, 2018 Premium Coresight Research Countdown to 11.11 Series, #10: Mid-Autumn Festival Promotion on Tmall; Jo Malone will Sell Personalized ScentsAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place in the lead up to this event. Read More
Insight Report | September 27, 2018 Premium China National Day Golden Week 2018 PreviewChinese tourists travelling during this year’s National Day Golden Week holidays (October 1–7) will boost both global and domestic retail sales. According to Ctrip (China’s largest online travel agency), during this year’s National Day holidays: Read More
Company Earnings Update | September 27, 2018 Register for Free Access Boohoo Group (LSE: BOO) 1H19 Results: Strong Revenue Growth Boosted by PrettyLittleThingBoohoo Group reported 1H19 group revenue growth of 50.0%, taking revenues to £395.3 million, ahead of the consensus estimate of £385.9 million. Read More
Deep Dive | September 26, 2018 Premium Chinese Outbound Tourists Survey 2018: Urban Millennials Lead the Charge to More Independent, Adventurous TravelThis report details the results of our fourth annual proprietary survey of Chinese overseas tourists’ travel and spending behaviors and preferences, undertaken in partnership with China Luxury Advisors. Read More
Company Earnings Update | September 26, 2018 Register for Free Access Next (LSE: NXT) 1H19 Results: Better-Than-Expected Margin Improvement Prompts Full Year Guidance UpgradeNext reported 1H19 revenues of £1,961.9 million, up 3.1% year over year. Diluted EPS came in at 184.5 pence, up 4.5% year over year, broadly in line with the consensus estimates of 184.7 pence. Read More
Flash Report | September 26, 2018 Register for Free Access Michael Kors Holdings to Acquire Gianni Versace SpAMichael Kors (Kors) gained a foothold in the world of elite European fashion on Tuesday by striking a $2.12 billion deal to acquire Versace. Read More
Company Earnings Update | September 26, 2018 Register for Free Access Ascena (ASNA) Fiscal 4Q18 Results: Results Beat Expectations, Guides Above ConsensusAscena reported adjusted fiscal 4Q18 EPS of $0.07, up 36.0% from a year ago and beating the consensus of $0.02. Adjusted revenues were $1.68 billion, up 1.2% year over year and beating the $1.62 billion consensus estimate. Read More
Insight Report | September 25, 2018 Premium China’s Platform Landscape: Alibaba vs. TencentWe review China’s platform landscape, comparing the presence of Alibaba, Tencent and independent technology companies across segments that include e-commerce, payments, logistics and social commerce. Read More
Deep Dive | September 24, 2018 Premium A Guide to Entering China for Foreign Brands and Retailers, Part 1: Using the “Bonded + Retail Store” Model to Establish a Physical Presence in the Chinese MarketThis is the first report in our series A Guide to Entering China for Foreign Brands and Retailers. Here, we focus on a new way for foreign companies to enter China, the “Bonded + Retail Store” model. Read More
Insight Report | September 24, 2018 Premium US Holiday 2018: Retailers’ Holiday Hiring Looks Set to AccelerateThis report outlines key developments related to the holiday season hiring in 2018. Read More
Analyst Corner | September 21, 2018 Register for Free Access Weinswig’s Weekly September 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses key points from Alibaba’s recent investor meeting, including the company’s plans to tap the surge in spending from China’s consumption upgrade. Read More
