Company Earnings Update | January 21, 2019 Register for Free Access VF Corp (VFC) 3Q19 Results: Raises Guidance as Active Segment Propels GainsVF Corp. reported adjusted fiscal 3Q19 EPS of $1.31, up from $1.01 in the year-ago quarter and above the $1.10 consensus estimate. Total revenues were $3.94 billion, up 8.0% year over year (10% at constant currency). Excluding Kontoor Brands (scheduled to be spun off at the end of April), revenues rose 12%. By segment, Outdoor revenues rose 11% to $1.61 billion; Active revenues increased 16% to $1.14 billion; Work segment revenues rose 9% to $62.6 million and Jeans revenues declined 27% to $67.8 million. By channel, direct-to-consumer (DTC) rose 9%, Digital (within DTC) rose 21% and Wholesale increased 6%. By region, Asia Pacific sales rose 16%, led by China, up 23%; followed by a 9% gain in the U.S., 7% in the Americas (non-U.S.) and 4% in EMEA. Read More
Question of the Week | January 14, 2019 Free Report How Big Is the Global Legal Cannabis Market?Question of the Week January 14 2019 – How Big Is the Global Legal Cannabis Market? Read More
Store Tracker | January 11, 2019 Premium Weekly Store Openings and Closures Tracker 2019, Week 2: Lidl and Wegmans to Open Three Stores While JCPenney Plans to Close Three StoresYear to date in 2019, U.S. retailers have announced 1,170 store closures and 1,176 store openings. Read More
Store Tracker | January 11, 2019 Premium Weekly Store Openings and Closures Tracker 2019, Week 1: Sears Confirms Closure of Additional 80 StoresIn the US, we recorded a total of 5,524 closures and 3,083 openings by major retailers over the course of 2018. Read More
Company Profile | January 1, 2019 Premium Taubman Centers, Inc. (NYSE: TCO) Company ProfileTaubman Centers is a self-administered and self-managed real estate investment trust (REIT), incorporated in 1973 and headquartered in Michigan. The Taubman Realty Group Limited Partnership is a majority-owned partnership subsidiary of Taubman Centers that directly or indirectly holds interests in all Taubman Centers’ real estate properties. Taubman Centers owns, leases, acquires, disposes of, develops, expands, and manages shopping centers and related interests. Read More
Company Profile | January 1, 2019 Premium JCPenney Company, Inc. (NYSE: JCP) Company ProfileJCPenney operates department stores and via its website, selling family apparel and footwear, accessories, fine and fashion jewellery, beauty products through Sephora inside JCPenney, and home furnishings. The company department stores also offer services such as styling salon, optical, portrait photography and custom decorating. Read More
Company Profile | January 1, 2019 Premium Unicharm (TSE: 8113) Company ProfileUnicharm Corp., founded in 1961 and headquartered in Tokyo, manufactures and sells baby and child care, feminine care, health care, cosmetics, household, and pet care products, as well as industrial and food-packaging materials worldwide. Read More
Company Profile | January 1, 2019 Premium Casey’s General Stores (NASDAQ: CASY) Company ProfileCasey’s specifically aims to tap underserved markets in the Midwest by serving smaller communities not covered by large national convenience stores and grocery stores. The company strives to bolster store performance and traffic through digital engagement, its loyalty program and product price optimization. Casey’s is also remodeling stores and making acquisitions to increase its scale and performance. Read More
Question of the Week | December 31, 2018 Free Report What triggers Chinese consumers to start an online search?Question of the Week December 31 2018 – What triggers Chinese consumers to start an online search? Read More
Analyst Corner | December 21, 2018 Register for Free Access WEINSWIG’S WEEKLY DECEMBER 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what US retail sales data and other recent metrics tell us as we enter the holiday homestretch. Read More
Question of the Week | December 17, 2018 Free Report Why Do US Consumers Shop at Aldi?Question of the Week December 17 2018 – Why Do US Consumers Shop at Aldi? Read More
Analyst Corner | December 14, 2018 Register for Free Access WEINSWIG’S WEEKLY DECEMBER 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how Americans are spending more time viewing content on their smartphones, but also smoking less, signing up for gym memberships and spending more time with pets. Read More
Question of the Week | December 10, 2018 Free Report How Do Americans Spend Their Time?Question of the Week December 10 2018 – How Do Americans Spend Their Time? Read More
Analyst Corner | November 30, 2018 Register for Free Access WEINSWIG’S WEEKLY NOVEMBER 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what we have learned from visiting and analyzing Amazon’s physical stores. Read More
Flash Report | November 30, 2018 Register for Free Access Top Takeaways from the Bengaluru Tech Summit 2018, Day 1On November 29, the Coresight Research team attended the first day of the Bengaluru Tech Summit, taking place November 29–December 1 in Bengaluru, India Read More
