Product TypeDeep Dive Product TypeDeep Dive | October 1, 2020 premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Product TypeInsight Report Product TypeInsight Report | September 14, 2020 premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.Read More
Product TypeInsight Report Product TypeInsight Report | August 31, 2020 premium Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains Weak Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended August 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty. Read More
Product TypeDeep Dive Product TypeDeep Dive | July 8, 2020 premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Product TypeInsight Report Product TypeInsight Report | March 25, 2020 premium Beauty Insights: Beauty Activism Represents the Next Wave of Brand Differentiation Activism is taking hold in the beauty sector as retailers and brands take a stance on environmental and social issues. In this report, we discuss how social activism is becoming the next big movement the beauty industry, offering brands the opportunity to differentiate themselves in a crowded market.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 23, 2020 premium 4Q19 US Earnings Season Wrap-Up Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | May 13, 2019 Register for free access Coty (NYSE: COTY) 3Q19 Results: Revenues Miss Consensus Estimate, Supply Chain Issues Seemingly Resolved Coty fiscal 3Q19 revenues were $1.99B, 10.4% YoY and lower than the consensus estimate of $2.06B. The supply chain issues it experienced in 1H19 regarding shipment disruption have abated. Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | February 11, 2019 Register for free access Coty (NYSE: COTY) Fiscal 2Q19 Results: Revenues Down But Luxury Beauty Up; Beats Analysts’ Estimates Coty fiscal 2Q19 revenues were $2.51 billion, down 4.8% year over year and beating the consensus estimate of $2.47 billion.Read More
Product TypeCompany Profile Product TypeCompany Profile | January 1, 2019 Register for free access Coty (NYSE: COTY) Coty is a global beauty company which manufactures, markets, distributes, and sells beauty products, including fragrances, color cosmetics, hair care products and skin & body-related products in approximately 130 countries. It operates in three segments: Luxury, Consumer Beauty and Professional Beauty. Read More
