April 23, 2019 Company Earnings Update Register for Free Access Skechers (NYSE: SKX) 1Q19 Results: Revenue, Comps and EPS Miss Consensus EstimatesRevenue, Comps and EPS Missed Consensus Estimates.
April 23, 2019 Insight Report Premium BOPIS Survey: What Are US Consumers Picking Up In Stores and from Which Retailers?Some 46% of US online shoppers have collected one or more online purchases from a physical store in the past 12 months. BOPIS users are slightly younger and more affluent than the average online shopper.
April 22, 2019 Company Earnings Update Register for Free Access Kering (ENXTPA: KER) 1Q19 Update: Solid Revenue Growth Led by Gucci, Saint Laurent, and Other HousesKering reported a 21.9% rise in 1Q19 revenue to €3.8 billion, or up 17.5% on a comparable basis. Management is being positive towards company’s EBIT margin in 2019.
April 22, 2019 Flash Report Register for Free Access Amazon to Close China Marketplace and Focus on Cross-Border E-commerce, Kindle and AWSAmazon is planning to close its China domestic marketplace but still plans to continue its cross-border e-commerce operations, sell Kindle e-readers and continue to operate its AWS business.
April 18, 2019 Deep Dive Premium Aldi and Lidl’s Impact in the UK: Reviewing Five Fightback Strategies Among Nondiscount Grocery RetailersAldi and Lidl have brought major disruption to the UK grocery market — and they could be on course to add another £9 billion of combined sales over the next five years. In this report, we review five measures major UK grocery retailers have taken to fight Aldi and Lidl, and how successful each has been.
April 17, 2019 Market Navigators/Market Outlook Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels.
April 17, 2019 Company Earnings Update Register for Free Access L’Oréal (ENXTPA: OR) 1Q19 Update: Sales Growth Led by Luxe and Active Cosmetics Divisions, Plus New MarketsL’Oréal reported 1Q19 sales of €7.6 billion, an 11.4% increase on a reported basis, led by luxe and active cosmetics divisions, plus new market.
April 15, 2019 Event Coverage Register for Free Access Amazon House in A Box and 3D-Printed Fashion: Key Insights from Retail-Tech Events at Milan Design Week 2019The Coresight Research team attended Milan Design Week during the weekend of April 12–14, 2019. In this report, we feature key insights from our visits to retail-tech-related events organized around the city.
April 15, 2019 Company Earnings Update Register for Free Access Fast Retailing (TSE: 9983) 1H19 Results: Revenues Up, but Company Lowers Profit Outlook for Second HalfFast Retailing reported 1H19 revenues of ¥3 trillion ($11.4 billion), up 6.8%, and operating profit of ¥172.9 billion ($1.6 billion), up 1.4%. The company reported diluted EPS of ¥1,115.7 ($10.1), up 9.5% from the year-ago period.
April 15, 2019 Deep Dive Premium US Millennials and Grocery: An Aging Millennial Demographic is Creating an Older/Younger DivideYounger millennials shop at mass merchandisers, spend on wellness and fitness, and try to buy consciously. Millennials aged 30+ are more likely than their younger peers to look for savings, shop at traditional supermarkets and buy groceries online.
April 12, 2019 Insight Report Premium US Retail Inventory Tracker, 4Q18: Potential Tariff Hike and Poor Holiday Sales Lead to Higher InventoriesIn this first of our quarterly US Retail Inventory Tracker reports we analyze inventory trends among our Coresight 100 US retailers.
April 12, 2019 Company Earnings Update Register for Free Access LVMH (ENXTPA: MC) 1Q19 Update: Achieves Double-Digit Organic Sales Growth, Led by the Fashion and Leather Goods GroupRevenues at Fashion & Leather Goods Group rose 15% in constant currency, 20% on a reported basis, to €5.1 billion, setting the pace at LVMH. Louis Vuitton and Christian Dior had an exceptional 1Q19, outperforming the Fashion & Leather Goods Group brand portfolio.
April 12, 2019 Flash Report Register for Free Access Walmart to Acquire Technology and Assets of Silicon Valley Adtech Startup Polymorph LabsOn April 11, 2019, Walmart announced plans to acquire the assets and technology of Silicon Valley-based advertising-technology startup Polymorph Labs for an undisclosed amount.
April 11, 2019 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 1H19 Results: Profits Slide due to Higher Warehousing and Technology CostsASOS reported 1H19 group sales of £1.31 billion, up 12.0% year over year on a constant-currency basis (up 13.5% as reported) and slightly ahead of the consensus estimate of £1.30 billion recorded by StreetAccount.
April 11, 2019 Company Earnings Update Register for Free Access Tesco (LSE: TSCO) FY19 Results: Hits FY20 Margin Target in Second HalfTesco reported FY19 total sales of £63.9 billion, up 11.0% year over year on a constant-currency basis (increasing 11.2% as reported) and missing the consensus estimate of €64.5 billion recorded by StreetAccount.
