February 28, 2018 Flash Report Register for Free Access Amazon Offers 5% Back for Amazon Prime Rewards Visa Card Users at Whole FoodsOn February 20, Amazon and Whole Foods Market announced that Amazon Prime Rewards Visa cardmembers would earn 5% back on Whole Foods Market purchases.
February 28, 2018 Company Earnings Update Register for Free Access Macy’s (M) 4Q17 Results: Beats on EPS and Comps, Optimistic Outlook for 2018Macy’s reported 4Q17 revenues of $8.67 billion, up 1.8% and roughly in line with the consensus estimate. Adjusted EPS was $2.82, beating the $2.67 consensus estimate and up from $2.02 in the year-ago quarter.
February 26, 2018 Company Earnings Update Register for Free Access Wayfair (W) 4Q17 Results: Mixed Quarter, Company Guides Down on ProfitabilityWayfair reported 4Q17 adjusted EPS of $(0.58), below the $(0.34) year-ago figure and missing the $(0.53) consensus estimate. Net revenue was $1.44 billion, up 46.2% year over year and ahead of the consensus estimate of $1.36 billion.
February 26, 2018 Deep Dive Premium Deep Dive: Chinese Apparel Shoppers – Online Vs. Offline Preferences and Drivers of Customer SatisfactionAlthough e-commerce is the preferred channel for purchasing apparel in China, brick-and-mortar is still very relevant. Our proprietary consumer survey shows that the vast majority of Chinese consumers (96%) purchase apparel both online and offline.
February 22, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 8: Warby Parker to Open 36 Stores Across the USYear-to-date 2018, the number of US store closure announcements stands at 1,790 and the number of store openings is 1,546.
February 22, 2018 Company Earnings Update Register for Free Access VF Corporation (VFC) 4Q17 Results: Mixed Results, Mixed GuidanceVF Corporation reported 4Q17 adjusted EPS of $1.01. Revenues were $3.65 billion, slightly below the consensus estimate of $3.67 billion.
February 22, 2018 Company Earnings Update Register for Free Access Home Depot (HD) 4Q17 Results: Beats on Earnings and Comps, Boosted by Hurricane-Related Sales; Raises FY18 GuidanceHome Depot reported 4Q17 adjusted EPS of $1.69, up from $1.44 in the year-ago quarter and beating the $1.62 consensus estimate. Total revenues were $23.9 billion, beating the consensus estimate of $23.7 billion.
February 22, 2018 Flash Report Register for Free Access Gap Announces Departure of Gap Brand PresidentOn February 20, Gap Inc. announced that Jeff Kirwan, President and CEO of the Gap brand, would leave the company.
February 22, 2018 Insight Report Premium Amazon’s Patents: Measuring the Tech Giant’s Intellectual PropertyIn this report, we explore Amazon’s patent initiatives and history and examine some of the company’s latest inventions.
February 21, 2018 Insight Report Premium Where Have Macy’s Shoppers Gone?Macy’s is the US department store market leader, but the company has experienced falling sales and consequent loss of market share in recent years. To find out where those shopper dollars have gone, we surveyed US consumers and asked those respondents who said that they shop less for apparel at Macy’s than they used to which retailers they have switched their apparel spending to.
February 21, 2018 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 4Q18 Results: Solid Quarter, Outlook Slightly Below ConsensusWalmart reported fiscal 4Q18 adjusted EPS of $1.33, up from $1.30 in the year-ago quarter and missing the $1.37 consensus estimate. Total revenues were $136.3 billion, up 4.1% year over year and ahead of the consensus estimate of $134.9 billion.
February 20, 2018 Insight Report Premium Dynamic Pricing: Hard to Compete with AI on PricingDynamic pricing—also referred to as real-time or demand pricing—is an approach used by retailers to set flexible prices for products based on current market demand. In other words, to formulate optimal prices to maximize sales and margins. Advancements in digital technology are enabling retailers’ dynamic pricing strategies to become increasingly accurate and effective.
February 16, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 7: Land of Nod Closes All of Its StoresCoresight Research tracks store openings and closures for a select group of retailers in the US and the UK.
February 15, 2018 Deep Dive Premium Amazon Apparel – US Survey Reveals What Shoppers Buy, Which Retailers They Have Switched from and Their Attitudes Toward Amazon as a Fashion RetailerOur survey of US shoppers has uncovered a wealth of findings on Amazon Fashion including Amazon Prime purchases, competition with Target, private label offerings, demographics and shopper satisfaction.
February 15, 2018 Event Coverage Register for Free Access MAGIC Las Vegas 2018: Key Takeaways from Day TwoThis week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here, we share five key takeaways from day two of the event.
