Insight Report | October 15, 2019 Premium Holiday 2019: Five US Digital Retail Trends for the HolidaysIn this report, we dive into the digital outlook for US retailers for the 2019 holiday season, including a cross-channel shopping trend and the dominance of e-commerce giant Amazon. Read More
Deep Dive | October 14, 2019 Premium Unstaffed Stores: The Future Retail Format?“Unstaffed” is a new store format that has emerged in recent years around the globe. In this report, we look at the development of this concept and associated technologies, as well as the challenges that unstaffed stores present to retailers. Read More
Insight Report | October 14, 2019 Premium September 2019 US Same-Store Sales: Costco Experiences Slower Growth, but Beats Consensus EstimateCostco’s global September same-store sales growth decelerated from August but beat the consensus estimate. Its e-commerce growth came in at 17.8% in September, lower than August’s 23.9% growth. Read More
Company Earnings Update | October 14, 2019 Register for Free Access LVMH (ENXTPA: MC) 3Q19 Update: Fashion & Leather Goods Set the PaceLVMH reported 3Q19 sales of €13.3 billion, a 17.0% increase on a reported basis, and the Fashion & Leather Goods business grew sales 22.2% compared to the year-ago period. By region, Japan was the best-performing market over the quarter. Read More
Company Earnings Update | October 14, 2019 Register for Free Access Fast Retailing (TSE: 9983) FY19 Results: Strong Year Driven by Uniqlo in Greater ChinaFast Retailing reported FY19 revenues of ¥2.29 trillion ($48.1 billion), up 7.5%, and operating profit of ¥275.0 billion ($2.55 billion), up 9.1% from ¥225 billion ($2.09 billion) in the year-ago period. Read More
Insight Report | October 9, 2019 Premium Big Billion Days 2019 Wrap-Up: Non-Tier-One Focus Spurs Sales GrowthBoth Flipkart and Amazon announced record-high sales in their respective festive season sales in 2019, driven by significant growth in non-tier-one cities and towns. In this report, we look at the success of this year’s Big Billion Days and Great Indian Festival shopping holidays. Read More
Market Outlook | October 9, 2019 Premium Global Male Grooming MarketIn this report, we review the global market for male grooming products. We also look at consumer survey data to analyze US shoppers’ habits and shopping preferences. Read More
Company Earnings Update | October 7, 2019 Register for Free Access Costco Wholesale (NASDAQ: COST) 4Q19 Results: Revenues and EPS Comfortably Beat Consensus(To be completed by Editor) Costco Wholesale reported 4Q19 revenues of $47.50 billion, up by 7.0% and comfortably above the consensus estimate of $37.33 billion. EPS was $2.47, up 4.9% compared to the year-ago quarter and easily beating the $1.71 consensus estimate. Read More
Event Coverage | October 4, 2019 Register for Free Access Brookfield Investor Day 2019: Low-Interest-Rate Environment Will Drive ValuationOn September 26, 2019, Brookfield Property Partners hosted its investor day at Brookfield Place in New York City. Read More
Company Earnings Update | October 4, 2019 Register for Free Access Ascena (NASDAQ: ASNA) 4Q19 Results: Concentrating on Growing Brands, Ascena Says It Is Not Considering BankruptcyAscena reported 4Q19 revenues of $1.27B above consensus of $1.20B. The company considers options to optimize its balance sheet and said that bankruptcy of Ascena is not an option being evaluated. Read More
Company Earnings Update | October 4, 2019 Register for Free Access H&M (STO: HM-B) 3Q19 Results: Revenues and EPS Beat Consensus; Transformation Work on TrackH&M confirmed its 3Q19 net sales were up 12.1% year over year and reported EPS of SEK 2.33, ahead of the consensus estimate of SEK 2.28. The company plans to open many stores in 4Q19. Read More
Company Earnings Update | October 3, 2019 Register for Free Access Tesco (LSE: TSCO) 1H20 Results: Dave Lewis To Step Down in 2020Tesco reported 1H20 results and announced that CEO Dave Lewis will leave the business in summer 2020. He will be succeeded by Ken Murphy, formerly of Walgreens Boots Alliance. Read More
Deep Dive | October 2, 2019 Premium 2Q19 US Earnings Season Wrap-UpThis report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms. Read More
Event Coverage | October 1, 2019 Register for Free Access VF Corp Investor Day 2019: A Purpose-Led, Performance-Driven Strategy for GrowthOn September 25, 2019, VF Corporation (VFC) hosted its Analyst/Investor Day at its new corporate headquarters in Boulder, Colorado. At the event, VF articulated its purpose led, performance driven strategy for accelerated business growth and introduced is 2024 targets. Read More
Insight Report | September 30, 2019 Premium Tesco: A Timeline of Key EventsFrom 2017 to 2019, we saw Tesco divesting non-core assets and closing down unprofitable stores, as well as continuing with sustainability and digital transformation efforts. Read More