May 15, 2019 Company Earnings Update Register for Free Access Unicharm (TYO: 8113) 1Q19 Results: Net Sales Ahead of Consensus, Asia Remains a Growth EngineUnicharm reported 1Q19 net sales of ¥168.6 billion, ahead of the consensus estimate of ¥168.5 billion and up 4.8% from 1Q18. Asia (ex Japan) was a key driver of top-line growth
May 15, 2019 Company Earnings Update Register for Free Access Dufry (SIX: DUFN) 1Q19 Results: Higher Depreciation Costs Weigh on Operating Margin, Maintains FY19 GuidanceDufry reported 1Q19 total sales of CHF 1.88 billion, up 3.4% year over year and above the consensus estimate of CHF 1.86 billion recorded by StreetAccount.
May 14, 2019 Deep Dive Premium US Online Grocery Survey 2019Our second annual survey of grocery shopping habits found that while more than one-third of US consumers now buy groceries online, 72% of those shoppers direct only a small amount of their total grocery spend online.
May 14, 2019 Event Coverage Register for Free Access WPP & Alibaba Event: How China is Reshaping RetailCoresight Research participated in an event jointly hosted by WPP Plc. and Alibaba Group on April 24 in New York City.
May 14, 2019 Insight Report Premium April 2019 US Same-Store Sales: Costco Comps Ahead of Consensus, Buckle’s Men’s Segment Outperforms Women’s, Cato Posts Robust CompsCostco’s same-store sales growth beat the consensus estimate. Its e-commerce segment continued to post strong growth.
May 14, 2019 Flash Report Register for Free Access Insights from Alibaba’s Newly Released “The New Chinese Goods Project”: Alibaba Empowering Chinese Brands to Grow at Home and AbroadAlibaba set five goals to empower Chinese brands, including helping 700,000 Chinese brands to sell overseas through Tmall Global, Lazada and AliExpress.
May 14, 2019 Company Earnings Update Register for Free Access JD.com (NASDAQ: JD) 1Q19 Results: Revenue Beats Estimates, Strong 2Q19 GuidanceJD.com reported 1Q19 revenue of ¥121.1 billion ($18.0 billion), up 21% year over year and beating the StreetAccount estimate of ¥120.2 billion.
May 13, 2019 Company Earnings Update Register for Free Access Tapestry (NYSE: TPR) 3Q19 Results: Revenue Misses Expectations, Opening Stores in ChinaRevenue increased vs last year but missed expectations. Successful China initiatives have led to increased brand awareness and new store openings in China are planned across multiple brands.
May 13, 2019 Company Earnings Update Register for Free Access Coty (NYSE: COTY) 3Q19 Results: Revenues Miss Consensus Estimate, Supply Chain Issues Seemingly ResolvedCoty 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.
May 13, 2019 Insight Report Premium Digital Disrupts Consumer Packaged GoodsE-commerce has served as a growth impetus for CPG, enabling a more direct connection between brands and customers and giving brand owners greater control over the supply chain.
May 13, 2019 Event Coverage Register for Free Access Insights from JD.com Logistics Tour: Three Cool Things You Need to Know About JD LogisticsThe Coresight Research team joined JD.com on a tour to show off the company’s logistics prowess. In this report, we discuss a few of the things we found most intriguing.
May 10, 2019 Company Earnings Update Register for Free Access Morrisons (LSE: MRW) 1Q20 Trading Update: Group Comps Below Expectations, Access to Ocado Erith Fulfilment Center SuspendedMorrisons reported group same-store sales growth of 2.3% excluding fuel, below the consensus estimate of 2.5% recorded by StreetAccount.
May 9, 2019 Company Earnings Update Register for Free Access Ahold Delhaize (ENXTAM: AD) 1Q19 Results: EPS in Line with Consensus, Lowers FY19 EPS GuidanceAhold Delhaize reported 1Q19 net sales of €15.88 billion, up 1.5% year over year at constant exchange rates (up 6.3% as reported), and slightly below the consensus estimate of €15.96 billion recorded by StreetAccount.
May 7, 2019 Company Earnings Update Register for Free Access Adidas (DB: ADS) 1Q19 Results: Double-Digit Growth in Asia Pacific and 16% in China Drive Operating Margin ExpansionDouble Digit Growth in Asia-Pacific and 16% in China Drive Operating Margin Expansion
May 7, 2019 Insight Report Premium New Retail Briefing #9: Taobao Opens Taostyle for Online Clothing Brands; JD.com Seeks Fresh Food Partnerships in Southeast AsiaTaobao launched a multi-label physical store to bring the independent clothing brands selling on its platform offline.
