Research

Coresight Research helps retail clients accelerate innovation and growth. We focus on disruption at the intersection of retail and technology – and help you understand what it means for your business. Coresight Research has a global presence spanning the US, Europe and Asia, including deep expertise in the China market.

Adidas (DB: ADS)

Adidas AG is a designer and manufacturer of footwear, apparel and accessories, based in Herzogenaurach, Germany. It is the largest sportswear manufacturer in Europe and second-largest in the world (behind Nike).

Artificial Intelligence in Retail, Part 3: What Startups Are Doing with AI

This is the third report in a short series looking at the application of artificial intelligence (AI) in retail. In this report, we explore what startups are doing with AI in the context of our proprietary CORE framework, which stands for Communication, Optimization of pricing, Rationalization of inventory and Experiential retail.

Inditex (BME: ITX) FY18 Results: Revenues Up, Missed Consensus, Integrating Online and Stores Globally

Industria de Diseño Textil, S.A. (Inditex) reported FY18 revenues of €26.15 billion, lower than the consensus estimate of €26.41 billion and up 3.2% from the year ago period. The company reported net income of €3.44, up 2.1% from the year ago period. Comparable store sales increased 4.0% in FY18, positive across all regions and brands as well as both online and in-store. Management projects comparable sales growth of 4%-6% in FY2019.

Insights from China: Slowing Growth, Further Opening of China’s Economy, and Demands to Accelerate the Digital Transformation — Key Points from China’s “Two Sessions”

In our weekly series Insights from China, we curate ongoing developments to distill what international brands and retailers need to know about China to succeed in the country. We cover areas such as policy, consumer behavior, consumer sentiment, government regulations and the competitive landscape – as they affect international companies selling to Chinese consumers or looking to enter the market.

Estée Lauder Investor Day 2019: Share in Prestige Beauty Growing, Online 30% of Business, Affirms Three-Year 6-8% Net Sales Outlook

Estée Lauder is gaining share in prestige beauty, growing from 13% in calendar 2009 to 14.4% in calendar 2017. Global per capita spending on prestige beauty is increasing. The company projects the global middle class will grow by 600 million people by 2028, expanding overall spending power by 50%, which will increase opportunities for prestige beauty spending. Innovations and successful product launches accounted for nearly 30% the company’s net sales in the first half of fiscal year 2019. E-commerce represents approximately 30% of Estée Lauder’s business in its top markets. The company expects double-digit ecommerce growth over the next

Costco Wholesale (NASDAQ: COST) Fiscal 2Q19 Results: Solid Quarter with Slightly Light Revenues and Blowout EPS

Costco reported fiscal 2Q19 revenues of $35.40 billion, up 7.3% year over year and slightly below the $35.65 billion consensus estimate. EPS was $2.01, up 26.6% year over year and handily beating the $1.69 consensus estimate. Comps (excluding gasoline and other items) increased 6.7%, and e-commerce comps increased 25.5%.

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