Our Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of apparel shoppers.
The Office for National Statistics (ONS) reported a strengthening of year-over-year retail sales growth to 7.2% in April, with a 7.4% increase in volumes.
Kohl’s (NYSE: KSS) 1Q19 Results: Revenues and Comps Down, Expands Amazon Partnership Nationwide and Launches Plus-Size Private Label
Kohl’s reported fiscal 1Q19 revenues of $4.09B, beating the consensus estimate of $3.95B, and down 2.9% YoY. The company is expanded its Amazon partnership nationwide beginning in July 2019.
JCPenney (NYSE: JCP) 1Q19 Results: Revenues Down, Missing Consensus, Management Reducing and Enhancing Inventory Position
JCPenney reported fiscal 1Q19 revenues of $2.44 billion, lower than the consensus estimate of $2.48 billion, and down 5.6% year over year. The company reported 1Q19 EPS of $(0.46), lower than the consensus estimate of $(0.39), and comparable with the year ago period.
Macy’s (NYSE: M) 1Q19 Results: Revenues Down, Comp Sales Up, Beats EPS Estimates, Expanding Backstage to 50 Stores
Macy’s 1Q19 revenues were $5.50B, down 0.7% YoY, below the consensus estimate of $5.53B. Adjusted EPS was $0.44, beating the consensus estimate of $0.33. Macy’s plans to open 50 Backstage stores.
Coresight Research participated in an event jointly hosted by WPP Plc. and Alibaba Group on April 24 in New York City.
According to an annual Mother’s Day spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, about 84% of US consumers plan to celebrate Mother’s Day this year, broadly in line with last year’s 86%.
March 2019 UK Retail Sales: Small Retailers Drive Solid Total Growth; Food Retailers’ Online Sales Decline for the First Time in Eight Years
The Office for National Statistics reported a strengthening of retail growth to 4.4% year over year in March, supported by a 4.0% increase in volumes. Growth was supported by a reported 8.9% increase in sales at small retailers.
Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European Retail
This 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.
March 2019 US Same-Store Sales: Costco and Buckle Comps Show Sequential Improvement; Cato Comparable Sales Continue to Slide
Costco’s same-store sales growth showed a sequential strengthening, led by strong store traffic. Its e-commerce segment continued to post strong growth
US Retail Inventory Tracker, 4Q18: Potential Tariff Hike and Poor Holiday Sales Lead to Higher Inventories
In this first of our quarterly US Retail Inventory Tracker reports we analyze inventory trends among our Coresight 100 US retailers.
Hudson’s Bay Company (TSX: HBC) 4Q18 Results: Revenues Down, Group Comps Down, Return to Cash Flow Positive
HBC reported 4Q18 revenues of C$2.9B, down 5.5% YoY and below the consensus estimate of C$3.18B. The company returned to a positive cash flow position and is working on financial discipline.
February 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Home-Improvement
Total retail sales excluding gasoline and automobiles increased 2.7% year over year in February 2019, a substantial slowing from the revised 4.9% year-over-year increase in January.
This report discusses notable US retail bankruptcies in 2017-2018 and examines key factors that led retailers to collapse.
Total retail sales excluding fuel and automobiles increased 3.7% year over year in January, growing substantially from the revised 0.1% year-over-year decline reported for December.
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