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.

Lowe’s (NYSE: LOW) Fiscal 4Q18 Results: Mixed Results and In-Line Guidance, Yet Many Opportunities for Improvement in 2019

Lowe’s reported mixed Q4 results and 2019 guidance was higher on revenues, in line on EPS. Q4 EPS was $0.80, beating consensus by a penny. Comps were +1.7% below +2.1% consensus. Revenues were slightly light. 2010 revenue guidance was +2%, ahead of +1.8% consensus, comp guidance was +3%, ahead of +2.9% consensus, EPS guidance of $6.00-$6.10 was in line.

WEINSWIG’S WEEKLY FEBRUARY 22, 2019

Amazon was among the retailers to report a slower holiday quarter: The company’s North America sales growth slowed from 35.0% in the third quarter to 18.3% in the fourth quarter. These figures exclude Amazon’s high-growth Amazon Web Services (AWS) business and, so, should closely reflect its retail and marketplace revenues.

US Monthly Retail Traffic and In-Store Metrics Report: Post-Holiday Fatigue and Inclement Weather Drive Underwhelming January Traffic

All regions posted sales and traffic declines in January compared to the same period last year. The Midwest registered the largest year-over-year decline in traffic of all regions at 17.5%, owing to severe weather conditions. With warmer and wetter conditions, the South experienced the lowest decline, at 5.8%. The Midwest also recorded the largest year-over-year in-store sales decline among all regions, down 16.8%, whereas the West, which enjoyed warmer and drier conditions, reported the smallest decline, down 1.4%.

December 2018 US Retail Sales: Year-Over-Year Growth Slows to Just 1.0% as Most Sectors Experience a Sluggish December

Our measure of core retail sales is non-seasonally-adjusted sales excluding gasoline and automobiles. This metric increased by just 1.0% year over year in December, slowing dramatically from the growth in preceding months, including a 5.2% uplift in November. This resulted in total holiday-period sales coming in at $693 billion, up by just 2.9% year over year.

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