Event Coverage | May 20, 2019 Register for Free Access ICSC RECon 2019: Day 1 InsightsInsights from Day 1 of the 2019 International Council of Shopping Centers (ICSC) 2019 RECon event which ran May 19-22. Read More
Deep Dive | May 20, 2019 Premium The $13 Billion US Women’s Underwear Industry: Disruption Creates OpportunityThe $13.1 billion US women’s underwear market is changing. Traditional market leaders are losing market share to athletic retailers or digitally native, smaller brands. Body positivity and inclusivity are central to an evolving definition of “sexy”. Technology is enabling brands to improve fit and bring new designs to market. Read More
Question of the Week | May 20, 2019 Free Report Where Do US Shoppers Buy Groceries Online?Question of the Week May 20 2019 – Where Do US Shoppers Buy Groceries Online? Read More
Company Earnings Update | May 20, 2019 Register for Free Access Compagnie Financière Richemont (SWX: CFR) FY19 Results: Sales and Profits Jump After YNAP AcquisitionCompagnie Financière Richemont reported FY19 revenues of €14.0 billion, slightly above the €13.9 billion consensus estimate recorded by S&P Capital IQ, and up 27.3% year over year. Read More
Company Earnings Update | May 20, 2019 Register for Free Access Burberry (LSE: BRBY) FY19 Results: Flat Retail Sales but Retail Comps Grow 2%, Reaffirms 2020 GuidanceBurberry’s FY19 sales declined 1% to £2.72 billion at constant exchange rates, missing the consensus estimate of flat currency neutral. Adjusted EPS was flat at 82.1 pence, beating the consensus estimate of 81.3 pence. Read More
Insight Report | May 20, 2019 Premium AI Fast Becoming Retail’s Preeminent Technology: Revisiting the CORE FrameworkArtificial intelligence (AI) has established itself as the preeminent technology in retailing. We outline the four overarching use-cases for AI in retail companies identified in our CORE framework. Read More
Insight Report | May 17, 2019 Premium 30 Global Retail Cities: LondonLondon is the largest city in the UK with a combination of great culture, history, shopping and restaurants. The retail sector in London is driven by a strong international customer presence, including a steady inflow of tourists. Read More
Analyst Corner | May 17, 2019 Register for Free Access WEINSWIG’S WEEKLY MAY 17 2019This week’s note “From the Desk of Deborah Weinswig” looks at the struggle for US grocers to grow their online business. Read More
Insight Report | May 17, 2019 Premium April 2019 US Retail Sales: Growth Decelerates in Most Sectors with Major Slowdown in Home Improvement and Clothing StoresTotal US retail sales excluding gasoline and automobiles increased 5.1% year over year in April, strengthening from the revised 0.9% year-over-year rise in March. A late Easter pulled some spending from March into April. Read More
Store Tracker | May 17, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 20: Party City Shuts StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Retailers have announced almost 6,400 store closures in the US and more than 300 in the UK, while only 3,100 store openings have been announced. Read More
Company Earnings Update | May 17, 2019 Register for Free Access NVIDIA (NASDAQ: NVDA) 1Q20 Results: Beats Consensus Estimates, Revenues Down Year Over Year but Up SequentiallyNVIDIA’s fiscal 2Q20 results beat consensus estimates on the top and bottom lines. Revenues for the company’s core GPU and gaming segments were down year over year but up sequentially. Read More
Company Earnings Update | May 17, 2019 Register for Free Access Walmart (NYSE: WMT) 1Q20 Results: Mixed Results, Year on Track Despite Tough Comparison and Currency Headwinds in Q2Walmart reported mixed fiscal 1Q20 results, however the company remains on plan to hit its full-year targets. US e-commerce grew a healthy 37%. Read More
Company Earnings Update | May 17, 2019 Register for Free Access Alibaba (NYSE: BABA) 4Q19 Results: Strong Revenue Growth Driven by China Retail MarketplacesAlibaba reported 4Q19 revenues of ¥93.5 billion ($13.9 billion), up 51% year over year and beating the consensus estimate of ¥91.7 billion ($13.3 billion). Read More
Event Coverage | May 16, 2019 Register for Free Access Five Insights from Kingfisher’s Innovation Day 2019On May 15, 2019, European DIY giant Kingfisher hosted an Innovation Day for analysts. The Coresight Research team was in attendance, and we feature five highlights from the event. Read More
Company Earnings Update | May 16, 2019 Register for Free Access Tencent (HKEX: 0700) 1Q19 Results: Beats Consensus on EPS, Announces New Fintech and Business Services SegmentTencent reported light 1Q19 revenues but beat consensus on EPS. The company announced a new $3.2 billion FinTech and Business Services segment. Read More
