Deep Dive | May 16, 2019 Premium Luxury Differentiation via (Social) Values, Sustainability and Limited-Run CollaborationsLuxury brands are employing social values, sustainability and limited-run collaborations to enhance their brand positioning and attract new luxury consumers. Read More
Company Earnings Update | May 16, 2019 Register for Free Access Cisco (NASDAQ: CSCO) 3Q19 Results: Beats Consensus Estimates, Building a New Architecture for Future TechnologiesCisco’s fiscal 3Q19 results beat consensus estimates, and management outlined a new, secure architecture that can accommodate AI, IoT, 5G and several more future technologies. Read More
Company Earnings Update | May 16, 2019 Register for Free Access Farfetch (NYSE: FTCH) 1Q19 Results: Strong Growth Driven by Platform GMVFarfetch’s 1Q19 revenues grew 38.6% to $174.1 million, beating the $171.1 million consensus estimate, primarily driven by 43.2% growth in Platform Services Revenue to $141.8 million. Read More
Company Earnings Update | May 16, 2019 Register for Free Access Macy’s (NYSE: M) 1Q19 Results: Revenues Down, Comp Sales Up, Beats EPS Estimates, Expanding Backstage to 50 StoresMacy’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. Read More
Insight Report | May 16, 2019 Premium Insights from China: China’s Nasdaq-Style Tech Board and Its Implications for BusinessesChina’s new tech board with its relaxed IPO rules will likely draw more domestic tech startups to go public at home. The move is part of China’s effort to develop its tech sector and boost economic growth in general. Read More
Event Coverage | May 16, 2019 Register for Free Access World Retail Congress 2019: Day 2 InsightsThe Coresight Research team is in Amsterdam this week, attending and participating in the 2019 World Retail Congress, running May 14-16. These are some of the highlights from day 2. Read More
Flash Report | May 16, 2019 Register for Free Access Kroger and Lindsay Goldberg Announce the Formation of PearlRock PartnersOn May 14, 2019, Kroger and Lindsay Goldberg, a private investment firm, announced a collaboration to form an investment vehicle named PearlRock Partners. Read More
Event Coverage | May 15, 2019 Register for Free Access World Retail Congress 2019: Day 1 InsightsThe Coresight Research team is in Amsterdam this week, attending and participating in the 2019 World Retail Congress, May 14-16. These are some of the highlights from day 1. Read More
Company Earnings Update | May 15, 2019 Register for Free Access Ralph Lauren (NYSE: RL) 4Q19 Results: EPS Beats ExpectationsRalph Lauren reported fiscal 4Q19 adjusted EPS of $1.07, above the $0.89 consensus estimate. Read More
Company Earnings Update | May 15, 2019 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 Read More
Company Earnings Update | May 15, 2019 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. Read More
Deep Dive | May 15, 2019 Premium Coresight Matrix: Computer Vision Solutions for Product SearchCoresight Matrix is a new product series designed to help our subscribers better understand a number of segments and key players within the retail-technology industry. The first of the series focus on computer vision, which has seen rapid adoption in retail over the last few years. Read More
Deep Dive | May 14, 2019 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. Read More
Event Coverage | May 14, 2019 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. Read More
Event Coverage | May 14, 2019 Register for Free Access Notes from the 2019 Aptos Engage User Conference: A Parade of Devoted CustomersThe Coresight Research team attended Aptos‘ fourth annual ENGAGE user conference, held in Orlando Florida, which served to provide an update of the company’s Aptos ONE retail software platform. Read More