Insight Report | April 2, 2019 Premium 2019 Tax Tracker Week 8: Filings Still Down Versus Last Year with Three Weeks to GoAs of March 22, the IRS had received 84.1 million tax returns, down 1.9% year over year. Read More
Insight Report | April 2, 2019 Premium Community Group Buying: China’s New Group Shopping Model Leveraging WeChat Mini ProgramsCommunity group buying refers to an e-commerce model of group purchases by residents within the same neighborhood. Companies launched this service on WeChat mini program to tap into the potential for larger, group purchases from people living in close proximity. Read More
Question of the Week | April 1, 2019 Free Report How Much Influence Do Bloggers Have on Apparel Purchases?Question of the Week April 1 2019 – How Much Influence Do Bloggers Have on Apparel Purchases? Read More
Deep Dive | April 1, 2019 Premium US Retailers Becoming More Relevant Through Acquisitions: Mass Merchandisers vs. AmazonM&A activity has risen in the US retail sector over the past 10 years, in terms of deal value and number of deals, and the same trend applies within the mass-merchandiser sector. Read More
Event Coverage | April 1, 2019 Register for Free Access Foot Locker Investor Day 2019: Investing in Youth Culture Through Physical and Digital Experiences; 200 Power Stores by 2023On March 28, 2019, Foot Locker hosted its investor day. The company focused on its customer-connected strategic framework, strategic initiatives, international expansion plan, Power Store portfolio optimization and five-year financial outlook. Read More
Company Earnings Update | April 1, 2019 Register for Free Access H&M (STO: HM-B) 1Q19 Results: Profits Slide but Beat Consensus, Positive Signs on Full-Price SalesIn 1Q19, H&M grew net sales by 10% and the gross margin by 10 basis points, helped by a reduction in markdowns. EPS of SEK 0.49 came in comfortably ahead of the SEK 0.31 consensus. Read More
Insight Report | March 29, 2019 Premium February 2019 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy — namely, wage growth, price changes and retail sales growth. Read More
Market Navigators/Market Outlook | March 29, 2019 Premium The Opportunity in Women’s Plus-Size Apparel in China: A Potential $10 Billion MarketDespite a low obesity rate, the scale of China’s population means plus-size apparel represents a substantial market with significant potential for brands and retailers. Read More
Event Coverage | March 29, 2019 Register for Free Access Deborah Weinswig’s Shoptalk 2019 Presentation: Nine Things We Can Learn from China and IndiaSummary of the presentation given by Deborah Weinswig, CEO and Founder of Coresight Research, at the Shoptalk conference on March 3, 2019, focusing on nine things people can learn from China and India. Read More
Store Tracker | March 29, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 13: Tommy Hilfiger Shuts Fifth Avenue Flagship Store; In the UK, Flannels to Open 60 stores by 2021Year to date, US retailers have announced 5,480 store closures and 2,458 store openings. This compares to 5,727 closures and 3,239 openings for the full year 2018. Read More
Company Earnings Update | March 29, 2019 Register for Free Access PVH (NYSE: PVH) 4Q18 Results: Tommy Hilfiger Exits 2018 With a 16% International Comp Rise and a Solid 2019 Order BookAt PVH, Tommy Hilfiger Exits 2018 on a 16% International Comp and a Solid 2019 Order Book and Calvin Klein returns to its iconic past. Read More
Company Earnings Update | March 29, 2019 Register for Free Access RH (NYSE: RH) 4Q18 Results: Beats on Comps and EPS but Misses on Revenues; Reduces 2019 Guidance to Below Consensus EstimatesRH reported 4Q18 results that beat on comps and EPS but missed on revenues. The company reduced 2019 revenue growth guidance due to weakness in its core business plus in the high-end housing market. Read More
Analyst Corner | March 29, 2019 Register for Free Access WEINSWIG’S WEEKLY MARCH 29, 2019This week’s note “From the Desk of Deborah Weinswig” discusses how strong demand for value fashion, e-commerce pure plays and sportswear brands is pressuring Europe’s middleground apparel retailers. Read More
Insight Report | March 28, 2019 Premium 30 Global Retail Cities: New York — Retail is a Platform for Storytelling and Immersive Experiences in America’s Shopping CapitalNew York City also has one of the largest retail sectors in the world: Annual retail sales in New York exceed $250 billion and retailers employ more than 941,000 people in over 77,000 establishments, according to the Retail Council of New York State. Read More
Company Earnings Update | March 28, 2019 Register for Free Access Lululemon (NASDAQ: LULU) 4Q18 Results: Revenues up 26%, Opening 40-50 Stores in 2019 – Half in International MarketsLululemon reported 4Q18 revenues of $1.17B, up 26% YoY and beating the consensus estimate of $1.15B. The company reported 4Q19 EPS of $1.65, up 87.5% from the year-ago period. The company plans to open 40-50 stores in 2019. Read More
