Insight Report | December 12, 2018 Premium Singles’ Day 2018: Proprietary Coresight Research Data Reveal the Scale of Growth by Category – Part 2In our second report analysing Singles’ Day unit sales and discount levels on Tmall and Tmall Global we dig into Tmall’s sales volumes and promotions on Singles’ Day, using a detailed, proprietary dataset collating information on the top 500 products across 14 different categories on the platform. Read More
Company Earnings Update | December 12, 2018 Register for Free Access American Eagle Outfitters (AEO) 3Q18 Results: Reaches Milestone $1 Billion in Sales, but Misses Expectations and Lowers GuidanceAmerican Eagle Outfitters reported 3Q18 revenues of $1.004 billion, up 4.5% year over year and just shy of the $1.02 billion consensus estimate. EPS was $0.48, in line with the consensus estimate and up significantly from $0.36 in the year-ago quarter. Read More
Insight Report | December 11, 2018 Premium Going Head-to-Head in Beauty Retailing: A Comparison of Sephora and UltaBoth Sephora and Ulta shoppers cite selection and quality as the most important reasons they shop at the respective retailers, according to Prosper’s survey. Service is more important among Sephora shoppers surveyed, while prices and promotions, as well as location, are more important among Ulta shoppers. Read More
Insight Report | December 11, 2018 Premium “Customer Experience Is the New Battleground” and Other Top Takeaways from the Asian E-Tailing Summit 2018Hong Kong provides a highly favorable environment for e-tailers. Read More
Question of the Week | December 10, 2018 Free Report How Do Americans Spend Their Time?Question of the Week December 10 2018 – How Do Americans Spend Their Time? Read More
Insight Report | December 10, 2018 Premium Charting Changes in US Daily LifeAmericans’ lifestyles havechanged significantly over the past five yearsas various forms of online media have played an increasing role in people’s lives. While time spent viewing live TV has fallen in the US,time spent viewing online streaming servicessuch asNetflix and Huluhas risen.Meanwhile, rapid developmentsin mobile technology have affected Americans’shopping preferences and boostedonline shopping rates. Read More
Flash Report | December 10, 2018 Register for Free Access Walmart Spruces Up Its Portfolio with the Acquisition of Art.comOn Thursday, December 6, Walmart published a blog post announcing it had acquired the assets of Art.com (including its catalog, intellectual property, trade name, and US operations) for an undisclosed figure. Read More
Company Earnings Update | December 7, 2018 Register for Free Access Five Below (FIVE) 3Q18 Results: Beats Consensus Estimates and Raises GuidanceFive Below reported 3Q18 EPS of $0.24 (including a $0.02 accounting benefit), up 35.3% year over year and beating the $0.19 consensus estimate. Revenues were $312.8 million, up 23.7% year over year and beating the $304.1 million consensus. Read More
Company Earnings Update | December 7, 2018 Register for Free Access The Kroger Co (KR) 3Q18 Results: Mixed Results, Maintains Guidance for Second HalfKroger reported 3Q18 adjusted EPS of $0.48, beating the $0.43 consensus estimate and up 8.6% year over year. Revenues were $27.67 billion, slightly ahead of the $27.65 billion consensus estimate and down 0.3% year over year. Read More
Analyst Corner | December 7, 2018 Register for Free Access Weinswig’s Weekly December 7, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the trend of retailers opening small-format stores and offering some existing store space to other parties. Read More
Company Earnings Update | December 7, 2018 Register for Free Access (ETR: ADS) 1Q18 Results: Strong Profit Growth Beats Expectations Despite Currency Headwinds at the Top LineFigure 1. Adidas 1Q18 Key Metrics 1Q18 1Q17 YoY Change Revenues (EUR Mil.) €5,548 €5,447 1.9% Gross Margin 51.1% 49.6% 149 bps SG&A/Sales 39.1% 39.0% 19 bps Operating Margin 13.4% 11.7% 175 bps Diluted EPS (EUR) €2.64 €2.23 18.4% Source: Company reports/Coresight Research At constant currency, Adidas grew 1Q18 revenues by 10%. Currency effects meant… Read More
Store Tracker | December 7, 2018 Databank Members Weekly Store Openings and Closures Tracker 2018, Week 49: Dollar General Announces Significant Expansion Plan for 2019Coresight Research tracks store openings and closures for a select group of retailers in the US and the UK, as well as major US store bankruptcies. Read More
Insight Report | December 6, 2018 Premium US Holiday 2018: Gifting (and Self-Gifting) OutlookWe review the categories, products and brands that are likely to be in demand this holiday season. Read More
Company Earnings Update | December 6, 2018 Register for Free Access Hudson’s Bay Company (HBC) 3Q18 Results: Revenues Up; Completed Real Estate Deal and European TransactionHBC reported fiscal 3Q18 revenues of C$2.2 billion, up 5.6% from the year-ago quarter of C$2.1 billion. Read More
Insight Report | December 5, 2018 Premium Voice Shopping: The Next Driving Force for E-Commerce?Recent advances in artificial intelligence (AI) have increased the accuracy of speech recognition programs to an almost-human level. Smart devices can now comprehend and follow even complicated instructions such as “tell a joke.” With AI-powered personal assistants, also called intelligent personal assistants (IPAs), consumers can purchase items by just speaking to their devices, without having to log in and check out each time they shop. Read More
