Insight Report | November 22, 2018 Premium October 2018 US Retail Sales and Traffic: Retail Sales Growth Strengthens and Traffic Decline EasesTotal US retail sales including automobiles and gasoline increased 4.3% on a year-over-year basis in October, according to the US Census Bureau. This was up from 3.8% year-over-year growth in September. Read More
Insight Report | November 22, 2018 Free Report Takeaways from ReMode Day 2The Coresight Research team attended the inaugural ReMode two-day conference in Los Angeles, November 13 and 14. ReMode is focused on disruption and sustainability in fashion, helping the industry navigate the new realities across the entire value chain via its four foundational pillars: ReThink, ReMake, ReInvest and ReMarket. On day 2, we heard about: Read More
Insight Report | November 22, 2018 Free Report Gallery: Inaugural China International Import Expo (CIIE) Showcases Latest Tech to the Chinese MarketThe Coresight Research team attended the inaugural China International Import Expo, which attracted representatives from 172 countries, regions and international organizations, more than 3,600 companies and more than 400,000 domestic and foreign buyers. There were more than 370 side events and forums. Read More
Insight Report | November 22, 2018 Free Report Sustainability is the Future” and Other Top Takeaways from Cosmoprof Asia 2018On November 14, the Coresight Research team attended Cosmoprof Asia 2018 in Hong Kong. Cosmoprof is the leading business-to-business beauty trade show in Asia. Here are our key takeaways from the first day of the event. Read More
Insight Report | November 22, 2018 Premium US Holiday 2018: Sustainable GiftingUS holiday retail sales are expected to rise 4% year over year to $720 billion. Read More
Company Earnings Update | November 22, 2018 Register for Free Access The TJX Companies (TJX) 3Q19 Results: Strong Comparable Sales, In-Line EPSIn 3Q19, the TJX Companies grew revenue 12.1% year over year to $9.83 billion, beating the consensus estimate of $9.5 billion. Adjusted EPS of $0.54 was inline with consensus. Read More
Company Earnings Update | November 22, 2018 Register for Free Access BJ’s Wholesale Club (BJ) 3Q18 Results: Beats Consensus and Raises GuidanceBJ’s Wholesale Club reported 3Q18 adjusted EPS of $0.39, up 53.1% year over year and beating the $0.34 consensus estimate. Revenues were $3.22 billion, up 4.5% year over year and beating the $3.17 billion consensus. Read More
Insight Report | November 21, 2018 Premium Ten Days of Holiday Innovators, 2018: Day 4 – Caraa Luxury Sports BagsTo kick off the 2018 holiday shopping season, Coresight Research will feature daily profiles of 10 innovative companies that span health and wellness; apparel, footwear and accessories; and, beauty. Each of our Ten Days of Holiday Innovators profiles gives you a company overview, insight into what makes the company innovative and the company’s recommended “must-have” gift for 2018. In the fourth report in our Ten Days of Holiday Innovators series, we look at Caraa. Read More
Company Earnings Update | November 21, 2018 Register for Free Access Target Corp. (TGT) 3Q18 Results: Misses Consensus Estimates, Raises 4Q18 Revenue GuidanceTarget reported adjusted 3Q18 EPS of $1.09, missing the $1.11 consensus estimate. Sales were $17.59 billion, missing the $17.70 billion consensus estimate. Read More
Company Earnings Update | November 21, 2018 Register for Free Access Ross (ROST) 3Q18 Results: In Line with Expectations; Raises Full-Year EPS GuidanceRoss Stores reported 3Q18 revenues of $3.55 billion, up 6.6% year over year and in line with the consensus estimate. Diluted EPS was $0.91, up 26.9% year over year and $0.01 above the consensus estimate of $0.90. Read More
Company Earnings Update | November 21, 2018 Register for Free Access Kohl’s (KSS) 3Q18 Results: Sales Rise Due to Rivals’ Store Closures; Raises EPS GuidanceKohl’s reported 3Q18 net sales of $4.37 billion, up 1.3% year over year and in line with the $4.37 billion consensus estimate. Adjusted EPS was $0.98, beating the $0.95 consensus estimate and up from $0.70 in the year-ago quarter. Read More
Insight Report | November 21, 2018 Free Report Weather Forecasters Expect a Chilly Black FridayThe Thanksgiving and Black Friday holiday week is forecast to be colder than last year, with the US Northeast expected to experience at or near record cold, according to Planalytics. Snow is expected from Massachusetts to Albany, with wind chills falling below zero in the Northeast and into the teens from Philadelphia to Washington, DC. Temperatures across the US Gulf coast and the Canadian prairies are expected to be warmer than last year. Read More
Insight Report | November 20, 2018 Free Report Ulta Beauty 2018 Analyst and Investor Day: Ultamate Rewards Loyalty Program Driving 95% of Revenue with 30 Million Members; Ulta Continues to Diversify Beyond Mass CosmeticsOn November 8, Ulta Beauty hosted its annual Analyst and Investor Day in Itasca, Illinois. The main themes of the day included customer loyalty, new brands, celebrity collaborations, technology investments and the company’s mass-to-prestige assortment model. Read More
Deep Dive | November 20, 2018 Premium NetEase, Alibaba and JD.com March into Private LabelChinese Tech Giants Develop Private Labels Chinese tech giants NetEase, Alibaba and JD.com have all begun developing their own private labels in recent years: NetEase launched NetEase Yanxuan, which translates into “strictly selected by NetEase” in 2016, officially kicking off the private-label game with a designated online shopping website. Alibaba launched its private-label online marketplace… Read More
Insight Report | November 20, 2018 Free Report Urban Outfitters (URBN) 3Q18: Company Beats Expectations and Plans International ExpansionUrban Outfitters reported fiscal 3Q18 revenues of $973.5 million, up 9.0% year over year and beating the $967.9 million consensus estimate. Adjusted EPS was $0.70, beating the $0.62 consensus estimate and up from $0.41 in the year-ago quarter. Read More
