Flash Report | September 18, 2018 Register for Free Access Hurricane Florence: Impact on Retailers and Food-Service Operators Estimated at $700 MillionHurricane Florence, a 340-mile-wide Category 1 storm, landed early September 14 near Wrightsville Beach, North Carolina, with hurricane-force winds extending outward up to 70 miles. Read More
Company Earnings Update | September 18, 2018 Register for Free Access H&M (STO: HM-B) 3Q18 Sales Update: Sales Momentum Improves from the Last Quarter Thanks to Continuous Business RevampIn 3Q18, H&M grew sales including value added tax (VAT) by 9.1% in reporting currency. Constant-currency sales growth of 4.0% was comfortably ahead of the consensus estimate of 2.6% growth. Read More
Insight Report | September 18, 2018 Premium August 2018 US Retail Sales and Traffic: Clothing Retailers Shine while Store Traffic and Sales Continue to DeclineTotal US retail sales increased by 6.2% on a year-over-year basis in August, according to the US Census Bureau. Read More
Deep Dive | September 17, 2018 Premium Innovator Intelligence: Connecting the Retail Value Chain with Innovators that Are Revolutionizing the IndustryDue to the rapidly shifting nature of retail, Coresight Research is providing new tools and services to deliver critical business intelligence. Our recently launched Innovator Intelligence platform highlights some of the most promising, forward-looking companies around the globe and provides actionable analysis to help our clients and members anticipate change, collaborate and profit from the rapid innovation in retail. Read More
Insight Report | September 17, 2018 Premium US Holiday Outlook 2018: Looking for 4% Growth with E-Commerce Set to Capture One in Every Five Nonfood DollarsWe are optimistic about the prospects for holiday sales in the US this year and forecast a 4% year-over-year increase in total retail sales (excluding automobiles and gasoline). We believe there could be an upside to this estimate given favorable economic conditions, such as an extremely low unemployment rate, wage growth and modest inflation. Read More
Insight Report | September 17, 2018 Premium August 2018 US Same-Store Sales: Strong Beat by CostcoCostco’s same-store sales rose higher in August this year compared to the growth reported in the same month last year. Read More
Deep Dive | September 17, 2018 Premium Deep Dive: Profiling Ten of the World’s Biggest E-Commerce Marketplaces, from Alibaba to ZalandoIn this report, we profile ten of the world’s biggest e-commerce marketplaces and look at the global prospects for e-commerce growth. Read More
Store Tracker | September 14, 2018 Databank Members Weekly Store Openings and Closures Tracker 2018, Week 37: Tesco to Launch a New Discount FormatYear-to-date (YTD) 2018, the number of US store closure announcements stands at 4,589 and the number of store openings is 2,742. YTD in the UK, there have been 1,230 store closure announcements and 715 store opening announcements. Read More
Event Coverage | September 14, 2018 Register for Free Access Tech. 2018, Part 2: Hearing from Starbucks and Birchbox on Driving Digital SalesThis week, the Coresight Research team attended the Tech. 2018 conference in London, which is produced by Retail Week and the World Retail Congress. Here are our takeaways from the second and final day of the event: Read More
Company Earnings Update | September 14, 2018 Register for Free Access Kroger (KR) 2Q18 Results: Earnings Beat, Misses on RevenueKroger reported 2Q18 revenues of $27.9 billion, up 1.0% year over year and slightly below the consensus estimate of $28.0 billion. Adjusted EPS was $0.41, up 5.1% year over year, beating the consensus estimates of $0.38. Read More
Analyst Corner | September 14, 2018 Register for Free Access Weinswig’s Weekly Sep 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the prospects for US retail as we head into the fourth quarter. Read More
Insight Report | September 13, 2018 Premium Coresight Research Countdown to 11.11 Series, #8: 9.9 Mega Sale; Moët Hennessy and Alibaba to Explore ‘New Retail’ OpportunitiesAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that have already happened or will take place till this event. Read More
Event Coverage | September 13, 2018 Register for Free Access Alibaba Hosts 2nd NYFW Tmall China Day: Three Women Runway Designers Selected to Represent the Contemporary Chinese ShopperThis week, Alibaba hosted its second series of New York Fashion Week (NYFW) Tmall China Day events in collaboration with the Council of Fashion Designers of America (CFDA) that was held September 9-11. Three leading brands, Particle Fever, JNBY, and Angel Chen, presented their collections on the runway at this event. Tmall China Day also included a pop-up market at Opening Ceremony, a retailer, which included products from six Chinese labels that represented “China cool,” the phenomenon of Chinese brands gaining popularity with millennials who want authentic and hip designs that integrate Chinese cultural elements. Read More
Event Coverage | September 13, 2018 Register for Free Access Tech. 2018, Part 1: Technology Is Breaking Down the Barriers to Selling Beauty and Enabling Closer Ties Between Apparel Brands and SuppliersThis week, the Coresight Research team is attending the Tech. 2018 conference in London, which is produced by Retail Week and the World Retail Congress. Our takeaways from day one of the event include: Read More
Company Earnings Update | September 13, 2018 Register for Free Access Inditex (BME: ITX) 1H18 Results: Strong Organic Growth, Flattish MarginsInditex reported 1H18 revenues of €12.03 billion, up 3.0% year over year and below the consensus estimate of €12.06 billion. Sales grew by 8.0% at constant currency. Read More
