Company Earnings Update | September 13, 2018 Register for Free Access Hudson’s Bay Company (HBC) 2Q18 Results: A Retrenchment to North America Helps Soften Comp DeclineHBC reported fiscal 2Q18 revenues of C$2,160 million, down 2.0% year over year. Adjusted EPS was $0.53, lower than the consensus estimate of $0.57 and even with the year-ago quarter. Read More
Deep Dive | September 12, 2018 Premium The Final Hurdle – Innovation in Last-Mile LogisticsThis report covers innovation in last-mile logistics, a key component of the supply chain that presents unique challenges and exciting opportunities for improvement. The report covers three components of last-mile logistics: transportation, delivery and reverse logistics. Read More
Company Earnings Update | September 11, 2018 Register for Free Access Primark (LSE: ABF) FY18 Pre-Close Trading Update: Increased Selling Space Drives Sales GrowthPrimark’s parent, Associated British Foods (ABF), reported its FY18 pre-close trading update on September 10. This report focuses on results for Primark, the company’s retail division. Read More
Deep Dive | September 11, 2018 Premium Indian E-Commerce Platforms UpdateThis report discusses major e-commerce platforms in India that have contributed to the e-commerce ecosystem. We identify the following five retailers as the largest platforms in Indian e-commerce by funding received: Flipkart, Snapdeal, Paytm, Quikr and Bigbasket. Read More
Insight Report | September 10, 2018 Premium China’s Silver Economy: Digitally Savvy Seniors Are Making a DifferenceChina’s population is aging and an increasing number of these senior citizens are shopping digitally. It is believed that the digital competence level of Chinese seniors continues to rise, boosting the silver economy. Read More
Company Earnings Update | September 10, 2018 Register for Free Access Five Below (FIVE) 2Q18 Results: Beats Estimates and Raises GuidanceFive Below, Inc. reported 2Q18 EPS of $0.45, up 47.4% year over year and beating the $0.42 consensus estimate. This figure includes a $0.03 benefit from share-based payments. Revenues were $347.7 million, up 22.7% year over year and beating the $334.8 consensus estimate. Read More
Event Coverage | September 10, 2018 Register for Free Access A Natural and Organic Asia: Takeaways from Natural & Organic Products Asia (NOPA) ExhibitionThe Coresight Research team attended the Natural and Organic Products Asia (NOPA) exhibition held August 29–31 in Hong Kong. Read More
Insight Report | September 10, 2018 Premium New Swimwear Brand Alyned Together Launches Inclusive, Sustainable and Affordable CollectionThis summer, Alyned Together launched its first collection, an inclusive, eco-friendly swimwear line with a consumer-friendly price point. The contemporary lifestyle brand promotes environmental activism and body positivity and is one of the first swimwear brands that seeks to incorporate inclusivity and sustainability. Read More
Insight Report | September 7, 2018 Premium Weinswig’s Weekly September 7, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the different growth strategies that CVS Health and Walgreens Boots Alliance have undertaken to combat emerging competitors in the pharmacy industry. Read More
Event Coverage | September 7, 2018 Register for Free Access Takeaways from Day 2 of the Goldman Sachs 25th Annual Retailing ConferenceGoldman Sachs held its 25th Annual Global Retail Conference in New York City this week. Listed below are the key takeaways from the webcast presentations. Read More
Store Tracker | September 7, 2018 Databank Members Weekly Store Openings and Closures Tracker 2018, Week 36: Lululemon Plans to Open 40 StoresCoresight 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 | September 6, 2018 Premium Uppercase Launches Tech-enabled Popup-to-Permanent Retail Solution for Catalyzing DTC Brands’ GrowthUppercase has launched a modern retail solution for direct-to-consumer (DTC) brands and companies looking to grow with brick-and-mortar retail stores. Read More
Company Earnings Update | September 6, 2018 Register for Free Access Restoration Hardware (RH) 2Q18 Results: Mixed Results, Company Raises EPS Guidance and Lowers Revenue GuidanceRestoration Hardware reported 2Q18 adjusted EPS of $2.49, up from $0.65 in the year-ago period and above the $1.75 consensus estimate. Revenues were $640.8 million, up 4.1% year over year but below the $660.9 million consensus estimate. Read More
Market Navigators/Market Outlook | September 6, 2018 Premium Category Outlook: China’s Sportswear Market—A Large and Dynamic Industry Driven by Fashion-Conscious Millennial Customers with Active LifestylesChina’s sportswear market is one of the largest and fastest-growing in the world. More and more people pursuing active lifestyles, increasing sports participation and the popularity of sportswear in fashion are the main trends shaping the industry. Read More
Insight Report | September 5, 2018 Premium Understanding WeChat, China’s Super App: Part 1—The Definite Leader in ChinaWeChat, the #1 social media app in China, has become a part of daily life for around 1 billion Chinese consumers. In this report, the first of our Understanding WeChat, China’s Super App series, we delve into the different functions of the popular app—communications, mini programs, social networking, social media and payment. Read More
