Company Earnings Update | August 27, 2018 Register for Free Access Alibaba (BABA) 1Q19 Results: Strong Revenue Growth, Although Margins Are SqueezedAlibaba reported 1Q19 revenues of ¥80.9 billion, up 61% year over year. The company attributed the strong results to robust revenue growth from its China retail business, the consolidation of Cainiao Network and Ele.me, as well as a near-doubling of revenues in the Alibaba Cloud business. Read More
Analyst Corner | August 24, 2018 Register for Free Access Weinswig’s Weekly August 24, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how customer acquisition and fulfillment costs affect online pure plays’ profitability. Read More
Event Coverage | August 24, 2018 Register for Free Access Efficacy is the Backbone of Today’s Beauty Brand, and Other Takeaways from Fashion Group International’s The Making of a Beauty Entrepreneur PanelThis week, the Coresight Research team attended Fashion Group International’s “Getting to Market: The Making of a Beauty Entrepreneur” panel in New York City. The event was sponsored by Cosmoprof North America and was the second in the Making of a Beauty Entrepreneur series. The panel featured five beauty industry leaders who shared their expertise on brands, and their views on the beauty consumer. Here, we share our top takeaways from the event. Read More
Company Earnings Update | August 24, 2018 Register for Free Access Lowe’s (LOW) 2Q18 Results: Strong Quarter, Lowers Guidance After Orchard Supply ExitLowe’s reported 2Q18 adjusted EPS of $2.07, up from $1.57 from the year-ago quarter and ahead of the $2.02 consensus estimate. Net sales were $20.89 billion, up 7.1% year over year and beating the $20.77 billion consensus estimate. Read More
Store Tracker | August 24, 2018 Databank Members Weekly Store Openings and Closures Tracker 2018, Week 34: Lowe’s to Close Orchard Supply Stores; House of Fraser London Flagship to Remain OpenCoresight 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 | August 23, 2018 Premium Urban Outfitters (URBN) Fiscal 2Q19 Results: Beats on EPS, Revenue and CompsUrban Outfitters reported fiscal 2Q19 EPS of $0.84, up from $0.44 in the year-ago quarter and above the $0.76 consensus estimate. Total revenues were $992.5 million, up 13.7% year over year and above the $977.0 million consensus estimate. Read More
Company Earnings Update | August 23, 2018 Register for Free Access Target (TGT) 2Q18 Results: Beats Consensus Estimates and Raises GuidanceTarget reported 2Q18 adjusted EPS of $1.47, beating the consensus estimate of $1.40. Revenues were $17.78 billion, up by 6.9% year over year and beating the consensus estimate of $17.31 billion. Read More
Insight Report | August 23, 2018 Premium Coresight Research Countdown to 11.11 Series, #5: Tmall Genie AI Festival; Hema SupermarketsStarted by Alibaba in 2009, 11.11, also known as Double 11 or Singles’ Day, which takes place on November 11, has grown to become the world’s largest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place through to November 11. Read More
Company Earnings Update | August 22, 2018 Register for Free Access TJX (TJX) Fiscal 2Q19 Results: Company Beats Expectations and Raises GuidanceTJX reported fiscal 2Q19 revenues of $9.3 billion, up 11.6% year over year and above the consensus estimate of $9.0 billion. Diluted EPS was $1.17, up 37.6% from the year-ago quarter and above the consensus estimate of $1.05. Read More
Company Earnings Update | August 22, 2018 Register for Free Access Kohl’s (KSS) 2Q18 Results: Beats Consensus Estimates and Raises EPS GuidanceKohl’s reported 2Q18 EPS of $1.76, beating the consensus estimate of $1.64 and up 42.1% year over year. Revenues were $4.57 billion, up 4.0% year over year and beating the consensus estimate of $4.27 billion. Read More
Deep Dive | August 22, 2018 Premium Deep Dive: European Discount Retailers in the US – Reviewing Three Key Players’ StrategiesIn this report, we look at three ultralow-price European retailers that have expanded into the US market: Primark, Aldi and Lidl. Here, we examine their market entry strategies and the adaptations they have made in order to operate in an unfamiliar market. Read More
Event Coverage | August 21, 2018 Register for Free Access “Purchase-Activated Fulfilment” Is the Next Generation of Manufacturing, Plus Our Top-Ten Takeaways from MAGIC Las Vegas 2018The Coresight Research team attended MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear, held August 12–15. Here are our key takeaways from the event: Read More
Company Earnings Update | August 21, 2018 Register for Free Access Estée Lauder (EL) Fiscal 4Q18 Results: Beats Estimates and Guides for Continued Above-Market GrowthEstée Lauder reported fiscal 4Q18 adjusted EPS of $0.61, beating consensus by a nickel and up 19.9% year over year. Revenues were $3.30 billion, up 14.1% year over year and beating the consensus estimate of $3.25 billion. Read More
Insight Report | August 20, 2018 Premium CVS and Walgreens — Head to HeadCVS Health and Walgreens Boots Alliance are the two largest pharmacy companies in the US. They each posted over $100 billion in revenues in 2017, and both operate more than 9,000 stores worldwide. Read More
Insight Report | August 20, 2018 Premium July 2018 UK Retail Sales: Solid Growth Sustained; Online Sales Remain RobustThe UK retail sector enjoyed robust volume growth in July, with sales up 4.0% year over year in real terms. Read More
