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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Company Earnings Update | August 20, 2018

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Tencent (0700.HK) 2Q18 Results: Slowed Revenue Growth with Gaming in Decline

Tencent reported 2Q18 revenues of ¥73.7 billion ($11.1 billion), up 30.2% year over year. Non-GAAP diluted EPS was ¥2.06, an increase of 19.8% year over year. The results were largely driven by payment-related services, digital content subscriptions and sales, social and others advertising, and smartphone games.

Analyst Corner | August 17, 2018

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Weinswig’s Weekly Aug 17, 2018

This week’s note “From the Desk of Deborah Weinswig” discusses how athleisure and sneaker culture are changing mainstream fashion.

Store Tracker | August 17, 2018 Databank Members

Weekly Store Openings and Closures Tracker 2018, Week 33: Casper Sleep to Open 200 Stores in the Next Three Years

Year-to-date 2018, the number of US store closure announcements stands at 4,379 and the number of store openings is 2,367. Year to date in the UK, there have been 1,196 store closure announcements and 657 store opening announcements.

Company Earnings Update | August 17, 2018

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Walmart (WMT) Fiscal 2Q19 Results: Beats on Revenues, Comps and EPS; Raises Guidance

Walmart reported fiscal 2Q19 adjusted EPS of $1.29, up 19.4% from $1.08 in the year-ago quarter and beating the $1.22 consensus estimate. Total revenues were $128.0 billion, up 3.8% year over year and ahead of the consensus estimate of $126.0 billion.

Event Coverage | August 17, 2018

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The Fanny Pack Is Back and Other Top Takeaways from MAGIC Las Vegas 2018

This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here are our key takeaways from the second day of the event:

Company Earnings Update | August 17, 2018

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Nordstrom (JWN) Fiscal 2Q18 Results: Company Beats Expectations and Raises Guidance

Nordstrom reported fiscal 2Q18 revenues of $4.07 billion, up 7.2% year over year and above the consensus estimate of $3.90 billion. Diluted EPS was $0.95, up 46.2%% from the year-ago quarter and above the consensus estimate of $0.84.

Company Earnings Update | August 17, 2018

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Macy’s (M) 2Q18 Results: Beats on Revenues, EPS and Comps, Raises Guidance

Macy’s reported 2Q18 adjusted EPS of $0.70, beating the $0.51 consensus estimate. Revenues were $5.57 billion, down 1.1% year over year but beating the consensus estimate of $5.55 billion.

Insight Report | August 17, 2018 Premium

July 2018 US Retail Sales and Traffic: Status Quo Continues with YoY Increase in Total Retail Sales and Decline in Store Traffic

Total seasonally-adjusted retail sales increased by 6.0% year over year in July, according to the US Census Bureau.

Company Earnings Update | August 17, 2018

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JCPenney (JCP) 2Q18 Results: Earnings Miss, Net Sales Negatively Impacted by Store Closures; Company Lowers Guidance

JCPenney reported 2Q18 net sales of $2.76 billion, down 7.5% year over year and below the $2.81 billion consensus estimate. Adjusted EPS was $(0.32), down from $(0.15) from the year-ago quarter and below the $(0.05) consensus estimate.

Event Coverage | August 16, 2018

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“Purchase-Now, Manufacture Now” and Other Top Takeaways from MAGIC Las Vegas 2018

This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here are our key takeaways from the first day of the event:

Company Earnings Update | August 16, 2018

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Home Depot (HD) 2Q18 Results: Beats on EPS and Same-Store Sales, Raises Full-Year Outlook

Home Depot reported 2Q18 EPS of $3.05, up from $2.25 in the year-ago quarter and ahead of the $2.84 consensus estimate. Total revenues were $30.46 billion, up 8.4% year over year and ahead of the $30.03 billion consensus estimate.

Event Coverage | August 15, 2018

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Mental Health and Chinese Medicine: Key Takeaways from the Healthy Hour Series Discussion

Coresight Research recently cohosted a Wellness Series podcast titled, “All Possibilities Live—Body Belief with Aimee Raupp,” with Mouthmedia Network, a premiere podcast network focused on the business of various lifestyle industries. The All Possibilities podcast was created and hosted by Julie Chan to explore the intersection of spirituality, business and science. This event focused on spiritual and unconventional approaches to pregnancy and health. Here, we share our top takeaways from the event:

Insight Report | August 15, 2018 Premium

US Back-to-School 2018: A Review of Fashion Trends and Apparel Spending

This is the third and final report in our US Back-to-School series for 2018. Here, we review fashion trends and apparel spending expectations that will shape demand for clothing and footwear this back-to-school season.

Insight Report | August 14, 2018 Premium

Retail-Tech Landscape: London

Coresight Research’s Innovator Landscape features notable retail tech companies in Berlin that are transforming key areas of the retail value chain.

Insight Report | August 14, 2018 Premium

July 2018 US Same-Store Sales

Costco’s same-store sales grew higher in July this year compared to the growth reported in the same month last year. Buckle and Cato brands’ comp growth turned positive compared to declines posted in July 2017. L Brands’ comps were flat.