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4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.

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4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

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Rental, Subscription and Resale: How Companies Are Tapping Demand

Under pressure from subscription and rental services, mainstream retailers are launching rental services of their own and teaming up with digital natives. We’re seeing brick-and-mortar retailers strike collaboration deals with online subscription services, launch their own services—and be acquired as digital natives look for physical space.

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3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

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Holiday 2019: US Black Friday Insights

On November 29, the Coresight Research team undertook its fifth annual tour of stores for Black Friday. We visited 65 stores of 32 different retailers in the US. In this report, we analyze each store according our proprietary BEST framework for physical retail.

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American Eagle Outfitters (NYSE: AEO) Fiscal 4Q18 Results: Revenues Up, Comps Up 23% at Aerie, Opening 60-70 Aerie Locations in 2019

AEO reported fiscal 4Q18 revenues of $1.24B, lower than the consensus estimate of $1.B, and up 1.3% YoY. The company reported 4Q18 EPS of $0.43, higher than the consensus estimate of $0.42 and exceeding the company’s guidance of $0.40-$0.42, but lower than the year ago period. American Eagle's fourth quarter comp sales rose 3%, marking the seventh consecutive quarter of comp increases. In 1Q19, the company projects EPS of $0.19 to $0.21, lower than the consensus estimate of $0.24. AEO expects comparable sales to be in the positive low single digits. The company expects to open 60-70 stores in 2019.

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