Insight Report | June 15, 2020 Premium Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity RatesOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks. Read More
Insight Report | June 2, 2020 Premium Reshaping Supply Chains for the 2020s: #1—The Consumerization and Digitalization of Product DesignIn our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss the consumerization and digitalization of product design, which will influence change in retail supply chains as we head into the 2020s. Read More
Insight Report | May 5, 2020 Premium Experiential Retail: VR Technology Drives Consumer Engagement and 70% Higher Conversion RatesDue to the widespread store shutdowns amid the coronavirus pandemic, consumers are shopping online for nearly all of their discretionary needs. We explore how brands and retailers can leverage virtual reality technologies to enhance their e-commerce offerings and engage with shoppers through experiential retail—while realizing benefits such as higher purchase conversion rates and wider reach to consumers. Read More
Insight Report | March 26, 2020 Premium Coronavirus Retail Robustness Index: The 10 US Retailers Best Able To Weather the StormWith the ongoing coronavirus outbreak forcing store closures across the US, the Coresight Research Coronavirus Retail Robustness Index evaluates the 100 largest US retailers on their ability to cope. Read More
Deep Dive | March 23, 2020 Premium 4Q19 US Earnings Season Wrap-UpFourth-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. Read More
Flash Report | March 13, 2020 Register for Free Access Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain IssuesUS retailers are assessing the impact of the coronavirus. As US retail companies reported 4Q19 earnings, many noted sharply lower sales in China and outlined the impact of supply-chain disruptions. However, suppressed retail demand in the US market is likely yet to come. Read More
Deep Dive | January 8, 2020 Premium Amazon Apparel Update: An Analysis of Listings on Amazon FashionIn collaboration with competitive intelligence provider DataWeave, we aggregated data on almost 1 million women’s and men’s clothing products listed on Amazon.com. We analyze apparel listings by category, brand and seller to identify key trends on Amazon Fashion. Read More
Deep Dive | December 17, 2019 Premium 3Q19 US Earnings Season Wrap-UpThird-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. Read More
Company Earnings Update | August 30, 2019 Register for Free Access PVH (NYSE: PVH) 2Q19 Results: Beats Consensus Sales and Earnings Estimates but Reduces FY19 Outlook on Volatile Macro Environment2Q19 revenues increased modestly to $2.36 billion versus the $2.33 billion consensus, as currency exchange rates clipped about 200 basis points (bps) from revenue growth, worth some $5 million and $0.06 per share. Adjusted 2Q19 EPS declined 3.8% to $2.10 versus $2.18 in the year-ago quarter and the $1.88 consensus estimate. Read More
Insight Report | August 9, 2019 Free Report Six Top Chinese Shopping Festivals You Cannot MissThe top shopping festivals in China represent huge opportunities for brands and retailers to raise brand awareness and drive sales. Brands and retailers must be ready to take advantage of the shopping festivals China to tap into their full potential. Read More
Company Earnings Update | May 31, 2019 Register for Free Access PVH (NYSE: PVH) 1Q19 Results: Revenue Misses, US Comps Decline as Tariffs and International Tourism Impact DemandPVH 1Q19 revenues grew 2.2% to $2.36 billion, missing the consensus estimate of $2.37 billion. Adjusted 1Q19 EPS rose 4.2% to $2.46 versus $2.36 in the same period last year and the $2.45 consensus estimate. Read More
Company Earnings Update | March 29, 2019 Register for Free Access PVH (NYSE: PVH) 4Q18 Results: Tommy Hilfiger Exits 2018 With a 16% International Comp Rise and a Solid 2019 Order BookAt PVH, Tommy Hilfiger Exits 2018 on a 16% International Comp and a Solid 2019 Order Book and Calvin Klein returns to its iconic past. Read More
Event Presentation | October 1, 2018 Premium Retail Trends (Revionics)STRATEGIC ADVISORY- Custom research and advisory to identify, size and act on opportunities, provide actionable market insights, and craft retail strategies and recommendations. RESEARCH ANALYSIS- Coresight Research publishes more than 1,000 reports annually. Our in-depth, data-driven reports provide sector, regional and platform-specific analysis. 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
Company Earnings Update | August 31, 2018 Register for Free Access PVH (PVH) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidancePVH Corp. reported fiscal 2Q18 revenues of $2,333 million, up 12.7% year over year and beating the $2,290 million estimate. Adjusted EPS was $2.18, beating the consensus estimate of $2.09 and up 29% from adjusted EPS of $1.69 from the year-ago quarter. Read More
