Deep Dive | April 2, 2020 Premium 4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined ApproachesIn 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. 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
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
Event Coverage | December 2, 2019 Register for Free Access ICSC Research Connections: Experiences, Services, Fun and Commerce Too!On October 27–29, Coresight Research attended attended and presented at ICSC’s Research Connections conference in Florida. Our key insights from the event include the heightened consumer expectation for experiences, an increasing focus on sustainability for retailers and shopping-center developers and the synergistic effect of online and physical retail. Read More
Company Earnings Update | August 29, 2019 Register for Free Access Tiffany & Co. (NYSE: TIF) 2Q19 Results: Sales Miss but Management Reiterates FY19 GuidanceTiffany reported EPS of $1.12, down 4.3% but beating the consensus estimate of $1.04. Total revenue for the quarter declined 2.5% to $1.05 billion, missing the consensus estimate of $1.06 billion. Read More
Company Earnings Update | June 5, 2019 Register for Free Access Tiffany & Co. (NYSE: TIF) 1Q19 Results: Misses Revenues, Worldwide Comps Decline• Tiffany reported EPS of $1.03, down 9.7%, beating the consensus estimate of $1.01. Total revenue for the quarter declined 2.9% to $1.00 billion, missing the consensus estimate of $1.01 billion Read More
Insight Report | April 12, 2019 Premium US Retail Inventory Tracker, 4Q18: Potential Tariff Hike and Poor Holiday Sales Lead to Higher InventoriesIn this first of our quarterly US Retail Inventory Tracker reports we analyze inventory trends among our Coresight 100 US retailers. Read More
Company Profile | April 5, 2019 Premium Tiffany & Co. (NYSE: TIF) Company ProfileTiffany & Co. is a US luxury jewelry retailer headquartered in New York and founded in 1837 by Charles Lewis Tiffany and John B. Young. The company generates 91% of its revenues from jewelry sales. E-commerce, catalog and phone orders represented 7% of total sales in FY15-18. Read More
Company Earnings Update | March 25, 2019 Register for Free Access Tiffany & Co. (NYSE: TIF) 4Q18 Results: Strong Dollar Hurts Tourist-Driven Holiday SalesTiffany reported adjusted EPS of $1.67 for 4Q18, beating the consensus estimate of $1.60. Total revenue for the quarter declined 1% to $1.32 billion, or up 1% at constant foreign exchange rates, and missing the consensus estimate of $1.33 billion. Read More
Market Outlook | February 15, 2019 Premium Sector Overview: Luxury — New Customers and New Business Models Equals a New LuxuryRapidly changing consumer attitudes, sophistication and expectations have shaken the status quo in luxury, pushing purveyors into the tech-savvy 21st century. Those that don’t keep pace with the new luxury consumers will be left behind. Read More
Company Earnings Update | March 20, 2017 Register for Free Access Tiffany & Co. (TIF) Fiscal 4Q16 Results: Revenue in Line With GuidanceTiffany & Co. reported fiscal 4Q16 adjusted EPS of $1.45, beating the consensus estimate of $1.38. Revenues increased by 1.3%, to $1.2 billion, which was in line with guidance. Read More
Insight Report | August 26, 2016 Premium TIFFANY & CO. (TIF) 2Q16 RESULTS: LOWER COSTS, HIGHER PRICES DRIVE BETTER MARGINSTiffany & Company reported 2Q16 adjusted EPS of $0.84 versus the consensus estimate of $0.72. Read More
Insight Report | March 18, 2016 Premium Tiffany & Co. (TIF) 4Q15 Results: Company Provides a Modest OutlookTiffany & Co. reported 4Q15 EPS of $1.46 excluding onetime items versus consensus of $1.40. Read More
