September 5, 2019 Insight Report Premium Costco’s First China Store: A First Look and a Look AheadOn August 27, Costco opened its first store in China. First-day traffic was so heavy the store was forced to close early due to overcrowding. The Coresight Research team was there for the opening day and made a return visit on August 29.
September 4, 2019 Insight Report Premium Retail-Tech Landscape: Supply ChainIn this report, we continue our Retail-Tech Landscape report series, which spotlights innovative retail-tech companies that are disrupting the retail industry. This retail-tech landscape covers innovation in the supply chain, featuring start-ups in addition to a few more established companies that are disrupting the current scenario.
September 4, 2019 Insight Report Premium US and China Quarterly Economic Update: Growth Slows; Consumption Picks Up in the USIn this report, we discuss recent macroeconomic indicators from the US and China. US GDP increased by an annual seasonally adjusted rate of 2.0% in the second quarter of 2019, while GDP in China increased 6.2% year over year in the second quarter of 2019, slowing from 6.4% in the last quarter.
September 3, 2019 Deep Dive Premium Holiday 2019: US Shopper SurveyWe take a deep dive into US shoppers’ expectations for the 2019 holiday season.
September 3, 2019 Company Earnings Update Register for Free Access Big Lots (NASDAQ: BIG) 2Q19 Results: Revenue In Line But Comps Fall Short; Guides for Lower Comps
September 3, 2019 Insight Report Premium Insights from China: China Unveils Plans to Make Shenzhen A Model City with Further Economic and Investment ReformsBeijing’s new development plan gives Shenzhen an even more favorable position, setting it up for continued growth at the heart of the Greater Bay Area.
September 1, 2019 Company Earnings Update Register for Free Access Dollar Tree (NASDAQ: DLTR) 2Q19 Results: Beats Consensus on Revenues and Enterprise Comps While Profit Margins ContractDollar Tree reported 2Q19 revenues of $5.74 billion, up 3.9% year over year and slightly above the $5.72 consensus estimate. EPS was $0.76, down 34.1% and below the $0.83 consensus.
September 1, 2019 Company Earnings Update Register for Free Access Dollar General (NYSE: DG) 2Q19 Results: Beats Consensus on Revenues and Comps; Raises GuidanceDollar General reported 2Q19 revenues of $6.98 billion, up 8.4% year over year and above the $6.89 billion consensus estimate. Adjusted EPS was $1.74, up 14.5% year over year and comfortably beating the $1.57 consensus estimate.
September 1, 2019 Company Earnings Update Register for Free Access Ulta (NASDAQ: ULTA) 2Q19 Results: Revenues Up but Below Consensus, Reduces Guidance due to Slowdown in US CosmeticsUlta reported 2Q19 revenues of $1.67B, up 12.0% YoY but below the consensus estimate of $1.68B. The company’s EPS was $2.76, up 12.2% from the year ago period and below consensus of $2.80.
September 1, 2019 Company Earnings Update Register for Free Access Burlington Stores (NYSE: BURL) 2Q19 Results: Sales Beats Consensus; Raises Guidance; Home and Beauty Categories Remain StrongBurlington Stores reported fiscal 2Q19 revenues of $1.66 billion, up 10.5% year over year and beating the consensus estimate of $1.63 billion. The company’s adjusted earnings per share (EPS) grew 18.3% year over year to $1.36, beating the consensus estimate of $1.14.
September 1, 2019 Insight Report Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: Top Trends Include Puff Sleeves and Milkmaid TopsThe Monthly Fashion Trend Report highlights the fashion trends that are emerging, growing and maturing- offering insights for designers, planners, retailers, buyers and merchandisers.
August 30, 2019 Insight Report Premium 30 Global Retail Cities: BarcelonaBarcelona Fashion Week is the fashion event of the year in the Catalan capital, with a 40-year history.
August 30, 2019 Company Earnings Update Register for Free Access Coty (NYSE: COTY) 4Q19 Results: Revenues Down Due to Mass Beauty Weakness, Announces Separation with Direct Sales Brand YouniqueCoty’s fiscal 4Q19 revenues declined 8% to $2.12 billion, meeting the consensus estimate. Adjusted EPS was $0.16, up 14.3%, in line with consensus estimate.
August 30, 2019 Company Earnings Update Register for Free Access Five Below (NASDAQ: FIVE) 2Q19 Results: Revenues and Comps Miss Consensus; Adjusts GuidanceFive Below reported 2Q19 revenues of $417.4 million, up 20.0% year over year and missing the $421.1 million consensus estimate.
August 30, 2019 Company Earnings Update Register for Free Access Williams-Sonoma (NYSE: WSM) 2Q19 Results: Sales Beats Consensus; Raises 2019 Guidance and Reiterates Long-term Financial TargetsWilliams-Sonoma reported fiscal 2Q19 revenues of $1.37 billion, up 7.5% year over year, beating the StreetAccount estimate. Adjusted earnings per share (EPS) were $0.87, up 13.0% from the year-ago period and ahead of the consensus estimate of $0.83.
