March 5, 2019 Market Navigators/Market Outlook Premium Sector Overview: Consumer Packaged Goods — Demand Is Strong, but Companies Must Be Agile to Meet Consumers’ NeedsEach of our Sector Overview reports provides an essential briefing on a sector or market. In this report, we review the global consumer packaged goods (CPG) market.
March 5, 2019 Event Coverage Register for Free Access Shoptalk 2019: Innovator Insights from Day 2 — VR and AR Bring “Real World” Shopping to E-Commerce; Computer Vision Enables Product Discovery; Localization Supports Offline-Online IntegrationThe Coresight Research is in Las Vegas this week, attending and participating in the Shoptalk 2019 conference, March 3-6. These are just a few of the innovative technologies we saw at the show.
March 5, 2019 Deep Dive Premium A Guide to Entering China for Foreign Brands and Retailers, Part 3: Breaking into the China Market — Optimizing Marketing and Promotional Strategies for Singles’ DayIn this is the third report in our series A Guide to Entering China for Foreign Brands and Retailers, we focus on how foreign brands can use Singles’ Day as a springboard to enter China, leveraging our proprietary data on brands’ sales performance on Singles’ Day 2018 on Tmall.
March 5, 2019 Flash Report Register for Free Access Alibaba Forms Strategic Collaboration with Office Depot to Serve US BusinessesAlibaba Group’s business-to-business (B2B) trading platform Alibaba.com announced a strategic collaboration with the US business services and supplies company Office Depot.
March 5, 2019 Insight Report Premium 2019 Tax Tracker #4: Filings Catch Up and Average Refund Now Up Year Over YearUS income tax refund tracker: Filings are catching up after initial slow rate, and average refund amounts are now up year on year
March 5, 2019 Event Coverage Register for Free Access Day 2 at Shoptalk Coresight Research Insights: Hearing from Levi’s On Personalization; and Using AI to Deepen Connections with CustomersPersonalization is growing in importance to create authentic consumer to brand relationships. Brands and retailers going global are localizing more than ever in other markets.
March 4, 2019 Deep Dive Premium Amazon Apparel: Annual US Survey Reveals Amazon Has Overtaken Walmart as America’s Most-Shopped Retailer for ApparelWe explore how many US consumers are buying apparel on Amazon, which retailers these shoppers have switched their spending from, what brands and categories they are buying on Amazon, and their attitudes toward Amazon Fashion.
March 4, 2019 Company Earnings Update Register for Free Access Nordstrom (NYSE: JWN) 4Q18 Results: Soft Traffic at Full-Price Stores Penalizes SalesNordstrom net sales declined 4.7% to $4.4 billion, comps declined 1.6% in full-price and rose 4% in off-price. Operating margin was flat at 7.6%. For 2019, the company expects net sales to grow 1-2%, lower than the consensus estimate of 2.8%, and EPS to be $3.65-3.90, in line with consensus of $3.67.
March 4, 2019 Event Coverage Register for Free Access Shoptalk 2019: Startup Pitch CompetitionTo kick off this year’s Shoptalk conference, Coresight Research Founder and CEO, Deborah Weinswig, emceed Shoptalk’s Startup Pitch competition featuring 15 early-stage technology companies. Two winners won $25,000 prizes: One chosen by the judges, one through audience voting.
March 4, 2019 Company Earnings Update Register for Free Access Foot Locker (NYSE: FL) 4Q18 Results: Revenues Up, Comps Up 9.7%, FL Closing 165 Stores in 2019Foot Locker 4Q18 revenues were $2.27 billiob, up 2.8% YoY, above consensus of $2.18 billion. The company reported 4Q18 adjusted EPS of $1.56, beating consensus of $1.40. Comps rose 9.7% for the quarter. Management expects mid-single digit comp gains and a double digit percentage increase in EPS in 2019. The company plans to close 165 stores.
March 4, 2019 Company Earnings Update Register for Free Access Gap Inc. (NYSE: GPS) Fiscal 4Q19 Results: Gap and Old Navy to Split, 230 Stores to CloseGap reported fiscal 4Q19 revenues of $4.6 billion, down 3% year over year and lower than the $4.7 billion consensus estimate. The company reported 4Q19 EPS of $0.72, up from $0.52 in 4Q18, but below the $0.68 consensus estimate.
March 4, 2019 Flash Report Register for Free Access Amazon Reportedly Planning to Open Several Dozen Non-Whole Foods-Branded Grocery StoresAmazon is reportedly planning to expand its presence in the U.S. grocery market through building new stores to be operated under a banner other than its acquired Whole Foods Markets and with a more typical product offering. Amazon is also considering the acquisition of several region chains. At the same time, the company is expanding its fleet of Whole Foods Market and Amazon Go stores.
March 4, 2019 Event Coverage Register for Free Access Day 1 at Shoptalk Coresight Research Insights: The Consumer is Driving New Retail ConfigurationsCoresight Research is in Las Vegas this week, attending and participating in Shoptalk 2019 conference. We share our key insights from the first day of the conference.
March 1, 2019 Insight Report Premium Innovator Intelligence: Market Beyond — With Opaque and Fragmented E-Commerce Markets, Retailers and Brands Need a Clearer Picture of Their Relative Online PositionsCompanies are pushing hard to go digital, and while many enjoy success in their online offerings, few have visibility into key customer metrics. We look at what companies can do to improve visibility.
March 1, 2019 Market Navigators/Market Outlook Premium Sector Overview: E-Commerce — Online-Offline Integration in a Winner-Takes-All SectorEach of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on e-commerce.