September 14, 2018 Event Coverage Register for Free Access Tech. 2018, Part 2: Hearing from Starbucks and Birchbox on Driving Digital SalesThis week, the Coresight Research team attended the Tech. 2018 conference in London, which is produced by Retail Week and the World Retail Congress. Here are our takeaways from the second and final day of the event:
September 14, 2018 Company Earnings Update Register for Free Access Kroger (KR) 2Q18 Results: Earnings Beat, Misses on RevenueKroger reported 2Q18 revenues of $27.9 billion, up 1.0% year over year and slightly below the consensus estimate of $28.0 billion. Adjusted EPS was $0.41, up 5.1% year over year, beating the consensus estimates of $0.38.
September 14, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly Sep 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the prospects for US retail as we head into the fourth quarter.
September 13, 2018 Insight Report Premium Coresight Research Countdown to 11.11 Series, #8: 9.9 Mega Sale; Moët Hennessy and Alibaba to Explore ‘New Retail’ OpportunitiesAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that have already happened or will take place till this event.
September 13, 2018 Event Coverage Register for Free Access Alibaba Hosts 2nd NYFW Tmall China Day: Three Women Runway Designers Selected to Represent the Contemporary Chinese ShopperThis week, Alibaba hosted its second series of New York Fashion Week (NYFW) Tmall China Day events in collaboration with the Council of Fashion Designers of America (CFDA) that was held September 9-11. Three leading brands, Particle Fever, JNBY, and Angel Chen, presented their collections on the runway at this event. Tmall China Day also included a pop-up market at Opening Ceremony, a retailer, which included products from six Chinese labels that represented “China cool,” the phenomenon of Chinese brands gaining popularity with millennials who want authentic and hip designs that integrate Chinese cultural elements.
September 13, 2018 Event Coverage Register for Free Access Tech. 2018, Part 1: Technology Is Breaking Down the Barriers to Selling Beauty and Enabling Closer Ties Between Apparel Brands and SuppliersThis week, the Coresight Research team is attending the Tech. 2018 conference in London, which is produced by Retail Week and the World Retail Congress. Our takeaways from day one of the event include:
September 13, 2018 Company Earnings Update Register for Free Access Inditex (BME: ITX) 1H18 Results: Strong Organic Growth, Flattish MarginsInditex reported 1H18 revenues of €12.03 billion, up 3.0% year over year and below the consensus estimate of €12.06 billion. Sales grew by 8.0% at constant currency.
September 13, 2018 Company Earnings Update Register for Free Access Hudson’s Bay Company (HBC) 2Q18 Results: A Retrenchment to North America Helps Soften Comp DeclineHBC reported fiscal 2Q18 revenues of C$2,160 million, down 2.0% year over year. Adjusted EPS was $0.53, lower than the consensus estimate of $0.57 and even with the year-ago quarter.
September 12, 2018 Deep Dive Premium The Final Hurdle – Innovation in Last-Mile LogisticsThis report covers innovation in last-mile logistics, a key component of the supply chain that presents unique challenges and exciting opportunities for improvement. The report covers three components of last-mile logistics: transportation, delivery and reverse logistics.
September 11, 2018 Company Earnings Update Register for Free Access Primark (LSE: ABF) FY18 Pre-Close Trading Update: Increased Selling Space Drives Sales GrowthPrimark’s parent, Associated British Foods (ABF), reported its FY18 pre-close trading update on September 10. This report focuses on results for Primark, the company’s retail division.
September 11, 2018 Deep Dive Premium Indian E-Commerce Platforms UpdateThis report discusses major e-commerce platforms in India that have contributed to the e-commerce ecosystem. We identify the following five retailers as the largest platforms in Indian e-commerce by funding received: Flipkart, Snapdeal, Paytm, Quikr and Bigbasket.
September 10, 2018 Insight Report Premium China’s Silver Economy: Digitally Savvy Seniors Are Making a DifferenceChina’s population is aging and an increasing number of these senior citizens are shopping digitally. It is believed that the digital competence level of Chinese seniors continues to rise, boosting the silver economy.
September 10, 2018 Company Earnings Update Register for Free Access Five Below (FIVE) 2Q18 Results: Beats Estimates and Raises GuidanceFive Below, Inc. reported 2Q18 EPS of $0.45, up 47.4% year over year and beating the $0.42 consensus estimate. This figure includes a $0.03 benefit from share-based payments. Revenues were $347.7 million, up 22.7% year over year and beating the $334.8 consensus estimate.
September 10, 2018 Insight Report Premium New Swimwear Brand Alyned Together Launches Inclusive, Sustainable and Affordable CollectionThis summer, Alyned Together launched its first collection, an inclusive, eco-friendly swimwear line with a consumer-friendly price point. The contemporary lifestyle brand promotes environmental activism and body positivity and is one of the first swimwear brands that seeks to incorporate inclusivity and sustainability.
September 7, 2018 Event Coverage Register for Free Access Takeaways from Day 2 of the Goldman Sachs 25th Annual Retailing ConferenceGoldman Sachs held its 25th Annual Global Retail Conference in New York City this week. Listed below are the key takeaways from the webcast presentations.
