April 12, 2019 Insight Report 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.
March 22, 2019 Deep Dive Premium Strong Demand for Value, E-Commerce and Sportswear Sustains Pressure on Europe’s Middleground Apparel RetailersAcross major European economies, floundering midmarket behemoths are finding business more challenging than ever, leaving a number of apparel retailing stalwarts suffering what seems to be “death by a thousand cuts.”
March 22, 2019 Company Earnings Update Register for Free Access Nike (NYSE: NKE) 3Q19 Results: Digital Growth Powers Forward at a 36% Pace, China Digital Grows Over 60%Digital Growth Powers Forward at a 36% Pace; 60%+ in China.
March 20, 2019 Event Presentation Premium Decoding the Consumer: The New Science of Customer Behavior (Vision Monday Global Leadership Summit)This presentation discusses retail in 2019, reshaping physical retail, technology trends reshaping retail and things we can learn from Asia.
March 14, 2019 Company Earnings Update Register for Free Access Adidas (DB: ADS) 4Q18 Results: Supply Chain Shortages Reduce Near-Term Sales OutlookIn 4Q18, Adidas net sales increased 3.5% to €5.2 billion, or 5% on a currency-neutral basis, driven by double-digit gains in Asia Pacific and Greater China.
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.
February 27, 2019 Event Presentation Premium Retail Trends and From East to West (ICSC OAC Summit)This presentation discusses retail trends and from east to west
February 20, 2019 Market Navigators/Market Outlook Premium Sector Overview: Apparel & Footwear — Consumer Connectivity Changing Sector LandscapeNew digital marketplaces have made the apparel and footwear market truly global, giving consumers access to brands and products once available only by traveling. Brands are bringing products to neighborhoods that previously had very little access to the latest fashion trends.
February 1, 2019 Market Navigators/Market Outlook Premium Sector Overview: US Apparel Specialty Retailers — Collaborations Are the New NormalIn 2018, U.S. apparel and footwear specialty retailers’ sales totaled $197 billion, according to Euromonitor International, and its analysts forecast sector sales will grow at a CAGR of 3.3% to 2023, reaching $232 billion. Relative to the recent past, 2018’s results were strong. Sportswear and athleisure are driving specialty apparel and footwear sales. We see areas of opportunity in the lingerie and plus-size categories. We expect specialty retailers to continue exploring collaborations, partnerships and global expansion – particularly into China and India.
January 30, 2019 Flash Report Register for Free Access Unilever Expands Home Care Portfolio with the Acquisition of The LaundressOn January 28, Unilever announced it had acquired The Laundress, a premium detergent and fabric care company headquartered in New York. The Laundress was founded in 2004 by Gwen Whiting and Lindsey Boyd after two years of research yielded a non-toxic line of laundry and home cleaning products. The portfolio now includes over 85 eco-friendly products. Unilever said The Laundress will continue to operate from its New York City headquarters and that the two founders will remain in place to lead the business and operate the brand’s flagship store in New York.
January 28, 2019 Event Presentation Premium 10 Global Retail Trends and 10 Startup TrendsThis presentation discusses 10 global retail trends and 10 startup trends.
November 8, 2018 Company Earnings Update Register for Free Access Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability OutlookAdidas grew 3Q18 revenues by 8% at constant currency but the missed consensus estimate. Earnings before interest and taxes (EBIT) and earnings per share (EPS) came in ahead of consensus.
November 6, 2018 Company Earnings Update Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46.
November 5, 2018 Company Earnings Update Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46.
September 6, 2018 Market Navigators/Market Outlook Premium Category Outlook: China’s Sportswear Market—A Large and Dynamic Industry Driven by Fashion-Conscious Millennial Customers with Active LifestylesChina’s sportswear market is one of the largest and fastest-growing in the world. More and more people pursuing active lifestyles, increasing sports participation and the popularity of sportswear in fashion are the main trends shaping the industry.
