Company Earnings Update | March 14, 2019 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. Read More
Market Navigators/Market Outlook | March 5, 2019 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. Read More
Event Presentation | February 27, 2019 Premium Retail Trends and From East to West (ICSC OAC Summit)This presentation discusses retail trends and from east to west Read More
Market Navigators/Market Outlook | February 20, 2019 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. Read More
Market Navigators/Market Outlook | February 1, 2019 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. Read More
Flash Report | January 30, 2019 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. Read More
Event Presentation | January 28, 2019 Premium 10 Global Retail Trends and 10 Startup TrendsThis presentation discusses 10 global retail trends and 10 startup trends. Read More
Company Earnings Update | November 8, 2018 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. Read More
Company Earnings Update | November 6, 2018 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. Read More
Company Earnings Update | November 5, 2018 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. Read More
Market Navigators/Market Outlook | September 6, 2018 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. Read More
Company Earnings Update | August 10, 2018 Register for Free Access Adidas (ETR: ADS) 2Q18 Results: Beats Expectations with Further Double-Digit Revenue Growth and Solid Gross-Margin GainsAdidas grew 2Q18 revenues by 10% year over year at constant currency, with revenues, EBIT and net profit all coming in ahead of consensus. Read More
Company Earnings Update | August 3, 2018 Register for Free Access Clorox (CLX) Fiscal 4Q2018 Results: Company Beats on Earnings, Misses Revenue and Raises GuidanceClorox reported fiscal 4Q18 revenues of $1.69 billion, up 2.7% year over year and below the consensus estimate of $1.72 billion. Diluted EPS was $1.66, up 9.2% from the year-ago quarter and above the consensus estimate of $1.58. Read More
Company Earnings Update | May 3, 2018 Register for Free Access Adidas (ETR: ADS) 1Q18 Result: Strong Profit Growth Beats Expectations Despite Currency Headwinds at the Top LineAt constant currency, Adidas grew 1Q18 revenues by 10%. Currency effects meant this translated to just a 1.9% increase in reported revenues. Read More
Store Tracker | April 13, 2018 Databank Members Weekly Store Openings and Closures Tracker 2018, Week 15: Nine West Declares Bankruptcy; Adidas Plans to Close StoresCoresight Research tracks store openings and closures for a select group of retailers in the US and the UK, as well as major US store bankruptcies. Read More
