Company Earnings Update | April 25, 2019 Register for Free Access eBay (NASDAQ: EBAY) 1Q19 Results: Steady Revenue Growth Beating ConsensuseBay reported revenues of $2.64 billion in 1Q19, up 2.4% year over year and beating the consensus estimate of $2.58 billion. Read More
Deep Dive | April 24, 2019 Premium Male Makeup: Going Mainstream in Asia and Slowly Gaining Traction in the USMale makeup is an emerging category. Male consumers globally are challenging the definitions of masculinity and femininity as men are increasingly wearing men’s makeup products. Read More
Insight Report | April 23, 2019 Premium BOPIS Survey: What Are US Consumers Picking Up In Stores and from Which Retailers?Some 46% of US online shoppers have collected one or more online purchases from a physical store in the past 12 months. BOPIS users are slightly younger and more affluent than the average online shopper. Read More
Flash Report | April 22, 2019 Register for Free Access Amazon to Close China Marketplace and Focus on Cross-Border E-commerce, Kindle and AWSAmazon is planning to close its China domestic marketplace but still plans to continue its cross-border e-commerce operations, sell Kindle e-readers and continue to operate its AWS business. Read More
Deep Dive | April 22, 2019 Premium Success in China E-Commerce: Your Tmall 101Alibaba’s Tmall accounted for 60% of gross merchandise volume (GMV) in the online retail business-to-consumer (B2C) market in China in the third quarter of 2018, according to China Internet Watch and Analysis. Read More
Market Navigators/Market Outlook | April 17, 2019 Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels. Read More
Event Coverage | April 15, 2019 Register for Free Access Amazon House in A Box and 3D-Printed Fashion: Key Insights from Retail-Tech Events at Milan Design Week 2019The Coresight Research team attended Milan Design Week during the weekend of April 12–14, 2019. In this report, we feature key insights from our visits to retail-tech-related events organized around the city. Read More
Insight Report | April 12, 2019 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. Read More
Company Earnings Update | April 3, 2019 Register for Free Access Walgreens Boots Alliance (NYSE: WBA) 2Q19 Results: Pricing and Reimbursement Pressures Hit Earnings; Company Lowers FY19 EPS GuidanceWalgreens Boots Alliance reported 2Q19 revenues of $34.5 billion, in line with the consensus estimate and up 4.6% year over year. Diluted EPS came in at $1.24, down 8.8% year over year and below the consensus estimate of $1.50. For FY19, Walgreens expects adjusted EPS to be flat at constant currency, revised down from 7–12% growth. Read More
Insight Report | April 2, 2019 Premium February 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Home-ImprovementTotal retail sales excluding gasoline and automobiles increased 2.7% year over year in February 2019, a substantial slowing from the revised 4.9% year-over-year increase in January. Read More
Deep Dive | April 2, 2019 Premium Reviewing America’s Retail Bankruptcies: What Can We Learn from the Slew of Recent Retail Failures?This report discusses notable US retail bankruptcies in 2017-2018 and examines key factors that led retailers to collapse. Read More
Deep Dive | April 1, 2019 Premium US Retailers Becoming More Relevant Through Acquisitions: Mass Merchandisers vs. AmazonM&A activity has risen in the US retail sector over the past 10 years, in terms of deal value and number of deals, and the same trend applies within the mass-merchandiser sector. Read More
Event Coverage | March 29, 2019 Register for Free Access Deborah Weinswig’s Shoptalk 2019 Presentation: Nine Things We Can Learn from China and IndiaSummary of the presentation given by Deborah Weinswig, CEO and Founder of Coresight Research, at the Shoptalk conference on March 3, 2019, focusing on nine things people can learn from China and India. Read More
Company Earnings Update | March 29, 2019 Register for Free Access RH (NYSE: RH) 4Q18 Results: Beats on Comps and EPS but Misses on Revenues; Reduces 2019 Guidance to Below Consensus EstimatesRH reported 4Q18 results that beat on comps and EPS but missed on revenues. The company reduced 2019 revenue growth guidance due to weakness in its core business plus in the high-end housing market. Read More
Company Earnings Update | March 28, 2019 Register for Free Access Five Below (NASDAQ: FIVE) 4Q18 Results: Beats Consensus Estimates but Light 2019 GuidanceFive Below reported 4Q18 revenues, comps and EPS that beat consensus estimates. 2019 revenue and EPS guidance is below consensus, with EPS hurt by $0.10 from a rule change for lease accounting. Read More
