June 6, 2019 Market Navigators/Market Outlook Premium Sector Overview: US Home and Home Improvement RetailersUS consumer confidence appears to have peaked and spending preferences are still directed at home improvement, but the growth rate of spending on home improvement is expected to slow.
June 3, 2019 Company Earnings Update Register for Free Access Williams-Sonoma (NYSE: WSM) 1Q19 Results: Beats Consensus on Revenues and Maintains GuidanceWilliams-Sonoma reported 1Q19 revenues of $1.24 billion, up 3.2% year over year and slightly above the $1.21 billion consensus estimate. Operating income was $74 million, an increase of 11.4% from $67 million in the year-ago quarter.
June 3, 2019 Company Earnings Update Register for Free Access Dollar Tree (NASDAQ: DLTR) 1Q19 Results: Revenues and Comps Beat Estimates While Margins ShrinkDollar Tree reported 1Q19 revenues of $5.81 billion, up 4.6% year over year and slightly above the consensus estimate of $5.78 recorded by StreetAccount. Adjusted EPS was $1.14, down 4.1% and in line with the consensus
June 3, 2019 Company Earnings Update Register for Free Access Dollar General (NYSE: DG) 1Q19 Results: Revenues and Comps Beat Consensus EstimatesDollar General reported 1Q19 revenues of $6.62 billion, up 8.3% year over year and marginally above the $6.57 billion consensus estimate. Adjusted EPS was $1.48, up 8.8% year over year and beating the $1.39 consensus estimate
May 29, 2019 Insight Report Premium Who Shops Where for Beauty and Grooming: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of beauty, grooming and personal care shoppers.
May 28, 2019 Insight Report Premium Who Shops Where for Groceries: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of in-store grocery shoppers.
May 28, 2019 Company Earnings Update Register for Free Access Lowe’s Companies (NYSE: LOW) 1Q19 Results: Revenues and Comps See Growth but Gross Margin ContractsLowe’s reported 1Q19 adjusted EPS of $1.22, up 2.5% but considerably short of the $1.33 consensus estimate. Revenues were $17.74 billion, up 2.2% and ahead of the $17.64 billion consensus estimate.
May 25, 2019 Insight Report Premium Who Shops Where for Apparel: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of apparel shoppers.
May 24, 2019 Company Earnings Update Register for Free Access Home Depot (NYSE: HD) 1Q19 Results: Beats Consensus on Revenues and EPS, Guidance in LineHome Depot reported 1Q19 adjusted EPS of $2.28, up 9.4% and beating the consensus estimate of $2.20. Revenues were $26.38 billion, up 5.7% and marginally ahead of the $26.35 billion consensus estimate.
May 21, 2019 Deep Dive Premium Understanding Fresh Food E-Commerce in ChinaThe gross merchandise volume (GMV) of China’s fresh food e-commerce market is expected to increase 160% to ¥162.0 billion in 2019 from ¥62.2 billion in 2016, according to iiMedia.
May 21, 2019 Insight Report Premium New Retail Briefing #10: Alibaba Accelerates its Global Expansion, Intersport Teams Up with SuningAlibaba is accelerating its global expansion by allowing merchants in selected countries to sell on AliExpress and launching the “The New Chinese Goods Project.”
May 17, 2019 Company Earnings Update Register for Free Access Alibaba (NYSE: BABA) 4Q19 Results: Strong Revenue Growth Driven by China Retail MarketplacesAlibaba reported 4Q19 revenues of ¥93.5 billion ($13.9 billion), up 51% year over year and beating the consensus estimate of ¥91.7 billion ($13.3 billion).
May 14, 2019 Deep Dive Premium US Online Grocery Survey 2019Our second annual survey of grocery shopping habits found that while more than one-third of US consumers now buy groceries online, 72% of those shoppers direct only a small amount of their total grocery spend online.
May 14, 2019 Event Coverage Register for Free Access WPP & Alibaba Event: How China is Reshaping RetailCoresight Research participated in an event jointly hosted by WPP Plc. and Alibaba Group on April 24 in New York City.
May 14, 2019 Flash Report Register for Free Access Insights from Alibaba’s Newly Released “The New Chinese Goods Project”: Alibaba Empowering Chinese Brands to Grow at Home and AbroadAlibaba set five goals to empower Chinese brands, including helping 700,000 Chinese brands to sell overseas through Tmall Global, Lazada and AliExpress.