Insight Report | August 20, 2018 Premium CVS and Walgreens — Head to HeadCVS Health and Walgreens Boots Alliance are the two largest pharmacy companies in the US. They each posted over $100 billion in revenues in 2017, and both operate more than 9,000 stores worldwide. Read More
Event Coverage | August 17, 2018 Register for Free Access The Fanny Pack Is Back and Other Top Takeaways from MAGIC Las Vegas 2018This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here are our key takeaways from the second day of the event: Read More
Event Coverage | August 16, 2018 Register for Free Access “Purchase-Now, Manufacture Now” and Other Top Takeaways from MAGIC Las Vegas 2018This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here are our key takeaways from the first day of the event: Read More
Company Earnings Update | August 16, 2018 Register for Free Access Home Depot (HD) 2Q18 Results: Beats on EPS and Same-Store Sales, Raises Full-Year OutlookHome Depot reported 2Q18 EPS of $3.05, up from $2.25 in the year-ago quarter and ahead of the $2.84 consensus estimate. Total revenues were $30.46 billion, up 8.4% year over year and ahead of the $30.03 billion consensus estimate. Read More
Insight Report | August 15, 2018 Premium US Back-to-School 2018: A Review of Fashion Trends and Apparel SpendingThis is the third and final report in our US Back-to-School series for 2018. Here, we review fashion trends and apparel spending expectations that will shape demand for clothing and footwear this back-to-school season. Read More
Event Presentation | August 9, 2018 Premium 2Q2018 Recap and Back-to-School Outlook (Planalytics)2Q18- Retail Update 1. US Retail Sales Accelerate 2. Store Traffic Continues to Decline 3. June Same Store Sales Solid 4. Retailer Revenues: Strong Overall Growth Read More
Company Earnings Update | August 8, 2018 Register for Free Access Zalando (XTRA: ZAL) 2Q18 Results: Slowing Growth and Rising Costs Prompt Lower Full-Year GuidanceIn 2Q18, Zalando grew revenues by 20.9% year over year, but undershot expectations on revenues and EPS. Read More
Event Coverage | August 8, 2018 Register for Free Access “Clean and Green Reigns Supreme” and Our Top Beauty Trends from Cosmoprof North America 2018The Coresight Research team attended Cosmoprof North America 2018 in Las Vegas from July 28 to July 31, where our CEO and Founder, Deborah Weinswig, presented during a panel session called “Rise of Pop-Ups (Pop-Up Push).” Cosmoprof is the leading B2B beauty trade show in North America, drawing over 33,000 attendees and 1,015 exhibitors from 39 countries. Here we share the key beauty trends from the event: Read More
Insight Report | August 7, 2018 Premium What Retailers Can Learn from the “Big Three” Shopping Festivals: An Opportunity for More Business,the Importance of Collaboration and Efficient OperationsEvery year, the popularity of the annual online shopping festivals of Internet giants Amazon, Alibaba and JD.com increases. Prime Day, Singles’ Day and 618 have all become very large events that have a significant impact not only on the retail industry as a whole, but also on the organizers and participating brands and retailers. This report highlights three key learning points for brands and retailers: Read More
Insight Report | August 2, 2018 Premium The Off-Price Report: TJX Companies, Ross Stores and Burlington Stores Set for Sustained Growth…but at Whose Expense?US off-price market leaders TJX Companies (which operates the T.J. Maxx and Marshalls banners), Ross Stores (which operates the dd’s Discounts and Ross Dress for Less banners) and Burlington Stores are expected to grow fast in the next few years. Consensus estimates suggest that, in aggregate, these three retailers will add an additional $13 billion in annual US sales between 2017 and 2021, equivalent to a 27% uplift. In this report, we analyze cross-shopping data, consumer profiles and geolocation data to explore which apparel rivals could lose out as these off-pricers grow. Read More
Event Coverage | August 2, 2018 Register for Free Access Brands Think Alibaba Offers More Protection Against Counterfeiting than Amazon and Other Top Takeaways from Cosmoprof North AmericaThis week, the Coresight Research team attended Cosmoprof North America 2018 in Las Vegas, where our CEO and Founder, Deborah Weinswig, presented during a panel session called “Rise of Pop-Ups (Pop-Up Push).” Cosmoprof is the leading B2B beauty trade show in North America, drawing over 33,000 attendees and 1,015 exhibitors from 39 countries. Here are our key takeaways from the second day of the event: Read More
Company Earnings Update | July 31, 2018 Register for Free Access Amazon (AMZN) 2Q18 Results: Falls Short on Revenues but Beats on EPSAmazon reported 2Q18 EPS of $5.07, handily beating the $2.49 consensus estimate and up 1,166% year over year. Revenues were $52.9 billion, up 39.3% year over year but short of the consensus estimate of $53.45 billion. Read More
Insight Report | July 26, 2018 Premium Coresight Research Countdown to 11.11 Series #1: Steep Discounts in Auto Parts Lifestyle Festival; Innisfree Unveils a New Retail StoreThis is the first in our series Countdown to 11.11. Also known as Double 11 or Singles’ Day, 11.11 is a now famous shopping festival started by Alibaba that takes place on November 11. This report series will cover the various shopping festivals and developments in New Retail that take place between now and November 11. Read More
Event Coverage | July 25, 2018 Register for Free Access E-Commerce Opportunities in China: A Discussion with Alibaba and Coresight ResearchOn Tuesday, Coresight Research attended a Council of Fashion Designers of America (CFDA) event cohosted by Chinese e-commerce giant Alibaba. After a presentation by Alibaba France Managing Director Sébastien Badault, Coresight Research CEO and Founder Deborah Weinswig spoke with Badault and Andreas Schulmeyer, Founder and Principal, Faultline Solutions, about the unique nature of the Chinese market and consumer. The three also discussed opportunities and strategies for brands looking to enter the Chinese e-commerce market. Here, we share our takeaways from the event. Read More
Flash Report | July 25, 2018 Register for Free Access China Tech Briefings: Alibaba Invests in Chinese Outdoor Marketing Firm Focus MediaAlibaba Group has invested $2.2 billion in Focus Media, China’s largest outdoor marketing company. Read More
