April 17, 2019 Market Navigators/Market Outlook 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.
April 15, 2019 Event Coverage 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.
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.
April 3, 2019 Company Earnings Update 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.
April 2, 2019 Insight Report 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.
April 2, 2019 Deep Dive 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.
April 1, 2019 Deep Dive 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.
March 29, 2019 Event Coverage 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.
March 29, 2019 Company Earnings Update 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.
March 28, 2019 Company Earnings Update 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.
March 28, 2019 Insight Report Premium Insights from China: Alipay and WeChat Pay Go InternationalAlipay and WeChat Pay have gone international more quickly due to booming Chinese outbound tourism. They are accepted not only at retail locations but also used to pay transportation fares in support of local services.
March 26, 2019 Insight Report Premium New Retail Briefing #6: Alipay Expands to the UK in Partnership with Barclaycard, Watsons Mobile App Features Virtual Makeup Try-On“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we cover important developments in New Retail in China and beyond. Here’s what’s happening
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 21, 2019 Company Earnings Update Register for Free Access Williams-Sonoma (NYSE: WSM) 4Q18 Results: Beats on Revenues, Comps in Line, Guides for 2019 EPS Above ConsensusWilliams-Sonoma reported 4Q18 revenues of $1.84 billion, up 9.3%. Adjusted EPS was $2.10, up 25.3%. Comps increased 2.4%. The company guided for a 2019 comps of +2%–5% and adjusted EPS of $4.50–$4.70.
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.
