Company Earnings Update | June 7, 2018 Register for Free Access Five Below (FIVE) 1Q18 Results: Another Strong Quarter, Supported by Store Openings and Solid Comp GrowthIn 1Q18, Five Below reported a 27.2% increase in net sales year over year and a 3.2% increase in comparable sales. The leveraging of operating costs yielded a 93.3% jump in operating profit. Read More
Insight Report | June 6, 2018 Premium Zalando (XTRA: ZAL) 2018 Capital Markets Day: Doubling Sales—Margins Can WaitCoresight Research attended Zalando’s Capital Markets Day 2018 in Berlin, Germany, on June 5. Our top takeaways from the meeting include: Read More
Insight Report | June 4, 2018 Premium Amazon Prime Day 2018 Preview: Echo Devices and Private-Label Products Look Set to Take Center StageAmazon Prime Day 2018 will start on July 16, 2018. This year, the company has announced a bigger-than-ever promotional event, which will see more deals and more products on offer for a longer period of time. Read More
Store Tracker | June 1, 2018 Databank Members Weekly Store Openings and Closures Tracker 2018, Week 22: Claire’s to Close 40 More Stores, Sears Announces Further ClosuresCoresight 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
Company Earnings Update | June 1, 2018 Register for Free Access Dollar General (DG) Fiscal 1Q18 Results: Misses on EPS and Comps, Reaffirms FY18 GuidanceDollar General reported 1Q18 EPS of $1.36, up from $1.02 in the year-ago period, but below the $1.40 consensus estimate. Revenues were $6.11 billion, up 9.0% year over year and below the $6.18 billion consensus estimate. Read More
Company Earnings Update | May 24, 2018 Register for Free Access LOWE’S (LOW) 1Q18 Results: Misses Consensus but Raises Annual Revenue Growth GuidanceLowe’s reported 1Q18 adjusted EPS of $1.19, up by 15.5% year over year, but missing the consensus estimate by two cents. Net sales were $17.36 billion, up by 3.0% year over year, but below the $17.46 billion consensus estimate. Read More
Flash Report | May 23, 2018 Register for Free Access JCPenney Chairman and CEO Marvin R. Ellison to Leave for Lowe’sJCPenney’s Chairman and CEO Marvin R. Ellison has been appointed President and CEO of Lowe’s, effective July 2. Read More
Deep Dive | May 22, 2018 Premium Subscription Commerce Update – Disruptors Face DisruptionSubscription services continue to capture billions of dollars that would otherwise go to conventional retailers. However, we are now seeing some US subscription commerce disruptors face disruption themselves. Read More
Company Earnings Update | May 16, 2018 Register for Free Access Home Depot (HD) 1Q18 Results: Beats on EPS, Misses on Revenues and Same-Store SalesHome Depot reported 1Q18 EPS of $2.08, up from $1.67 in the year-ago quarter and ahead of the $2.05 consensus estimate. Total revenues were $24.95 billion, up 4.4% year over year but below the $25.17 billion consensus estimate. Read More
Insight Report | May 14, 2018 Premium Quick Take: The Boom in Marketplace PlatformsIn this report, we review the different types of marketplace platforms. Read More
Store Tracker | May 11, 2018 Databank Members Weekly Store Openings and Closures Tracker 2018, Week 19: Five Below Opens Over 30 New 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
Insight Report | May 10, 2018 Premium China Tech Briefings: Alibaba to Bring Its Tmall Genie Smart Speaker to Mercedes, Audis and Volvos in ChinaThis is our inaugural China Tech Briefings In this series, we will track news and developments related to China technology companies and share our viewpoints on how these will impact the retail sector and the overall economy. Read More
Company Earnings Update | May 8, 2018 Register for Free Access Alibaba (BABA) 4Q18 Results: Strong Revenue Growth, Although Margin Was SqueezedAlibaba reported 4Q18 revenues of ¥61.9 billion, up 61% year over year. The company attributed the strong results to the robust revenue growth from its core commerce segment, as well as the Alibaba Cloud business. Read More
Insight Report | May 7, 2018 Premium Chico’s Brand Apparel and Accessories Will Be Sold on Amazon Later This MonthChico’s FAS announced that it will offer Chico’s brand apparel and accessories on Amazon.com beginning in mid-May 2018. Read More
Event Presentation | May 3, 2018 Premium 1Q2018 Recap (Planalytics)Today’s Topics • Q1 2018 Business Trends & Results • Q1 2018 Business Weather Insights • May Outlook Read More
