Insight Report | March 15, 2018 Premium Amazon Apparel: Who Is Selling What? An Exclusive Analysis of Nearly 1 Million Clothing Listings on Amazon FashionIn this report, we present an analysis of Amazon’s clothing offering based on aggregated data on almost 1 million women’s and men’s clothing products listed on the company’s Amazon Fashion US website. Read More
Event Presentation | March 9, 2018 Premium New Retail Inspirations – AIAfter acquiring a number of online apparel companies, Walmart will host a Lord & Taylor storefront on Walmart.com starting in the spring of 2018. • The intent is to create a premium fashion destination on Walmart.com. • Walmart is beginning to build out “elements of discovery and inspiration” within the fashion portion of its website. Read More
Company Earnings Update | March 2, 2018 Register for Free Access Lowe’s (LOW) 4Q17 Results: Misses and Guides Below Consensus on EPSLowe’s reported 4Q17 adjusted EPS of $0.74, below the $0.86 year-ago figure and missing the $0.87 consensus estimate. Net sales were $15.49 billion, down 1.8% year over year but above the $15.35 billion consensus estimate. Read More
Company Earnings Update | March 2, 2018 Register for Free Access Zalando (XTRA: ZAL) FY17 Results: Price Pressures and Higher Fulfillment Costs Weigh on MarginsIn FY17, Zalando grew revenues by 23.4%, toward the upper end of the guided range. It grew gross merchandise volumes (GMV) by 26.5%. Read More
Flash Report | February 28, 2018 Register for Free Access Amazon Offers 5% Back for Amazon Prime Rewards Visa Card Users at Whole FoodsOn February 20, Amazon and Whole Foods Market announced that Amazon Prime Rewards Visa cardmembers would earn 5% back on Whole Foods Market purchases. Read More
Company Earnings Update | February 26, 2018 Register for Free Access Wayfair (W) 4Q17 Results: Mixed Quarter, Company Guides Down on ProfitabilityWayfair reported 4Q17 adjusted EPS of $(0.58), below the $(0.34) year-ago figure and missing the $(0.53) consensus estimate. Net revenue was $1.44 billion, up 46.2% year over year and ahead of the consensus estimate of $1.36 billion. Read More
Deep Dive | February 26, 2018 Premium Deep Dive: Chinese Apparel Shoppers – Online Vs. Offline Preferences and Drivers of Customer SatisfactionAlthough e-commerce is the preferred channel for purchasing apparel in China, brick-and-mortar is still very relevant. Our proprietary consumer survey shows that the vast majority of Chinese consumers (96%) purchase apparel both online and offline. Read More
Company Earnings Update | February 22, 2018 Register for Free Access Home Depot (HD) 4Q17 Results: Beats on Earnings and Comps, Boosted by Hurricane-Related Sales; Raises FY18 GuidanceHome Depot reported 4Q17 adjusted EPS of $1.69, up from $1.44 in the year-ago quarter and beating the $1.62 consensus estimate. Total revenues were $23.9 billion, beating the consensus estimate of $23.7 billion. Read More
Insight Report | February 22, 2018 Premium Amazon’s Patents: Measuring the Tech Giant’s Intellectual PropertyIn this report, we explore Amazon’s patent initiatives and history and examine some of the company’s latest inventions. Read More
Insight Report | February 20, 2018 Premium Dynamic Pricing: Hard to Compete with AI on PricingDynamic pricing—also referred to as real-time or demand pricing—is an approach used by retailers to set flexible prices for products based on current market demand. In other words, to formulate optimal prices to maximize sales and margins. Advancements in digital technology are enabling retailers’ dynamic pricing strategies to become increasingly accurate and effective. Read More
Deep Dive | February 15, 2018 Premium Amazon Apparel – US Survey Reveals What Shoppers Buy, Which Retailers They Have Switched from and Their Attitudes Toward Amazon as a Fashion RetailerOur survey of US shoppers has uncovered a wealth of findings on Amazon Fashion including Amazon Prime purchases, competition with Target, private label offerings, demographics and shopper satisfaction. Read More
Event Coverage | February 15, 2018 Register for Free Access MAGIC Las Vegas 2018: Key Takeaways from Day TwoThis week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here, we share five key takeaways from day two of the event. Read More
Insight Report | February 14, 2018 Premium US Retailers Ready to Cater to Chinese New Year Shoppers with Mobile PaymentsMany Chinese tourists are currently preparing to travel overseas during the Lunar New Year celebration, which begins on February 16 and runs through March 2 this year.In the US, hundreds of thousands of retailers and service providers are ready to cater to these tourists by offering them the mobile-wallet payment options they prefer, such as Alipay. Read More
Store Tracker | February 9, 2018 Databank Members Weekly Store Openings and Closures Tracker 2018, Week 6: Bon-Ton Files for BankruptcyFGRT tracks store openings and closures for a select group of retailers in the US and the UK. Read More
Flash Report | February 7, 2018 Register for Free Access JD.com Partners with Fung Retailing to Transform Retail through AIOn February 2, JD.com, China’s leading online retailer, announced a partnership with Fung Retailing, the retail business arm of Hong Kong conglomerate the Fung Group, to transform the retail landscape using artificial intelligence (AI). Read More
