Event Presentation10 Global Retail Trends and 10 Startup Trends Coresight Research January 28, 2019 Executive SummaryThis presentation, created early in the year, includes 10 retail trends and 10 startup trends expected to reshape retail in 2019. It discusses trends reshaping physical retail, offers examples of freshing physical retail and changing demands in retail. Startups are expected to focus on the consumer experience, consumer interaction and retail infrastructure. Topics include: The new wave of “Spectacular Retail” focused on urban flagship stores The concepts of “New Retail” and “Boundaryless Retail” coming from China Tehcnology trends in visualization, logistics and voice enhancing the customer experience Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Flash ReportSuper Bowl Retail Preview: US Shoppers to Spend $14.8 Billion on 2019 Game Festivities Coresight Research January 28, 2019 Executive Summary U.S. consumers are expected to spend a total of $14.8 billion on festivities for the Feb. 3 Super Bowl, down slightly from $15.3 billion last year. Average spend will be $81.30, flat with last year. This spending decline is primarily due to fewer people planning to watch the game this year: 182.5 million compared to 188.5 million last year. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Insight Report10 Trends for China E-Commerce 2019 Coresight Research January 25, 2019 Executive SummaryWe expect 2019 will be a dynamic year for e-commerce in China. Consumers have high expectations and competition is stiffening. Here are 10 trends we think will shape China’s e-commerce landscape in 2019: Demand for quality imported e-commerce goods will increase. Daigou, people buying on others’ behalf overseas, could decline. Non-tier-1 cities will drive e-commerce growth. Mobile e-commerce will continue to prevail. Short video apps will push content e-commerce. WeChat mini programs will become more popular as a cost-efficient tool for social commerce. New Retail will increase with greater online-offline integration. Parcel delivery will be faster. Brands need to adapt. Fresh-food e-commerce will gain traction. Alibaba and JD.com will compete more intensely in luxury e-commerce. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportDecember 2018 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Recovers After an Early-December Lull Coresight Research January 25, 2019 Executive SummaryCoresight Research’s monthly reports keep you up to date on US and UK retail sales, US retail traffic and in-store metrics, selected US retailers’ same-store sales and key global consumer indicators. Click here to view our full collection of Monthly Reports. Our US Monthly Retail Traffic and In-Store Metrics Report reviews year-over-year changes in selected store-based metrics, including sales, traffic and conversion rates. Highlights from our December Retail Traffic report: In store-based traffic and sales shrank in December. Retail traffic declined 5.9% year over year during December. While the conversion rate declined by 0.7 percentage points, average transaction value grew 3.1%, and product returns increased by 1 percentage point. That said, the lull in early December was partly compensated in the second half of the month: Traffic increased 11.9% in the fourth week and 9.1% in the fifth week (which includes Christmas to New Years), year over year. In-store net sales increased 9.8% in the fourth week and 13.3% in the fifth week. Average transaction value (ATV) stood out as the only metric that registered growth in each week of the month. Regionally, the Northeast experienced the largest year-over-year decline in traffic at 9.6%, while the Midwest registered the smallest decline at 2.8%. The South experienced the largest year-over-year in-store sales decline, down 8.8%, while sales in the Midwest dipped 3.0%, the smallest regional decline. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Company Earnings UpdateKimberly-Clark (NYSE: KMB) 4Q18 Results: Sales Slow, New Strategy to Guide Growth Coresight Research January 25, 2019 Executive Summary Kimberly-Clark reported sales of $4.6 billion in the fourth quarter 2018, down 1% year over year. The personal care segment recorded sales of $2.2 billion, down 2% year over year. The consumer tissues segment recorded sales of $1.5 billion, essentially even year over year. The K-C Professional segment reported sales of $0.8 billion, up 2% year over year. The company has provided guidance for 2019 and announced the “K-C Strategy 2022” to drive sales growth. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Company Earnings UpdateP&G (NYSE: PG) 2Q19 Results: Innovation Driving Growth, Competition Remains Tough Coresight Research January 25, 2019 Executive Summary P&G reported net sales were up 0.2% and operating income was down 0.6% year over year for the three months ended December 31, 2018. The Beauty segment and the Fabric and Home Care segment saw strong net sales growth, increasing 3.8% and 2.3%, respectively, year over year. The Grooming segment underperformed other segments, with net sales declining 9.0% year over year. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Store TrackerWeekly Store Openings and Closures Tracker 2019, Week 4: House of Fraser’s Intu Stores Set to Stay Open Coresight Research January 25, 2019 Executive SummaryCoresight Research tracks store closures, openings and bankruptcies for a select group of retailers in the US and the UK. Our Weekly Store Tracker focuses on department stores and specialty retail stores, including, but not limited to, those selling softlines, hardlines, consumer electronics, groceries and furniture. Click here to view our full collection of Weekly US and UK Store Trackers. Highlights from this week’s Store Tracker: Year to date in 2019, U.S. retailers have announced 1,674 store closures and 1,380 store openings. Il Bisonte is opening its first store in the U.S. David’s Bridal is emerging from bankruptcy. Head Sport is set to buy most of Advanced Sports Enterprises’ assets. Year to date in 2019, U.K. retailers have announced 219 store closures and 305 store openings. House of Fraser will keep its Intu stores open. Iceland is opening three new U.K. stores. John Lewis is closing its Knight & Lee store in Southsea. Columbia will open a flagship European store in the U.K. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Analyst CornerWeinswig’s Weekly January 25, 2019 Coresight Research January 25, 2019 Executive Summary This week’s note “From the Desk of Deborah Weinswig” discusses three ways China will lead digital retail trends in 2019 and why these trends are likely to drive consolidation among major e-commerce platforms. Luxury jeweler Tiffany and Co. tempered its yearly profit forecast on Jan. 18 following an unexpected drop in holiday sales. The company attributed the decline to lower global spending by Chinese tourists due to a stronger dollar and to softer demand in Europe and the U.S. British retailer Marks & Spencer Group PLC has launched an online search feature called Style Finder that enables customers to search for a product on their mobile device with an image of the product rather than by typing in text. E-commerce giant Mercado Libre Inc. announced it will introduce QR code payments in Chile this year. The service will be available in partner stores beginning in the first quarter of the year. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Company Earnings UpdateBurberry (LSE: BRBY) 3Q19 Update: Limited Edition Products Drive Excitement and Sales Coresight Research January 24, 2019 Executive Summary Burberry reported a 1.1% retail revenue decline for 3Q19. Comps rose 1%, driven by mid-single digit comps in mainland China and Korea. The company closed a net two stores, eliminating 1% of its retail space. As Burberry executes its multi-year transformation and repositioning strategy, it is making traction with limited edition Riccardo Tisci products sold predominately via social media. B Series, monthly drops of Riccardo Tisci products, underpin improvements on social media. Burberry’s reach (or number of followers) on WeChat expanded 50%. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Company Earnings UpdateAhold Delhaize (ENXTAM: AD) 4Q18 and FY18 Update: Strong Performance Prompts Narrowing of Guidance Coresight Research January 24, 2019 Executive Summary In 4Q18, Ahold Delhaize reported net sales of €16.5 billion, up 3.0% at constant exchange rates, roughly in line with the consensus of €16.48 billion recorded by StreetAccount. The Netherlands posted comparable sales growth of 3.3%, while the U.S. grew comparable sales by 2.7%. Ahold Delhaize reported FY18 revenues of €62.8 billion, up 2.5% year over year on a constant-currency basis. The company expects FY18 EPS to be at the upper end of its guidance range, driven by its strong fourth quarter performance. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Company Earnings UpdateOmnichannel Is Key: Takeaways from Retail’s Cutting Edge Conference at StartMeUpHK Festival 2019 Coresight Research January 24, 2019 Executive SummaryThe Coresight Research team attended the Retail’s Cutting Edge conference, part of the StartmeupHK Festival 2019, a platform for startups, entrepreneurs, investors, industry leaders, students and academics to exchange ideas and make connections. The conference was part of an initiative launched by InvestHK, a government body charged with promoting Hong Kong as a location for international businesses. The event focused on retail topics from omnichannel strategies to sustainability. These are some of the key takeaways from the event. Fung Retailing Group is leveraging its recent strategic partnership with Alibaba to expand its offering in helping companies enter the China market. Brick-and-mortar stores are not dead, with positive in-store experiences raising brand visibility and supporting online sales. Alibaba’s Freshippo supermarkets (formerly known as Hema) showcased “retail of the future,” powered by technology and unconventional store formats. Nonprofit organizations such as H&M Foundation are gaining traction in advising brands on sustainability. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Flash ReportJD.com Takes Flight in Indonesia with Drone Delivery Trial Coresight Research January 24, 2019 Executive Summary JD.com has announced that it completed its first drone delivery trial in Indonesia. Indonesia is a huge market but its logistics and transportation infrastructure is underdeveloped, so drones may provide a way to more easily reach customers. The stage is set for a battle of the digital titans as Alibaba and JD.com compete to dominate in logistics in Southeast Asia. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Deep DiveDownload test Coresight Research January 24, 2019 Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Event CoverageAI Creates Smarter Living: Takeaways from the TechLIFEStyle Conference in Hong Kong Coresight Research January 23, 2019 Executive SummaryOn January 22, 2019, the Coresight Research team attended TechLIFEStyle conference, part of the StartmeupHK Festival 2019, a platform for startups, entrepreneurs, investors, industry leaders, students and academics to exchange ideas, make connections and chart a course for the future initiated launched by InvestHK, the HK government’s arm to promote Hong Kong as a location for international businesses. The theme of the event was “living smarter, living better,” looking at how lifestyle tech can be intertwined into everyday life. Hong Kong offers a number of advantages for startups, with convenient access to mainland China and hosting to talent from around Asia – and around the world. AI enables smart living in many different ways, in areas as diverse as retail and urban management. Companies look to technology innovation to help them better serve customers. Ant Financial aims to digitize finance for China, then the world. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Company Earnings UpdateCarrefour (ENXTPA: CA) 4Q18 Update: Latin America Picks Up the Slack as France Is Hit by Disruption Coresight Research January 23, 2019 Executive Summary Carrefour reported a solid quarter, with group comparable sales up 1.9%, ahead of consensus. Growth was driven by Latin America, where comparable sales were up 12.9%. France was weak, with comp growth of 0.1%; management said that its hypermarkets took a hit from protests in France. Management reported progress toward the company’s Carrefour 2022 targets on a number of fronts. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
