Company Earnings UpdateTractor Supply Company (TSCO) 3Q18 Results: Beats Expectations and Raises Guidance Across the Board Coresight Research October 26, 2018 Executive Summary Tractor Supply reported 3Q18 earnings per share (EPS) of $0.95, up 31.4% from a year ago and beating the consensus estimate of $0.87. Revenues were $1.88 billion, up 9.3% year over year and beating the $1.83 billion consensus estimate. Comps increased 5.1%, beating the 1.9% consensus estimate. The company raised 2018 guidance across the board, for: revenues of $7.84–$7.87 billion versus $7.77–$7.80 billion previously; comps of 4.0%–4.5% versus 3.0%–3.5% previously; and EPS of $4.23–$4.27 versus $4.10–$4.20 previously. This document was generated for
Insight ReportDebenhams (LSE: DEB) FY18 Results: Substantial Exceptional Charge Drives £492 Million Pretax Loss; Confirms Plans to Shut 50 Stores Coresight Research October 26, 2018 Executive Summary For FY18, Debenhams reported a 2.7% decline in comparable sales at constant exchange rates, with a weak performance in its core UK market driving this decline. The company booked a £525 million charge for asset and goodwill impairment and onerous lease provisions, resulting in statutory pretax losses of £492 million. Even after stripping out these exceptional items, underlying EPS decreased by 65.6% year over year. Debenhams confirmed media speculation that it plans to shut 50 stores in the next three to five years. 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 ReportCountdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 12—Tastry Coresight Research October 26, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Groceryshop 2018 conference, which runs October 28–31 in Las Vegas. The team behind the Shoptalk retail and e-commerce conference founded this new event, which will cover the disruption of the grocery, consumer packaged goods (CPG) and related industries. The conference is expected to bring together 2,200 attendees and more than 150 speakers. Discussion topics will include the transformation of the retail industry, including convenience stores, supermarkets and e-commerce, and changes in the production and distribution of CPGs across multiple retail verticals. Additionally, the event will cover shifts in consumers’ shopping behavior and how they want to shop in the future in both brick-and-mortar and online formats. On October 28, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup pitch competition featuring 12 innovative, early-stage technology companies that provide solutions to solve major problems in e-commerce, grocery retail, and/or the food or CPG sector. The participating startups are Adrich, Forager, IceCream Labs, IntraPosition, Locai Solutions, Nextuple, Observa, Packyge, Shelf.ai, Simplista, Tastry and Touchize. In this report, our last in a series of daily Countdown to Groceryshop 2018 reports, we profile Tastry, which offers grocers a simple, user-friendly, touchscreen-based guide to drinks that customers will enjoy, creating a virtual, in-store sommelier. 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 ReportCountdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 11—Nextuple Coresight Research October 26, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Groceryshop 2018 conference, which runs October 28–31 in Las Vegas. The team behind the Shoptalk retail and e-commerce conference founded this new event, which will cover the disruption of the grocery, consumer packaged goods (CPG) and related industries. The conference is expected to bring together 2,200 attendees and more than 150 speakers. Discussion topics will include the transformation of the retail industry, including convenience stores, supermarkets and e-commerce, and changes in the production and distribution of CPGs across multiple retail verticals. Additionally, the event will cover shifts in consumers’ shopping behavior and how they want to shop in the future in both brick-and-mortar and online formats. On October 28, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup pitch competition featuring 12 innovative, early-stage technology companies that provide solutions to solve major problems in e-commerce, grocery retail, and/or the food or CPG sector.The participating startups are Adrich, Forager, IceCream Labs, IntraPosition, Locai Solutions, Nextuple, Observa, Packyge, Shelf.ai, Simplista, Tastry and Touchize. In this report, our 11thin a series of daily Countdown to Groceryshop 2018 reports, we profile Nextuple, which integrates real-time data from stores, fulfillment systems and delivery providers to enable store operations staff to identify and mitigate potential inventory and on-time fulfillment risks. 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 UpdateAmazon (AMZN) 3Q18 Results: Beats on EPS but Misses on Revenues and 4Q18 Guidance Coresight Research October 26, 2018 Executive Summary Amazon.com reported 3Q18 earnings per share (EPS) of $5.75, beating the $3.08 consensus estimate and up sharply from $0.52 in the year-ago quarter. Revenues were $56.6 billion, up 29.3% year over year but missing the consensus estimate of $57.1 billion. Amazon Web Services (AWS) and North America were the fastest-growing segments, growing 46% and 35%, respectively. International revenues grew 13%. For 4Q18, Amazon guided for: revenues of $65.5–$72.5 billion, below the consensus estimate of $73.8 billion; and operating income of $2.1–3.6 billion, below the consensus estimate of $3.9 billion. This document was generated for
Analyst CornerWeinswig’s Weekly October 26, 2018 Coresight Research October 26, 2018 Executive SummaryOctober 26, 2018 This week’s note “From the Desk of Deborah Weinswig” discusses the dramatic rise of the Big Billion Days shopping holiday in India. Every year—from September to the first week of November—seasonal Halloween stores set up at retail strips nationwide, often taking over vacant big-box stores.This is profitable for landlords struggling to fill vacant spaces left behind by Sears, Toys“R”Us and Kmart. E-commerce behemoth Alibaba Group launched the 11.11 Global Shopping Festival on October 19, and the company expects this year’s event to be the largest ever in both scale and reach. Southeast Asian e-commerce company Lazada and last-mile logistics company Ninja Van have partnered with Singapore-based 7-Eleven stores to allow online shoppers to use any of 7-Eleven’s 350 stores on the island as collection centers. This document was generated for
Insight ReportCountdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 8 – Forager Coresight Research October 25, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Groceryshop 2018 conference, which runs October 28–31in Las Vegas. The team behind the Shoptalk retail and e-commerce conference founded this new event, which will cover the disruption of the grocery, consumer packaged goods (CPG) and related industries. The conference is expected to bring together 1,000 attendees and more than 150 speakers. Discussion topics will include the transformation of the retail industry, including convenience stores, supermarkets and e-commerce, and changes in the production and distribution of CPGs across multiple retail verticals. Additionally, the event will cover shifts in consumers’ shopping behavior and how they want to shop in the future in both brick-and-mortar and online formats. On October 28, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup pitch competition featuring 12 innovative, early-stage technology companies that provide solutions to solve major problems in e-commerce, grocery retail, and/or the food or CPG sector.The participating startups are Adrich, Forager, IceCreamLabs, IntraPosition, Locai Solutions, Nextuple, Observa, Packyge, Shelf.ai, Simplista, Tastry and Tochize. In this report, our eighth in a series of daily Countdown to Groceryshop 2018 reports, we profile Forager, whose digital procurement platform improves the way grocers, restaurants and institutions discover, select and order food from local independent farms and other suppliers. 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 ReportCountdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 9 – Touchize Coresight Research October 25, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Groceryshop 2018 conference, which runs October 28–31 in Las Vegas. The team behind the Shoptalk retail and e-commerce conference founded this new event, which will cover the disruption of the grocery, consumer packaged goods (CPG) and related industries. The conference is expected to bring together 1,000 attendees and more than 150 speakers. Discussion topics will include the transformation of the retail industry, including convenience stores, supermarkets and e-commerce, and changes in the production and distribution of CPGs across multiple retail verticals. Additionally, the event will cover shifts in consumers’ shopping behavior and how they want to shop in the future in both brick-and-mortar and online formats. On October 28, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup pitch competition featuring 12 innovative, early-stage technology companies that provide solutions to solve major problems in e-commerce, grocery retail, and/or the food or CPG sector. The participating startups are Adrich, Forager, IceCream Labs, IntraPosition, Locai Solutions, Nextuple, Observa, Packyge, Shelf.ai, Simplista, Tastry and Touchize. In this report, our ninth in a series of daily Countdown to Groceryshop 2018 reports, we profile Touchize, which enables shoppers to add items to their online cart through an innovative, mobile-optimized, swipe-based user interface. The company’s clients can deploy this technology on mobile websites, digital circulars or via other promotions. 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 ReportCountdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 10 – Simplista Coresight Research October 25, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Groceryshop 2018 conference, which runs October 28–31in Las Vegas. The team behind the Shoptalk retail and e-commerce conference founded this new event, which will cover the disruption of the grocery, consumer packaged goods (CPG) and related industries. The conference is expected to bring together 1,000 attendees and more than 150 speakers. Discussion topics will include the transformation of the retail industry, including convenience stores, supermarkets and e-commerce, and changes in the production and distribution of CPGs across multiple retail verticals. Additionally, the event will cover shifts in consumers’ shopping behavior and how they want to shop in the future in both brick-and-mortar and online formats. On October 28, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup pitch competition featuring 12 innovative, early-stage technology companies that provide solutions to solve major problems in e-commerce, grocery retail, and/or the food or CPG sector.The participating startups are Adrich, Forager, IceCream Labs, IntraPosition, Locai Solutions, Nextuple, Observa, Packyge, Shelf.ai, Simplista, Tastry and Touchize. In this report, our tenth in a series of daily Countdown to Groceryshop 2018 reports, we profile Simplista, which offers a software platform that speeds and automates the product-listing process for retailers in order to shorten the time it takes to get a new product on store shelves once a store buyer has discovered it. 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 ReportCoresight Research Countdown to 11.11 Series, #13: 11.11 Officially Begins; Lazada to Make Singles’ Day Debut; Tmall’s “See Now, Buy Now, Play Now” Fashion Coresight Research October 25, 2018 Executive SummaryAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has become the world’s biggest 24-hour online sale.This report series covers the various shopping festivals and developments in New Retail that are taking place in the lead up to this event. Alibaba officially launched this year’s Double 11 Global Shopping Festival on October 19. All the businesses in Alibaba’s ecosystem will participate in the event. Southeast Asian e-commerce platform Lazada will join the event for the first time to offer the largest discounts of the year to its customers in six countries. “New Retail” is again one of the keywords for this year’s Double 11, since its first participation in the event in 2017. Alibaba’s Hema supermarkets will turn themselves into 11.11-themed stores to offer fun shopping experiences to customers. 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 ReportCountdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 6 – Forager Coresight Research October 24, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Groceryshop 2018 conference, which runs October 28–31 in Las Vegas. The team behind the Shoptalk retail and e-commerce conference founded this new event, which will cover the disruption of the grocery, consumer packaged goods (CPG) and related industries. The conference is expected to bring together 1,000 attendees and more than 150 speakers. Discussion topics will include the transformation of the retail industry, including convenience stores, supermarkets and e-commerce, and changes in the production and distribution of CPGs across multiple retail verticals. Additionally, the event will cover shifts in consumers’ shopping behavior and how they want to shop in the future in both brick-and-mortar and online formats. On October 28, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup pitch competition featuring 12 innovative, early-stage technology companies that provide solutions to solve major problems in e-commerce, grocery retail, and/or the food or CPG sector. The participating startups are Adrich, Forager, IceCream Labs, IntraPosition, Locai Solutions, Nextuple, Observa, Packyge, Shelf.ai, Simplista, Tastry and Tochize. In this report, our sixth in a series of daily Countdown to Groceryshop 2018 reports, we profile Forager, whose digital procurement platform improves the way grocers, restaurants and institutions discover, select and order food from local independent farms and other suppliers. 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 ReportInnovator Intelligence: Price.com–Bridging the Gap Between Online Marketplaces Through Unparalleled Matching Technology Coresight Research October 24, 2018 Executive SummaryThis report forms part of our Innovator Intelligence series, which focuses on emerging companies that are disrupting traditional retail and fueling innovation across the retail value chain. Price Technologies (Price) is a startup that is using machine learning and artificial intelligence (AI) to build what it describes as the most advanced matching technology in the world, with a vision to match anything with everything online. Price’s e-commerce application, Price.com, which is currently in beta mode, bridges the gaps among online marketplaces by providing shoppers with complete transparency. Price is helping retailers build innovative product-matching solutions by licensing its technology to them. Price.com helps consumers by identifying new, used, refurbished, unbranded and rental options for any item sold online. Shoppers can interact with Price.com via native app, browser extension, website or chatbot. Price.com grants shoppers access to emerging alternative marketplaces such as re-commerce and rental portals, which are evolving rapidly and seeing significant growth as shoppers’ behavior and preferences shift and environmental sustainability becomes more of a concern. Price’s strategic approach includes expanding its matching technology for applications in industries beyond 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 ReportHermès Continues Chinese Expansion with E-Commerce Website Launch Coresight Research October 24, 2018 Executive SummaryHermès launched its Chinese e-commerce website on October 17, according to Chinese luxury news site Jing Daily. The new site features a wide assortment of ready-to-wear men’s and women’s apparel as well as accessories and handbags. The launch follows the company’s September announcement that it planned to open its 25th store in China, in Xi’an, Shaanxi Province, as it pursues Chinese luxury shoppers in their own country. Chinese shoppers account for a significant proportion of growth in the global luxury goods sector. 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 ReportCountdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 8—IntraPosition Coresight Research October 24, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Groceryshop 2018 conference, which runs October 28–31in Las Vegas. The team behind the Shoptalk retail and e-commerce conference founded this new event, which will cover the disruption of the grocery, consumer packaged goods (CPG) and related industries. The conference is expected to bring together 1,000 attendees and more than 150 speakers. Discussion topics will include the transformation of the retail industry, including convenience stores, supermarkets and e-commerce, and changes in the production and distribution of CPGs across multiple retail verticals. Additionally, the event will cover shifts in consumers’ shopping behavior and how they want to shop in the future in both brick-and-mortar and online formats. On October 28, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup pitch competition featuring 12 innovative, early-stage technology companies that provide solutions to solve major problems in e-commerce, grocery retail, and/or the food or CPG sector. The participating startups are Adrich, Forager, IceCream Labs, IntraPosition, Locai Solutions, Nextuple, Observa, Packyge, Shelf.ai, Simplista, Tastry and Tochize. In this report, our eighth in a series of daily Countdown to Groceryshop 2018 reports, we profile IntraPosition, which helps shoppers navigate stores by leveraging ultra-wide band wireless technology for highly accurate location tracking. The company’s infrastructure also helps retailers fulfill online orders more efficiently in stores and provides granular analytics data. 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 ReportCountdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 7—Observa Coresight Research October 24, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Groceryshop 2018 conference, which runs October 28–31in Las Vegas. The team behind the Shoptalk retail and e-commerce conference founded this new event, which will cover the disruption of the grocery, consumer packaged goods (CPG) and related industries. The conference is expected to bring together 1,000 attendees and more than 150 speakers. Discussion topics will include the transformation of the retail industry, including convenience stores, supermarkets and e-commerce, and changes in the production and distribution of CPGs across multiple retail verticals. Additionally, the event will cover shifts in consumers’ shopping behavior and how they want to shop in the future in both brick-and-mortar and online formats. On October 28, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup pitch competition featuring 12 innovative, early-stage technology companies that provide solutions to solve major problems in e-commerce, grocery retail, and/or the food or CPG sector. The participating startups are Adrich, Forager, IceCream Labs, IntraPosition, Locai Solutions, Nextuple, Observa, Packyge, Shelf.ai, Simplista, Tastry and Tochize. In this report, our seventh in a series of daily Countdown to Groceryshop 2018 reports, we profile Observa, which uses machine learning and its mobile app to direct either client company employees or Observa’s own crowdsourced panel to gather real-time data on what’s happening in retailers’ stores and, more specifically, on their shelves. 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