Insight ReportAmazon Apparel: Who Is Selling What? An Exclusive Analysis of Nearly 1 Million Clothing Listings on Amazon Fashion Coresight Research March 15, 2018 Executive SummaryIn 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. Our research found that Amazon Fashion offers 881,269 clothing products across 2,798 brands in womenswear and menswear. Amazon Fashion remains heavily reliant on third-party sellers. Just 13.7% of clothing products on the site are sold by Amazon itself (first-party sales), while 86.3% are listed by third-party sellers. Amazon appears to be focusing its first-party clothing inventory on higher-value categories. We found 834 Amazon private-label products on the site, equivalent to 0.1% of all clothing available on Amazon Fashion. The company’s private labels tend to be clustered in specific clothing categories, reflecting Amazon’s segmented approach. Nike is the most-listed brand on Amazon Fashion, with 16,764 products listed across womenswear and menswear.Lower-price brands such as Gildan and Hanes also rank very highly in terms of number of products listed. Activewear is prevalent on Amazon Fashion: the category represents almost 129,000 product listings across women’s and men’s clothing on the site. 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 UpdateAdidas (ETR: ADS) FY17 and 4Q17 Results: Another Strong Year, but Profits Dented by US Tax Impacts Coresight Research March 15, 2018 Executive Summary Adidas grew FY17 group revenues by 16% at constant currency, but revenues were just shy of analysts’ expectations. Operating profit of €2.1 billion was up 30.8% year over year and was slightly above the consensus estimate. In FY18, the company expects to grow sales by approximately 10% excluding currency effects and to increase operating profit by 9%–13%. 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 UpdateDick’s Sporting Goods (DKS) 4Q17 Results: EPS Beat Offset by Revenue and Comp Sales Misses Coresight Research March 14, 2018 Executive Summary Dick’s Sporting Goods reported 4Q17 adjusted EPS of $1.22, down 7.6% year over year but above the $1.20 consensus estimate and in line with company guidance. Revenues were $2.66 billion, up 7.3% year over year but below the $2.74 billion consensus estimate. Comps were down 2.0%, missing the consensus estimate of a 0.9% decline and versus prior guidance calling for a low-single-digit decline. For FY18, the company expects EPS of $2.80–$3.00 and comps to be flat to down by low single digits. The consensus estimates call for EPS of $2.79 and a comp increase of 0.2%. 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
Event CoverageCountdown to Shoptalk: Startup Pitch Competition Participant Profile – Hemster Coresight Research March 14, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Shoptalk 2018 conference in Las Vegas March 18–21. Billed as the world’s largest conference devoted to retail and e-commerce innovation, Shoptalk will cover “the rapid evolution of how consumers discover, shop and buy—from new technologies and business models to the latest trends in consumer behaviors, preferences and expectations.” On March 18, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup competition between 15 innovative, early-stage companies at Shoptalk. Two winners will be announced, one chosen by a panel of judges and one by audience vote, and each will be awarded $25,000. Each day leading up to Shoptalk, Coresight Research will publish an overview of one of the participating startups’ technology solutions. Hemster, one of the pitch competition participants,targets shoppers who are not satisfied with clothing in premade sizes. The company’s Perfect Fit Platform creates a tailored size from off-the-rack inventory. Customers can use Hemster’s patent-pending ruler sticker and in-store alteration services to get the perfect fit. On March 20, Weinswig will participate in “Overview of Retail and Ecommerce Innovation in China,” a session that will cover technology and business model advancements in areas such as checkout, payments, delivery, logistics, the Internet of Things (IoT) and robotics. 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
Event CoverageCountdown to Shoptalk: Startup Pitch Competition Participant Profile – EverThread Coresight Research March 14, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Shoptalk 2018 conference in Las Vegas March 18–21. Billed as the world’s largest conference devoted to retail and e-commerce innovation, Shoptalk will cover “the rapid evolution of how consumers discover, shop and buy—from new technologies and business models to the latest trends in consumer behaviors, preferences and expectations.” On March 18, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup competition between 15 innovative, early-stage companies at Shoptalk. Two winners will be announced, one chosen by a panel of judges and one by audience vote, and each will be awarded $25,000. Each day leading up to Shoptalk, Coresight Research will publish an overview of one of the participating startups’ technology solutions. EverThread is a product visualization solution for retailers and brands. The company uses patent-pending 2D/3D image-rendering software to create high-resolution, customized views of its clients’ products. Once a product image is created, the retailer or brand can make thousands of finishes, colors and textures available for the image, allowing shoppers to personalize the product shown and enabling the retailer to cross-merchandise it with other products. On March 20, Weinswig will participate in “Overview of Retail and E commerce Innovation in China,” a session that will cover technology and business model advancements in areas such as checkout, payments, delivery, logistics, the Internet of Things (IoT) and robotics. 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
Event CoverageCountdown to Shoptalk: Startup Pitch Competition Participant Profile – Afresh Technologies Coresight Research March 14, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Shoptalk 2018 conference in Las Vegas March 18–21. Billed as the world’s largest conference devoted to retail and e-commerce innovation, Shoptalk will cover “the rapid evolution of how consumers discover, shop and buy—from new technologies and business models to the latest trends in consumer behaviors, preferences and expectations.” On March 18, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup competition between 15 innovative, early-stage companies at Shoptalk. Two winners will be announced, one chosen by a panel of judges and one by audience vote, and each will be awarded $25,000. Each day leading up to Shoptalk, Coresight Research will publish an overview of one of the participating startups’ technology solutions. Afresh Technologies, one of the pitch competition participants,enables grocers to tackle fresh food issues such as waste reduction, out-of-stock items and replenishment workflow with its artificial intelligence (AI)-powered software solution. On March 20, Weinswig will participate in “Overview of Retail and E commerce Innovation in China,” a session that will cover technology and business model advancements in areas such as checkout, payments, delivery, logistics, the Internet of Things (IoT) and robotics. 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 ReportWeChat Mini Programs: Opening Up New Pathways for Selling Coresight Research March 13, 2018 Executive SummaryWeChat Mini Programs are mobile applications of less than 10 megabytes that WeChat users can access directly through the platform’s messaging app—users do not have to download these mini apps separately or register to use them. In this report, we explore some of the new ways of selling that WeChat Mini Programs have enabled. There were 580,000 WeChat Mini Programs available to WeChat users as of January 2018. Approximately 170 million people use these mini apps every day. WeChat had approximately 1 billion monthly active users as of February 2018 and is the most-used social media app in China. Mobile phones accounted for about 80% of e-commerce in China in 2017. 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 CoverageCountdown to Shoptalk: Startup Pitch Competition Participant Profile—Engagement Agents Coresight Research March 13, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Shoptalk 2018 conference in Las Vegas March 18–21. Billed as the world’s largest conference devoted to retail and e-commerce innovation, Shoptalk will cover “the rapid evolution of how consumers discover, shop and buy—from new technologies and business models to the latest trends in consumer behaviors, preferences and expectations.” On March 18, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup competition between 15 innovative, early-stage companies at Shoptalk. Two winners will be announced, one chosen by a panel of judges and one by audience vote, and each will be awarded $25,000. Each day leading up to Shoptalk, Coresight Research will publish an overview of one of the participating startups’ technology solutions. Engagement Agents, one of the pitch competitionparticipants, aims to help retailers reclaim lost traffic andsales by using the digital and physical marketing channels that their shopping-center landlords have already established. The solution automates distribution of and promotes retailers’ digital and marketing campaigns via their shopping centers’ mobile sites, websites, social media accounts, email lists, apps, events and in-mall digital signage. On March 20, Weinswig will participate in “Overview of Retail and Ecommerce Innovation in China,” a session that will cover technology and business model advancements in areas such as checkout, payments, delivery, logistics, the Internet of Things (IoT) and robotics. 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
Event CoverageCountdown to Shoptalk: Startup Pitch Competition Participant Profile—Spoon Guru Coresight Research March 12, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Shoptalk 2018 conference in Las Vegas March 18–21. Billed as the world’s largest conference devoted to retail and e-commerce innovation, Shoptalk will cover “the rapid evolution of how consumers discover, shop and buy—from new technologies and business models to the latest trends in consumer behaviors, preferences and expectations.” On March 18, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup competition between 15 innovative, early-stage companies at Shoptalk. Two winners will be announced, one chosen by a panel of judges and one by audience vote, and each will be awarded $25,000. Each day leading up to Shoptalk, Coresight Research will publish an overview of one of the participating startups’ technology solutions. Spoon Guru is an artificial intelligence (AI)-based food search and discovery platform that enables food retailers to deliver personalized recommendations to customers based on their dietary restrictions and preferences. Spoon Guru analyzes ingredients for packaged foods and recipes and assigns tags for an array of well-being, lifestyle and medical diet profiles. On March 20, Weinswig will participate in “Overview of Retail and Ecommerce Innovation in China,” a session that will cover technology and business model advancements in areas such as checkout, payments, delivery, logistics, the Internet of Things (IoT) and robotics. 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 UpdateThe Kroger Co. (KR) 4Q17 Results: Solid Quarter, EPS Guidance Below Consensus Coresight Research March 12, 2018 Executive Summary Kroger reported 4Q17 adjusted EPS of $0.63,up 19.6% year over year and in line with the consensus estimate. Revenues were $31.03 billion, up 12.4% year over year and ahead of the $30.82 billion consensus estimate. Comps (excluding fuel) were up 1.5%, in line with the consensus estimate. For FY18, Kroger expects EPS (excluding fuel) of $1.95–$2.15, below consensus of $2.16, and comps of 1.5%–2.0%, the midpoint of which is above the 1.6% consensus estimate. 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 ReportFurniture Re-Commerce: A Niche Segment with Significant Potential Coresight Research March 12, 2018 Executive SummaryIn this report, we explore the online furniture re-commerce market and examine some of its key players. Furniture re-commerce is the online trade of previously owned furniture and housewares. Approximately 25% of Americans indicate that they have sold used furniture. Approximately half of American consumers say that they prefer to buy new or unused furniture, while only 8% say that they prefer to buy used furniture. In the US, 60% of consumers who buy secondhand furniture have household incomes of less than $75,000 and approximately half of them live in urban settings. 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 PresentationNew Retail Inspirations – AI Coresight Research March 9, 2018 Executive SummaryAGENDA New Retail New Inspirations The New World of AI 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 UpdateGroupe Casino (EPA: CO) FY17 Results: “Good Performances Across all Businesses,” Expects Further Growth in FY18 Coresight Research March 9, 2018 Executive Summary Groupe Casino announced 13.7% growth in EBITDA in FY17, yielding a 40-basis-point increase in the EBITDA margin to 5.1%. Operating income grew by 86%, representing a rise of 90 basis points in the margin to 2.0%. Adjusted EPS was €2.90, beating the €2.72 consensus estimate and up from €2.56 in FY16. In FY18, Groupe Casino expects organic growth in excess of 10% in group trading profit. It also expects to achieve over 10% organic growth in trading profit for its French food business. 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
Event CoverageCountdown to Shoptalk: Startup Pitch Competition Participant Profile—Teckst Coresight Research March 9, 2018 Executive SummaryThe Coresight Research team will be attending and participating in the Shoptalk 2018 conference in Las Vegas March 18–21. Billed as the world’s largest conference devoted to retail and e-commerce innovation, Shoptalk will cover “the rapid evolution of how consumers discover, shop and buy—from new technologies and business models to the latest trends in consumer behaviors, preferences and expectations.” On March 18, Coresight Research CEO and Founder Deborah Weinswig will emcee a startup competition between 15 innovative, early-stage companies at Shoptalk. Two winners will be announced, one chosen by a panel of judges and one by audience vote, and each will be awarded $25,000. Each day leading up to Shoptalk, Coresight Research will publish an overview of one of the participating startups’ technology solutions. Teckst, one of the pitch competition participants, is an end-to-end mobile messaging engagement solution that helps brands communicate with individual customers at scale. On March 20, Weinswig will participate in “Overview of Retail and Ecommerce Innovation in China,” a session that will cover technology and business model advancements in areas such as checkout, payments, delivery, logistics, the Internet of Things (IoT) and robotics. 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 UpdateBurlington Stores (BURL) 4Q17 Results: Solid Quarter, Company Issues Strong Guidance Coresight Research March 9, 2018 Executive Summary Burlington Stores reported 4Q17 adjusted EPS of $2.17, up 21.9% year over year and beating the $2.10 consensus estimate. Revenues were $1.94 billion, up 14.9% year over year and beating the $1.88 billion consensus estimate. Comparable sales were up 5.9%, beating the 3.1% consensus estimate and guidance of 2%–3%. For FY18, the company expects comps of 2%–3% and sales growth of 9%–10%. The company expects full-year adjusted EPS of $5.73–$5.83, compared with consensus of $5.32. 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
