Insight ReportPRIMARK PRIMED FOR THE US Coresight Research June 25, 2015 Executive Summary Primark is about much more than price; it delivers value for money in the broader sense. It has a fast-fashion element in its apparel offer, and its newer flagship stores are impressive retail destinations. This proposition has yielded impressive metrics—sales per store, margins and sales densities have tended to head in the right direction, barring short-term hits. We have little doubt that Primark will make waves in the US. We think the retailer will resonate with US shoppers who are wary of spending big on fashion but who still want to look great. E-commerce looks to be off the agenda, but international expansion is generating rewards. Shoppers are flocking to big stores in city locations, and the stores are getting bigger. Swaths of Europe—and the US—remain untapped. There is major scope for further growth. 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 CornerWeekly Insights Jun 19, 2015 Coresight Research June 19, 2015 Executive Summary This week, we held our third monthly Disruptor’s Breakfast, meeting four companies in the e-commerce space and one in education Amazon is exploring hiring regular people to make deliveries and recruiting brick-mortar-stores to store packages Hudson’s Bay announced plans to the parent company of Germany’s biggest department store chain, Kaufhof, for €2.83 billion Nearly half of those surveyed in the Asia-Pacific region used a smartphone to make a purchase in the past three months of 2014 This document was generated for
Event PresentationRetail Update Coresight Research June 15, 2015 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 CornerWeekly Insights Jun 12, 2015 Coresight Research June 12, 2015 Executive Summary This week, FBIC NY attended Place 2015, a conference focusing on how location analytics and indoor positioning (i.e., beacons) can optimize merchandising and improve the customer experience. Facebook is launching a nationwide roll-out of free beacons called Place Tips that interact with people through their smartphones. Swedish fast-fashion retailer H&M plans to open a flagship store in India this fall, the first of 50 planned openings in that country. Private-equity firms are opening offices in Mexico to capitalize on opportunities from the country’s growing middle class. This document was generated for
Insight ReportMay 2015 US Same-Store Sales Coresight Research June 11, 2015 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 monthly US Same-Store Sales Report reviews comparable sales metrics reported by Costco, Buckle and Cato. 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 CornerWeekly Insights Jun 05, 2015 Coresight Research June 5, 2015 Executive Summary We attended an accelerator’s demo day and saw eight exciting startups pitching products focused on digital health and healthcare. Amazon is planning to launch a line of private-label products in the US, including food, coffee, dog food, and household products. Wearables and 3D scanning, cameras, and printing were the focus at Asia’s largest tech fair, Computex. Linio, which operates e-marketplaces in Latin America, has approved 20 Chinese companies to sell on its online marketplaces. This document was generated for
Analyst CornerWeekly Insights May 29, 2015 Coresight Research May 29, 2015 Executive Summary This week, we attended CES Asia 2015 in Shanghai, China—its major themes were connectivity, innovation and the Internet of Things. Amazon sent Etsy sellers an invitation to preview a new marketplace called Handmade. Gaming revenue on the iOS platform increased 30% YoY in 4Q2014, and Google Play saw 75% growth during the same period. Supermarket chain Carrefour introduced an improved home-delivery service in Italy, with groceries delivered within two hours. This document was generated for
Event PresentationTop Ideas on Global Retail & Tech Coresight Research May 28, 2015 Executive SummaryAGENDA FBIC Retail Tech Is Local Top 15 Retail & Technology Trends The State of Global and US Retail The State of the US Consumer The State of E-commerce in the US The State of E-commerce in China 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 ReportAhold First Quarter Coresight Research May 27, 2015 Executive Summary Dutch grocer Ahold posted 1Q sales up 14.9% as currency effects boosted reported revenues. Sales grew just 1.4% at constant exchange rates. Sales in the Netherlands were up 5.7% in the quarter, while USA sales were down 2.1% at constant rates. Underlying operating income fell 11.9%, with this measure down 7.7% in the US and down 5.7% in the Netherlands. This document was generated for
Analyst CornerWeekly Insights May 22, 2015 Coresight Research May 22, 2015 Executive Summary Google is launching a fleet of 25–50 driverless cars for testing on the streets around its Northern California headquarters. South Korea could follow other countries’ lead by allowing nonbanking companies to invest in financial subsidiaries. The UK recorded its first period ever of deflation since recordkeeping began in the year ended April 2015. An expansion of the Panama Canal, expected to be completed in 2016, could offer an alternative to US West-Coast ports. This document was generated for
Company Earnings UpdateMarks & Spencer Full-Year Results: Finally Turning a Corner? Coresight Research May 20, 2015 This document was generated for
Event Presentation1Q2015 Recap Coresight Research May 15, 2015 Executive SummaryCurrent Retail Business Environment Gas Did Not Stay Below $2 per Gallon April US Retail Sales Flat, Showing Slow Recovery Unemployment at Seven-Year Low; Stores Cut Jobs Tax Refunds Increasingly Going to Savings, Repay Debt Consumer Spending Varies by Category Store Traffic Declined, but the Conversion Rate Improved Grocery Leads While Luxury Underperforms Q1—Weak Revenues, Solid Earnings Retailers Expect a Stronger 2H Calendar Impact 1Q2015 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 CornerWeekly Insights May 15, 2015 Coresight Research May 15, 2015 Executive Summary FBIC hosted a well-attended Disruptors Breakfast with about 40 attendees, featuring seven startups in diverse businesses. Verizon offered US $4.4 billion to acquire AOL, a 23% premium above its most-recent stock price. Tencent’s WeChat messaging app now has 549 million monthly active users, up 39% from Q1 last year. MAC Cosmetics, H&M, Outback Steakhouse, and Krispy Kreme are all bullish on Latin America and are opening new outlets there. This document was generated for
Flash ReportAlibaba Buys Additional Stake in Zulily Coresight Research May 14, 2015 This document was generated for
