Analyst Corner | November 30, 2018 Register for Free Access WEINSWIG’S WEEKLY NOVEMBER 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what we have learned from visiting and analyzing Amazon’s physical stores. Read More
Insight Report | November 30, 2018 Premium October 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Insight Report | November 29, 2018 Premium Kroger: A Timeline of Key Events – November 2018This is the third report in our Retailers’ Timelines series. In this report, we examine a timeline of key events in Kroger’s recent history that have shaped it into the retailer it is today. Read More
Company Earnings Update | November 28, 2018 Register for Free Access Tencent (0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming(0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming 3Q18 Results Tencent reported total revenues for 3Q18 of ¥80.6 billion ($11.7 billion), up 24% year over year. The gross margin decreased by 456 basis points to 44% from a year ago due to increased spending. Non-GAAP diluted EPS was ¥2.06, up 15% year over… Read More
Analyst Corner | November 28, 2018 Register for Free Access Weinswig’s Weekly Nov 16, 2018FROM THE DESK OF DEBORAH WEINSWIG Three Ways that Singles’ Day Is Evolving Last weekend, the Coresight Research team was at Alibaba’s Singles’ Day event in Shanghai. There, we watched the live count of Alibaba’s 11.11 Global Shopping Festival sales as they ticked toward the final total of ¥213.5 billion ($30.8 billion). The day’s sales… Read More
Insight Report | November 27, 2018 Premium Black Friday Boosts China’s Cross-Border E-Commerce SalesBlack Friday boosted China’s cross-border e-commerce sales this year. This day is increasingly identified by Chinese consumers as another important occasion in the year to buy imported goods. Read More
Insight Report | November 26, 2018 Premium Singles’ Day 2018: Proprietary Coresight Research Data Reveal the Scale of Growth by CategoryIn this report, we dig into Alibaba’s Tmall Global sales volume on Singles’ Day, using a detailed, proprietary dataset collating information on the top 500 products across 14 different categories on the platform. Read More
Deep Dive | November 20, 2018 Premium NetEase, Alibaba and JD.com March into Private LabelChinese Tech Giants Develop Private Labels Chinese tech giants NetEase, Alibaba and JD.com have all begun developing their own private labels in recent years: NetEase launched NetEase Yanxuan, which translates into “strictly selected by NetEase” in 2016, officially kicking off the private-label game with a designated online shopping website. Alibaba launched its private-label online marketplace… Read More
Insight Report | November 14, 2018 Premium A Guide to Entering China for Foreign Brands and Retailers, Part 2: Chinese E-Commerce Calendar for 2019 – International Brands that Understand and Respect Chinese Culture Are Poised to WinChina celebrates many holidays and shopping festivals that foreign brands and retailers should pay attention to, ranging from traditional cultural celebrations to holidays adopted from Western culture to special events recently created by retailers and e-commerce platforms. Read More
Insight Report | November 14, 2018 Premium Key Festivals and Holidays for Promotional Campaigns in China in 2019China’s retail industry is booming and in addition to Single’s Day, there are many opportunities for international brands and retailers to tap into the world’s largest e-commerce market. Use our 2019 calendar to adapt your sales strategies for the China market. Read More
Company Earnings Update | November 8, 2018 Register for Free Access Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability OutlookAdidas grew 3Q18 revenues by 8% at constant currency but the missed consensus estimate. Earnings before interest and taxes (EBIT) and earnings per share (EPS) came in ahead of consensus. Read More
Company Earnings Update | November 7, 2018 Register for Free Access Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat ConsensusUnder Armour’s international and apparel segment sales drove 3Q revenue growth, up mid-teens and 4.2%, respectively. Adjusted EPS of $0.25 beat the consensus estimate of $0.12. Read More
Insight Report | November 7, 2018 Premium Costco: A Timeline of Key Events – 2018In this report, part of our Retailers’ Timelines series, we examine a timeline of key events in Costco’s recent history that have shaped it into the retailer it is today. Read More
Insight Report | November 6, 2018 Premium September 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy—namely, wage growth, price changes and retail sales growth. In September: Read More
Company Earnings Update | November 6, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
