November 5, 2018 Company Earnings Update Register for Free Access Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises GuidanceEstée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate of $3.47 billion. Adjusted earnings per share (EPS) was $1.41, higher than the consensus estimate of $1.22 and higher than the EPS of $1.21 in the year ago period.
November 5, 2018 Company Earnings Update 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.
October 18, 2018 Insight Report Premium Walmart: A Timeline of Key Events – 2018This is the first report in our US Retailers’ Timelines series. In this report, we examine a timeline of key events in Walmart’s recent history that have shaped it into the retailer it is today.
October 5, 2018 Event Coverage Register for Free Access Luxury Daily: State of Marketing 2018 – The Inside ViewThe Coresight Research team attended the Luxury Daily’s Luxury Marketing Forum. Our key takeaways include:
October 5, 2018 Event Coverage Register for Free Access Luxury Daily: State of Marketing 2018—The Inside ViewOn September 26, the Coresight Research team attended the Luxury Marketing Forum hosted by Luxury Daily, and our key takeaways from this event are:
October 3, 2018 Flash Report Register for Free Access Walmart Acquires Eloquii, Strengthening Its #1 Position in ApparelWalmart announced that it will acquire plus-size apparel brand and retailer Eloquii for an undisclosed amount. Walmart has recently acquired several other apparel brands, including Bonobos in June 2017.
October 1, 2018 Event Presentation Premium Retail Trends (Revionics)STRATEGIC ADVISORY- Custom research and advisory to identify, size and act on opportunities, provide actionable market insights, and craft retail strategies and recommendations. RESEARCH ANALYSIS- Coresight Research publishes more than 1,000 reports annually. Our in-depth, data-driven reports provide sector, regional and platform-specific analysis.
September 28, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly – September 28, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the Bonded + Retail Store model, a new way for foreign brands and retailers to access the Chinese market.
September 28, 2018 Insight Report Premium August 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. Metrics for August include:
September 28, 2018 Company Earnings Update Register for Free Access H&M (STO: HM-B) 3Q18 Results: Logistics Costs, Online and Store Expansion Pummel Profit MarginsFor 3Q18, H&M reported a 6.6% increase in gross profit—to SEK 28.1 billion—yielding a gross margin of 50.3%. The company had already reported total 3Q18 sales growth of 9.0%.
September 27, 2018 Insight Report Premium Coresight Research Countdown to 11.11 Series, #10: Mid-Autumn Festival Promotion on Tmall; Jo Malone will Sell Personalized ScentsAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now 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.
September 27, 2018 Insight Report Premium China National Day Golden Week 2018 PreviewChinese tourists travelling during this year’s National Day Golden Week holidays (October 1–7) will boost both global and domestic retail sales. According to Ctrip (China’s largest online travel agency), during this year’s National Day holidays:
September 26, 2018 Deep Dive Premium Chinese Outbound Tourists Survey 2018: Urban Millennials Lead the Charge to More Independent, Adventurous TravelThis report details the results of our fourth annual proprietary survey of Chinese overseas tourists’ travel and spending behaviors and preferences, undertaken in partnership with China Luxury Advisors.
September 26, 2018 Company Earnings Update Register for Free Access Next (LSE: NXT) 1H19 Results: Better-Than-Expected Margin Improvement Prompts Full Year Guidance UpgradeNext reported 1H19 revenues of £1,961.9 million, up 3.1% year over year. Diluted EPS came in at 184.5 pence, up 4.5% year over year, broadly in line with the consensus estimates of 184.7 pence.
