September 7, 2018 Event Coverage Register for Free Access Takeaways from Day 2 of the Goldman Sachs 25th Annual Retailing ConferenceGoldman Sachs held its 25th Annual Global Retail Conference in New York City this week. Listed below are the key takeaways from the webcast presentations.
September 6, 2018 Market Navigators/Market Outlook Premium Category Outlook: China’s Sportswear Market—A Large and Dynamic Industry Driven by Fashion-Conscious Millennial Customers with Active LifestylesChina’s sportswear market is one of the largest and fastest-growing in the world. More and more people pursuing active lifestyles, increasing sports participation and the popularity of sportswear in fashion are the main trends shaping the industry.
September 5, 2018 Insight Report Premium Understanding WeChat, China’s Super App: Part 1—The Definite Leader in ChinaWeChat, the #1 social media app in China, has become a part of daily life for around 1 billion Chinese consumers. In this report, the first of our Understanding WeChat, China’s Super App series, we delve into the different functions of the popular app—communications, mini programs, social networking, social media and payment.
September 4, 2018 Deep Dive Premium 3D Design Technology Disrupts the Fashion Supply ChainFashion industry supply chains are growing faster and stronger with 3D design and sampling technology. In this report, we look at the 3D design process with a focus on its use in the apparel supply chain and profile four major vendors of 3D design software: CLO, Tukatech, Optitex and Browzwear.
August 31, 2018 Insight Report Premium July 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth.
August 31, 2018 Analyst Corner Register for Free Access Weingswig’s Weekly Aug 31, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the rapid growth of the male beauty market in China.
August 31, 2018 Company Earnings Update Register for Free Access PVH (PVH) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidancePVH Corp. reported fiscal 2Q18 revenues of $2,333 million, up 12.7% year over year and beating the $2,290 million estimate. Adjusted EPS was $2.18, beating the consensus estimate of $2.09 and up 29% from adjusted EPS of $1.69 from the year-ago quarter.
August 31, 2018 Company Earnings Update Register for Free Access GUESS (GES) 2Q18 Results: Beats on EPS and Raises GuidanceGuess reported 2Q18 adjusted EPS of $0.36, up from $0.19 from the year-ago period and ahead of the $0.32 consensus estimate. Revenues were $645.9 million, up 13.7% year over year and below the $650.6 million consensus estimate.
August 30, 2018 Insight Report Premium Coresight Research Countdown to 11.11 Series, #6: Smart Cleaning Festival; Sa Sa Partners with Taobao to Create New Retail Model InnovationAlibaba’s 11.11, also known as Double 11 or Singles’ Day, takes place on November 11 and has grown to become the world’s largest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place through to November 11.
August 30, 2018 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidanceAmerican Eagle Outfitters reported fiscal 2Q18 revenues of $965 million, up 14.2% year over year and beating the $938 million estimate. Adjusted EPS was $0.34, beating the consensus estimate of $0.31 and up significantly from adjusted EPS of $0.19 from the year-ago quarter.
August 28, 2018 Insight Report Premium The Fall of the House of Fraser: A TimelineIn this report, we briefly outline the failure of House of Fraser under the ownership of Sanpower and note the key events that led to its recent acquisition by Mike Ashley’s Sports Direct.
August 27, 2018 Company Earnings Update Register for Free Access Foot Locker (FL) 2Q18 Results: Beats on EPS, Misses on CompsFoot Locker reported 2Q18 adjusted EPS of $0.75, up from $0.62 a year ago and ahead of the $0.70 consensus estimate. Revenues were $1.78 billion, up 4.8% year over year and above the $1.76 billion consensus estimate.
August 27, 2018 Market Navigators/Market Outlook Premium Category Outlook: Male Beauty Market Growing in ChinaChina’s male grooming market is performing well and is projected to continue to grow quickly. Urban Chinese men, particularly millennials, are increasingly image-conscious, and they spend more time and money on grooming than do male consumers in other demographics. We think that many grooming and beauty brands will further target Chinese male consumers to drive revenue growth in the coming years.
August 27, 2018 Company Earnings Update Register for Free Access Alibaba (BABA) 1Q19 Results: Strong Revenue Growth, Although Margins Are SqueezedAlibaba reported 1Q19 revenues of ¥80.9 billion, up 61% year over year. The company attributed the strong results to robust revenue growth from its China retail business, the consolidation of Cainiao Network and Ele.me, as well as a near-doubling of revenues in the Alibaba Cloud business.
August 24, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly August 24, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how customer acquisition and fulfillment costs affect online pure plays’ profitability.
