August 23, 2018 Insight Report Premium Coresight Research Countdown to 11.11 Series, #5: Tmall Genie AI Festival; Hema SupermarketsStarted by Alibaba in 2009, 11.11, also known as Double 11 or Singles’ Day, which takes place on November 11, 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 21, 2018 Company Earnings Update Register for Free Access Estée Lauder (EL) Fiscal 4Q18 Results: Beats Estimates and Guides for Continued Above-Market GrowthEstée Lauder reported fiscal 4Q18 adjusted EPS of $0.61, beating consensus by a nickel and up 19.9% year over year. Revenues were $3.30 billion, up 14.1% year over year and beating the consensus estimate of $3.25 billion.
August 20, 2018 Insight Report Premium CVS and Walgreens — Head to HeadCVS Health and Walgreens Boots Alliance are the two largest pharmacy companies in the US. They each posted over $100 billion in revenues in 2017, and both operate more than 9,000 stores worldwide.
August 17, 2018 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 2Q19 Results: Beats on Revenues, Comps and EPS; Raises GuidanceWalmart reported fiscal 2Q19 adjusted EPS of $1.29, up 19.4% from $1.08 in the year-ago quarter and beating the $1.22 consensus estimate. Total revenues were $128.0 billion, up 3.8% year over year and ahead of the consensus estimate of $126.0 billion.
August 17, 2018 Company Earnings Update Register for Free Access Macy’s (M) 2Q18 Results: Beats on Revenues, EPS and Comps, Raises GuidanceMacy’s reported 2Q18 adjusted EPS of $0.70, beating the $0.51 consensus estimate. Revenues were $5.57 billion, down 1.1% year over year but beating the consensus estimate of $5.55 billion.
August 15, 2018 Event Coverage Register for Free Access Mental Health and Chinese Medicine: Key Takeaways from the Healthy Hour Series DiscussionCoresight Research recently cohosted a Wellness Series podcast titled, “All Possibilities Live—Body Belief with Aimee Raupp,” with Mouthmedia Network, a premiere podcast network focused on the business of various lifestyle industries. The All Possibilities podcast was created and hosted by Julie Chan to explore the intersection of spirituality, business and science. This event focused on spiritual and unconventional approaches to pregnancy and health. Here, we share our top takeaways from the event:
August 10, 2018 Company Earnings Update Register for Free Access Adidas (ETR: ADS) 2Q18 Results: Beats Expectations with Further Double-Digit Revenue Growth and Solid Gross-Margin GainsAdidas grew 2Q18 revenues by 10% year over year at constant currency, with revenues, EBIT and net profit all coming in ahead of consensus.
August 10, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly August 10, 2018This week’s note “From the Desk of Deborah Weinswig” discusses five reasons we’re optimistic about this year’s back-to-school shopping season.
August 9, 2018 Company Earnings Update Register for Free Access Michael Kors (KORS) Fiscal 1Q19 Results: Company Beats Expectations and Raises GuidanceMichael Kors reported fiscal 1Q19 revenues of $1.20 billion, up 26.3% year over year and above the consensus estimate of $1.14 billion. Diluted EPS was $1.22, up 52.5% from the year-ago quarter and above the consensus estimate of $0.94.
August 7, 2018 Insight Report Premium What Retailers Can Learn from the “Big Three” Shopping Festivals: An Opportunity for More Business,the Importance of Collaboration and Efficient OperationsEvery year, the popularity of the annual online shopping festivals of Internet giants Amazon, Alibaba and JD.com increases. Prime Day, Singles’ Day and 618 have all become very large events that have a significant impact not only on the retail industry as a whole, but also on the organizers and participating brands and retailers. This report highlights three key learning points for brands and retailers:
August 6, 2018 Flash Report Register for Free Access Kaola Forms Strategic Partnership with BeiersdorfKaola, China’s leading cross-border e-commerce platform, announced a strategic partnership with German skincare company Beiersdorf—the maker of Nivea skin care products.
August 6, 2018 Insight Report Premium The Rise of Pinduoduo: Rapid Growth Leveraging Social E-CommercePinduoduo, roughly translated as “buy more together,” is the fastest-growing app for social e-commerce in China. It enables users to receive steep discounts of as much as 90% off on certain products if they invite enough friends to buy together. This feature has made it popular amongst budget shoppers in lower-tier cities in China, and the app is scaling up rapidly.
August 3, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly August 3, 2018This week’s note “From the Desk of Deborah Weinswig” discusses recent partnerships between retailers and tech companies.
August 3, 2018 Company Earnings Update Register for Free Access Clorox (CLX) Fiscal 4Q2018 Results: Company Beats on Earnings, Misses Revenue and Raises GuidanceClorox reported fiscal 4Q18 revenues of $1.69 billion, up 2.7% year over year and below the consensus estimate of $1.72 billion. Diluted EPS was $1.66, up 9.2% from the year-ago quarter and above the consensus estimate of $1.58.
August 3, 2018 Company Earnings Update Register for Free Access Baidu (BIDU) 2Q18 Results: Modest Revenue Growth, DuerOS Sees Bigger Installation BaseBaidu reported 2Q18 non-GAAP diluted earnings per ADS of ¥21.06, up from ¥13.58 in 2Q17. Revenues for the quarter reached ¥26.0 billion ($3.93 billion), up 24.4% year over year.
