Insight Report | May 2, 2018 Premium March 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. Read More
Analyst Corner | April 20, 2018 Register for Free Access Weinswig’s Weekly April 20, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what makes Chinese retail unique and what the future of retail could hold, according to executives from JD.com and Alibaba who spoke at the World Retail Congress in Madrid this week. Read More
Event Coverage | April 19, 2018 Register for Free Access World Retail Congress 2018, Day 2: Department Stores, Diversity and Digitalizing ProductsThe Coresight Research team is attending World Retail Congress 2018 in Madrid this week. Here are our top takeaways from day two of the conference: Read More
Event Coverage | April 18, 2018 Register for Free Access World Retail Congress 2018, Day 1: Hearing About the “Retail Apocalypse,” Chinese Retail and the Need for Change in Brick-and-MortarThe Coresight Research team is attending World Retail Congress 2018 in Madrid this week. Here are our top takeaways from day one of the conference: Read More
Event Coverage | April 18, 2018 Register for Free Access Key Takeaways from the JD.com AI Innovation SummitThe Coresight Research team attended the AI Innovation Summit hosted by JD.com in Beijing, China, on April 15. JD.com has been at the forefront of artificial intelligence (AI) research and application in China and its inaugural AI summit was attended by top scientists, industry analysts, retail executives and technology professionals. Read More
Event Coverage | April 17, 2018 Register for Free Access Insights and Drinks: Retail, E-Commerce & Logistics Co-Hosted by Vectr and CoresightE-commerce is about a new business model to solve the pain points of existing retail channels. Read More
Company Earnings Update | April 13, 2018 Register for Free Access L’Oréal (ENXTPA: OR) 1Q18 Trading Update: Buoyant Chinese Demand Fuels Strong Comp GrowthL’Oréal reported 1Q18 comp growth of 6.8%, ahead of expectations and an improvement over the prior quarter’s growth. Read More
Analyst Corner | April 13, 2018 Register for Free Access Weinswig’s Weekly April 13, 2018This week’s note “From the Desk of Deborah Weinswig” discusses order-collection options such as lockers and towers that Amazon, Walmart and others are installing to ease product pickup. Read More
Company Earnings Update | April 12, 2018 Register for Free Access TESCO (LSE: TSCO) FY18 Results: Profits Surge as Turnaround Efforts ContinueTesco announced a net profit of £1,208 million for FY18, representing a significant rebound from last year’s loss of £54.0 million. Revenues increased by 2.8% to £57,491 million. Read More
Company Earnings Update | April 12, 2018 Register for Free Access Carrefour (ENXTPA: CA) 1Q18 Trading Update: Very Weak Quarter as Growth Slows in All Regions and French Comps Turn NegativeCarrefour grew first-quarter sales by just 0.4% on a comparable basis. Total sales fell by 2.4% at current exchange rates. Read More
Event Presentation | April 11, 2018 Premium AI and Robotics in the Supply ChainAI will play an increasingly important role in managing online and offline retail, logistics and data in a New Retail environment. Read More
Company Earnings Update | April 10, 2018 Register for Free Access LVMH (ENXTPA: MC) 1Q18 Trading Update: Organic Growth Accelerates as Shoppers Flock to Power BrandsLVMH Moët Hennessy Louis Vuitton reported adjusted organic revenue growth of 15% in 1Q18, a marked acceleration from 11% organic growth in 4Q17. Read More
Flash Report | April 10, 2018 Register for Free Access Quick Take: Prime Members Drive Amazon Sales Across All CategoriesThis brief report looks at the results of our recent survey which asked US consumers what they had bought on Amazon in the past year. We split out Amazon Prime members to chart how significant these shoppers are to Amazon’s overall shopper penetration. Read More
Insight Report | April 9, 2018 Premium US-China Tariff War: Legacy US Apparel Retailers Look Vulnerable to Further EscalationThe US-China trade conflict is intensifying. On Thursday, April 5, US President Donald Trump stated that the US is considering tariffs on a further $100 billion of imports from China. Read More
Analyst Corner | April 6, 2018 Register for Free Access Weinswig’s Weekly April 06, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how brick-and-mortar stores are set to lead the battle for millennial, multichannel grocery shoppers. Read More