Company Earnings Update | March 15, 2018 Register for Free Access INDITEX (BME: ITX) FY17 Results: Strong Sales Growth Offset by Margin ErosionInditex reported FY17 revenues of €25,336 million, up 8.7% year over year and slightly below the consensus estimate of €25,406 million. Read More
Company Earnings Update | March 15, 2018 Register for Free Access Adidas (ETR: ADS) FY17 and 4Q17 Results: Another Strong Year, but Profits Dented by US Tax ImpactsAdidas grew FY17 group revenues by 16% at constant currency, but revenues were just shy of analysts’ expectations. Read More
Insight Report | March 13, 2018 Premium WeChat Mini Programs: Opening Up New Pathways for Selling WeChat Mini Programs are mobile applications of less than 10 megabytes that WeChat users can access directly through the platform’s messaging app—users do not have to download these mini apps separately or register to use them. In this report, we explore some of the new ways of selling that WeChat Mini Programs have enabled. Read More
Company Earnings Update | March 12, 2018 Register for Free Access The Kroger Co. (KR) 4Q17 Results: Solid Quarter, EPS Guidance Below ConsensusKroger reported 4Q17 adjusted EPS of $0.63,up 19.6% year over year and in line with the consensus estimate. Revenues were $31.03 billion, up 12.4% year over year and ahead of the $30.82 billion consensus estimate. Read More
Event Presentation | March 9, 2018 Premium New Retail Inspirations – AIAfter acquiring a number of online apparel companies, Walmart will host a Lord & Taylor storefront on Walmart.com starting in the spring of 2018. • The intent is to create a premium fashion destination on Walmart.com. • Walmart is beginning to build out “elements of discovery and inspiration” within the fashion portion of its website. Read More
Company Earnings Update | March 9, 2018 Register for Free Access American Eagle Outfitters (AEO) 4Q17 Results: Company Beats Expectations, Issues Solid OutlookAmerican Eagle Outfitters reported 4Q17 revenues of $1.23 billion, up 11.8% year over year and beating the $1.21billion consensus estimate. Read More
Analyst Corner | March 9, 2018 Register for Free Access Weinswig’s Weekly Mar 9, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the recent announcement by Kohl’s that it plans to carve out space from some of its stores to lease to grocery discounter Aldi. Read More
Company Earnings Update | March 7, 2018 Register for Free Access Urban Outfitters (URBN) Fiscal 4Q18 Results: Company Beats Expectations in Solid QuarterUrban Outfitters reported fiscal 4Q18 revenues of $1.09 billion, up 5.7% year over year and beating the $1.08 billion consensus estimate. Adjusted EPS was $0.69, beating the $0.63 consensus estimate and up from $0.57 in the year-ago quarter. Read More
Company Earnings Update | March 5, 2018 Register for Free Access Foot Locker (FL) 4Q17 Results: Misses on Comps, Guides for Flat–Low-Single-Digit Comps in 2018Foot Locker reported 4Q17 adjusted EPS of $1.26, below the $1.37 year-ago figure and above the $1.25 consensus estimate. Revenues were $2.21 billion, up 4.6% year over year and slightly below the $2.22 billion consensus estimate. Read More
Event Coverage | March 2, 2018 Register for Free Access Top Takeaways from the TrendSeeder Innovation Series: New Retail Formats PanelThis week, the Coresight Research team attended a TrendSeeder Innovation Series panel called “New Retail Formats, ”which was co-hosted by 24 Seven, TrendSeeder and Davis & Gilbert in New York City. TrendSeeder CEO Avani Patel moderated the panel discussion among industry experts that covered themes such as retail technology, showrooming and improving the customer experience. Here, we share our top takeaways from the event. Read More
Event Coverage | March 2, 2018 Register for Free Access Takeaways from Fashion Group International’s “The Making of a Beauty Entrepreneur” PanelThis week, the Coresight Research team attended Fashion Group International’s “The Making of a Beauty Entrepreneur” panel in New York City. The event was sponsored by Cosmoprof North America and featured a panel of four beauty industry leaders who spoke candidly about their personal and professional entrepreneurial journeys. Here, we share our takeaways from the event. Read More
Analyst Corner | March 2, 2018 Register for Free Access Weinswig’s Weekly March 2, 2018This week’s note “From the Desk of Deborah Weinswig” discusses where we currently stand on the artificial intelligence adoption curve. Read More
Company Earnings Update | March 1, 2018 Register for Free Access Carrefour (ENXTPA: CA) FY17 Results: Profits Fall amid Tough Conditions and €1 Billion ChargeCarrefour announced a 14.7% fall in recurring operating income in FY17, yielding a decline in operating margin from 3.1% in FY16 to 2.5% in FY17. Read More
Company Earnings Update | February 28, 2018 Register for Free Access Macy’s (M) 4Q17 Results: Beats on EPS and Comps, Optimistic Outlook for 2018Macy’s reported 4Q17 revenues of $8.67 billion, up 1.8% and roughly in line with the consensus estimate. Adjusted EPS was $2.82, beating the $2.67 consensus estimate and up from $2.02 in the year-ago quarter. Read More
Deep Dive | February 27, 2018 Premium The CORE Framework for Artificial Intelligence in RetailThe CORE framework for Artificial Intelligence (AI) in retail notes the value of AI in four areas for retailers seeking to compete with platforms such as Amazon and JD.com. Read More
