Company Earnings Update | May 16, 2019 Register for Free Access Farfetch (NYSE: FTCH) 1Q19 Results: Strong Growth Driven by Platform GMVFarfetch’s 1Q19 revenues grew 38.6% to $174.1 million, beating the $171.1 million consensus estimate, primarily driven by 43.2% growth in Platform Services Revenue to $141.8 million. Read More
Insight Report | May 16, 2019 Premium Insights from China: China’s Nasdaq-Style Tech Board and Its Implications for BusinessesChina’s new tech board with its relaxed IPO rules will likely draw more domestic tech startups to go public at home. The move is part of China’s effort to develop its tech sector and boost economic growth in general. Read More
Company Earnings Update | May 15, 2019 Register for Free Access Ralph Lauren (NYSE: RL) 4Q19 Results: EPS Beats ExpectationsRalph Lauren reported fiscal 4Q19 adjusted EPS of $1.07, above the $0.89 consensus estimate. Read More
Deep Dive | May 15, 2019 Premium Coresight Matrix: Computer Vision Solutions for Product SearchCoresight Matrix is a new product series designed to help our subscribers better understand a number of segments and key players within the retail-technology industry. The first of the series focus on computer vision, which has seen rapid adoption in retail over the last few years. Read More
Event Coverage | May 14, 2019 Register for Free Access WPP & Alibaba Event: How China is Reshaping RetailCoresight Research participated in an event jointly hosted by WPP Plc. and Alibaba Group on April 24 in New York City. Read More
Flash Report | May 14, 2019 Register for Free Access Insights from Alibaba’s Newly Released “The New Chinese Goods Project”: Alibaba Empowering Chinese Brands to Grow at Home and AbroadAlibaba set five goals to empower Chinese brands, including helping 700,000 Chinese brands to sell overseas through Tmall Global, Lazada and AliExpress. Read More
Company Earnings Update | May 14, 2019 Register for Free Access JD.com (NASDAQ: JD) 1Q19 Results: Revenue Beats Estimates, Strong 2Q19 GuidanceJD.com reported 1Q19 revenue of ¥121.1 billion ($18.0 billion), up 21% year over year and beating the StreetAccount estimate of ¥120.2 billion. Read More
Insight Report | May 13, 2019 Premium Six Months to Singles’ Day: Is 11.11 on Your Calendar?As we approach mid-year 2019, brands and retailers must plan now to ensure their products, logistics, warehouse space and marketing efforts are timely for this year’s 11.11. Read More
Company Earnings Update | May 13, 2019 Register for Free Access Tapestry (NYSE: TPR) 3Q19 Results: Revenue Misses Expectations, Opening Stores in ChinaRevenue increased vs last year but missed expectations. Successful China initiatives have led to increased brand awareness and new store openings in China are planned across multiple brands. Read More
Event Coverage | May 13, 2019 Register for Free Access Notes from the 2019 Intel Investor Meeting: Dramatically Growing the Addressable Market by Pursuing Data-Centric OpportunitiesIntel held its annual investor meeting at its Santa Clara, California headquarters on May 8, 2019. Read More
Company Earnings Update | May 13, 2019 Register for Free Access Coty (NYSE: COTY) 3Q19 Results: Revenues Miss Consensus Estimate, Supply Chain Issues Seemingly ResolvedCoty fiscal 3Q19 revenues were $1.99B, 10.4% YoY and lower than the consensus estimate of $2.06B. The supply chain issues it experienced in 1H19 regarding shipment disruption have abated. Read More
Insight Report | May 13, 2019 Premium Digital Disrupts Consumer Packaged GoodsE-commerce has served as a growth impetus for CPG, enabling a more direct connection between brands and customers and giving brand owners greater control over the supply chain. Read More
Event Coverage | May 13, 2019 Register for Free Access Insights from JD.com Logistics Tour: Three Cool Things You Need to Know About JD LogisticsThe Coresight Research team joined JD.com on a tour to show off the company’s logistics prowess. In this report, we discuss a few of the things we found most intriguing. Read More
Insight Report | May 10, 2019 Premium 30 Global Retail Cities: ShanghaiEvery year, the city holds Shanghai Fashion Week, as well as Shanghai Black Fashion Week – the first and only fashion event in China aimed at discovering diverse and emerging fashion designers. Read More
Analyst Corner | May 10, 2019 Register for Free Access WEINSWIG’S WEEKLY MAY 10 2019This week’s note “From the Desk of Deborah Weinswig” looks at the nascent but fast-growing use of wearable technology in retail. Read More