Insight Report | May 20, 2019 Premium AI Fast Becoming Retail’s Preeminent Technology: Revisiting the CORE FrameworkArtificial intelligence (AI) has established itself as the preeminent technology in retailing. We outline the four overarching use-cases for AI in retail companies identified in our CORE framework. Read More
Company Earnings Update | May 17, 2019 Register for Free Access Walmart (NYSE: WMT) 1Q20 Results: Mixed Results, Year on Track Despite Tough Comparison and Currency Headwinds in Q2Walmart reported mixed fiscal 1Q20 results, however the company remains on plan to hit its full-year targets. US e-commerce grew a healthy 37%. Read More
Deep Dive | May 16, 2019 Premium Luxury Differentiation via (Social) Values, Sustainability and Limited-Run CollaborationsLuxury brands are employing social values, sustainability and limited-run collaborations to enhance their brand positioning and attract new luxury consumers. Read More
Company Earnings Update | May 16, 2019 Register for Free Access Cisco (NASDAQ: CSCO) 3Q19 Results: Beats Consensus Estimates, Building a New Architecture for Future TechnologiesCisco’s fiscal 3Q19 results beat consensus estimates, and management outlined a new, secure architecture that can accommodate AI, IoT, 5G and several more future technologies. Read More
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
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
Company Earnings Update | May 15, 2019 Register for Free Access Unicharm (TYO: 8113) 1Q19 Results: Net Sales Ahead of Consensus, Asia Remains a Growth EngineUnicharm reported 1Q19 net sales of ¥168.6 billion, ahead of the consensus estimate of ¥168.5 billion and up 4.8% from 1Q18. Asia (ex Japan) was a key driver of top-line growth Read More
Company Earnings Update | May 15, 2019 Register for Free Access Dufry (SIX: DUFN) 1Q19 Results: Higher Depreciation Costs Weigh on Operating Margin, Maintains FY19 GuidanceDufry reported 1Q19 total sales of CHF 1.88 billion, up 3.4% year over year and above the consensus estimate of CHF 1.86 billion recorded by StreetAccount. Read More
Event Coverage | May 14, 2019 Register for Free Access Notes from the 2019 Aptos Engage User Conference: A Parade of Devoted CustomersThe Coresight Research team attended Aptos‘ fourth annual ENGAGE user conference, held in Orlando Florida, which served to provide an update of the company’s Aptos ONE retail software platform. 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
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
Company Profile | May 9, 2019 Premium Loblaw (TSX: L) Company ProfileLoblaw Cos. Ltd. is a Canada-based retailer that operates under five divisions: Market, Drug, Discount, Financial and Joe Fresh. The Market division includes the grocery-focused store banners Loblaws, Provigo and Zehrs, and offers food, home and lifestyle products. Read More
Market Navigators/Market Outlook | May 8, 2019 Premium Enterprise Wearables: A Dynamic MarketIn this report, we review the market for enterprise wearables: Devices used in business environments for work. We estimate global shipments for enterprise wearables were approximately 10.4 million units in 2018, and expect this total to reach more than 23 million units by 2022. Read More
Company Earnings Update | May 8, 2019 Register for Free Access Johnson Controls (NYSE: JCI) 2Q19 Results: Mixed/In-Line Quarter, Raises 2019 EPS GuidanceJohnson Controls reported fiscal 2Q19 results that matched consensus revenue and beat EPS estimates. The company raised annual EPS guidance from increased confidence in the second half. Read More
