Event Coverage | March 29, 2019 Register for Free Access Deborah Weinswig’s Shoptalk 2019 Presentation: Nine Things We Can Learn from China and IndiaSummary of the presentation given by Deborah Weinswig, CEO and Founder of Coresight Research, at the Shoptalk conference on March 3, 2019, focusing on nine things people can learn from China and India. Read More
Company Earnings Update | March 28, 2019 Register for Free Access Lululemon (NASDAQ: LULU) 4Q18 Results: Revenues up 26%, Opening 40-50 Stores in 2019 – Half in International MarketsLululemon reported 4Q18 revenues of $1.17B, up 26% YoY and beating the consensus estimate of $1.15B. The company reported 4Q19 EPS of $1.65, up 87.5% from the year-ago period. The company plans to open 40-50 stores in 2019. Read More
Flash Report | March 27, 2019 Register for Free Access Ocado Inks Another International Deal, Signing Up Australia’s Coles Group to the Ocado Smart PlatformOcado Group has signed Australian grocery retailer Coles to its Ocado Smart Platform. The companies will construct two robotic fulfillment centers and Coles will deploy Ocado’s store-picking technology. Read More
Insight Report | March 26, 2019 Premium New Retail Briefing #6: Alipay Expands to the UK in Partnership with Barclaycard, Watsons Mobile App Features Virtual Makeup Try-On“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we cover important developments in New Retail in China and beyond. Here’s what’s happening Read More
Company Earnings Update | March 25, 2019 Register for Free Access Tiffany & Co. (NYSE: TIF) 4Q18 Results: Strong Dollar Hurts Tourist-Driven Holiday SalesTiffany reported adjusted EPS of $1.67 for 4Q18, beating the consensus estimate of $1.60. Total revenue for the quarter declined 1% to $1.32 billion, or up 1% at constant foreign exchange rates, and missing the consensus estimate of $1.33 billion. Read More
Analyst Corner | March 22, 2019 Register for Free Access WEINSWIG’S WEEKLY MARCH 22, 2019This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s inroads into the beauty category. Read More
Event Presentation | March 20, 2019 Premium Decoding the Consumer: The New Science of Customer Behavior (Vision Monday Global Leadership Summit)This presentation discusses retail in 2019, reshaping physical retail, technology trends reshaping retail and things we can learn from Asia. Read More
Company Earnings Update | March 20, 2019 Register for Free Access ASOS (LSE: ASC) 2Q19 Trading Update: Strong UK Demand, US Logistics Hit by Unexpected Jump in Demand, Guidance UnchangedASOS reported 2Q19 group revenues of £658.5 million, up 11.0% year over year on a constant-currency basis. US sales declined due to an unexpected surge in orders causing disruption. Read More
Company Earnings Update | March 18, 2019 Register for Free Access Prada (SEHK: 1913) 2018 Results: Positive Sales Trends Across All Regions and CategoriesPrada is in the midst of a multiyear strategic transformation that should result in increased brand relevancy. Read More
Deep Dive | March 15, 2019 Premium Artificial Intelligence in Retail, Part 3: What Startups Are Doing with AIThis is the third report in a short series looking at artificial intelligence (AI) in retail. In this report, we explore what startups are doing with AI in the context of our proprietary CORE framework, which stands for Communication, Optimization of pricing, Rationalization of inventory and Experiential retail. Read More
Company Earnings Update | March 15, 2019 Register for Free Access Dufry (SIX: DUFN) FY18 Results: Solid Year Despite Second-Half Headwinds, Company Expects Strengthening of Revenue GrowthDufry reported 2018 revenues slightly ahead of expectations, with organic growth of 2.7% versus consensus of 2.4%. Gross profit climbed 4.4% resulting in a 40-bps gain in the gross margin. Read More
Company Earnings Update | March 15, 2019 Register for Free Access CASINO (ENXTPA: CO) FY18 Results: Sales In Line with Consensus, Company Aims for Strong Profit GrowthCasino Group reported FY18 net sales of €36.6 billion, up 4.7% year over year at constant currency (down 2.4% year over year as reported), and largely in line with the consensus estimate of €36.69 billion recorded by StreetAccount. Read More
Analyst Corner | March 15, 2019 Register for Free Access WEINSWIG’S WEEKLY MARCH 15, 2019This week’s note “From the Desk of Deborah Weinswig” discusses how blockchain technology could democratize operations and promote cooperation in retail. Read More
Company Earnings Update | March 14, 2019 Register for Free Access Inditex (BME: ITX) FY18 Results: Revenues Up, Missed Consensus, Integrating Online and Stores GloballyIndustria de Diseño Textil, S.A. (Inditex) reported FY18 revenues of €26.15 billion, lower than the consensus estimate of €26.41 billion and up 3.2% from the year ago period. The company reported net income of €3.44, up 2.1% from the year ago period. Comparable store sales increased 4.0% in FY18, positive across all regions and brands as well as both online and in-store. Management projects comparable sales growth of 4%-6% in FY2019. Read More
Company Earnings Update | March 14, 2019 Register for Free Access Adidas (DB: ADS) 4Q18 Results: Supply Chain Shortages Reduce Near-Term Sales OutlookIn 4Q18, Adidas net sales increased 3.5% to €5.2 billion, or 5% on a currency-neutral basis, driven by double-digit gains in Asia Pacific and Greater China. Read More
