Insight Report | December 4, 2018 Premium More Retailers are Investing in Physical StoresThis report discusses six prominent retailers’ investments in physical stores and the reasons why investments in stores are on the rise. Read More
Insight Report | December 3, 2018 Premium Ten Days of Holiday Innovators, 2018: Day 10 – Olivers, a Men’s Athletic Apparel BrandTo kick off the 2018 holiday shopping season, Coresight Research is featuring daily profiles of 10 innovative companies that span health and wellness; apparel, footwear and accessories; and beauty. Each of our Ten Days of Holiday Innovators profiles provides a company overview, insight into what makes the company innovative and the company’s recommended “must-have” gift for 2018. In this, the final report in our series, we look at Olivers Apparel. Read More
Analyst Corner | November 30, 2018 Register for Free Access WEINSWIG’S WEEKLY NOVEMBER 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what we have learned from visiting and analyzing Amazon’s physical stores. Read More
Flash Report | November 30, 2018 Register for Free Access Top Takeaways from the Bengaluru Tech Summit 2018, Day 1On November 29, the Coresight Research team attended the first day of the Bengaluru Tech Summit, taking place November 29–December 1 in Bengaluru, India Read More
Company Earnings Update | November 28, 2018 Register for Free Access Tencent (0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming(0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming 3Q18 Results Tencent reported total revenues for 3Q18 of ¥80.6 billion ($11.7 billion), up 24% year over year. The gross margin decreased by 456 basis points to 44% from a year ago due to increased spending. Non-GAAP diluted EPS was ¥2.06, up 15% year over… Read More
Analyst Corner | November 28, 2018 Register for Free Access Weinswig’s Weekly Nov 16, 2018FROM THE DESK OF DEBORAH WEINSWIG Three Ways that Singles’ Day Is Evolving Last weekend, the Coresight Research team was at Alibaba’s Singles’ Day event in Shanghai. There, we watched the live count of Alibaba’s 11.11 Global Shopping Festival sales as they ticked toward the final total of ¥213.5 billion ($30.8 billion). The day’s sales… Read More
Analyst Corner | November 28, 2018 Register for Free Access Weinswig’s Weekly Nov 23, 2018FROM THE DESK OF DEBORAH WEINSWIG Hacker Group Magecart Poses Threat to Retailers and Consumers Alike Hacker groups operating under the Magecart umbrella have been targeting retailers and consumers. Although not yet a household name, Magecart has been modifying software on e-commerce websites to skim credit card information since 2014. The hackers sell the stolen… Read More
Insight Report | November 23, 2018 Premium 2018 Cyberport Venture Capital Forum: What Are Investors Looking for in Tech Investments?The Coresight Research team attended the Cyberport Venture Capital Forum on November 8 in Hong Kong. The forum is an annual event hosted by Cyberport, Hong Kong’s digital-technology development zone under the initiative of the Hong Kong government, to connect investors with startups. Read More
Company Earnings Update | November 21, 2018 Register for Free Access Target Corp. (TGT) 3Q18 Results: Misses Consensus Estimates, Raises 4Q18 Revenue GuidanceTarget reported adjusted 3Q18 EPS of $1.09, missing the $1.11 consensus estimate. Sales were $17.59 billion, missing the $17.70 billion consensus estimate. Read More
Company Earnings Update | November 8, 2018 Register for Free Access Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability OutlookAdidas grew 3Q18 revenues by 8% at constant currency but the missed consensus estimate. Earnings before interest and taxes (EBIT) and earnings per share (EPS) came in ahead of consensus. Read More
Company Earnings Update | November 7, 2018 Register for Free Access Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat ConsensusUnder Armour’s international and apparel segment sales drove 3Q revenue growth, up mid-teens and 4.2%, respectively. Adjusted EPS of $0.25 beat the consensus estimate of $0.12. Read More
Insight Report | November 7, 2018 Premium Costco: A Timeline of Key Events – 2018In this report, part of our Retailers’ Timelines series, we examine a timeline of key events in Costco’s recent history that have shaped it into the retailer it is today. Read More
Company Earnings Update | November 6, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises GuidanceEstée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate of $3.47 billion. Adjusted earnings per share (EPS) was $1.41, higher than the consensus estimate of $1.22 and higher than the EPS of $1.21 in the year ago period. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
