Flash Report | December 10, 2018 Register for Free Access Walmart Spruces Up Its Portfolio with the Acquisition of Art.comOn Thursday, December 6, Walmart published a blog post announcing it had acquired the assets of Art.com (including its catalog, intellectual property, trade name, and US operations) for an undisclosed figure. Read More
Company Earnings Update | December 7, 2018 Register for Free Access The Kroger Co (KR) 3Q18 Results: Mixed Results, Maintains Guidance for Second HalfKroger reported 3Q18 adjusted EPS of $0.48, beating the $0.43 consensus estimate and up 8.6% year over year. Revenues were $27.67 billion, slightly ahead of the $27.65 billion consensus estimate and down 0.3% year over year. Read More
Analyst Corner | December 7, 2018 Register for Free Access Weinswig’s Weekly December 7, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the trend of retailers opening small-format stores and offering some existing store space to other parties. Read More
Company Earnings Update | December 6, 2018 Register for Free Access Hudson’s Bay Company (HBC) 3Q18 Results: Revenues Up; Completed Real Estate Deal and European TransactionHBC reported fiscal 3Q18 revenues of C$2.2 billion, up 5.6% from the year-ago quarter of C$2.1 billion. Read More
Insight Report | December 5, 2018 Premium Voice Shopping: The Next Driving Force for E-Commerce?Recent advances in artificial intelligence (AI) have increased the accuracy of speech recognition programs to an almost-human level. Smart devices can now comprehend and follow even complicated instructions such as “tell a joke.” With AI-powered personal assistants, also called intelligent personal assistants (IPAs), consumers can purchase items by just speaking to their devices, without having to log in and check out each time they shop. Read More
Event Coverage | December 4, 2018 Register for Free Access Top Takeaways from the Bengaluru Tech Summit 2018, Day 2On November 30, the Coresight Research team attended the second day of the Bengaluru Tech Summit,taking place November 29–December 1 in Bengaluru, India. Here are our key takeaways from the second day of the event: Read More
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
