Company Earnings Update | October 26, 2018 Register for Free Access Amazon (AMZN) 3Q18 Results: Beats on EPS but Misses on Revenues and 4Q18 GuidanceAmazon.com reported 3Q18 earnings per share (EPS) of $5.75, beating the $3.08 consensus estimate and up sharply from $0.52 in the year-ago quarter. Revenues were $56.6 billion, up 29.3% year over year but missing the consensus estimate of $57.1 billion. Read More
Insight Report | October 18, 2018 Premium Walmart: A Timeline of Key Events – 2018This is the first report in our US Retailers’ Timelines series. In this report, we examine a timeline of key events in Walmart’s recent history that have shaped it into the retailer it is today. Read More
Company Earnings Update | October 5, 2018 Register for Free Access Avon Investor/Analyst Day 2018: Company Focuses on Increasing Consumer Access to Brand Avon by Going DigitalOn September 21, 2018, Avon Products, Inc. (AVP) hosted its Analyst/Investor Day. At the event, management focused on financial initiatives and cost savings of $400 million by 2021, and investments in commercial initiatives and digital and IT infrastructure. Read More
Flash Report | October 3, 2018 Register for Free Access Walmart Acquires Eloquii, Strengthening Its #1 Position in ApparelWalmart announced that it will acquire plus-size apparel brand and retailer Eloquii for an undisclosed amount. Walmart has recently acquired several other apparel brands, including Bonobos in June 2017. Read More
Analyst Corner | September 28, 2018 Register for Free Access Weinswig’s Weekly – September 28, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the Bonded + Retail Store model, a new way for foreign brands and retailers to access the Chinese market. Read More
Company Earnings Update | September 28, 2018 Register for Free Access H&M (STO: HM-B) 3Q18 Results: Logistics Costs, Online and Store Expansion Pummel Profit MarginsFor 3Q18, H&M reported a 6.6% increase in gross profit—to SEK 28.1 billion—yielding a gross margin of 50.3%. The company had already reported total 3Q18 sales growth of 9.0%. Read More
Company Earnings Update | September 27, 2018 Register for Free Access Boohoo Group (LSE: BOO) 1H19 Results: Strong Revenue Growth Boosted by PrettyLittleThingBoohoo Group reported 1H19 group revenue growth of 50.0%, taking revenues to £395.3 million, ahead of the consensus estimate of £385.9 million. Read More
Company Earnings Update | September 26, 2018 Register for Free Access Next (LSE: NXT) 1H19 Results: Better-Than-Expected Margin Improvement Prompts Full Year Guidance UpgradeNext reported 1H19 revenues of £1,961.9 million, up 3.1% year over year. Diluted EPS came in at 184.5 pence, up 4.5% year over year, broadly in line with the consensus estimates of 184.7 pence. Read More
Analyst Corner | September 21, 2018 Register for Free Access Weinswig’s Weekly September 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses key points from Alibaba’s recent investor meeting, including the company’s plans to tap the surge in spending from China’s consumption upgrade. Read More
Event Coverage | September 19, 2018 Register for Free Access Alibaba Group Investor Day 2018: Management Remains Confident that Alibaba Is Well Positioned to Capitalize on China’s Sustained Consumption UpgradeThe Coresight Research team attended Alibaba Group’s annual Investor Day event in Hangzhou, China, this week. Our top takeaways include the following: Read More
Company Earnings Update | September 18, 2018 Register for Free Access H&M (STO: HM-B) 3Q18 Sales Update: Sales Momentum Improves from the Last Quarter Thanks to Continuous Business RevampIn 3Q18, H&M grew sales including value added tax (VAT) by 9.1% in reporting currency. Constant-currency sales growth of 4.0% was comfortably ahead of the consensus estimate of 2.6% growth. Read More
Deep Dive | September 17, 2018 Premium Deep Dive: Profiling Ten of the World’s Biggest E-Commerce Marketplaces, from Alibaba to ZalandoIn this report, we profile ten of the world’s biggest e-commerce marketplaces and look at the global prospects for e-commerce growth. Read More
Analyst Corner | September 14, 2018 Register for Free Access Weinswig’s Weekly Sep 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the prospects for US retail as we head into the fourth quarter. Read More
Company Earnings Update | September 13, 2018 Register for Free Access Inditex (BME: ITX) 1H18 Results: Strong Organic Growth, Flattish MarginsInditex reported 1H18 revenues of €12.03 billion, up 3.0% year over year and below the consensus estimate of €12.06 billion. Sales grew by 8.0% at constant currency. Read More
Deep Dive | September 12, 2018 Premium The Final Hurdle – Innovation in Last-Mile LogisticsThis report covers innovation in last-mile logistics, a key component of the supply chain that presents unique challenges and exciting opportunities for improvement. The report covers three components of last-mile logistics: transportation, delivery and reverse logistics. Read More