Deep Dive | September 11, 2018 Premium Indian E-Commerce Platforms UpdateThis report discusses major e-commerce platforms in India that have contributed to the e-commerce ecosystem. We identify the following five retailers as the largest platforms in Indian e-commerce by funding received: Flipkart, Snapdeal, Paytm, Quikr and Bigbasket. Read More
Event Coverage | September 10, 2018 Register for Free Access A Natural and Organic Asia: Takeaways from Natural & Organic Products Asia (NOPA) ExhibitionThe Coresight Research team attended the Natural and Organic Products Asia (NOPA) exhibition held August 29–31 in Hong Kong. Read More
Company Earnings Update | September 5, 2018 Register for Free Access EXPRESS (EXPR) 2Q18 Results: Beats Estimates and Raises GuidanceExpress reported 2Q18 EPS of $0.03, beating the consensus estimate of breakeven. Revenues were $493.6 million, up by 2.6% year over year and beating the consensus estimate of $483.5 million. Read More
Deep Dive | September 4, 2018 Premium 3D Design Technology Disrupts the Fashion Supply ChainFashion industry supply chains are growing faster and stronger with 3D design and sampling technology. In this report, we look at the 3D design process with a focus on its use in the apparel supply chain and profile four major vendors of 3D design software: CLO, Tukatech, Optitex and Browzwear. Read More
Analyst Corner | August 31, 2018 Register for Free Access Weingswig’s Weekly Aug 31, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the rapid growth of the male beauty market in China. Read More
Company Earnings Update | August 31, 2018 Register for Free Access PVH (PVH) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidancePVH Corp. reported fiscal 2Q18 revenues of $2,333 million, up 12.7% year over year and beating the $2,290 million estimate. Adjusted EPS was $2.18, beating the consensus estimate of $2.09 and up 29% from adjusted EPS of $1.69 from the year-ago quarter. Read More
Company Earnings Update | August 31, 2018 Register for Free Access GUESS (GES) 2Q18 Results: Beats on EPS and Raises GuidanceGuess reported 2Q18 adjusted EPS of $0.36, up from $0.19 from the year-ago period and ahead of the $0.32 consensus estimate. Revenues were $645.9 million, up 13.7% year over year and below the $650.6 million consensus estimate. Read More
Company Earnings Update | August 30, 2018 Register for Free Access American Eagle Outfitters (AEO) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidanceAmerican Eagle Outfitters reported fiscal 2Q18 revenues of $965 million, up 14.2% year over year and beating the $938 million estimate. Adjusted EPS was $0.34, beating the consensus estimate of $0.31 and up significantly from adjusted EPS of $0.19 from the year-ago quarter. Read More
Deep Dive | August 29, 2018 Premium The Cannabis Industry and the New Green Economy Update: Consolidation and Maturity a Threat to Smaller Businesses Despite the Market Growing FastThe fast-growing cannabis industry continues to offer business opportunities, but the first signs of maturity and consolidation are appearing. In this report, we provide an overview of the regulated cannabis market in the US and Canada. Read More
Company Earnings Update | August 27, 2018 Register for Free Access Alibaba (BABA) 1Q19 Results: Strong Revenue Growth, Although Margins Are SqueezedAlibaba reported 1Q19 revenues of ¥80.9 billion, up 61% year over year. The company attributed the strong results to robust revenue growth from its China retail business, the consolidation of Cainiao Network and Ele.me, as well as a near-doubling of revenues in the Alibaba Cloud business. Read More
Analyst Corner | August 24, 2018 Register for Free Access Weinswig’s Weekly August 24, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how customer acquisition and fulfillment costs affect online pure plays’ profitability. Read More
Company Earnings Update | August 24, 2018 Register for Free Access Lowe’s (LOW) 2Q18 Results: Strong Quarter, Lowers Guidance After Orchard Supply ExitLowe’s reported 2Q18 adjusted EPS of $2.07, up from $1.57 from the year-ago quarter and ahead of the $2.02 consensus estimate. Net sales were $20.89 billion, up 7.1% year over year and beating the $20.77 billion consensus estimate. Read More
Company Earnings Update | August 21, 2018 Register for Free Access Estée Lauder (EL) Fiscal 4Q18 Results: Beats Estimates and Guides for Continued Above-Market GrowthEstée Lauder reported fiscal 4Q18 adjusted EPS of $0.61, beating consensus by a nickel and up 19.9% year over year. Revenues were $3.30 billion, up 14.1% year over year and beating the consensus estimate of $3.25 billion. Read More
Insight Report | August 20, 2018 Premium CVS and Walgreens — Head to HeadCVS Health and Walgreens Boots Alliance are the two largest pharmacy companies in the US. They each posted over $100 billion in revenues in 2017, and both operate more than 9,000 stores worldwide. Read More
Company Earnings Update | August 17, 2018 Register for Free Access Walmart (WMT) Fiscal 2Q19 Results: Beats on Revenues, Comps and EPS; Raises GuidanceWalmart reported fiscal 2Q19 adjusted EPS of $1.29, up 19.4% from $1.08 in the year-ago quarter and beating the $1.22 consensus estimate. Total revenues were $128.0 billion, up 3.8% year over year and ahead of the consensus estimate of $126.0 billion. Read More
