Company Earnings Update | August 2, 2018 Register for Free Access HanesBrands (HBI) 2Q18 Results: Misses on Earnings, Target Will Not Renew Champion Activewear DealHanesBrands reported 2Q18 revenues of $1.72 billion, up 4.2% year over year and beating the $1.71 billion consensus estimate. Adjusted EPS of $0.45 was down from $0.53 in the year-ago quarter, slightly below the $0.46 consensus estimate and at the midpoint of the company’s $0.44–$0.46 guidance range. Read More
Company Earnings Update | July 31, 2018 Register for Free Access Amazon (AMZN) 2Q18 Results: Falls Short on Revenues but Beats on EPSAmazon reported 2Q18 EPS of $5.07, handily beating the $2.49 consensus estimate and up 1,166% year over year. Revenues were $52.9 billion, up 39.3% year over year but short of the consensus estimate of $53.45 billion. Read More
Analyst Corner | July 27, 2018 Register for Free Access Weinswig’s Weekly July 27, 2018This week’s note “From the Desk of Deborah Weinswig” discusses whether Amazon is a threat to off-price retailers. Read More
Company Earnings Update | July 27, 2018 Register for Free Access Under Armour (UAA) 2Q18 Results: Beats on Revenue and Continues SKU RationalizationUnder Armour reported 2Q18 adjusted EPS of $(0.08), in line with the consensus estimate. Total revenues were $1.17 billion, beating the $1.15 billion consensus estimate and up 7.7% year over year. Read More
Company Earnings Update | July 27, 2018 Register for Free Access L’Oreal (ENXTPA: OR) 1H18 Results: Confirming Resurgent Chinese Demand for Premium ProductsL’Oréal reported strong underlying growth of 6.6% in 1H18, though currency effects dampened reported numbers and, so, profit gains. Read More
Company Earnings Update | July 27, 2018 Register for Free Access Facebook (FB) 2Q18 Results: Misses Revenue Estimates and Warns of Slower GrowthFacebook reported 2Q18 diluted EPS of $1.74, beating the $1.72 consensus estimate by $0.02 and up 32% year over year. Revenues were $13.23 billion, up 42% year over year but missing the consensus estimate of $13.36 billion. Read More
Company Earnings Update | July 27, 2018 Register for Free Access Carrefour (ENXTPA: CA) 1H18 Results: Sales Disappoint, but Company Makes “Significant Advances” in Carrefour 2022 PlanCarrefour reported a 3.0% year-over-year decline in revenues in 1H18, disappointing analysts, who had been expecting a small increase in sales. However, adjusted operating income came in slightly ahead of the consensus estimate. Read More
Insight Report | July 26, 2018 Premium Quick Take: Three Shifts in the US Beauty Market—Opportunities and ImplicationsAhead of the Cosmoprof North America 2018 conference, which begins July 29, we assess three key developments in the US beauty market. Read More
Event Coverage | July 26, 2018 Register for Free Access HBC Reports Beauty Is a Success Beyond the First Floor and other Takeaways from The Retail Design Institute (RDI) PanelCoresight Research recently attended a panel discussion hosted by the Research Design Institute (RDI), “Changing the Blueprint: the Department Store in 2019,” in New York City. The panel was sponsored by 24 Seven, Benjamin Moore and Highland Associates. Roe Palermo, Divisional Vice President of In-store Presentation for Lord & Taylor and Saks Off 5th, moderated the panel discussion which covered themes such as department store design and renovation, investment, measuring store experiences and favorite projects. Here, we share our top takeaways from the event: Read More
Company Earnings Update | July 25, 2018 Register for Free Access LVMH (ENXTPA: MC) 1H18 Results: Asia’s Shoppers Drive Another Standout PerformanceLVMH reported a stellar first half, with double-digit revenue growth, strong gross-margin gains and controlled increases in expenses resulting in a 29% jump in operating profit. Read More
Insight Report | July 24, 2018 Premium Retail-Tech Alliances: Why Walmart Is Collaborating with Microsoft, and Carrefour with Google, on Retail DigitalizationTwo retail-tech collaborations have been recently announced, one between US retail giant Walmart and US technology giant Microsoft and another between leading French retailer Carrefour and US technology leader Google. In this report, we analyze: Read More
Company Earnings Update | July 23, 2018 Register for Free Access VF Corporation (VFC) 1Q19 Results: Strong Vans Revenues, Increases GuidanceVF Corporation reported 1Q19 adjusted EPS of $0.43, above the consensus estimate of $0.33. Revenues were $2.79 billion, beating the consensus estimate of $2.68 billion. Read More
Analyst Corner | July 20, 2018 Register for Free Access Weinswig’s Weekly Jul 20, 2018This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s efforts to create a network of independent, affiliated delivery companies. Read More
Insight Report | July 19, 2018 Premium Amazon Prime Day 2018 Wrap-Up: Amazon Announces Another Record Day but Remains Vague on Revenue FiguresAmazon announced that Prime Day 2018 was the “biggest shopping event” in the company’s history, surpassing Black Friday, Cyber Monday and previous Prime Day events. Read More
Flash Report | July 16, 2018 Register for Free Access China Tech Briefings: Alibaba Invests in Turkish Online Fashion Site TrendyolAlibaba has announced an investment in Turkey’s leading online fashion shopping site, Trendyol. According to Alibaba, itis the largest transaction in Turkey’s Internet sector to date. Read More
