Analyst Corner | February 23, 2018 Register for Free Access Weinswig’s Weekly February 23, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the competition among Amazon, Walmart and Alibaba as they expand their businesses in India. Read More
Company Earnings Update | February 22, 2018 Register for Free Access VF Corporation (VFC) 4Q17 Results: Mixed Results, Mixed GuidanceVF Corporation reported 4Q17 adjusted EPS of $1.01. Revenues were $3.65 billion, slightly below the consensus estimate of $3.67 billion. Read More
Company Earnings Update | February 22, 2018 Register for Free Access Home Depot (HD) 4Q17 Results: Beats on Earnings and Comps, Boosted by Hurricane-Related Sales; Raises FY18 GuidanceHome Depot reported 4Q17 adjusted EPS of $1.69, up from $1.44 in the year-ago quarter and beating the $1.62 consensus estimate. Total revenues were $23.9 billion, beating the consensus estimate of $23.7 billion. Read More
Flash Report | February 22, 2018 Register for Free Access Gap Announces Departure of Gap Brand PresidentOn February 20, Gap Inc. announced that Jeff Kirwan, President and CEO of the Gap brand, would leave the company. Read More
Insight Report | February 22, 2018 Premium Amazon’s Patents: Measuring the Tech Giant’s Intellectual PropertyIn this report, we explore Amazon’s patent initiatives and history and examine some of the company’s latest inventions. Read More
Insight Report | February 21, 2018 Premium Where Have Macy’s Shoppers Gone?Macy’s is the US department store market leader, but the company has experienced falling sales and consequent loss of market share in recent years. To find out where those shopper dollars have gone, we surveyed US consumers and asked those respondents who said that they shop less for apparel at Macy’s than they used to which retailers they have switched their apparel spending to. Read More
Company Earnings Update | February 21, 2018 Register for Free Access Walmart (WMT) Fiscal 4Q18 Results: Solid Quarter, Outlook Slightly Below ConsensusWalmart reported fiscal 4Q18 adjusted EPS of $1.33, up from $1.30 in the year-ago quarter and missing the $1.37 consensus estimate. Total revenues were $136.3 billion, up 4.1% year over year and ahead of the consensus estimate of $134.9 billion. Read More
Insight Report | February 20, 2018 Premium Dynamic Pricing: Hard to Compete with AI on PricingDynamic pricing—also referred to as real-time or demand pricing—is an approach used by retailers to set flexible prices for products based on current market demand. In other words, to formulate optimal prices to maximize sales and margins. Advancements in digital technology are enabling retailers’ dynamic pricing strategies to become increasingly accurate and effective. Read More
Company Earnings Update | February 19, 2018 Register for Free Access Avon Products (AVP) 4Q17 Results: Flat Revenues, Big EPS Beat from Cost CutsAvon Products reported 4Q17 adjusted EPS of $0.12, beating the $0.07 consensus estimate and compared with $0.01 in the year-ago quarter. Revenues were $1.57 billion, below consensus of $1.60 billion and flat year over year. Read More
Analyst Corner | February 16, 2018 Register for Free Access Weinswig’s Weekly February 16, 2018This week’s note “From the Desk of Deborah Weinswig” discusses retailers’ tightening of previously generous return policies due to changing consumer behavior and an increase in fraudulent activity. Read More
Event Coverage | February 15, 2018 Register for Free Access MAGIC Las Vegas 2018: Key Takeaways from Day TwoThis week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here, we share five key takeaways from day two of the event. Read More
Event Coverage | February 14, 2018 Register for Free Access MAGIC Las Vegas 2018: Key Takeaways from Day OneThis week, the FGRT team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering men’s, women’s and children’s apparel,accessories and footwear. Here, we share five key takeaways from day one of the event. Read More
Company Earnings Update | February 14, 2018 Register for Free Access Under Armour (UAA) 4Q17 Results: EPS in Line with Expectations, Company Announces Further Restructuring PlansUnder Armour reported 4Q17 adjusted EPS of $0.00, in line with the consensus estimate. Total revenues were $1.37 billion, beating the $1.31 billion consensus estimate and up 4.6% year over year. Read More
Insight Report | February 12, 2018 Premium Retail Reworked – Part 3: The Future of Physical Stores – Four Areas of OpportunityThis report concludes our three-part Retail Reworked series, which considers changes in spending trends and consumer demand. As e-commerce skims off ever more purchases—particularly those that are planned, functional in nature or of higher-value products—physical stores can benefit by focusing on one or more of the following propositions: Read More
Company Earnings Update | February 12, 2018 Register for Free Access L’Oréal (ENXTPA: OR) FY17 and 4Q17 Results: Chinese Demand for L’Oréal Luxe Products Supports Solid Comp GrowthL’Oréal reported FY17 net sales of €26,024 million, up 0.7% year over year but below the consensus estimate of €26,153 million. Comparable sales were up 4.8% at constant exchange rates. Read More
