Event Coverage | March 2, 2018 Register for Free Access Top Takeaways from the TrendSeeder Innovation Series: New Retail Formats PanelThis week, the Coresight Research team attended a TrendSeeder Innovation Series panel called “New Retail Formats, ”which was co-hosted by 24 Seven, TrendSeeder and Davis & Gilbert in New York City. TrendSeeder CEO Avani Patel moderated the panel discussion among industry experts that covered themes such as retail technology, showrooming and improving the customer experience. Here, we share our top takeaways from the event. Read More
Company Earnings Update | March 2, 2018 Register for Free Access Lowe’s (LOW) 4Q17 Results: Misses and Guides Below Consensus on EPSLowe’s reported 4Q17 adjusted EPS of $0.74, below the $0.86 year-ago figure and missing the $0.87 consensus estimate. Net sales were $15.49 billion, down 1.8% year over year but above the $15.35 billion consensus estimate. Read More
Event Coverage | March 2, 2018 Register for Free Access Takeaways from Fashion Group International’s “The Making of a Beauty Entrepreneur” PanelThis week, the Coresight Research team attended Fashion Group International’s “The Making of a Beauty Entrepreneur” panel in New York City. The event was sponsored by Cosmoprof North America and featured a panel of four beauty industry leaders who spoke candidly about their personal and professional entrepreneurial journeys. Here, we share our takeaways from the event. Read More
Analyst Corner | March 2, 2018 Register for Free Access Weinswig’s Weekly March 2, 2018This week’s note “From the Desk of Deborah Weinswig” discusses where we currently stand on the artificial intelligence adoption curve. Read More
Company Earnings Update | March 1, 2018 Register for Free Access Carrefour (ENXTPA: CA) FY17 Results: Profits Fall amid Tough Conditions and €1 Billion ChargeCarrefour announced a 14.7% fall in recurring operating income in FY17, yielding a decline in operating margin from 3.1% in FY16 to 2.5% in FY17. Read More
Company Earnings Update | February 26, 2018 Register for Free Access Wayfair (W) 4Q17 Results: Mixed Quarter, Company Guides Down on ProfitabilityWayfair reported 4Q17 adjusted EPS of $(0.58), below the $(0.34) year-ago figure and missing the $(0.53) consensus estimate. Net revenue was $1.44 billion, up 46.2% year over year and ahead of the consensus estimate of $1.36 billion. Read More
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