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
Company Earnings Update | February 12, 2018 Register for Free Access Hanesbrands (HBI) 4Q17 Results: EPS in Line, EPS Guidance Below ConsensusHanes Brands reported 4Q17 adjusted EPS of $0.52, down 1.5% from $0.53 in the year-ago quarter and in line with the consensus estimate. Revenues were $1.65 billion, up 4.4% year over year and roughly in line with the $1.63 billion consensus estimate. Read More
Analyst Corner | February 9, 2018 Register for Free Access Weinswig’s Weekly February 9, 2018This week’s note “From the Desk of Deborah Weinswig” takes a look at Amazon’s fourth-quarter and full-year earnings results, including the company’s currency-neutral sales by country and third parties’ contributions to total unit sales. Read More
Company Earnings Update | February 9, 2018 Register for Free Access Michael Kors (KORS) Fiscal 3Q18 Results: Beats on Top and Bottom Lines and Comps; Raises Guidance for Jimmy Choo AcquisitionMichael Kors reported adjusted fiscal 3Q18 EPS of $1.77, up 7.6% from $1.64 in the year-ago quarter and handily beating the $1.29 consensus estimate. Revenues were $1.44 billion, up 6.5% year over year and ahead of the $1.38 billion consensus estimate. Read More
Flash Report | February 8, 2018 Register for Free Access Walmart’s Store No 8 Acquires Virtual Reality Startup SpatialandWalmart’s technology incubator, Store No 8, has acquired virtual reality (VR) startup Spatialand.The financial terms of the deal were not disclosed. Read More
Flash Report | February 8, 2018 Register for Free Access Macy’s Launches Modest Fashion Line Verona CollectionMacy’s announced the launch of a modest clothing brand called Verona Collection. Read More
Flash Report | February 7, 2018 Register for Free Access Lululemon CEO Laurent Potdevin ResignsLululemon, the healthy lifestyle-inspired athletic apparel company announced that Laurent Potdevin has resigned as CEO and as a member of the company’s Board of Directors, effective immediately. Read More
Analyst Corner | February 2, 2018 Register for Free Access Weinswig’s Weekly February 2, 2018This week’s note “From the Desk of Deborah Weinswig” discusses developments in the cashless convenience store landscape since Amazon first announced its Amazon Go format in late 2016. Read More
Company Earnings Update | February 2, 2018 Register for Free Access H&M (STO: HM-B) FY17 Results: Sales Growth Slows and Margins Erode as Management Admits “Mistakes”H&M reported SEK 200,004 million in net sales excluding VAT in the fiscal year ended November 30, 2017, slightly below the consensus of SEK 203,277 and up by 4.0% year over year. Sales including VAT increased by 3% in local currencies. Read More
Analyst Corner | January 26, 2018 Register for Free Access Weinswig’s Weekly JAN 26, 2018This week’s note “From the Desk of Deborah Weinswig” discusses grocery chain Lidl’s changes in store formats and the outlook for grocery discounters in the US market. Read More
