October 3, 2018 Event Coverage Register for Free Access Takeaways from Salesforce Dreamforce 2018: The Final Wave of AI is Just 1–2 Years Away, Plus the Pressure for Change in Social MediaThe Coresight Research team attended the Dreamforce software conference and analyst day hosted by software firm Salesforce, which was held September 25–28 in San Francisco. Our takeaways from this event include:
October 1, 2018 Event Presentation Premium Retail Trends (Revionics)STRATEGIC ADVISORY- Custom research and advisory to identify, size and act on opportunities, provide actionable market insights, and craft retail strategies and recommendations. RESEARCH ANALYSIS- Coresight Research publishes more than 1,000 reports annually. Our in-depth, data-driven reports provide sector, regional and platform-specific analysis.
September 28, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly – September 28, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the Bonded + Retail Store model, a new way for foreign brands and retailers to access the Chinese market.
September 28, 2018 Insight Report Premium August 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy—namely, wage growth, price changes and retail sales growth. Metrics for August include:
September 28, 2018 Company Earnings Update Register for Free Access H&M (STO: HM-B) 3Q18 Results: Logistics Costs, Online and Store Expansion Pummel Profit MarginsFor 3Q18, H&M reported a 6.6% increase in gross profit—to SEK 28.1 billion—yielding a gross margin of 50.3%. The company had already reported total 3Q18 sales growth of 9.0%.
September 28, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 39: Poundland to Open 20 Stores in Former Poundworld LocationsCoresight Research tracks store openings and closures for a select group of retailers in the US and the UK, as well as major US store bankruptcies.
September 27, 2018 Company Earnings Update Register for Free Access Boohoo Group (LSE: BOO) 1H19 Results: Strong Revenue Growth Boosted by PrettyLittleThingBoohoo Group reported 1H19 group revenue growth of 50.0%, taking revenues to £395.3 million, ahead of the consensus estimate of £385.9 million.
September 26, 2018 Company Earnings Update Register for Free Access Next (LSE: NXT) 1H19 Results: Better-Than-Expected Margin Improvement Prompts Full Year Guidance UpgradeNext reported 1H19 revenues of £1,961.9 million, up 3.1% year over year. Diluted EPS came in at 184.5 pence, up 4.5% year over year, broadly in line with the consensus estimates of 184.7 pence.
September 26, 2018 Company Earnings Update Register for Free Access Ascena (ASNA) Fiscal 4Q18 Results: Results Beat Expectations, Guides Above ConsensusAscena reported adjusted fiscal 4Q18 EPS of $0.07, up 36.0% from a year ago and beating the consensus of $0.02. Adjusted revenues were $1.68 billion, up 1.2% year over year and beating the $1.62 billion consensus estimate.
September 24, 2018 Deep Dive Premium A Guide to Entering China for Foreign Brands and Retailers, Part 1: Using the “Bonded + Retail Store” Model to Establish a Physical Presence in the Chinese MarketThis is the first report in our series A Guide to Entering China for Foreign Brands and Retailers. Here, we focus on a new way for foreign companies to enter China, the “Bonded + Retail Store” model.
September 24, 2018 Insight Report Premium US Holiday 2018: Retailers’ Holiday Hiring Looks Set to AccelerateThis report outlines key developments related to the holiday season hiring in 2018.
September 21, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly September 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses key points from Alibaba’s recent investor meeting, including the company’s plans to tap the surge in spending from China’s consumption upgrade.
September 21, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 38: L Brands to Close All 23 Henri Bendel StoresYear-to-date (YTD) 2018, the number of US store closure announcements stands at 4,612 and the number of store openings is 2,743. YTD in the UK, there have been 1,232 store closure announcements and 737 store opening announcements.
September 19, 2018 Deep Dive Premium Innovator Intelligence: Markable – Utilizing Image Recognition–Based Deep Learning Software to Streamline and Improve Fashion SearchesMarkable.ai provides computer vision–based visual-recognition application programming interfaces (APIs) and software development kits (SDKs) to brands and retailers. The technology enables online shoppers to search for items more effectively. Markable.ai provides computer vision–based visual-recognition application programming interfaces (APIs) and software development kits (SDKs) to brands and retailers. The technology enables online shoppers to search for items more effectively. Consumers can use visual search tools built with Markable’s technology to upload images of clothing and accessories they find on the web or on social media platforms, or that they have saved on their smartphone, in order to identify visually similar items, meaning they no longer have to rely on manually inputted keyword search techniques.
September 19, 2018 Event Coverage Register for Free Access Alibaba Group Investor Day 2018: Management Remains Confident that Alibaba Is Well Positioned to Capitalize on China’s Sustained Consumption UpgradeThe Coresight Research team attended Alibaba Group’s annual Investor Day event in Hangzhou, China, this week. Our top takeaways include the following:
