August 10, 2018 Company Earnings Update Register for Free Access Adidas (ETR: ADS) 2Q18 Results: Beats Expectations with Further Double-Digit Revenue Growth and Solid Gross-Margin GainsAdidas grew 2Q18 revenues by 10% year over year at constant currency, with revenues, EBIT and net profit all coming in ahead of consensus.
August 10, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly August 10, 2018This week’s note “From the Desk of Deborah Weinswig” discusses five reasons we’re optimistic about this year’s back-to-school shopping season.
August 10, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 32: National Stores and Brookstone the Latest CasualtiesCoresight 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.
August 9, 2018 Event Presentation Premium 2Q2018 Recap and Back-to-School Outlook (Planalytics)2Q18- Retail Update 1. US Retail Sales Accelerate 2. Store Traffic Continues to Decline 3. June Same Store Sales Solid 4. Retailer Revenues: Strong Overall Growth
August 9, 2018 Company Earnings Update Register for Free Access Michael Kors (KORS) Fiscal 1Q19 Results: Company Beats Expectations and Raises GuidanceMichael Kors reported fiscal 1Q19 revenues of $1.20 billion, up 26.3% year over year and above the consensus estimate of $1.14 billion. Diluted EPS was $1.22, up 52.5% from the year-ago quarter and above the consensus estimate of $0.94.
August 8, 2018 Event Coverage Register for Free Access “Clean and Green Reigns Supreme” and Our Top Beauty Trends from Cosmoprof North America 2018The Coresight Research team attended Cosmoprof North America 2018 in Las Vegas from July 28 to July 31, where our CEO and Founder, Deborah Weinswig, presented during a panel session called “Rise of Pop-Ups (Pop-Up Push).” Cosmoprof is the leading B2B beauty trade show in North America, drawing over 33,000 attendees and 1,015 exhibitors from 39 countries. Here we share the key beauty trends from the event:
August 8, 2018 Deep Dive Premium US Back-to-School 2018 Digital Trends: Shoppers Turn from Social Media to M-CommerceSocial media is losing its influence over back-to-school shoppers. Fewer consumers plan to use it in their shopping for this season. Retailers continue to push their campaigns, incorporating more content from unpaid customers who seem authentic and reach a market beyond the stores’ follower bases.
August 7, 2018 Event Coverage Register for Free Access “Cannabis Will Be Like Lavender in Five Years,” and Other Top Takeaways from Cosmoprof North America 2018Last week, the Coresight Research team was in Las Vegas to attend Cosmoprof North America 2018, where our CEO and Founder, Deborah Weinswig, presented at a panel session called “Rise of Pop-Ups (Pop-Up Push).” Cosmoprof is the leading B2B beauty trade show in North America, drawing over 33,000 attendees and 1,015 exhibitors from 39 countries.
August 7, 2018 Insight Report Premium Innovator Intelligence: Inspectorio—Building a Digital Ecosystem Through AI to Improve Quality Control and Compliance MonitoringThis report forms part of our Innovator Intelligence series, which focuses on emerging companies that are disrupting traditional retail and fueling innovation across the retail value chain. Inspectorio is a technology startup that offers a solution to improve supply-chain inspections, by digitalizing the quality control and compliance monitoring processes across the apparel, accessories and footwear supply chain using mobile, web and artificial intelligence (AI) technologies.
August 7, 2018 Insight Report Premium What Retailers Can Learn from the “Big Three” Shopping Festivals: An Opportunity for More Business,the Importance of Collaboration and Efficient OperationsEvery year, the popularity of the annual online shopping festivals of Internet giants Amazon, Alibaba and JD.com increases. Prime Day, Singles’ Day and 618 have all become very large events that have a significant impact not only on the retail industry as a whole, but also on the organizers and participating brands and retailers. This report highlights three key learning points for brands and retailers:
August 3, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly August 3, 2018This week’s note “From the Desk of Deborah Weinswig” discusses recent partnerships between retailers and tech companies.
August 3, 2018 Company Earnings Update Register for Free Access Clorox (CLX) Fiscal 4Q2018 Results: Company Beats on Earnings, Misses Revenue and Raises GuidanceClorox reported fiscal 4Q18 revenues of $1.69 billion, up 2.7% year over year and below the consensus estimate of $1.72 billion. Diluted EPS was $1.66, up 9.2% from the year-ago quarter and above the consensus estimate of $1.58.
August 3, 2018 Company Earnings Update Register for Free Access Avon (AVP) 2Q18 Results: Misses Consensus Estimates, Big Plans for the Second HalfAvon Products reported 2Q18 adjusted EPS of $(0.02), missing the breakeven consensus estimate. Revenues were $1.35 billion, down 3.2% year over year, missing the consensus estimate of $1.40 billion.
August 3, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 31: Heritage Home Files for BankruptcyCoresight 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.
August 2, 2018 Insight Report Premium The Off-Price Report: TJX Companies, Ross Stores and Burlington Stores Set for Sustained Growth…but at Whose Expense?US off-price market leaders TJX Companies (which operates the T.J. Maxx and Marshalls banners), Ross Stores (which operates the dd’s Discounts and Ross Dress for Less banners) and Burlington Stores are expected to grow fast in the next few years. Consensus estimates suggest that, in aggregate, these three retailers will add an additional $13 billion in annual US sales between 2017 and 2021, equivalent to a 27% uplift. In this report, we analyze cross-shopping data, consumer profiles and geolocation data to explore which apparel rivals could lose out as these off-pricers grow.
