June 28, 2018 Insight Report Premium Independence Day Spending to Fall, as Fewer Americans Plan to Celebrate in 2018This year, 216 million Americans are planning to celebrate the July 4th holiday, down from 219 million last year, according to the National Retail Federation’s (NRF’s) annual Independence Day survey, which was conducted by Prosper Insights & Analytics.
June 27, 2018 Insight Report Premium May 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Metrics for May include:
June 25, 2018 Flash Report Register for Free Access US Supreme Court Enables States to Collect Taxes on Online Sales Possibly Levelling the Playing Field in US RetailOn Thursday, June 21, the US Supreme Court ruled that American states have the right to collect taxes on e-commerce sales regardless of the physical location of the online retailer. The decision reversed a 1992 deliberation that granted a defacto tax break for pure-play retailers.
June 22, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly June 22, 2018This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s relatively recent move into the plus-size women’s apparel market.
June 22, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 25: Safeway to Close Two StoresYear-to-date 2018, the number of US store closure announcements stands at 4,136 and the number of store openings is 1,885. Year to date in the UK, there have been 895 store closure announcements and 622 store opening announcements.
June 22, 2018 Company Earnings Update Register for Free Access Kroger (KR) 1Q18 Results: Beats on EPS and Revenue, Raises OutlookKroger reported 1Q18 adjusted EPS of $0.73, up from $0.58 in the year-ago period and above the $0.63 consensus estimate. Revenues were $37.5 billion, up 3.4% year over year and above the $37.3 billion consensus estimate.
June 19, 2018 Insight Report Premium US-China Tariff Update: Dispute Escalates, but Imports of Consumer Goods to the US Remain UnaffectedThe US is imposing tariffs of 25% on hundreds of categories of goods imported from China. The tariffs are to take effect on July 6 on $34 billion worth of imports. The US tariffs focus on “industrially significant technologies” rather than on consumer goods.
June 19, 2018 Insight Report Premium May 2018 US Same-Store SalesSame-store sales for Costco saw an acceleration in May versus the same period last year. Cato, Buckle and L Brands all reported positive May comps, which also accelerated versus the same period last year.
June 19, 2018 Event Coverage Register for Free Access Coresight Research and Alvanon Cohost Trailblazers 2018 Event – One Size Does Not Fit All: Inclusive Design & the Modern ConsumerCoresight Research and Alvanon, a global apparel and product development consultancy, cohosted a Trailblazers event called One Size Does Not Fit All: Inclusive Design & the Modern Consumer on June 14 in New York City.
June 18, 2018 Deep Dive Premium Slicing and Dicing Amazon’s Private-Label OfferingIn this report, we take an exclusive deep dive into Amazon’s US private-label offering, using a detailed, proprietary dataset collating information on nearly 7,000 such products.
June 18, 2018 Company Earnings Update Register for Free Access H&M (STO: HM-B) 2Q18 Sales Update: Growing Store Numbers Fail to Push Sales HigherH&M reported that total sales growth for 2Q18 was flat in constant-currency terms.
June 15, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly June 15, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what Amazon has done with Whole Foods in the year since it announced it was acquiring the grocery chain and other changes in the US grocery sector over the last 12 months.
June 15, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 24: Five More Sears Closures as Lands’ End Plans to Exit Dozens of Sears StoresCoresight 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.
June 14, 2018 Flash Report Register for Free Access Fujitsu Launches a Blockchain-Based Reward System for Retail and HospitalityJapanese multinational firm Fujitsu announced the launch of Fujitsu Intelligent Society Solution Blockchain Asset Service, a cloud service, blockchain-based reward system for retail and hospitality operators.
June 13, 2018 Company Earnings Update Register for Free Access Restoration Hardware (RH) Fiscal 1Q18 Results: Beats on EPS and Comps, Raises GuidanceRestoration Hardware reported 1Q18 adjusted EPS of $1.33, up from $0.05 in the year-ago period and above the $1.01 consensus estimate. Revenues were $557.4 million, down 0.8% year over year and below the $563 million consensus estimate.
