April 6, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly April 06, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how brick-and-mortar stores are set to lead the battle for millennial, multichannel grocery shoppers.
April 6, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 14: Island Pacific to Close Six Stores; Toys“R”Us Shuts Down Its E-Commerce OperationsCoresight 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.
April 5, 2018 Event Coverage Register for Free Access Shoptalk 2018: Conference Wrap-UpThe Coresight Research team recently attended the Shoptalk 2018 conference in Las Vegas. Here, we wrap up our top 10 takeaways from the event, which include the following:
April 4, 2018 Insight Report Premium Quick Take: Beauty Proves to Be a Bright Spot for US Department StoresIn the US, beauty is a higher-growth market than apparel, and a number of department store chains are making efforts to tap demand for categories such as skin care and color cosmetics.
April 3, 2018 Flash Report Register for Free Access Walmart and Humana Reportedly Talking About a Possible Tie-UpIn recent days, a number of major news outlets have published stories about Walmart and Humana possibly being in talks about a partnership, outright acquisition, investment or some other kind of tie-up.
March 30, 2018 Event Presentation Premium New Retail Inspirations – What We Can Learn from the East• Alibaba has significantly invested in or acquired various brick-and mortar businesses in China, including Suning, Intime Retail Group, Sanjiang Shopping Club and Sun Art Retail Group. • The company is already operating automated cashless retail stores in China.
March 30, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly March 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what makes shopping unique in China and how Chinese shoppers’ habits differs from those of their Western counterparts.
March 30, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 13: All 94 Aaron Brothers Stores to Close; Jet.com Gets New PresidentYear-to-date 2018, the number of US store closure announcements stands at 3,258 and the number of store openings is 1,699. Year to date in the UK, there have been 221 store closure announcements and 491 store opening announcements.
March 29, 2018 Company Earnings Update Register for Free Access Walgreens Boots Alliance (WBA) Fiscal 2Q18 Results: Beats Consensus Estimates and Raises Annual EPS GuidanceWalgreens Boots Alliance reported fiscal 2Q18 adjusted EPS of $1.73, handily beating the $1.55 consensus estimate and up 27.1% year over year. Revenues were $33.02 billion, up 12.1% year over year and beating the consensus estimate of $32.20 billion.
March 29, 2018 Company Earnings Update Register for Free Access Restoration Hardware (RH) 4Q17 Results: Beats EPS Estimate, Guides Up for FY18Restoration Hardware reported 4Q17 adjusted revenues of $669.7 million, up 13.5% year over year but below the $672.4 million consensus estimate. Adjusted EPS was $1.69, above the $1.56 consensus estimate and up from $0.68 in the year-ago quarter.
March 29, 2018 Company Earnings Update Register for Free Access PVH (PVH) 4Q17 Results: Company Beats Expectations, Offers Outlook Above ConsensusPVH reported 4Q17 revenues of $2.50 billion, up 18.6% year over year and beating the $2.35 billion consensus estimate. Adjusted EPS was $1.58, above the consensus estimate of $1.47 and up 28.5% from the year-ago quarter.
March 28, 2018 Insight Report Premium Easter Spending Forecast to Hit $18.2 Billion This Year, the Second-Highest Total in NRF Survey HistoryAccording to an annual spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, 81% of Americans plan to celebrate Easter this year and to spend a total of $18.2 billion on items related to the holiday, down slightly from last year’s record total of $18.4 billion.
March 28, 2018 Company Earnings Update Register for Free Access H&M (STO: HM-B) 1Q18 Results: Cold Weather and Markdowns Hamper Sales and Profit GrowthSwedish fashion group H&M announced absolute sales and profit data for 1Q18 on March 27. The company had already announced 1Q18 revenue growth on March 15.
March 27, 2018 Flash Report Register for Free Access Walmart’s Jet.com Appoints Tesco Veteran Simon Belsham as PresidentSimon Belsham, a veteran of the UK online grocery industry, has been appointed President of Walmart-owned Internet pure play Jet.com.
March 27, 2018 Market Navigators/Market Outlook Premium Opportunity in the US Plus-Size Apparel MarketThe women’s plus-size apparel market has been growing faster than the apparel market overall in the US, and analysts predict that the segment will continue to grow faster than the overall clothing market in coming years.
