March 27, 2018 Insight Report Premium Beauty Tech Comes of AgeL’Oréal announced that it is acquiring ModiFace, a Canadian company that creates augmented reality and artificial intelligence technologies for the beauty industry.
March 26, 2018 Insight Report Premium Toys“R”Us Closures: Exclusive Coresight Research Survey Suggests Big Gains for Walmart and TargetToys“R”Us looks set to close all 800 of its US stores, following its bankruptcy filing. To assess which other toy retailers are likely to gain from the chain’s closure, we conducted a proprietary consumer survey among US toy shoppers.
March 23, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly March 23, 2018This week’s note “From the Desk of Deborah Weinswig” reviews the landscape of startups that are tackling the retail returns problem.
March 23, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 12: Toys“R”Us, Southeastern Grocers and Claire’s File for BankruptcyYear-to-date 2018, the number of US store closure announcements stands at 3,164 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 23, 2018 Company Earnings Update Register for Free Access Five Below (FIVE) 4Q17 Results: Beats on Top and Bottom Lines, Announces Share RepurchaseFive Below reported 4Q17 revenues of $504.8 million, up 30.1% year over year and beating the consensus estimate of $502.7 million. Diluted EPS was $1.21, beating the $1.16 consensus estimate.
March 23, 2018 Insight Report Premium February 2018 US Retail Sales and TrafficAccording to the US Census Bureau, US retail sales declined by 0.1% month over month in February on a seasonally adjusted basis, representing a three-month decline.
March 22, 2018 Event Coverage Register for Free Access Shoptalk 2018: Day 4 Takeaways—Radical Retail, Anti-Amazon AI and Supply-Chain StartupsThe Coresight Research team is in Las Vegas this week, attending and participating in the Shoptalk 2018 conference held March 18–21. In this report we share our key takeaways from the fourth day of the conference, which include:
March 22, 2018 Company Earnings Update Register for Free Access GUESS (GES) Fiscal 4Q18 Results: Beats and Guides Ahead of ConsensusGuess reported fiscal 4Q18 adjusted EPS of $0.62, up 46.3% year over year and beating the $0.54 consensus estimate. Revenues were $792.2 million, up 17.5% year over year and beating the $755.6 million consensus estimate.
March 22, 2018 Company Earnings Update Register for Free Access GUESS (GES) Fiscal 4Q18 Results: Beats and Guides Ahead of ConsensusGuess reported fiscal 4Q18 adjusted EPS of $0.62, up 46.3% year over year and beating the $0.54 consensus estimate. Revenues were $792.2 million, up 17.5% year over year and beating the $755.6 million consensus estimate.
March 21, 2018 Event Coverage Register for Free Access Shoptalk 2018: Day 3 Takeaways—Global Marketplaces, New Retail Trends and Digital Commerce ReinventedThe Coresight Research team is in Las Vegas this week, attending and participating in the Shoptalk 2018 conference held March 18–21. In this report we share our key takeaways from the third day of the conference, which include:
March 20, 2018 Event Coverage Register for Free Access Shoptalk 2018: Day 2 Takeaways—Same-Day Delivery, Scan and Go and Augmented RealityThe Coresight Research team is in Las Vegas this week, attending and participating in the Shoptalk 2018 conference held March 18–21. In this report we share our key takeaways from the second day of the conference, which include:
March 19, 2018 Event Coverage Register for Free Access Shoptalk 2018: Day 1 Takeaways—Startup Pitch CompetitionThe Coresight Research team is in Las Vegas this week, attending and participating in the Shoptalk 2018 conference held March18–21.
March 19, 2018 Company Earnings Update Register for Free Access Dollar General (DG) 4Q17 Results: Solid Quarter, Beats on Comps; Issues EPS Guidance Above ConsensusDollar General reported 4Q17 adjusted EPS of $1.48,down 1.0% year over year and in line with the consensus estimate. Revenues were $6.13 billion, up 2.0% year over year but below the $6.21 billion consensus estimate.
March 16, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly March 16, 2018This week’s note “From the Desk of Deborah Weinswig” discusses efforts by the apparel industry to recycle jeans, footwear and other items.
March 16, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 11: Abercrombie & Fitch to Close 60 Stores, Ross Stores to Add 100Year-to-date 2018, the number of US store closure announcements stands at 2,220 and the number of store openings is 1,699. Year to date in the UK, there have been 216 store closure announcements and 491 store opening announcements.
