Company Earnings Update | August 18, 2019 Register for Free Access Vipshop (NYSE: VIPS) 2Q19 Results: Revenue and EPS Beat Consensus Thanks to Strong Apparel Sales and More Active CustomersVipshop 2Q19 revenues were up 9.7% to ¥22.7 billion, primarily driven by more active customers and a focus on the fast-growing high-margin apparel sector. Read More
Insight Report | August 16, 2019 Premium July 2019 US Retail Sales: Growth Accelerates in Most SectorsTotal US retail sales excluding gasoline and automobiles increased 5.6% year over year in July, strengthening from the 2.2% year-over-year rise in June. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Macy’s (NYSE: M) 2Q19 Results: Revenues Down, Lowers EPS Guidance, Launches Pilot with ThredUpMacy’s fiscal 2Q19 revenues were $5.55B, down 0.5% YoY, even with the consensus estimate. The company reported 2Q19 adjusted EPS of $0.28, down 47.2% from a year ago. Macy’s lowered EPS guidance. Read More
Insight Report | August 6, 2019 Premium US-China Trade Issues: US Applies Tariffs to All Imports from ChinaFast retail is Coresight Research’s term for a new approach to retail featuring shorter leases, more shared spaces and more short-term stores. In this report, we profile the prevailing major fast retail formats in the US, ranging from pop-ups to marketplaces. Read More
Insight Report | August 2, 2019 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: Top Trends Include Satin Skirts and Utility DressesThe Monthly Fashion Trend Report highlights the fashion trends that are emerging, growing and maturing- offering insights for designers, planners, retailers, buyers and merchandisers. Read More
Insight Report | August 1, 2019 Premium Fashion Trend Monthly Data Report – July 2019The Fashion Trend Monthly Data Report report accompanies the Xcel Brands x Coresight Research Monthly Fashion Trend Report. Read More
Company Earnings Update | July 29, 2019 Register for Free Access Kering (ENXTPA: KER) 1H19 Results: Double-Digit Sales and Earnings Gains Driven by GucciGucci and Saint Laurent drive solid Double Digit Sales and Earnings Gains Read More
Deep Dive | July 25, 2019 Premium Casualization Drives Growth in the US Menswear MarketGrowth in the $89B US menswear market is driven by demand for more casual apparel. Athletic menswear brands, Nike, Adidas, and Under Armour, are taking market share from traditional brands. Read More
Insight Report | July 22, 2019 Premium June 2019 US Monthly Retail Traffic and In-Store Metrics Report: Independence Day and Father’s Day Boost TrafficUS store traffic declined 5.8% year over year in June. The conversion rate (CVR) advanced 0.3 percentage points, average transaction value (ATV) grew 4.7% and the product return rate advanced 0.2 percentage points. Read More
Insight Report | July 18, 2019 Premium June 2019 UK Retail Sales: Smaller Retailers Drive Overall Growth, Clothing and Furniture Stores See Solid BoostThe Office for National Statistics (ONS) reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase. Read More
Company Earnings Update | July 17, 2019 Register for Free Access Burberry (LSE: BRBY) 1Q20 Update: Riccardo Tisci Product Line Boosts SalesMultiyear transformation plan on track with Tisci at design helm, store refreshes and rationalization underway. Comps up 4%. Read More
Insight Report | July 16, 2019 Premium June 2019 US Retail Sales: Slowdown Seen Across Sectors, Nonstore Retailers Continue Growth TrajectoryUS retail sales rose 2.5% YoY in June, weakening from the 3.2% rise in May with slips across major sectors. Nonstore retailers continued their growth trajectory, with sales rising 11.6% YoY, following May’s 11.7% rise but slower than 12.9% in April. Read More
Insight Report | July 16, 2019 Free Report Back-to-School Preview: Total Spend Expected to DipTotal back to school spend expected to dip from last year’s level despite higher average per-person spend as fewer families report having school-age children. Read More
Insight Report | July 12, 2019 Premium June 2019 US Same-Store Sales: Costco’s Comps Beat Consensus, Buckle’s Men’s Segment Boosts Sales, Cato’s Sales RiseIn June, Costco’s same-store sales growth was slightly above the consensus estimate while e-commerce growth slowed from May’s solid 20.7%. Read More
Company Earnings Update | July 11, 2019 Register for Free Access Fast Retailing (TSE: 9983) 3Q19 Results: Solid Revenue Growth, Company Maintains Outlook for Full FY19Fast Retailing reported 3Q19 revenues of ¥555 billion ($5.1 billion), up 7.3% and operating profit of ¥74.7 billion ($0.69 billion) up 9.3% from ¥68.3 billion ($0.63 billion) in the year ago period. Read More
