Deep Dive | October 2, 2019 Premium 2Q19 US Earnings Season Wrap-UpThis report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms. Read More
Event Coverage | October 1, 2019 Register for Free Access VF Corp Investor Day 2019: A Purpose-Led, Performance-Driven Strategy for GrowthOn September 25, 2019, VF Corporation (VFC) hosted its Analyst/Investor Day at its new corporate headquarters in Boulder, Colorado. At the event, VF articulated its purpose led, performance driven strategy for accelerated business growth and introduced is 2024 targets. Read More
Flash Report | October 1, 2019 Register for Free Access Forever 21 Files for 2019’s 35th Major US BankruptcyForever 21 announced it began voluntary Chapter 11 proceedings in US bankruptcy court. As part of its restructuring strategy, the company plans to exit most international locations in Asia and Europe but will continue operations in the US, Mexico and Latin America. Read More
Insight Report | September 30, 2019 Premium August 2019 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Insight Report | September 29, 2019 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: October 2019 – Top Trends Include Milkmaid Dresses and Ruched Mini 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
Store Tracker | September 27, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 39: Madison Reed To Expand to Hundreds of LocationsIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Company Earnings Update | September 25, 2019 Register for Free Access Nike (NYSE: NKE) 1Q20 Results: Growth Across All Geographies, Led by Product Innovation and DigitalNike 1Q20 revenues rose 7.1% to $10.66 billion, driven by growth across all geographies, beating the $10.44 billion consensus estimate. Read More
Company Earnings Update | September 20, 2019 Register for Free Access Next (LSE: NXT) 1H20 Results: Online Sales Drive Earnings BeatNext reported 1H20 operating profit of £340.9 million, up 3% year over year and ahead of expectations of £330.9 million, driven by strong performance in its online business. Read More
Store Tracker | September 20, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 38: Casey’s to Open More StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Deep Dive | September 19, 2019 Premium Buy Online, Return In Store: Assessing Strategies and Drivers of AdoptionIn this report, we explain the buy online, return in store (BORIS) model in detail and assess how some US retailers are using this service to enhance their omnichannel retailing. Read More
Insight Report | September 17, 2019 Premium Insights from China: Brand MashupsThe Chinese consumer goods market is unusually fast-moving and innovative, and brands are working hard to drive excitement among shoppers. We have previously discussed how brands have launched unusual adaptations, often in partnership with online platforms such as Tmall. Brand mashups are a part of this innovative approach. Read More
Company Earnings Update | September 17, 2019 Register for Free Access Inditex (BME: ITX) 1H19 Results: Revenue Up, Promoting SustainabilityInditex reported 1H19 revenues of €12.8 billion, up 6.6%; EPS of €0.50, up 8.7%; and predicts its new sustainably made line will grow 110% for the year and by 2020 will represent 25% of all clothing sold by Inditex. Read More
Company Earnings Update | September 17, 2019 Register for Free Access H&M (OMX: HM-B) 3Q19 Update: Sales Beat Estimates; Gains Market ShareH&M reported 3Q19 net sales of SEK 62.6 billion, up 12% year over year, higher than the 11% recorded in 2Q19 and with revenues slightly ahead of the consensus estimate of SEK 62 billion recorded by StreetAccount. Read More
Event Coverage | September 16, 2019 Register for Free Access Highlights from the Taobao Maker Festival 2019The Coresight Research team attended the Taobao Maker Festival 2019 in Hangzhou, China, on September 12. Alibaba’s Taobao Maker Festival, first launched in 2016, celebrates the “maker spirit” of Chinese merchants and designers, and how that spirit is resonating among China’s young generation (millennials and Gen Zers). Read More
Event Coverage | September 16, 2019 Register for Free Access Gap Investor Day 2019: Athleta Opening First Outlet Store; Activewear Fastest Growing Category at Old NavyOld Navy and Athleta are expanding inclusive sizing. Athleta has grown at a 23% CAGR over the past 7 years and will open its first outlet store. Read More
