Insight Report | October 21, 2019 Premium Holiday 2019: US Retail Hiring Set To Be FlatPart of our Holiday 2019 series, this report outlines key developments related to holiday hiring in US retail Read More
Insight Report | October 18, 2019 Premium September 2019 US Monthly Retail Traffic and In-Store Metrics: Traffic Decline SteepensUS store traffic and average transaction value fell in September while the conversion rate climbed, with wide regional variations. Read More
Store Tracker | October 18, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 42: Ross Stores Opens More 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
Insight Report | October 18, 2019 Premium September 2019 US Retail Sales: Solid Total Growth but Clothing SoftTotal US retail sales excluding gasoline and automobiles increased 4.4% year over year in September, versus a 4.7% rise in August. Read More
Insight Report | October 17, 2019 Premium Supply Chain Briefing: A Growing Emphasis on SustainabilityConsumers are placing higher importance on sustainability to live eco-friendlier lives, and companies from the retail, consumer packaged goods and apparel industries are adopting sustainable practices in response. As consumers continue to place an emphasis on purchasing products from companies that “go green”, sustainability can be a competitive differentiator. Read More
Insight Report | October 16, 2019 Premium Macy’s: A Timeline of Key EventsFrom 2017 to 2019, Macy’s undertook meaningful steps to reinvent its business. We examine key events from the company’s recent history as part of our Retailers’ Timelines series. Read More
Insight Report | October 14, 2019 Premium September 2019 US Same-Store Sales: Costco Experiences Slower Growth, but Beats Consensus EstimateCostco’s global September same-store sales growth decelerated from August but beat the consensus estimate. Its e-commerce growth came in at 17.8% in September, lower than August’s 23.9% growth. Read More
Company Earnings Update | October 14, 2019 Register for Free Access Fast Retailing (TSE: 9983) FY19 Results: Strong Year Driven by Uniqlo in Greater ChinaFast Retailing reported FY19 revenues of ¥2.29 trillion ($48.1 billion), up 7.5%, and operating profit of ¥275.0 billion ($2.55 billion), up 9.1% from ¥225 billion ($2.09 billion) in the year-ago period. Read More
Store Tracker | October 11, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 41: Bed Bath & Beyond Plans More Store ClosuresIn 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 | October 4, 2019 Register for Free Access Ascena (NASDAQ: ASNA) 4Q19 Results: Concentrating on Growing Brands, Ascena Says It Is Not Considering BankruptcyAscena reported 4Q19 revenues of $1.27B above consensus of $1.20B. The company considers options to optimize its balance sheet and said that bankruptcy of Ascena is not an option being evaluated. Read More
Company Earnings Update | October 4, 2019 Register for Free Access H&M (STO: HM-B) 3Q19 Results: Revenues and EPS Beat Consensus; Transformation Work on TrackH&M confirmed its 3Q19 net sales were up 12.1% year over year and reported EPS of SEK 2.33, ahead of the consensus estimate of SEK 2.28. The company plans to open many stores in 4Q19. Read More
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
