Company Earnings Update | July 25, 2019 Register for Free Access VF Corp (NYSE: VFC) 1Q20 Results: Revenue and EPS Growth Boosts Guidance for FY20VF corp reported its 1Q20 earnings with both revenue and EPS ahead of consensus, raising guidance for FY20. Read More
Deep Dive | July 24, 2019 Premium Apparel Resale Goes MainstreamRecommerce and thrift shopping are going mainstream as consumers increasingly seek out value (both economic and ethics-based), clothing that expresses individuality and that is Instagrammable. Read More
Deep Dive | July 23, 2019 Premium 2019 Retail Trends Midyear UpdateAt midyear, we take stock of the major trends we identified in January to see how they have played out in global retail in the first half of 2019, and identify two new trends we think will be significant in later 2019 and into 2020. Read More
Insight Report | July 22, 2019 Premium Unlocking the Value of Social Commerce Models: Resale, Rental, Subscription and Community BuildingBusiness models that are beneficial to society’s long-term development are strengthening their appeal as consumers increasingly seek retailers and brands that have meaning and purpose. 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
Company Earnings Update | July 22, 2019 Register for Free Access ASOS (LSE: ASC) 3Q19 Trading Update: Strong UK Demand but Operational Issues in the US and EU; Guidance Revised DownSOS reported 3Q19 group revenues of £919.8 million, up 11% year over year on a constant-currency basis (up 12% year over year as reported). Active customers hit the 20 million mark. Read More
Company Earnings Update | July 18, 2019 Register for Free Access Skechers (NYSE: SKX) 2Q19 Results: Revenue, Comps and EPS Beat Consensus EstimatesSkechers reported 2Q19 sales of $1.26 billion, up some 60%, driven by international stores – especially in China. Read More
Store Tracker | July 18, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 29: Charming Charlie to Close All StoresStore closures continued this week, with Charming Charlie announcing it will close all 261 of its stores as its core business is squeezed by increasing competition that is erasing its raison d’etre. Read More
Deep Dive | July 16, 2019 Premium How “New Retail” Is Changing Eight Retail and Consumer Sectors in ChinaNew Retail is blurring the online and offline commerce in China. We review recent developments in New Retail in eight retail and consumer sectors: e-commerce; consumer electronics; fashion; fast-moving consumer goods and supermarkets; cosmetics and beauty; furniture and home improvement; department stores; and, local services. 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
Store Tracker | July 11, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 28: Target to Open More Small-Format 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
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
Event Coverage | July 11, 2019 Register for Free Access AAFA Fighting the Fakes: Insights from Hudson Yards, New YorkThe Coresight Research team participated in the AAFA’s Brand Protection Seminar at the iconic Tapestry headquarters in New York’s recently opened Hudson Yards on July 11. This report present Coresight’s key insights from the event. Read More
