Company Profile | April 30, 2019 Premium Steven Madden, Ltd. (NasdaqGS: SHOO) Company ProfileSteven Madden, Ltd. is a New York-based footwear, accessories and handbags company. Its brands include Steve Madden, Betsey Johnson, Brian Atwood, Big Buddha, Dolce Vita, and others. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Tractor Supply Company (NASDAQ: TSCO) 1Q19 Results: Revenues and Comps Beat Consensus Estimates While Guidance Remains in LineTractor Supply reported 1Q19 EPS of $0.63, up 10.2% and beating the $0.55 consensus estimate recorded by StreetAccount. Revenues were $1.82 billion, up 8.3% and marginally ahead of the $1.81 billion consensus estimate. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Steve Madden (NASDAQ: SHOO) 1Q19 Results: Steve Madden Women’s Wholesale and Accessories Drive Strong MomentumUS Wholesale, core Steve Madden and Accessories grew at double digit pace in 1Q Read More
Insight Report | April 29, 2019 Premium US Mother’s Day Preview: 2019 Spending is Expected to Reach Record High of $25 BillionAccording to an annual Mother’s Day spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, about 84% of US consumers plan to celebrate Mother’s Day this year, broadly in line with last year’s 86%. Read More
Event Coverage | April 26, 2019 Register for Free Access Lululemon Analyst Day 2019: Plans to Quadruple International Revenue and Double Men’s and Digital Business by 2023Lululemon’s investor day focused on innovative products, omni experience, and market expansion. It expects men’s and digital business will double by 2023 and international business will quadruple. Read More
Insight Report | April 25, 2019 Premium Insights from China: The Childhood Obesity Problem and Its Implications for the Fashion Industry in ChinaIncreasing number of children aged 7-18 years are overweight or obese in China. This represents an opportunity for children’s plus-size clothing in China Read More
Company Earnings Update | April 25, 2019 Register for Free Access Boohoo Group (LSE: BOO) FY19 Results: Top Line and EPS Beat Consensus; Strong FY20 OutlookBoohoo Group reported FY19 total sales of £856.9 million, up 47.0% at constant currency and 48.0% as reported, and beating the consensus estimate of £843.9 million recorded by StreetAccount. Read More
Company Earnings Update | April 25, 2019 Register for Free Access Associated British Foods (LSE: ABF) 1H19 Results: Operating Profits Beat Consensus; Poor German Sales Weigh on Eurozone CompsAssociated British Foods (ABF) reported results for 1H19, ended March 2. This report focuses on results for Primark, the company’s retail business. Read More
Company Earnings Update | April 23, 2019 Register for Free Access Skechers (NYSE: SKX) 1Q19 Results: Revenue, Comps and EPS Miss Consensus EstimatesRevenue, Comps and EPS Missed Consensus Estimates. Read More
Insight Report | April 22, 2019 Premium March 2019 UK Retail Sales: Small Retailers Drive Solid Total Growth; Food Retailers’ Online Sales Decline for the First Time in Eight YearsThe Office for National Statistics reported a strengthening of retail growth to 4.4% year over year in March, supported by a 4.0% increase in volumes. Growth was supported by a reported 8.9% increase in sales at small retailers. Read More
Market Navigators/Market Outlook | April 17, 2019 Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels. Read More
Event Coverage | April 15, 2019 Register for Free Access Amazon House in A Box and 3D-Printed Fashion: Key Insights from Retail-Tech Events at Milan Design Week 2019The Coresight Research team attended Milan Design Week during the weekend of April 12–14, 2019. In this report, we feature key insights from our visits to retail-tech-related events organized around the city. Read More
Company Earnings Update | April 15, 2019 Register for Free Access Fast Retailing (TSE: 9983) 1H19 Results: Revenues Up, but Company Lowers Profit Outlook for Second HalfFast Retailing reported 1H19 revenues of ¥3 trillion ($11.4 billion), up 6.8%, and operating profit of ¥172.9 billion ($1.6 billion), up 1.4%. The company reported diluted EPS of ¥1,115.7 ($10.1), up 9.5% from the year-ago period. Read More
Insight Report | April 15, 2019 Premium March 2019 US Same-Store Sales: Costco and Buckle Comps Show Sequential Improvement; Cato Comparable Sales Continue to SlideCostco’s same-store sales growth showed a sequential strengthening, led by strong store traffic. Its e-commerce segment continued to post strong growth Read More
Insight Report | April 12, 2019 Premium US Retail Inventory Tracker, 4Q18: Potential Tariff Hike and Poor Holiday Sales Lead to Higher InventoriesIn this first of our quarterly US Retail Inventory Tracker reports we analyze inventory trends among our Coresight 100 US retailers. Read More