Company Earnings Update | November 8, 2018 Register for Free Access Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability OutlookAdidas grew 3Q18 revenues by 8% at constant currency but the missed consensus estimate. Earnings before interest and taxes (EBIT) and earnings per share (EPS) came in ahead of consensus. Read More
Company Earnings Update | November 7, 2018 Register for Free Access Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat ConsensusUnder Armour’s international and apparel segment sales drove 3Q revenue growth, up mid-teens and 4.2%, respectively. Adjusted EPS of $0.25 beat the consensus estimate of $0.12. Read More
Flash Report | October 16, 2018 Register for Free Access Walmart Further Expands Brand Portfolio with Acquisition of Lingerie and Sleepwear Retailer Bare NecessitiesOn Friday, October 12, Walmart announced that it had acquired lingerie and sleepwear retailer Bare Necessities for an undisclosed amount. Read More
Insight Report | October 15, 2018 Premium US Holiday 2018: Fashion Trends Supporting a Recovery in ApparelWe continue our US Holiday 2018 series with a review of key fashion trends supporting growth in the apparel market. These include: Read More
Insight Report | October 2, 2018 Premium UK Christmas 2018 Retail Outlook: Overall Demand Looks Solid, with E-Commerce on Course to Capture 30% of Nonfood SalesForecasting a Solid Christmas Season, but with Gains Unevenly Distributed Despite negative headlines, total UK retail sales look set to grow solidly over the festive peak. Read More
Event Presentation | October 1, 2018 Premium Retail Trends (Revionics)STRATEGIC ADVISORY- Custom research and advisory to identify, size and act on opportunities, provide actionable market insights, and craft retail strategies and recommendations. RESEARCH ANALYSIS- Coresight Research publishes more than 1,000 reports annually. Our in-depth, data-driven reports provide sector, regional and platform-specific analysis. Read More
Company Earnings Update | September 28, 2018 Register for Free Access H&M (STO: HM-B) 3Q18 Results: Logistics Costs, Online and Store Expansion Pummel Profit MarginsFor 3Q18, H&M reported a 6.6% increase in gross profit—to SEK 28.1 billion—yielding a gross margin of 50.3%. The company had already reported total 3Q18 sales growth of 9.0%. Read More
Company Earnings Update | September 27, 2018 Register for Free Access Boohoo Group (LSE: BOO) 1H19 Results: Strong Revenue Growth Boosted by PrettyLittleThingBoohoo Group reported 1H19 group revenue growth of 50.0%, taking revenues to £395.3 million, ahead of the consensus estimate of £385.9 million. Read More
Company Earnings Update | September 26, 2018 Register for Free Access Next (LSE: NXT) 1H19 Results: Better-Than-Expected Margin Improvement Prompts Full Year Guidance UpgradeNext reported 1H19 revenues of £1,961.9 million, up 3.1% year over year. Diluted EPS came in at 184.5 pence, up 4.5% year over year, broadly in line with the consensus estimates of 184.7 pence. Read More
Company Earnings Update | September 26, 2018 Register for Free Access Ascena (ASNA) Fiscal 4Q18 Results: Results Beat Expectations, Guides Above ConsensusAscena reported adjusted fiscal 4Q18 EPS of $0.07, up 36.0% from a year ago and beating the consensus of $0.02. Adjusted revenues were $1.68 billion, up 1.2% year over year and beating the $1.62 billion consensus estimate. Read More
Company Earnings Update | September 18, 2018 Register for Free Access H&M (STO: HM-B) 3Q18 Sales Update: Sales Momentum Improves from the Last Quarter Thanks to Continuous Business RevampIn 3Q18, H&M grew sales including value added tax (VAT) by 9.1% in reporting currency. Constant-currency sales growth of 4.0% was comfortably ahead of the consensus estimate of 2.6% growth. Read More
Event Coverage | September 13, 2018 Register for Free Access Alibaba Hosts 2nd NYFW Tmall China Day: Three Women Runway Designers Selected to Represent the Contemporary Chinese ShopperThis week, Alibaba hosted its second series of New York Fashion Week (NYFW) Tmall China Day events in collaboration with the Council of Fashion Designers of America (CFDA) that was held September 9-11. Three leading brands, Particle Fever, JNBY, and Angel Chen, presented their collections on the runway at this event. Tmall China Day also included a pop-up market at Opening Ceremony, a retailer, which included products from six Chinese labels that represented “China cool,” the phenomenon of Chinese brands gaining popularity with millennials who want authentic and hip designs that integrate Chinese cultural elements. Read More
Event Coverage | September 13, 2018 Register for Free Access Tech. 2018, Part 1: Technology Is Breaking Down the Barriers to Selling Beauty and Enabling Closer Ties Between Apparel Brands and SuppliersThis week, the Coresight Research team is attending the Tech. 2018 conference in London, which is produced by Retail Week and the World Retail Congress. Our takeaways from day one of the event include: Read More
Company Earnings Update | September 13, 2018 Register for Free Access Inditex (BME: ITX) 1H18 Results: Strong Organic Growth, Flattish MarginsInditex reported 1H18 revenues of €12.03 billion, up 3.0% year over year and below the consensus estimate of €12.06 billion. Sales grew by 8.0% at constant currency. Read More
Company Earnings Update | September 11, 2018 Register for Free Access Primark (LSE: ABF) FY18 Pre-Close Trading Update: Increased Selling Space Drives Sales GrowthPrimark’s parent, Associated British Foods (ABF), reported its FY18 pre-close trading update on September 10. This report focuses on results for Primark, the company’s retail division. Read More
