August 22, 2018 Company Earnings Update Register for Free Access TJX (TJX) Fiscal 2Q19 Results: Company Beats Expectations and Raises GuidanceTJX reported fiscal 2Q19 revenues of $9.3 billion, up 11.6% year over year and above the consensus estimate of $9.0 billion. Diluted EPS was $1.17, up 37.6% from the year-ago quarter and above the consensus estimate of $1.05.
August 21, 2018 Event Coverage Register for Free Access “Purchase-Activated Fulfilment” Is the Next Generation of Manufacturing, Plus Our Top-Ten Takeaways from MAGIC Las Vegas 2018The Coresight Research team attended MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear, held August 12–15. Here are our key takeaways from the event:
August 17, 2018 Event Coverage Register for Free Access The Fanny Pack Is Back and Other Top Takeaways from MAGIC Las Vegas 2018This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here are our key takeaways from the second day of the event:
August 16, 2018 Event Coverage Register for Free Access “Purchase-Now, Manufacture Now” and Other Top Takeaways from MAGIC Las Vegas 2018This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here are our key takeaways from the first day of the event:
August 15, 2018 Insight Report Premium US Back-to-School 2018: A Review of Fashion Trends and Apparel SpendingThis is the third and final report in our US Back-to-School series for 2018. Here, we review fashion trends and apparel spending expectations that will shape demand for clothing and footwear this back-to-school season.
August 13, 2018 Market Navigators/Market Outlook Premium Athleisure Update – a Market in TransitionIn this report, we examine the US athleisure market, and discuss market size, growth rates, drivers and current trends.
August 10, 2018 Company Earnings Update Register for Free Access Adidas (ETR: ADS) 2Q18 Results: Beats Expectations with Further Double-Digit Revenue Growth and Solid Gross-Margin GainsAdidas grew 2Q18 revenues by 10% year over year at constant currency, with revenues, EBIT and net profit all coming in ahead of consensus.
August 8, 2018 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 2Q18 Results: Slowing Growth and Rising Costs Prompt Lower Full-Year GuidanceIn 2Q18, Zalando grew revenues by 20.9% year over year, but undershot expectations on revenues and EPS.
August 7, 2018 Insight Report Premium Innovator Intelligence: Inspectorio—Building a Digital Ecosystem Through AI to Improve Quality Control and Compliance MonitoringThis report forms part of our Innovator Intelligence series, which focuses on emerging companies that are disrupting traditional retail and fueling innovation across the retail value chain. Inspectorio is a technology startup that offers a solution to improve supply-chain inspections, by digitalizing the quality control and compliance monitoring processes across the apparel, accessories and footwear supply chain using mobile, web and artificial intelligence (AI) technologies.
August 2, 2018 Insight Report Premium The Off-Price Report: TJX Companies, Ross Stores and Burlington Stores Set for Sustained Growth…but at Whose Expense?US off-price market leaders TJX Companies (which operates the T.J. Maxx and Marshalls banners), Ross Stores (which operates the dd’s Discounts and Ross Dress for Less banners) and Burlington Stores are expected to grow fast in the next few years. Consensus estimates suggest that, in aggregate, these three retailers will add an additional $13 billion in annual US sales between 2017 and 2021, equivalent to a 27% uplift. In this report, we analyze cross-shopping data, consumer profiles and geolocation data to explore which apparel rivals could lose out as these off-pricers grow.
August 2, 2018 Company Earnings Update Register for Free Access Next (LSE: NXT) 2Q18 Trading Update: Exceptionally Hot Summer Buoys Sales GrowthBritish fashion retailer Next reported an increase of 2.8% in total full-price sales for the 12 weeks ended July 28, 2018.
August 2, 2018 Company Earnings Update Register for Free Access HanesBrands (HBI) 2Q18 Results: Misses on Earnings, Target Will Not Renew Champion Activewear DealHanesBrands reported 2Q18 revenues of $1.72 billion, up 4.2% year over year and beating the $1.71 billion consensus estimate. Adjusted EPS of $0.45 was down from $0.53 in the year-ago quarter, slightly below the $0.46 consensus estimate and at the midpoint of the company’s $0.44–$0.46 guidance range.
July 31, 2018 Deep Dive Premium Deep Dive: DX Quality Outlet and the Off-Price Retail MarketThis report focuses on DX Quality Outlet (DX), a still-small but fast-growing off-price retailer in China that operates dozens of pop-up stores in cities across the country.
July 31, 2018 Insight Report Premium Quick Take: The Impact of Tariffs on US RetailIn this report, we review the import tariffs imposed by the US and China and their implications on the US retail industry.
July 27, 2018 Company Earnings Update Register for Free Access Under Armour (UAA) 2Q18 Results: Beats on Revenue and Continues SKU RationalizationUnder Armour reported 2Q18 adjusted EPS of $(0.08), in line with the consensus estimate. Total revenues were $1.17 billion, beating the $1.15 billion consensus estimate and up 7.7% year over year.
