Event Coverage | August 17, 2018 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: Read More
Event Coverage | August 16, 2018 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: Read More
Insight Report | August 15, 2018 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. Read More
Market Navigators/Market Outlook | August 13, 2018 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. Read More
Company Earnings Update | August 10, 2018 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. Read More
Company Earnings Update | August 8, 2018 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. Read More
Insight Report | August 7, 2018 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. Read More
Insight Report | August 2, 2018 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. Read More
Company Earnings Update | August 2, 2018 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. Read More
Company Earnings Update | August 2, 2018 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. Read More
Deep Dive | July 31, 2018 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. Read More
Insight Report | July 31, 2018 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. Read More
Company Earnings Update | July 27, 2018 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. Read More
Event Coverage | July 27, 2018 Register for Free Access Tariffs and the Fashion Industry: Key Takeaways from the CFDA’s DiscussionOn Wednesday, July 25, the Coresight Research team attended a discussion hosted by the Council of Fashion Designers of America (CFDA) on the impact of new US tariffs on Chinese-produced goods. Lisa Metcalfe, COO of Pam and Gela, and her husband, James Metcalfe, Senior Vice President of Production and Product Development at Alice and Olivia, walked the audience through how new tariffs could affect the fashion industry. Here, we share our key takeaways from the discussion. Read More
Company Earnings Update | July 23, 2018 Register for Free Access VF Corporation (VFC) 1Q19 Results: Strong Vans Revenues, Increases GuidanceVF Corporation reported 1Q19 adjusted EPS of $0.43, above the consensus estimate of $0.33. Revenues were $2.79 billion, beating the consensus estimate of $2.68 billion. Read More
