Company Earnings Update | March 2, 2018 Register for Free Access Zalando (XTRA: ZAL) FY17 Results: Price Pressures and Higher Fulfillment Costs Weigh on MarginsIn FY17, Zalando grew revenues by 23.4%, toward the upper end of the guided range. It grew gross merchandise volumes (GMV) by 26.5%. Read More
Event Coverage | March 2, 2018 Register for Free Access Takeaways from Fashion Group International’s “The Making of a Beauty Entrepreneur” PanelThis week, the Coresight Research team attended Fashion Group International’s “The Making of a Beauty Entrepreneur” panel in New York City. The event was sponsored by Cosmoprof North America and featured a panel of four beauty industry leaders who spoke candidly about their personal and professional entrepreneurial journeys. Here, we share our takeaways from the event. Read More
Company Earnings Update | March 1, 2018 Register for Free Access TJX Companies (TJX) Fiscal 4Q18 Results: Comps Beat Estimate, Company Guides Up for FY19TJX Companies reported fiscal 4Q18 revenues of $10.96 billion, up 15.8% year over year and above the $10.76 billion consensus estimate. Adjusted EPS was $1.19, below the $1.27 consensus estimate and up from $1.03 in the year-ago quarter. Read More
Company Earnings Update | February 27, 2018 Register for Free Access Primark (LSE: ABF) 1H18 Pre-Close Update: Warm October Weather Holds Back GrowthPrimark’s parent, Associated British Foods (ABF), reported a pre-close trading statement for its 1H18 results, for the period ending March 3, 2018. ABF will announce detailed half-year results on April 17, 2018. Read More
Deep Dive | February 26, 2018 Premium Deep Dive: Chinese Apparel Shoppers – Online Vs. Offline Preferences and Drivers of Customer SatisfactionAlthough e-commerce is the preferred channel for purchasing apparel in China, brick-and-mortar is still very relevant. Our proprietary consumer survey shows that the vast majority of Chinese consumers (96%) purchase apparel both online and offline. Read More
Company Earnings Update | February 22, 2018 Register for Free Access VF Corporation (VFC) 4Q17 Results: Mixed Results, Mixed GuidanceVF Corporation reported 4Q17 adjusted EPS of $1.01. Revenues were $3.65 billion, slightly below the consensus estimate of $3.67 billion. Read More
Flash Report | February 22, 2018 Register for Free Access Gap Announces Departure of Gap Brand PresidentOn February 20, Gap Inc. announced that Jeff Kirwan, President and CEO of the Gap brand, would leave the company. Read More
Event Coverage | February 15, 2018 Register for Free Access MAGIC Las Vegas 2018: Key Takeaways from Day TwoThis week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here, we share five key takeaways from day two of the event. Read More
Event Coverage | February 14, 2018 Register for Free Access MAGIC Las Vegas 2018: Key Takeaways from Day OneThis week, the FGRT team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering men’s, women’s and children’s apparel,accessories and footwear. Here, we share five key takeaways from day one of the event. Read More
Company Earnings Update | February 14, 2018 Register for Free Access Under Armour (UAA) 4Q17 Results: EPS in Line with Expectations, Company Announces Further Restructuring PlansUnder Armour reported 4Q17 adjusted EPS of $0.00, in line with the consensus estimate. Total revenues were $1.37 billion, beating the $1.31 billion consensus estimate and up 4.6% year over year. Read More
Company Earnings Update | February 12, 2018 Register for Free Access Hanesbrands (HBI) 4Q17 Results: EPS in Line, EPS Guidance Below ConsensusHanes Brands reported 4Q17 adjusted EPS of $0.52, down 1.5% from $0.53 in the year-ago quarter and in line with the consensus estimate. Revenues were $1.65 billion, up 4.4% year over year and roughly in line with the $1.63 billion consensus estimate. Read More
Flash Report | February 7, 2018 Register for Free Access Lululemon CEO Laurent Potdevin ResignsLululemon, the healthy lifestyle-inspired athletic apparel company announced that Laurent Potdevin has resigned as CEO and as a member of the company’s Board of Directors, effective immediately. Read More
Company Earnings Update | February 2, 2018 Register for Free Access H&M (STO: HM-B) FY17 Results: Sales Growth Slows and Margins Erode as Management Admits “Mistakes”H&M reported SEK 200,004 million in net sales excluding VAT in the fiscal year ended November 30, 2017, slightly below the consensus of SEK 203,277 and up by 4.0% year over year. Sales including VAT increased by 3% in local currencies. Read More
Company Earnings Update | January 26, 2018 Register for Free Access ASOS (LSE: ASC) 1Q18 Trading Update: Strong UK Performance Supports 30% Sales GrowthBritish fashion retailer ASOS grew 1Q18 sales by 30%. Read More
Company Earnings Update | January 18, 2018 Register for Free Access Zalando (XTRA:ZAL) 4Q17 and FY17 Update: Revenue and EBIT Grow in Line with ExpectationsZalando reported preliminary results showing year-over-year revenue growth of 21.2%–23.2% in 4Q17. Read More
