May 14, 2019 Event Coverage Register for Free Access WPP & Alibaba Event: How China is Reshaping RetailCoresight Research participated in an event jointly hosted by WPP Plc. and Alibaba Group on April 24 in New York City.
May 13, 2019 Company Earnings Update Register for Free Access Coty (NYSE: COTY) 3Q19 Results: Revenues Miss Consensus Estimate, Supply Chain Issues Seemingly ResolvedCoty fiscal 3Q19 revenues were $1.99B, 10.4% YoY and lower than the consensus estimate of $2.06B. The supply chain issues it experienced in 1H19 regarding shipment disruption have abated.
May 2, 2019 Company Earnings Update Register for Free Access Estée Lauder (NYSE: EL) 3Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full YearEstée Lauder reported 3Q19 revenues of $3.7B, up 11.1% yoy and beating the $3.6B estimate. Skin care, the company’s largest category at 46.6% of sales, rose 21%.
April 25, 2019 Company Earnings Update 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.
April 24, 2019 Deep Dive Premium Male Makeup: Going Mainstream in Asia and Slowly Gaining Traction in the USMale makeup is an emerging category. Male consumers globally are challenging the definitions of masculinity and femininity as men are increasingly wearing men’s makeup products.
April 22, 2019 Company Earnings Update Register for Free Access Kering (ENXTPA: KER) 1Q19 Update: Solid Revenue Growth Led by Gucci, Saint Laurent, and Other HousesKering reported a 21.9% rise in 1Q19 revenue to €3.8 billion, or up 17.5% on a comparable basis. Management is being positive towards company’s EBIT margin in 2019.
April 17, 2019 Market Navigators/Market Outlook 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.
April 17, 2019 Company Earnings Update Register for Free Access L’Oréal (ENXTPA: OR) 1Q19 Update: Sales Growth Led by Luxe and Active Cosmetics Divisions, Plus New MarketsL’Oréal reported 1Q19 sales of €7.6 billion, an 11.4% increase on a reported basis, led by luxe and active cosmetics divisions, plus new market.
April 12, 2019 Insight Report 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.
April 12, 2019 Company Earnings Update Register for Free Access LVMH (ENXTPA: MC) 1Q19 Update: Achieves Double-Digit Organic Sales Growth, Led by the Fashion and Leather Goods GroupRevenues at Fashion & Leather Goods Group rose 15% in constant currency, 20% on a reported basis, to €5.1 billion, setting the pace at LVMH. Louis Vuitton and Christian Dior had an exceptional 1Q19, outperforming the Fashion & Leather Goods Group brand portfolio.
April 11, 2019 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 1H19 Results: Profits Slide due to Higher Warehousing and Technology CostsASOS reported 1H19 group sales of £1.31 billion, up 12.0% year over year on a constant-currency basis (up 13.5% as reported) and slightly ahead of the consensus estimate of £1.30 billion recorded by StreetAccount.
April 10, 2019 Deep Dive Premium Online to Offline Beauty: Brands That Are Winning by Understanding the Digital Consumer and Then Going PhysicalDigitally native beauty brands are opening stores and differentiating through customer experiences. Opening a physical store increases online traffic by 45%, according to the ICSC.
April 2, 2019 Deep Dive Premium Reviewing America’s Retail Bankruptcies: What Can We Learn from the Slew of Recent Retail Failures?This report discusses notable US retail bankruptcies in 2017-2018 and examines key factors that led retailers to collapse.
March 29, 2019 Event Coverage Register for Free Access Deborah Weinswig’s Shoptalk 2019 Presentation: Nine Things We Can Learn from China and IndiaSummary of the presentation given by Deborah Weinswig, CEO and Founder of Coresight Research, at the Shoptalk conference on March 3, 2019, focusing on nine things people can learn from China and India.
March 26, 2019 Insight Report Premium New Retail Briefing #6: Alipay Expands to the UK in Partnership with Barclaycard, Watsons Mobile App Features Virtual Makeup Try-On“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we cover important developments in New Retail in China and beyond. Here’s what’s happening
