January 25, 2019 Company Earnings Update Register for Free Access Kimberly-Clark (NYSE: KMB) 4Q18 Results: Sales Slow, New Strategy to Guide GrowthThe personal care segment reported sales of $2.2 billion, down 2% year over year, and operating profit of $436 million, down 11% due to higher input costs and operating expenses as well as currency exchange effects. Higher sales volumes drove North America sales, increasing 4% year over year, driven by growth in Pull-Ups training pants, GoodNites youth pants and Depend adult care products. Developed markets outside North America saw sales decrease 4% while net selling prices dropped slightly.
January 25, 2019 Company Earnings Update Register for Free Access P&G (NYSE: PG) 2Q19 Results: Innovation Driving Growth, Competition Remains ToughP&G reported net sales of $17.4 billion for the three months ended December 31, 2018, up 0.2% year over year. Operating income came in at $3.9 billion, down 0.6% year over year. Gross margin on net sales decreased 130 basis points to 48.9% and operating margin fell 70 basis points to 22.3%. Due to income tax charges caused by a transitional impact of the US Tax Act, diluted earnings per share were $1.22, an increase of 31.2% compared to the previous year. Management said the strong result was driven by the company’s focus on product superiority, productivity and improving its organization and culture.
January 18, 2019 Flash Report Register for Free Access Walgreens Boots Alliance and Microsoft Forge Partnership to Explore Digital Health OpportunitiesDrugstore retailer WBA and technology giant Microsoft have entered into a seven-year agreement which includes developing software and technology for patient care management and retail store operations. This alliance follows close on the heels of last month’s deal with Alphabet’s life sciences business Verily to help patients manage medication. Through this partnership, WBA will be able to leverage Microsoft’s cloud services suite Azure. The suite of tools and applications uses several cutting-edge technologies, such as cloud, AI, the Internet of Things (IoT) and blockchain. Microsoft has developed a host of healthcare tools, such as a smartphone app to connect users with healthcare providers and AI-based software engines to crunch masses of patient data to help detect possible health conditions sooner.
January 17, 2019 Deep Dive Premium 10 Tech Startup Trends Reshaping Retail in 2019: Get Ready for Digital DisruptionThe retail industry has undergone a significant transformation over the past decade, and continues to evolve quickly. In 2019, the market will be defined by emerging technologies that change the way consumers interact with brands, by new engagement formats and channels, as retailers look to collaboration more with startups to future-proof their businesses.
January 15, 2019 Insight Report Premium US Holiday Comparable Sales Growth Results: A Mixed Picture So FarAs US retailers report comparable sales for the 2018 holiday season, we’re seeing a mixed bag of results. Some retailers such as Costco and Boot Barn did well, reporting strong comparable sales growth and beating consensus estimates. Retailers such as Target, Barnes & Noble and Buckle showed sequential comparable sales growth improvement, but not as strong. Comparable sales at Macy’s and L Brands weakened sequentially.
January 8, 2019 Event Coverage Register for Free Access CES 2019: Five Innovative Technology Startups From Day 2Chronolife has a device to help people with chronic or congestive heart failure (CHF) by anticipating medical emergencies with its wearable Chronolife vest. The Parcel Guard is a smart mailbox designed to prevent “porch pirates” — people who steal packages from your front porch. P&G Ventures, Procter & Gamble’s startup division, unveiled at-home skincare device Opté Precision Skincare System (Opté). Capstone Connected Home launched the Smart Mirror, a mirror integrated with Google Assistant with touchscreen capabilities. The Bread Bot, developed by Wilkinson Baking Company, a fully automated robotic bread-making machine that bakes and sells bread like a vending machine.
December 11, 2018 Insight Report Premium Going Head-to-Head in Beauty Retailing: A Comparison of Sephora and UltaBoth Sephora and Ulta shoppers cite selection and quality as the most important reasons they shop at the respective retailers, according to Prosper’s survey. Service is more important among Sephora shoppers surveyed, while prices and promotions, as well as location, are more important among Ulta shoppers.
November 8, 2018 Insight Report Free Report Beauty Insights, Part 2: Men’s Grooming Category Is Ready for DisruptionGlobal sales of men’s grooming products reached nearly $50 billion in 2017 and are on track to grow by 16% by 2020, according to Euromonitor International. The men’s grooming market accounted for 10.7% of the $464 billion global beauty and personal care market in 2017.
November 5, 2018 Company Earnings Update Register for Free Access Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises GuidanceEstée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate of $3.47 billion. Adjusted earnings per share (EPS) was $1.41, higher than the consensus estimate of $1.22 and higher than the EPS of $1.21 in the year ago period.
October 5, 2018 Company Earnings Update Register for Free Access Avon Investor/Analyst Day 2018: Company Focuses on Increasing Consumer Access to Brand Avon by Going DigitalOn September 21, 2018, Avon Products, Inc. (AVP) hosted its Analyst/Investor Day. At the event, management focused on financial initiatives and cost savings of $400 million by 2021, and investments in commercial initiatives and digital and IT infrastructure.
October 2, 2018 Insight Report 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.
October 1, 2018 Event Presentation 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.
September 13, 2018 Event Coverage 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:
September 10, 2018 Event Coverage Register for Free Access A Natural and Organic Asia: Takeaways from Natural & Organic Products Asia (NOPA) ExhibitionThe Coresight Research team attended the Natural and Organic Products Asia (NOPA) exhibition held August 29–31 in Hong Kong.
August 27, 2018 Market Navigators/Market Outlook Premium Category Outlook: Male Beauty Market Growing in ChinaChina’s male grooming market is performing well and is projected to continue to grow quickly. Urban Chinese men, particularly millennials, are increasingly image-conscious, and they spend more time and money on grooming than do male consumers in other demographics. We think that many grooming and beauty brands will further target Chinese male consumers to drive revenue growth in the coming years.
