Company Earnings Update | April 25, 2019 Register for Free Access Procter & Gamble (NYSE: PG) 3Q19 Results: Innovations and Increased Pricing Drive GrowthP&G reported net sales of $16.5 billion for the third quarter of fiscal 2019, an increase of 1.1% year over year. Organic sales (which exclude the impact of currency changes, acquisitions and divestitures) were up 5% versus last year. Read More
Company Earnings Update | April 24, 2019 Register for Free Access Kimberly-Clark (NYSE: KMB) 1Q19 Results: Higher Selling Prices Drive Growth; Company Maintains Positive OutlookKimberly-Clark reported net sales of $4.6 billion for first quarter of 2019, a decrease of 2.1% compared to same period last year. Organic sales were up 3% versus last year. Read More
Event Coverage | March 29, 2019 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. Read More
Market Outlook | March 5, 2019 Premium Sector Overview: Consumer Packaged Goods — Demand Is Strong, but Companies Must Be Agile to Meet Consumers’ NeedsEach of our Sector Overview reports provides an essential briefing on a sector or market. In this report, we review the global consumer packaged goods (CPG) market. Read More
Insight Report | February 22, 2019 Premium January 2019 US Monthly Retail Traffic and In-Store Metrics Report: Post-Holiday Fatigue and Inclement Weather Drive Underwhelming January TrafficAll regions posted sales and traffic declines in January compared to the same period last year. The Midwest registered the largest year-over-year decline in traffic of all regions at 17.5%, owing to severe weather conditions. With warmer and wetter conditions, the South experienced the lowest decline, at 5.8%. The Midwest also recorded the largest year-over-year in-store sales decline among all regions, down 16.8%, whereas the West, which enjoyed warmer and drier conditions, reported the smallest decline, down 1.4%. Read More
Market Outlook | February 21, 2019 Premium Sector Overview: Mass Merchants — Dollar Stores Expand, Mass Merchandisers Digitalize and Costco Widens Its Lead Among Warehouse ClubsAs store closures resume in earnest in 2019, dollar stores are bucking the trend, expanding rapidly. Look for technology to be a deciding factor in the coming years as brick and mortar companies integrate online and offline offerings. Read More
Insight Report | February 18, 2019 Premium December 2018 US Retail Sales: Year-Over-Year Growth Slows to Just 1.0% as Most Sectors Experience a Sluggish DecemberOur measure of core retail sales is non-seasonally-adjusted sales excluding gasoline and automobiles. This metric increased by just 1.0% year over year in December, slowing dramatically from the growth in preceding months, including a 5.2% uplift in November. This resulted in total holiday-period sales coming in at $693 billion, up by just 2.9% year over year. Read More
Deep Dive | January 28, 2019 Free Report 10 Retail Trends for 2019: Get Ready for Retail ReinventionGet ready for better stores and better retailing. We expect 2019 to be a year of reinvention — and not just for the retail sector as a whole, but for physical stores in particular. As we outline over the following pages, we anticipate that the year will be marked by spectacular retail, fast retail and smart retail. Read More
Deep Dive | January 17, 2019 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. Read More
Insight Report | January 15, 2019 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. Read More
Company Earnings Update | November 6, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
Company Earnings Update | August 3, 2018 Register for Free Access Clorox (CLX) Fiscal 4Q2018 Results: Company Beats on Earnings, Misses Revenue and Raises GuidanceClorox reported fiscal 4Q18 revenues of $1.69 billion, up 2.7% year over year and below the consensus estimate of $1.72 billion. Diluted EPS was $1.66, up 9.2% from the year-ago quarter and above the consensus estimate of $1.58. Read More
Event Presentation | November 29, 2017 Premium Artifical Intelligence in CPG and Why It’s ImportantAI is human-like or intelligent behavior exhibited by computers and machines. • It is enabled by a computer program or set of programs that help machines make autonomous decisions through cognitive functions similar to those typically exhibited by human beings, such as learning, decision making and problem solving. Read More
Company Earnings Update | October 20, 2017 Register for Free Access Unilever (LSE: ULVR) 3Q17 Update: Sales Miss Estimates, Hit by Poor Weather and Natural DisastersUnilever reported 3Q17 sales of €13,166 million, well below the consensus estimate of €14,206 million and down 1.6% year over year. Read More
