Store Tracker | July 18, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 29: Charming Charlie to Close All StoresStore closures continued this week, with Charming Charlie announcing it will close all 261 of its stores as its core business is squeezed by increasing competition that is erasing its raison d’etre. Read More
Deep Dive | July 16, 2019 Premium How “New Retail” Is Changing Eight Retail and Consumer Sectors in ChinaNew Retail is blurring the online and offline commerce in China. We review recent developments in New Retail in eight retail and consumer sectors: e-commerce; consumer electronics; fashion; fast-moving consumer goods and supermarkets; cosmetics and beauty; furniture and home improvement; department stores; and, local services. Read More
Store Tracker | July 11, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 28: Target to Open More Small-Format StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019. Read More
Insight Report | July 11, 2019 Premium Supply Chain Briefing: 3D Design Brings Speed and Customization to the Supply Chain3D design technology helps retailers better meet fast-changing consumer demand, while also improving product quality and cutting costs. The technology is already helping many companies in fashion and furniture create new product designs more quickly and with higher precision. Read More
Store Tracker | July 5, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 27: Pier 1 Imports to Shut More StoresCoresight Research tracks news about store closures, openings and bankruptcies. Our Weekly US and UK Store Openings and Closures Tracker focuses on department stores and specialty retail stores, including, but not limited to, those selling softlines, hardlines, consumer electronics, groceries and furniture. Read More
Company Earnings Update | June 25, 2019 Register for Free Access 1Q19 US Earnings-Season Wrap-UpThis report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms. Read More
Company Earnings Update | June 14, 2019 Register for Free Access RH (NYSE: RH) 1Q19 Results: Strong Revenues Inspire Raised GuidanceRH reported 1Q19 revenues of $598.4 million, 7.4% growth year over year and beating the $583.7 million consensus estimate. Read More
Market Navigators/Market Outlook | June 6, 2019 Premium Sector Overview: US Home and Home Improvement RetailersUS consumer confidence appears to have peaked and spending preferences are still directed at home improvement, but the growth rate of spending on home improvement is expected to slow. Read More
Company Earnings Update | June 3, 2019 Register for Free Access Williams-Sonoma (NYSE: WSM) 1Q19 Results: Beats Consensus on Revenues and Maintains GuidanceWilliams-Sonoma reported 1Q19 revenues of $1.24 billion, up 3.2% year over year and slightly above the $1.21 billion consensus estimate. Operating income was $74 million, an increase of 11.4% from $67 million in the year-ago quarter. Read More
Company Earnings Update | May 28, 2019 Register for Free Access Lowe’s Companies (NYSE: LOW) 1Q19 Results: Revenues and Comps See Growth but Gross Margin ContractsLowe’s reported 1Q19 adjusted EPS of $1.22, up 2.5% but considerably short of the $1.33 consensus estimate. Revenues were $17.74 billion, up 2.2% and ahead of the $17.64 billion consensus estimate. Read More
Company Earnings Update | May 24, 2019 Register for Free Access Home Depot (NYSE: HD) 1Q19 Results: Beats Consensus on Revenues and EPS, Guidance in LineHome Depot reported 1Q19 adjusted EPS of $2.28, up 9.4% and beating the consensus estimate of $2.20. Revenues were $26.38 billion, up 5.7% and marginally ahead of the $26.35 billion consensus estimate. Read More
Event Coverage | May 16, 2019 Register for Free Access Five Insights from Kingfisher’s Innovation Day 2019On May 15, 2019, European DIY giant Kingfisher hosted an Innovation Day for analysts. The Coresight Research team was in attendance, and we feature five highlights from the event. Read More
Market Navigators/Market Outlook | May 9, 2019 Premium US Furniture Market 2019This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies. Read More
Company Earnings Update | May 6, 2019 Register for Free Access Wayfair (NYSE: W) 1Q19 Results: Revenues Beat Consensus Estimates, Losses DeepenWayfair reported 1Q19 adjusted EPS of $(1.62), marginally behind the $(1.61) consensus estimate. Revenues were $1.94 billion, up 39% and marginally ahead of the $1.92 billion consensus estimate. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Tractor Supply Company (NASDAQ: TSCO) 1Q19 Results: Revenues and Comps Beat Consensus Estimates While Guidance Remains in LineTractor Supply reported 1Q19 EPS of $0.63, up 10.2% and beating the $0.55 consensus estimate recorded by StreetAccount. Revenues were $1.82 billion, up 8.3% and marginally ahead of the $1.81 billion consensus estimate. Read More
