Luxury

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Event Coverage | October 3, 2019

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LuxeCX/AMCX Conference 2019: Luxury Brands and the Customer Experience in the Digital Age

On September 25, 2019, Coresight Research attended LuxeCX/AMCX: The Role of Customer Experience in Business, a conference on the luxury business, hosted in New York City. Luxury brands and retailers, service providers and researchers discussed the role of customer service as a key determinant for consumers when making shopping and buying decisions.

Deep Dive | October 2, 2019 Premium

2Q19 US Earnings Season Wrap-Up

This 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.

Store Tracker | September 27, 2019 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2019, Week 39: Madison Reed To Expand to Hundreds of Locations

In 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.

Insight Report | September 24, 2019 Premium

New Retail Briefing: Tencent Develops New Credit Payment Product

“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.

Store Tracker | September 20, 2019 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2019, Week 38: Casey’s to Open More Stores

In 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.

Company Earnings Update | August 30, 2019

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PVH (NYSE: PVH) 2Q19 Results: Beats Consensus Sales and Earnings Estimates but Reduces FY19 Outlook on Volatile Macro Environment

2Q19 revenues increased modestly to $2.36 billion versus the $2.33 billion consensus, as currency exchange rates clipped about 200 basis points (bps) from revenue growth, worth some $5 million and $0.06 per share. Adjusted 2Q19 EPS declined 3.8% to $2.10 versus $2.18 in the year-ago quarter and the $1.88 consensus estimate.

Company Earnings Update | August 29, 2019

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Tiffany & Co. (NYSE: TIF) 2Q19 Results: Sales Miss but Management Reiterates FY19 Guidance

Tiffany reported EPS of $1.12, down 4.3% but beating the consensus estimate of $1.04. Total revenue for the quarter declined 2.5% to $1.05 billion, missing the consensus estimate of $1.06 billion.

Deep Dive | August 23, 2019 Premium

Fashion Online to Offline

Driven by advancements in digital channels, digitally native retailers are adapting to consumer preferences – but are also opening brick-and-mortar stores.

Company Earnings Update | August 16, 2019

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Tapestry (NYSE: TPR) 4Q19 Results: Coach and Stuart Weitzman Drive Results as Kate Spade Disappoints but Offers Upside

Tapestry is focused on protecting Kate Spade brand in promotional outlet channel and increasing product differentiation and distinctive newness to drive conversion.

Store Tracker | August 15, 2019 Databank Members

Reviewing Year-to-Date US Store Closures and Openings

In this report, we review year-to-date announced store closures and openings in the US, by sector.

Company Earnings Update | August 9, 2019

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Farfetch (NYSE: FTCH) 2Q19 Results: Strong Growth Driven by Platform GMV

Farfetch reported 2Q19 revenues grew 42.7% to $209.3 million and active users increased 55.7% to 1.8 million. The company anticipates luxury will reshape itself to move to a direct-to-consumer model.

Company Earnings Update | August 8, 2019

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Capri Holdings (NYSE: CPRI) 1Q20 Results: Revenue Misses Estimates, Reduces Revenue Guidance

Capri Holdings reported 1Q20 adjusted EPS of $0.95, above the $0.90 consensus estimate. Revenues increased 11.9% to $1.34 billion on a reported basis, missing the $1.37 billion estimate.

Company Earnings Update | August 6, 2019

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Prada (SEHK: 1913) 1H19 Results: Sales Increase Slightly, In Line with Market Expectations

In 1H19, Prada’s net revenue was €1.57 billion, up 1.9% year over year at a constant- currency basis. Net retail sales rose 2.4%, to €1.55 billion.

Store Tracker | August 2, 2019 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2019, Week 31: Tractor Supply Company Opens More Stores

In 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.

Deep Dive | August 2, 2019 Premium

US Retail Inventory Tracker, 1Q19

Most Coresight 100 retailers witnessed a decline in consumer spending, which translated into poor sales and inventory buildup in comparison to the same quarter last year. Tariffs and strategic investments also drove inventory accumulation.