Event Coverage | June 6, 2019 Register for Free Access Capri Holdings 2019 Investor Day: Brand Growth Expected to Drive Revenues to $6 Billion in FY2020Capri Holdings 2019 Investor Day: Brand Growth Expected to Drive Revenues to $6 Billion in FY2020 Read More
Company Earnings Update | June 5, 2019 Register for Free Access Tiffany & Co. (NYSE: TIF) 1Q19 Results: Misses Revenues, Worldwide Comps Decline• Tiffany reported EPS of $1.03, down 9.7%, beating the consensus estimate of $1.01. Total revenue for the quarter declined 2.9% to $1.00 billion, missing the consensus estimate of $1.01 billion Read More
Event Coverage | May 31, 2019 Register for Free Access World Retail Congress 2019 Wrap-UpLuxury in 2019 is capturing young consumers with beauty, wellness and exclusivity in the form of “drops,” creating a sense of exclusivity while remaining inclusive. Read More
Deep Dive | May 16, 2019 Premium Luxury Differentiation via (Social) Values, Sustainability and Limited-Run CollaborationsLuxury brands are employing social values, sustainability and limited-run collaborations to enhance their brand positioning and attract new luxury consumers. Read More
Insight Report | April 30, 2019 Premium In China, Luxury Brands Turn to Pop-Up Stores to Offer Experiences and Build Their Brands with Younger ConsumersPop-up stores represent a way for luxury brands to engage with customers, showcase limited edition products, offer personalized experiences and demonstrate brand identity with a low-cost, physical presence. This report uses luxury brands’ pop-up stores in China as examples. Read More
Event Coverage | April 15, 2019 Register for Free Access Amazon House in A Box and 3D-Printed Fashion: Key Insights from Retail-Tech Events at Milan Design Week 2019The Coresight Research team attended Milan Design Week during the weekend of April 12–14, 2019. In this report, we feature key insights from our visits to retail-tech-related events organized around the city. Read More
Insight Report | April 12, 2019 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. Read More
Company Earnings Update | April 12, 2019 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. Read More
Company Profile | April 5, 2019 Premium Tiffany & Co. (NYSE: TIF) Company ProfileTiffany & Co. is a US luxury jewelry retailer headquartered in New York and founded in 1837 by Charles Lewis Tiffany and John B. Young. The company generates 91% of its revenues from jewelry sales. E-commerce, catalog and phone orders represented 7% of total sales in FY15-18. Read More
Deep Dive | April 2, 2019 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. Read More
Company Earnings Update | March 25, 2019 Register for Free Access Tiffany & Co. (NYSE: TIF) 4Q18 Results: Strong Dollar Hurts Tourist-Driven Holiday SalesTiffany reported adjusted EPS of $1.67 for 4Q18, beating the consensus estimate of $1.60. Total revenue for the quarter declined 1% to $1.32 billion, or up 1% at constant foreign exchange rates, and missing the consensus estimate of $1.33 billion. Read More
Company Earnings Update | March 18, 2019 Register for Free Access Prada (SEHK: 1913) 2018 Results: Positive Sales Trends Across All Regions and CategoriesPrada is in the midst of a multiyear strategic transformation that should result in increased brand relevancy. Read More
Company Earnings Update | March 15, 2019 Register for Free Access Dufry (SIX: DUFN) FY18 Results: Solid Year Despite Second-Half Headwinds, Company Expects Strengthening of Revenue GrowthDufry reported 2018 revenues slightly ahead of expectations, with organic growth of 2.7% versus consensus of 2.4%. Gross profit climbed 4.4% resulting in a 40-bps gain in the gross margin. Read More
Market Navigators/Market Outlook | March 1, 2019 Premium Sector Overview: E-Commerce — Online-Offline Integration in a Winner-Takes-All SectorEach of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on e-commerce. 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
