Event Coverage | October 30, 2019 Register for Free Access The Day of Retail Professionals: Experience is The Future of RetailKey insights from the Day of Retail Professionals in Belgrade: experience is the future of retail, technology enables experiences and the shopping center will be an experience destination. Read More
Insight Report | October 28, 2019 Premium Buy Online, Pick Up In Mall: Mall Operators Take BOPIS to the Next LevelWe analyze the buy online, pick up in mall (BOPIM) model, and assess how some global shopping-center operators are using this service to draw traffic to their malls. Read More
Store Tracker | October 25, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 43: Destination Maternity Files for Chapter 11 Bankruptcy ProtectionIn 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
Event Coverage | October 4, 2019 Register for Free Access Brookfield Investor Day 2019: Low-Interest-Rate Environment Will Drive ValuationOn September 26, 2019, Brookfield Property Partners hosted its investor day at Brookfield Place in New York City. Read More
Deep Dive | October 2, 2019 Premium 2Q19 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 | August 8, 2019 Register for Free Access Brookfield Property Partners (NASDAQ: BPY) 2Q19 Results: Revenue Increases, FFO Beats EstimatesBrookfield reported 2Q19 FFO per unit of $0.38, up 5.6%, beating the consensus estimate of $0.36. Net income was $0.12 per unit, down 82%. Read More
Company Earnings Update | August 2, 2019 Register for Free Access The Macerich Company (NYSE: MAC) 2Q19 Results: Revenue Misses, Revises GuidanceMacerich reported 2Q19 revenues of $228.0 million, down 2.8% year over year and missing the $229.4 million consensus estimate. Adjusted FFOPS were $0.88, beating the consensus estimate of $0.86. Read More
Company Earnings Update | August 2, 2019 Register for Free Access Unibail-Rodamco-Westfield (AMS: URW) 1H19 Results: Solid Performance Despite Challenging Retail EnvironmentUnibail-Rodamco-Westfield (URW) reported 1H19 net rental income (NRI) of €1.25 billion, up 35.9% year over year. Adjusted recurring earnings per stapled share (AREPS) were €6.45, down 1.9%. EPRA net asset value (NAV) per stapled share was €216.10, down 2.6%. Read More
Company Earnings Update | August 1, 2019 Register for Free Access Simon Property Group (NYSE: SPG) 2Q19 Results: Beats Consensus on Revenues and FFO, Lowers EPS GuidanceSimon Property Group (Simon) reported revenues of $1.40 billion, up 0.9% year over year and ahead of the $1.34 billion consensus estimate. FFO was $2.99 per share, up 0.3% and beating the consensus estimate of $2.98 per share. Read More
Company Earnings Update | July 29, 2019 Register for Free Access Taubman Centers (NYSE: TCO) 2Q19 Results: FFO Misses Consensus, Lowers GuidanceTaubman Centers reported 2Q19 revenues of $161.6 million, up 5.8% year over year and beating the $159.7 million consensus estimate. FFO was $0.78 per share, missing the $0.83 consensus estimate. Read More
Deep Dive | July 23, 2019 Premium 2019 Retail Trends Midyear UpdateAt midyear, we take stock of the major trends we identified in January to see how they have played out in global retail in the first half of 2019, and identify two new trends we think will be significant in later 2019 and into 2020. Read More
Insight Report | July 9, 2019 Premium Fast Retail: Opportunities for Digitally Native BrandsFast retail is Coresight Research’s term for a new approach to retail featuring shorter leases, more shared spaces and more short-term stores. In this report, we profile the prevailing major fast retail formats in the US, ranging from pop-ups to marketplaces. 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 | May 7, 2019 Register for Free Access Brookfield Property Partners (NASDAQ: BPY) 1Q19 Results: Beats Consensus by a Penny, Completes Share and Unit RepurchasesBrookfield Property Partners reported FFO (funds form operations) that beat consensus estimates by a penny. During the quarter, the company completed one announced plus one another share and unit repurchase. Read More
Company Earnings Update | May 3, 2019 Register for Free Access The Macerich Company (NYSE: MAC) 1Q19 Results: Beats Estimates, Raises/Reaffirms 2019 GuidanceMacerich reported 1Q19 results that beat consensus revenue and FFO estimates and raised/reaffirmed its 2019 EPS and FFO guidance. Read More
