Insight Report | March 13, 2024 Premium Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others. Read More
Event Presentation | March 8, 2024 Premium Fashionomics: Mapping Consumer Sentiment and Trends—Insights Presented at the AAFA Executive Summit 2024From supply chain logistics to tech-enabled seamless shopping experiences, we paint a global picture of retail today, with a focus on China, India, the Middle East and Africa, and the UK and Europe. Read our full presentation from the American Apparel and Footwear Association (AAFA) Executive Summit. Read More
Insight Report | March 6, 2024 Premium Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s. Read More
Company Profile | March 2, 2024 Premium Moncler S.p.A (BIT: MONC) Company ProfileMoncler is an Italy-based brand owner of luxury outerwear and skiwear. Headquartered in Milano, the company sells products in China, Italy, Japan, the US and over 70 other countries, as well as online. Read More
Company Profile | March 1, 2024 Premium Kering SA (ENXTPA: KER) Company ProfileKering SA is a France-based brand owner of apparel, footwear, jewelry, watches, leather goods, eyewear, and other luxury goods. Headquartered in Paris, the company operates stores and sells online in over 100 countries, including China, France, Germany, the UK and the US, among others. Read More
Insight Report | March 1, 2024 Premium Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive PerformanceOn February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector. Read More
Company Profile | March 1, 2024 Premium LVMH Moët Hennessy Louis Vuitton S.E. (ENXTPA: MC) Company ProfileLVMH is a France-based luxury goods company selling apparel, cosmetics, leather goods, jewelry, perfumes, watches, wines and spirits. Headquartered in Paris, the company operates in China, France, Japan, the US and 76 other countries. Read More
Insight Report | February 29, 2024 Premium Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the DealThe FTC has filed a lawsuit to block the Kroger-Albertsons merger. We detail this development and its implications for national grocery chains, regional grocers and CPG suppliers. Read More
Company Profile | February 28, 2024 Premium Hermès International Société en commandite par actions (ENXTPA: RMS) Company ProfileHermès is a France-based brand of leather goods and saddlery, apparel, footwear, accessories, perfumes, beauty, jewelry, home, watches, silk, textiles and other luxury goods. The company operates stores in 50 countries, including China, France, Japan, the UK and the US. Read More
Insight Report | February 27, 2024 Premium Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair. Read More
Company Profile | February 26, 2024 Premium Burberry Group (LSE: BRBY) Company ProfileBurberry Group plc is a manufacturer and retailer of luxury goods headquartered in London, England. The company operates in 40 markets including Canada, China, Japan, Korea, the UK and the US. Read More
Company Profile | February 26, 2024 Premium Capri Holdings Limited (NYSE: CPRI) Company ProfileCapri Holdings is a global fashion luxury group that sells accessories, apparel and footwear. Headquartered in London, the company operates in Australia, Canada, China, France, Japan, Korea, the UK, the US and over 93 other countries. Read More
Insight Report | February 26, 2024 Premium Chinese New Year 2024 Review: Revealing Trends Amid Evolving Preferences—China Retail InsightsIn this report, we review the 2024 Chinese New Year holiday, highlighting the impact of the event on China’s consumer market and revealing retail trends, consumer preferences and market opportunities that emerged during the holiday. Read More
Company Profile | February 25, 2024 Premium Tapestry, Inc. (NYSE: TPR) Company ProfileTapestry is a US-based luxury brand owner that sells accessories, handbags and lifestyle products. Headquartered in New York, the company owns the brands Coach, Kate Spade, and Stuart Weitzman, and operates in China, the UK, the US and more than 50 other countries. Read More
Company Profile | February 25, 2024 Premium Chow Tai Fook Jewellery Group (SEHK: 1929) Company ProfileChow Tai Fook Jewellery Group is a manufacturer and retailer of jewelry, and a distributor of major watch brands. Headquartered in Hong Kong, the company primarily operates in China, with additional stores in Japan, Malaysia, Vietnam and the US. Read More