Insight Report | October 16, 2019 Premium Macy’s: A Timeline of Key EventsFrom 2017 to 2019, Macy’s undertook meaningful steps to reinvent its business. We examine key events from the company’s recent history as part of our Retailers’ Timelines series. Read More
Market Outlook | October 9, 2019 Premium Global Male Grooming MarketIn this report, we review the global market for male grooming products. We also look at consumer survey data to analyze US shoppers’ habits and shopping preferences. 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
Insight Report | September 30, 2019 Premium August 2019 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Deep Dive | September 19, 2019 Premium Buy Online, Return In Store: Assessing Strategies and Drivers of AdoptionIn this report, we explain the buy online, return in store (BORIS) model in detail and assess how some US retailers are using this service to enhance their omnichannel retailing. Read More
Company Earnings Update | September 1, 2019 Register for Free Access Burlington Stores (NYSE: BURL) 2Q19 Results: Sales Beats Consensus; Raises Guidance; Home and Beauty Categories Remain StrongBurlington Stores reported fiscal 2Q19 revenues of $1.66 billion, up 10.5% year over year and beating the consensus estimate of $1.63 billion. The company’s adjusted earnings per share (EPS) grew 18.3% year over year to $1.36, beating the consensus estimate of $1.14. Read More
Insight Report | August 23, 2019 Premium July 2019 Monthly Consumer Update: US, UK and ChinaUS wage growth continued to comfortably outpace inflation. Retail sales growth strengthened. Read More
Company Earnings Update | August 23, 2019 Register for Free Access Gap Inc. (NYSE: GPS) 2Q19 Results: Sales Miss, Reiterates Adjusted EPS and Comps GuidanceGap reported fiscal 2Q19 revenues of $4.0 billion, down 2.0% year over year, slightly missing the consensus estimate. Adjusted earnings per share (EPS) were $0.63, down 17.1% from the year-ago period, but ahead of the consensus estimate of $0.53. Read More
Deep Dive | August 20, 2019 Premium Reinventing the US Department StoreFrom loyalty programs to experiential concepts, we assess how US department stores are transforming themselves to stay relevant. Read More
Company Earnings Update | August 1, 2019 Register for Free Access L’Oréal (ENXTPA: OR) 1H19 Results: Strongest Comparable Sales Growth in Over a DecadeL’Oréal 1H19 revenues grew 11% and adjusted EPS grew 7% year over year, both in-line with the StreetAccount estimates. Read More
Insight Report | July 26, 2019 Premium June 2019 Monthly Consumer Update: US, UK and ChinaUS inflation softened a little, while wage growth remained unchanged. Retail sales growth weakened. Read More
Company Earnings Update | July 22, 2019 Register for Free Access ASOS (LSE: ASC) 3Q19 Trading Update: Strong UK Demand but Operational Issues in the US and EU; Guidance Revised DownSOS reported 3Q19 group revenues of £919.8 million, up 11% year over year on a constant-currency basis (up 12% year over year as reported). Active customers hit the 20 million mark. Read More
Insight Report | July 18, 2019 Premium June 2019 UK Retail Sales: Smaller Retailers Drive Overall Growth, Clothing and Furniture Stores See Solid BoostThe Office for National Statistics (ONS) reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase. Read More
Company Earnings Update | July 5, 2019 Register for Free Access Seven & i Holdings (TSE: 3382) 1Q20 Results: Operating Income Grows in Both Domestic and Overseas Convenience StoresIn 1Q20, ended May 31, 2019, Seven & i reported a 1.3% year-over-year decline in net sales. However, the company’s EPS increased 21.5% in the first quarter. Read More
Deep Dive | July 3, 2019 Premium BOPIS: US Retailers Looking for Omnichannel ExcellenceIn this report, we explain the buy online and pick up in store (BOPIS) model in detail and assess how some US retailers are using this service to enhance their omnichannel retailing. Read More
