February 26, 2020 Company Earnings Update Register for Free Access Macy’s (NYSE: M) 4Q19 and FY19 Results: 2020 Will Be A Transition YearMacy’s reported fiscal 4Q19 revenues of $8.34 billion, down 1.4% YoY. The company reported 4Q19 adjusted EPS of $2.12, down 22.3% from the year ago period but higher than the consensus estimate of $1.96.
February 20, 2020 Insight Report Premium Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty CompaniesWith the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L’Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market.
February 17, 2020 Insight Report Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: February 2020—Top Trends Include Square-Neck Tops and Puff-Sleeve DressesThe Monthly Fashion Trend Report highlights top growing and accelerating fashion silhouettes consumers are searching and provides actionable insights for functional business units. This month’s trends with steady and accelerated growth include square neck tops and puff sleeve dresses.
February 17, 2020 Insight Report Premium Xcel Brands x Coresight Research Monthly Fashion Trend Data Report: February 2020The Monthly Fashion Data Report highlights top five growing and accelerating fashion silhouettes and print trends consumers are searching and provides actionable insights for functional business units.
February 7, 2020 Event Coverage Register for Free Access Macy’s Investor Day 2020: Plans To Optimize Fleet Through Closure of 125 Stores, Continued Backstage ExpansionMacy’s 2020 investor day focused on the company’s new five-point Polaris strategy. Highlights include: store optimization, off price expansion, building private brands and focusing on the under-40 consumer.
January 31, 2020 Flash Report Register for Free Access Estée Lauder Announces Global Leadership Promotions at Two of Its Billion-Dollar Brands and Two of Its Developing BrandsEstée Lauder has announced leadership changes at two if its billion-dollar brands (La Mer and MAC Cosmetics) and two of its developing brands (Le Labo and Dr. Jart+ / Do The Right Thing). The announcements come as the company continues to grow through acquisition and organically by reinvigorating heritage brands.
January 9, 2020 Insight Report Premium Estée Lauder Beauty: A Timeline of Key EventsTracking Estée Lauder’s rise to prominence from its founding in 1946 to modern beauty icon and innovator. The company now boasts a portfolio of over 25 prestige brands spanning cosmetics, skincare, haircare and fragrances with annual revenues totaling $14.9 billion in fiscal 2018.
January 8, 2020 Deep Dive Premium Amazon Apparel Update: An Analysis of Listings on Amazon FashionIn collaboration with competitive intelligence provider DataWeave, we aggregated data on almost 1 million women’s and men’s clothing products listed on Amazon.com. We analyze apparel listings by category, brand and seller to identify key trends on Amazon Fashion.
January 7, 2020 Insight Report Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: January 2020—Top Trends Include Paperbag Pants and Belted BlazersThe Xcel Brands x Coresight Research Monthly Fashion Trend Report: January 2020 — Top trends include paperbag pants and belted blazers, with belted blazers offering a particular opportunity at the high end with most selling for more than $500.
January 7, 2020 Insight Report Premium Xcel Brands x Coresight Research Monthly Fashion Trend Data Report: January 2020The Xcel Brands x Coresight Research Monthly Fashion Trend Data Report uses data analytics to predict the future of emerging and established fashion trends. Oversized hoodies and belted blazers are two trends to watch, based on search patterns and average selling price.
December 23, 2019 Insight Report Premium Holiday 2019: Global Holiday Cities—New York CityNew York retailers have long set the standard for holiday-themed events, and this year is no exception. Coresight Research visited some of New York City’s newer, more innovative shopping centers along with some of the must-sees.
December 11, 2019 Event Presentation Premium The Store of the Future (Barclays)The Store of the Future: How landlords can stay relevant in the ever changing retail real estate environment.
December 5, 2019 Insight Report Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: December 2019—Top Trends Include Sherpa Sweaters and Organza TopsSherpa sweaters and organza tops are trends that continue to grow and will remain popular for some time. Sherpa sweaters are a steady growth trend with a heavy social media presence while organza tops had the highest search growth rate.
November 20, 2019 Event Coverage Register for Free Access Key Insights from CEW’s Connected Consumer Conference 2019We discuss the key insights from the Connected Consumer Conference 2019, with an emphasis on the beauty sector. We cover the changing consumption in China and findings from Singles’ Day this year, the emergence of “harmonized retail” and the growing influence of social media in commerce.
November 19, 2019 Flash Report Register for Free Access Estée Lauder Continues International Growth in Skincare with Acquisition of Have & Be, Owner of Dr Jart+ BrandThe Estée Lauder Companies will acquire Korean beauty company Have & Be. We discuss how this move, which follows Estée Lauder’s 2015 minority stake investment, will give the company a foothold in the fast-growing Korean beauty sector.
