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Amazon: A Timeline of Key Events
Free
Deep Dives
E-Commerce …
Recent Report | July 31, 2019

Amazon: A Timeline of Key Events

Whats inside

From 2017 to 2019 we saw Amazon focus on consolidating its e-commerce services, strengthening its technology capabilities and investing in …

Streetwear: A Vibrant, Gender-Neutral Category on the Rise
Free
Insight Reports
Apparel and…
Recent Report | July 31, 2019

Streetwear: A Vibrant, Gender-Neutral Category on the Rise

Whats inside

Streetwear has grown from a niche sector to a global phenomenon: Genderless design is the common practice, Asians have become …

Steve Madden (NASDAQ: SHOO) 2Q19 Results: Steve Madden Women’s Wholesale and Accessories Drive Strong Momentum, Tariffs Cloud Outlook
Free
Company Earning Updates
Apparel and…
Recent Report | July 31, 2019

Steve Madden (NASDAQ: SHOO) 2Q19 Results: Steve Madden Women’s Wholesale and Accessories Drive Strong Momentum, Tariffs Cloud Outlook

Whats inside

Steve Maddon posts double-digit sales increases but the threat of more tariffs looms large as its ability to squeeze concessions …

Under Armour (NYSE: UAA) 2Q19 Results: North America Revenue Declines, Company Updates Outlook for FY19
Free
Company Earning Updates
Apparel and…
Recent Report | July 31, 2019

Under Armour (NYSE: UAA) 2Q19 Results: North America Revenue Declines, Company Updates Outlook for FY19

Whats inside

Under Armour reports operating loss of $11 million, net loss of $17 million and makes minor revisions to guidance.

NCR Corp (NYSE: NCR) 2Q19 Results: Handily Beats Consensus Estimates, Huge ATM Growth, Raises Annual Revenue Guidance
Free
Company Earning Updates
Recent Report | July 31, 2019

NCR Corp (NYSE: NCR) 2Q19 Results: Handily Beats Consensus Estimates, Huge ATM Growth, Raises Annual Revenue Guidance

Whats inside

NCR reported 2Q19 revenues of $1.71 billion, up 11.3% and ahead of the $1.58 billion consensus estimate. Adjusted EPS was …

Dufry (SIX: DUFN) 1H19 Results: Profits Decline on Higher Depreciation and Interest Costs; Maintains FY19 Guidance
Free
Company Earning Updates
Apparel and… Beauty Bran…
Recent Report | July 31, 2019

Dufry (SIX: DUFN) 1H19 Results: Profits Decline on Higher Depreciation and Interest Costs; Maintains FY19 Guidance

Whats inside

Dufry reported 1H19 net sales of CHF 4.1 billion, up 2.1% year over year and in line with the consensus …

What Are the Most Popular US Retailers for Buy Online Pick Up In Store (BOPIS)?
Free
Question of the Week
Recent Report | July 30, 2019

What Are the Most Popular US Retailers for Buy Online Pick Up In Store (BOPIS)?

Whats inside

QUESTION OF THE WEEK: What Are the Most Popular US Retailers for Buy Online Pick Up In Store (BOPIS)?

New Retail Briefing: Tmall Launches Offline Experiential Center to Connect Brands to Consumers
Free
Insight Reports
E-Commerce … Supply Chain
Recent Report | July 30, 2019

New Retail Briefing: Tmall Launches Offline Experiential Center to Connect Brands to Consumers

Whats inside

Alibaba’s flash sale and group buying platform Juhusuan introduced an updated version of Jutudi, an initiative to offer fresh farm …

All Retailers Want in on CBD: Insights from Cosmoprof North America 2019 Day 2
Free
Event Coverage
E-Commerce … Beauty Bran…
Recent Report | July 30, 2019

All Retailers Want in on CBD: Insights from Cosmoprof North America 2019 Day 2

Whats inside

The Coresight Research team attended Cosmoprof North America 2019 in Las Vegas. The theme for day two was CBD: all …

Colgate-Palmolive (NYSE: CL) 2Q19 Results: Net Sales and Diluted EPS Decline
Free
Company Earning Updates
Consumer Pa…
Recent Report | July 30, 2019

Colgate-Palmolive (NYSE: CL) 2Q19 Results: Net Sales and Diluted EPS Decline

Whats inside

Colgate-Palmolive reported net sales of $3.87 billion for the three months ended June 30, 2019, down 0.5% year over year …

Insights from Cosmoprof North America 2019 Day 1: “All Beauty Brands will be Clean Beauty Brands in the Future”
Free
Event Coverage
E-Commerce … Beauty Bran…
Recent Report | July 29, 2019

Insights from Cosmoprof North America 2019 Day 1: “All Beauty Brands will be Clean Beauty Brands in the Future”

Whats inside

The Coresight Research team attended Cosmoprof North America 2019 in Las Vegas. The theme for day one was, “Beauty with …

US Back to School 2019: Retail Outlook
Free
Deep Dives
Recent Report | July 29, 2019

US Back to School 2019: Retail Outlook

Whats inside

In our first report in our US Back-to-School series for 2019, we provide an outlook for US retail this back-to-school …

Intel (NASDAQ: INTC) 2Q19 Results: Misses on Revenues but Raises Annual Guidance, Plans to Sell 5G Modem Business
Free
Company Earning Updates
Recent Report | July 29, 2019

Intel (NASDAQ: INTC) 2Q19 Results: Misses on Revenues but Raises Annual Guidance, Plans to Sell 5G Modem Business

Whats inside

Intel’s 2Q19 earnings report missed on revenues, but EPS was in line. The company raised its annual guidance and is …

Kering (ENXTPA: KER) 1H19 Results: Double-Digit Sales and Earnings Gains Driven by Gucci
Free
Company Earning Updates
Luxury Bran…
Recent Report | July 29, 2019

Kering (ENXTPA: KER) 1H19 Results: Double-Digit Sales and Earnings Gains Driven by Gucci

Whats inside

Gucci and Saint Laurent drive solid Double Digit Sales and Earnings Gains

LVMH (ENXTPA: MC) 1H19 Results: Strong Sales Propelled by Fashion & Leather Goods, and Asia Region
Free
Company Earning Updates
Luxury Bran…
Recent Report | July 29, 2019

LVMH (ENXTPA: MC) 1H19 Results: Strong Sales Propelled by Fashion & Leather Goods, and Asia Region

Whats inside

LVMH reported 15% 1H sales growth propelled by its fashion and leather goods business, which grew sales 21%.

Tencent and the Pokémon Co to Collaborate on New Games
Free
Flash Reports
Recent Report | July 29, 2019

Tencent and the Pokémon Co to Collaborate on New Games

Whats inside

Tencent and the Pokémon Company announced they will collaborate on new games. Tencent and Nintendo will hold a press event …

Taubman Centers (NYSE: TCO) 2Q19 Results: FFO Misses Consensus, Lowers Guidance
Free
Company Earning Updates
Real Estate…
Recent Report | July 29, 2019

Taubman Centers (NYSE: TCO) 2Q19 Results: FFO Misses Consensus, Lowers Guidance

Whats inside

Taubman Centers reported 2Q19 revenues of $161.6 million, up 5.8% year over year and beating the $159.7 million consensus estimate. …

Tractor Supply Company (NASDAQ: TSCO) 2Q19 Results: Comps Beat Consensus Estimates, Revenues in Line; Guidance Raised
Free
Company Earning Updates
Home and Ho… Apparel Spe…
Recent Report | July 29, 2019

Tractor Supply Company (NASDAQ: TSCO) 2Q19 Results: Comps Beat Consensus Estimates, Revenues in Line; Guidance Raised

Whats inside

Tractor Supply reported 2Q19 EPS of $1.80, up 6.5% but marginally missing the $1.81 consensus estimate recorded by StreetAccount. Revenues …