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VM Global Leadership Summit: Decoding the Consumer, The New Science of Customer Behavior
Free
Event Coverage
Recent Report | March 25, 2019

VM Global Leadership Summit: Decoding the Consumer, The New Science of Customer Behavior

Whats inside

Coresight Research attended the 13th Annual VM Global Leadership Summit on March 20 in New York City. CEO Deborah Weinswig …

February 2019 UK Retail Sales: Fragmented Sectors Drive Strong Total Growth, But Core Sectors Show Softness
Free
Insight Reports
Recent Report | March 25, 2019

February 2019 UK Retail Sales: Fragmented Sectors Drive Strong Total Growth, But Core Sectors Show Softness

Whats inside

The Office for National Statistics reported a strengthening of retail growth to 4.0% year over year in February 2019, supported …

Strong Demand for Value, E-Commerce and Sportswear Sustains Pressure on Europe’s Middleground Apparel Retailers
Free
Deep Dives
Apparel and… E-Commerce …
Recent Report | March 22, 2019

Strong Demand for Value, E-Commerce and Sportswear Sustains Pressure on Europe’s Middleground Apparel Retailers

Whats inside

Across major European economies, floundering midmarket behemoths are finding business more challenging than ever, leaving a number of apparel retailing …

Weekly US and UK Store Openings and Closures Tracker 2019, Week 12: Shopko to Liquidate; In the UK, Office Outlet Enters Administration
Free
Store Trackers
Recent Report | March 22, 2019

Weekly US and UK Store Openings and Closures Tracker 2019, Week 12: Shopko to Liquidate; In the UK, Office Outlet Enters Administration

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Coresight Research tracks news about store closures, openings and bankruptcies. Our Weekly US and UK Store Openings and Closures Tracker …

Nike (NYSE: NKE) 3Q19 Results: Digital Growth Powers Forward at a 36% Pace, China Digital Grows Over 60%
Free
Company Earning Updates
Apparel and…
Recent Report | March 22, 2019

Nike (NYSE: NKE) 3Q19 Results: Digital Growth Powers Forward at a 36% Pace, China Digital Grows Over 60%

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Digital Growth Powers Forward at a 36% Pace; 60%+ in China.

Next (LSE: NXT) FY19 Results: Higher SG&A Cost Weighs on Operating Margin; Sees No Impact from Current Brexit Uncertainty
Free
Company Earning Updates
Apparel and… E-Commerce …
Recent Report | March 22, 2019

Next (LSE: NXT) FY19 Results: Higher SG&A Cost Weighs on Operating Margin; Sees No Impact from Current Brexit Uncertainty

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Next reported FY19 total sales of £4,167.4 million, up 1.9% year over year, and in-line with the consensus estimate recorded …

WEINSWIG’S WEEKLY MARCH 22, 2019
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Weinswig’s Weekly
Recent Report | March 22, 2019

WEINSWIG’S WEEKLY MARCH 22, 2019

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This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s inroads into the beauty category.

Alimentation Couche-Tard (TSX: ATD.B) Fiscal 3Q19 Results: Revenue Below Consensus, Merchandise and Fuel Drive Growth
Free
Company Earning Updates
Convenience…
Recent Report | March 21, 2019

Alimentation Couche-Tard (TSX: ATD.B) Fiscal 3Q19 Results: Revenue Below Consensus, Merchandise and Fuel Drive Growth

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Alimentation Couche-Tard reported fiscal 3Q19 revenue of $16.5 billion, slightly below the consensus estimate of $16.8 billion and up 4.6% …

Williams-Sonoma (NYSE: WSM) 4Q18 Results: Beats on Revenues, Comps in Line, Guides for 2019 EPS Above Consensus
Free
Company Earning Updates
Home and Ho…
Recent Report | March 21, 2019

Williams-Sonoma (NYSE: WSM) 4Q18 Results: Beats on Revenues, Comps in Line, Guides for 2019 EPS Above Consensus

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Williams-Sonoma reported 4Q18 revenues of $1.84 billion, up 9.3%. Adjusted EPS was $2.10, up 25.3%. Comps increased 2.4%. The company …

Insights from China: Alibaba Invests in STO Express, Accelerating the Logistics Race
Free
Insight Reports
E-Commerce … Supply Chain
Recent Report | March 21, 2019

Insights from China: Alibaba Invests in STO Express, Accelerating the Logistics Race

Whats inside

This week, we look at Alibaba’s recent investments in courier company STO Express and how the logistics race in China …

Decoding the Consumer: The New Science of Customer Behavior (Vision Monday Global Leadership Summit)
Free
Event Presentations
Recent Report | March 20, 2019

Decoding the Consumer: The New Science of Customer Behavior (Vision Monday Global Leadership Summit)

Whats inside

This presentation discusses retail in 2019, reshaping physical retail, technology trends reshaping retail and things we can learn from Asia.

ASOS (LSE: ASC) 2Q19 Trading Update: Strong UK Demand, US Logistics Hit by Unexpected Jump in Demand, Guidance Unchanged
Free
Company Earning Updates
Apparel and… Beauty Bran…
Recent Report | March 20, 2019

ASOS (LSE: ASC) 2Q19 Trading Update: Strong UK Demand, US Logistics Hit by Unexpected Jump in Demand, Guidance Unchanged

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ASOS reported 2Q19 group revenues of £658.5 million, up 11.0% year over year on a constant-currency basis. US sales declined …

Ocado (LSE: OCDO) 1Q19 Trading Update: Strong Underlying Growth Partially Offset by Fire
Free
Company Earning Updates
E-Commerce …
Recent Report | March 20, 2019

Ocado (LSE: OCDO) 1Q19 Trading Update: Strong Underlying Growth Partially Offset by Fire

Whats inside

Ocado reported 1Q19 retail revenue of £404 million, up 11.2% year over year. The company’s average orders per week grew …

February 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline Eases
Free
Insight Reports
Recent Report | March 19, 2019

February 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline Eases

Whats inside

US store-based traffic and sales declined in February, while the conversion rate grew 0.4 percentage points. Average transaction value (ATV) …

2019 Tax Tracker Week 6: Filings Catching Up but Still Down Year Over Year
Free
Insight Reports
Recent Report | March 19, 2019

2019 Tax Tracker Week 6: Filings Catching Up but Still Down Year Over Year

Whats inside

US income tax refund tracker: Filings are still down year over year, and average refund amounts are up slightly. Consumers …

Question: What Is the Most-Listed  Makeup Brand on Amazon.com?
Free
Question of the Week
Recent Report | March 18, 2019

Question: What Is the Most-Listed Makeup Brand on Amazon.com?

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Question of the Week March 18 2019 - What Is the Most-Listed Makeup Brand on Amazon.com?

H&M (OMX: HM-B) 1Q19 Update: Sales Beat; Focus Now on Digital
Free
Company Earning Updates
Apparel and… Beauty Bran…
Recent Report | March 18, 2019

H&M (OMX: HM-B) 1Q19 Update: Sales Beat; Focus Now on Digital

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H&M reported 1Q19 net sales of SEK 51.02 billion, up 10.0% year over year, a slightly slower pace compared the …

Prada (SEHK: 1913) 2018 Results: Positive Sales Trends Across All Regions and Categories
Free
Company Earning Updates
Luxury Bran…
Recent Report | March 18, 2019

Prada (SEHK: 1913) 2018 Results: Positive Sales Trends Across All Regions and Categories

Whats inside

Prada is in the midst of a multiyear strategic transformation that should result in increased brand relevancy.