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US Store Closures 2019 Outlook: No Light at the End of the Tunnel
Free
Insight Reports
Recent Report | February 13, 2019

US Store Closures 2019 Outlook: No Light at the End of the Tunnel

Whats inside

Store closure announcements so far in 2019 are up 23% versus this time last year, with potentially many more on …

Ocado’s First Fully Automated Distribution Center Destroyed by Fire, Threatening Confidence in Its Robotics Offering
Free
Flash Reports
E-Commerce … Supply Chain
Recent Report | February 13, 2019

Ocado’s First Fully Automated Distribution Center Destroyed by Fire, Threatening Confidence in Its Robotics Offering

Whats inside

Fire devastated UK online grocery retailer and technology provider Ocado Group’s first robotic distribution center in Andover, England, which handled …

Under Armour (NYSE: UAA) 4Q18 Results: Revenue and EPS Beat Consensus Estimates; Company Maintains Outlook for FY19
Free
Company Earning Updates
Apparel and…
Recent Report | February 13, 2019

Under Armour (NYSE: UAA) 4Q18 Results: Revenue and EPS Beat Consensus Estimates; Company Maintains Outlook for FY19

Whats inside

Under Armour reported 4Q18 sales of $1.39 billion, beating the consensus estimate of $1.38 billion; and, $0.09 adjusted EPS, beating …

January 2019 US Same-Store Sales: Costco Misses Consensus, L Brands Comps Decline
Free
Insight Reports
Recent Report | February 12, 2019

January 2019 US Same-Store Sales: Costco Misses Consensus, L Brands Comps Decline

Whats inside

Costco’s January comps misses expectations but e-commerce continues to shine

Sector Overview: Retail REITs — An Industry in Flux
Free
Market Outlooks
Real Estate…
Recent Report | February 12, 2019

Sector Overview: Retail REITs — An Industry in Flux

Whats inside

For US retail REITs, occupancy rates are improving, vacancies are decreasing and rent asking rates are increasing, but store traffic …

New Retail Briefing #3: Walmart China Eyes Retail Innovation; A.S. Watson and Unilever Agree to New Retail Partnerships
Free
Insight Reports
E-Commerce … Grocery Ret…
Recent Report | February 12, 2019

New Retail Briefing #3: Walmart China Eyes Retail Innovation; A.S. Watson and Unilever Agree to New Retail Partnerships

Whats inside

Walmart China launched the Omega8 initiative in January 2019 to serve as a proof of concept (POC) platform that lets …

How Many Mobile Phone Subscriptions Are There in China?
Free
Question of the Week
Recent Report | February 11, 2019

How Many Mobile Phone Subscriptions Are There in China?

Whats inside

Question of the Week February 11 2019 - How Many Mobile Phone Subscriptions Are There in China?

Understanding the Asian Retail Market, Including Eight Insights from China: Deborah Weinswig’s CES 2019 Presentation
Free
Insight Reports
Recent Report | February 11, 2019

Understanding the Asian Retail Market, Including Eight Insights from China: Deborah Weinswig’s CES 2019 Presentation

Whats inside

Summary of the presentation given by Deborah Weinswig, CEO and Founder of Coresight Research, at CES Las Vegas on January …

L’Oréal (ENXTPA: OR) FY18 Results: Highest Comparable Sales Growth in Over a Decade
Free
Company Earning Updates
Beauty Bran… Food, Drug,…
Recent Report | February 11, 2019

L’Oréal (ENXTPA: OR) FY18 Results: Highest Comparable Sales Growth in Over a Decade

Whats inside

L’Oréal reported FY18 EPS of €7.08, up from €6.65 in FY17, but slightly below the €7.11 consensus estimate. Total revenues …

Coty (NYSE: COTY) Fiscal 2Q19 Results: Revenues Down But Luxury Beauty Up; Beats Analysts’ Estimates
Free
Company Earning Updates
Beauty Bran… Luxury Bran…
Recent Report | February 11, 2019

Coty (NYSE: COTY) Fiscal 2Q19 Results: Revenues Down But Luxury Beauty Up; Beats Analysts’ Estimates

Whats inside

Coty fiscal 2Q19 revenues were $2.51 billion, down 4.8% year over year and beating the consensus estimate of $2.47 billion.

Sector Overview: US Home and Home Improvement Retailers — Mixed Signals in a Time of Bounty
Free
Market Outlooks
Recent Report | February 8, 2019

Sector Overview: US Home and Home Improvement Retailers — Mixed Signals in a Time of Bounty

Whats inside

Annual growth in national spending on home improvement and repair is expected to decelerate in 2019, due to rising mortgage …

Amazon Outpaces the UK and German E-Commerce Markets in 2018
Free
Insight Reports
E-Commerce …
Recent Report | February 8, 2019

Amazon Outpaces the UK and German E-Commerce Markets in 2018

Whats inside

We estimate that Amazon grew U.K. revenues 23.3% in 2018, just below 2017’s growth of 24.9% and faster than total …

WEINSWIG’S WEEKLY FEBRUARY 8, 2019
Free
Weinswig’s Weekly
Recent Report | February 8, 2019

WEINSWIG’S WEEKLY FEBRUARY 8, 2019

Whats inside

Late last week, Amazon filed its 10-K full-year financial report. This yearly update gives us a chance to review selected …

Tapestry (NYSE: TPR) 2Q19 Results: Improved Margin Performance at Coach but Revenues Miss Consensus
Free
Company Earning Updates
Luxury Bran…
Recent Report | February 8, 2019

Tapestry (NYSE: TPR) 2Q19 Results: Improved Margin Performance at Coach but Revenues Miss Consensus

Whats inside

At Coach, global comparable store sales rose 1%, led by outperformance in international and e-commerce channels. Business in Greater China …

Skechers (NYSE: SKX) 4Q18 Results: EPS Beats Consensus Estimate but Revenues and Comps Miss
Free
Company Earning Updates
Apparel and…
Recent Report | February 8, 2019

Skechers (NYSE: SKX) 4Q18 Results: EPS Beats Consensus Estimate but Revenues and Comps Miss

Whats inside

In 4Q18, the company grew sales 11.4% to $1.08 billion, missing the $1.1 billion consensus estimate. On a constant-currency basis, …

Macerich (NYSE: MAC) 4Q18 Results: Results Meet/Beat Estimates, 2019 FFO Guidance Below Consensus
Free
Company Earning Updates
Recent Report | February 8, 2019

Macerich (NYSE: MAC) 4Q18 Results: Results Meet/Beat Estimates, 2019 FFO Guidance Below Consensus

Whats inside

Same-center net operating income (excluding lease termination revenue) grew 4.2% compared to the year-ago quarter. The Company’s joint venture in …

Hanesbrands (NYSE: HBI) 4Q18 Results: Champion and International Segment Driving Results
Free
Company Earning Updates
Recent Report | February 8, 2019

Hanesbrands (NYSE: HBI) 4Q18 Results: Champion and International Segment Driving Results

Whats inside

Hanesbrands expects sales of $6.885-6.985 billion driven by a 6% increase in international sales. Growth drivers are Champion in Asia …

Brookfield (NASDAQ: BPY) 4Q18 Results: Beats Consensus, Announces a $500 Million Repurchase Program
Free
Company Earning Updates
Recent Report | February 8, 2019

Brookfield (NASDAQ: BPY) 4Q18 Results: Beats Consensus, Announces a $500 Million Repurchase Program

Whats inside

Brookfield reported net income of $858 million ($0.51 per unit) versus $958 million ($0.17 per unit) in the year-ago quarter. …