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Recent Report | November 21, 2018

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Target Corp. (TGT) 3Q18 Results: Misses Consensus Estimates, Raises 4Q18 Revenue Guidance
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Company Earning Updates
Food, Drug,…
Recent Report | November 21, 2018

Target Corp. (TGT) 3Q18 Results: Misses Consensus Estimates, Raises 4Q18 Revenue Guidance

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Target reported adjusted 3Q18 EPS of $1.09, missing the $1.11 consensus estimate. Sales were $17.59 billion, missing the $17.70 billion …

Ross (ROST) 3Q18 Results: In Line with Expectations; Raises Full-Year EPS Guidance
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Company Earning Updates
Apparel Spe…
Recent Report | November 21, 2018

Ross (ROST) 3Q18 Results: In Line with Expectations; Raises Full-Year EPS Guidance

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Ross Stores reported 3Q18 revenues of $3.55 billion, up 6.6% year over year and in line with the consensus estimate. …

Kohl’s (KSS) 3Q18 Results: Sales Rise Due to Rivals' Store Closures; Raises EPS Guidance
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Recent Report | November 21, 2018

Kohl’s (KSS) 3Q18 Results: Sales Rise Due to Rivals' Store Closures; Raises EPS Guidance

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Kohl’s reported 3Q18 net sales of $4.37 billion, up 1.3% year over year and in line with the $4.37 billion …

Ulta Beauty 2018 Analyst and Investor Day: Ultamate Rewards Loyalty Program Driving 95% of Revenue with 30 Million Members; Ulta Continues to Diversify Beyond Mass Cosmetics
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Insight Reports
Recent Report | November 20, 2018

Ulta Beauty 2018 Analyst and Investor Day: Ultamate Rewards Loyalty Program Driving 95% of Revenue with 30 Million Members; Ulta Continues to Diversify Beyond Mass Cosmetics

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On November 8, Ulta Beauty hosted its annual Analyst and Investor Day in Itasca, Illinois. The main themes of the …

NetEase, Alibaba and JD.com March into Private Label
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Deep Dives
Recent Report | November 20, 2018

NetEase, Alibaba and JD.com March into Private Label

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Chinese tech giants NetEase, Alibaba and JD.com have all developed private labels in recent years. In this report, we examine …

NetEase, Alibaba and JD.com March into Private Label
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Deep Dives
Apparel and… E-Commerce …
Recent Report | November 20, 2018

NetEase, Alibaba and JD.com March into Private Label

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Chinese Tech Giants Develop Private Labels Chinese tech giants NetEase, Alibaba and JD.com have all begun developing their own private …

Urban Outfitters (URBN) 3Q18: Company Beats Expectations and Plans International Expansion
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Insight Reports
Recent Report | November 20, 2018

Urban Outfitters (URBN) 3Q18: Company Beats Expectations and Plans International Expansion

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Urban Outfitters reported fiscal 3Q18 revenues of $973.5 million, up 9.0% year over year and beating the $967.9 million consensus …

Black Friday Advertisements: Previewing US Retailers' Doorbusters
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Insight Reports
Recent Report | November 20, 2018

Black Friday Advertisements: Previewing US Retailers' Doorbusters

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As Black Friday approaches, retailers are kicking off holiday promotions. In this note, we will look at Amazon, Best Buy, …

October 2018 UK Retail Sales: Growth Softens in an Unusually Volatile October
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Insight Reports
Recent Report | November 19, 2018

October 2018 UK Retail Sales: Growth Softens in an Unusually Volatile October

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Retail sales growth in the UK slowed in October as demand softened in a number of big-ticket sectors.

Ten Days of Holiday Innovators, 2018: Day 2 - Okabashi Footwear
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Insight Reports
Recent Report | November 19, 2018

Ten Days of Holiday Innovators, 2018: Day 2 - Okabashi Footwear

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To kick off the 2018 holiday shopping season, Coresight Research will feature daily profiles of 10 innovative companies that span …

Takeaway from ReMode Day -1
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Insight Reports
Recent Report | November 19, 2018

Takeaway from ReMode Day -1

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The Coresight Research team attended the inaugural ReMode two-day conference in Los Angeles, November 13 and 14. ReMode is focused …

Older Millennials Will Be Avid Social Media Users for Thanksgiving Weekend Shopping Inspiration
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Insight Reports
Recent Report | November 19, 2018

Older Millennials Will Be Avid Social Media Users for Thanksgiving Weekend Shopping Inspiration

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An estimated 164 million people plan to shop Thanksgiving Day through Cyber Monday (“Thanksgiving weekend”), according to an annual survey …

NORDSTROM (JWN) 3Q18 Results: Company Misses Expectations and Raises Guidance
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Recent Report | November 19, 2018

NORDSTROM (JWN) 3Q18 Results: Company Misses Expectations and Raises Guidance

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Nordstrom reported 3Q18 revenues of $3.65 billion, up 3.0% year over year and below the consensus estimate of $3.7 billion.Diluted …

Weekly Store Openings and Closures Tracker 2018, Week 46: Sears Holdings to Shutter 40 More Stores
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Store Trackers
Recent Report | November 16, 2018

Weekly Store Openings and Closures Tracker 2018, Week 46: Sears Holdings to Shutter 40 More Stores

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Coresight Research tracks store openings and closures for a select group of retailers in the US and the UK, as …

Tencent (0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming
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Insight Reports
Recent Report | November 16, 2018

Tencent (0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming

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Tencent reported 3Q18 revenues of ¥80.6 billion ($11.7 billion), up 24% year over year. Non-GAAP diluted EPS was ¥2.06, an …

Takeaway from ReMode Day 1
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Insight Reports
Recent Report | November 16, 2018

Takeaway from ReMode Day 1

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Coresight Research attended the inaugural ReMode two-day conference in Los Angeles, November 13 & 14. ReMode is focused on disruption …

Walmart (WMT) 3Q19 Results: Beats on Comps and EPS, Misses on Revenues; Raises EPS Guidance
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Company Earning Updates
Food, Drug,…
Recent Report | November 16, 2018

Walmart (WMT) 3Q19 Results: Beats on Comps and EPS, Misses on Revenues; Raises EPS Guidance

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Walmart reported 3Q19 adjusted EPS of $1.08, up 8.0% from $1.00 in the year-ago quarter and beating the $1.01 consensus …