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Coresight Research Countdown to 11.11 Series, #5: Tmall Genie AI Festival; Hema Supermarkets
Free
Insight Reports
E-Commerce …
Recent Report | August 23, 2018

Coresight Research Countdown to 11.11 Series, #5: Tmall Genie AI Festival; Hema Supermarkets

Whats inside

Started by Alibaba in 2009, 11.11, also known as Double 11 or Singles’ Day, which takes place on November 11, …

Deep Dive: European Discount Retailers in the US - Reviewing Three Key Players’ Strategies
Free
Deep Dives
Grocery Ret… Discount St…
Recent Report | August 22, 2018

Deep Dive: European Discount Retailers in the US - Reviewing Three Key Players’ Strategies

Whats inside

In this report, we look at three ultralow-price European retailers that have expanded into the US market: Primark, Aldi and …

TJX (TJX) Fiscal 2Q19 Results: Company Beats Expectations and Raises Guidance
Free
Company Earning Updates
Apparel Spe…
Recent Report | August 22, 2018

TJX (TJX) Fiscal 2Q19 Results: Company Beats Expectations and Raises Guidance

Whats inside

TJX reported fiscal 2Q19 revenues of $9.3 billion, up 11.6% year over year and above the consensus estimate of $9.0 …

Kohl's (KSS) 2Q18 Results: Beats Consensus Estimates and Raises EPS Guidance
Free
Company Earning Updates
Department …
Recent Report | August 22, 2018

Kohl's (KSS) 2Q18 Results: Beats Consensus Estimates and Raises EPS Guidance

Whats inside

Kohl’s reported 2Q18 EPS of $1.76, beating the consensus estimate of $1.64 and up 42.1% year over year. Revenues were …

“Purchase-Activated Fulfilment” Is the Next Generation of Manufacturing, Plus Our Top-Ten Takeaways from MAGIC Las Vegas 2018
Free
Event Coverage
Apparel and… Department …
Recent Report | August 21, 2018

“Purchase-Activated Fulfilment” Is the Next Generation of Manufacturing, Plus Our Top-Ten Takeaways from MAGIC Las Vegas 2018

Whats inside

The Coresight Research team attended MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and …

Estée Lauder (EL) Fiscal 4Q18 Results: Beats Estimates and Guides for Continued Above-Market Growth
Free
Company Earning Updates
Beauty Bran…
Recent Report | August 21, 2018

Estée Lauder (EL) Fiscal 4Q18 Results: Beats Estimates and Guides for Continued Above-Market Growth

Whats inside

Estée Lauder reported fiscal 4Q18 adjusted EPS of $0.61, beating consensus by a nickel and up 19.9% year over year. …

CVS and Walgreens — Head to Head
Free
Insight Reports
Drugstores
Recent Report | August 20, 2018

CVS and Walgreens — Head to Head

Whats inside

CVS Health and Walgreens Boots Alliance are the two largest pharmacy companies in the US. They each posted over $100 …

July 2018 UK Retail Sales: Solid Growth Sustained; Online Sales Remain Robust
Free
Insight Reports
Recent Report | August 20, 2018

July 2018 UK Retail Sales: Solid Growth Sustained; Online Sales Remain Robust

Whats inside

The UK retail sector enjoyed robust volume growth in July, with sales up 4.0% year over year in real terms.

Tencent (0700.HK) 2Q18 Results: Slowed Revenue Growth with Gaming in Decline
Free
Company Earning Updates
E-Commerce …
Recent Report | August 20, 2018

Tencent (0700.HK) 2Q18 Results: Slowed Revenue Growth with Gaming in Decline

Whats inside

Tencent reported 2Q18 revenues of ¥73.7 billion ($11.1 billion), up 30.2% year over year. Non-GAAP diluted EPS was ¥2.06, an …

Weinswig’s Weekly Aug 17, 2018
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Weinswig’s Weekly
Recent Report | August 17, 2018

Weinswig’s Weekly Aug 17, 2018

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses how athleisure and sneaker culture are changing mainstream fashion.

July 2018 US Retail Sales and Traffic: Status Quo Continues with YoY Increase in Total Retail Sales and Decline in Store Traffic
Free
Insight Reports
Recent Report | August 17, 2018

July 2018 US Retail Sales and Traffic: Status Quo Continues with YoY Increase in Total Retail Sales and Decline in Store Traffic

Whats inside

Total seasonally-adjusted retail sales increased by 6.0% year over year in July, according to the US Census Bureau.

Weekly Store Openings and Closures Tracker 2018, Week 33: Casper Sleep to Open 200 Stores in the Next Three Years
Free
Store Trackers
Recent Report | August 17, 2018

Weekly Store Openings and Closures Tracker 2018, Week 33: Casper Sleep to Open 200 Stores in the Next Three Years

Whats inside

Year-to-date 2018, the number of US store closure announcements stands at 4,379 and the number of store openings is 2,367. …

Walmart (WMT) Fiscal 2Q19 Results: Beats on Revenues, Comps and EPS; Raises Guidance
Free
Company Earning Updates
Food, Drug,…
Recent Report | August 17, 2018

Walmart (WMT) Fiscal 2Q19 Results: Beats on Revenues, Comps and EPS; Raises Guidance

Whats inside

Walmart reported fiscal 2Q19 adjusted EPS of $1.29, up 19.4% from $1.08 in the year-ago quarter and beating the $1.22 …

The Fanny Pack Is Back and Other Top Takeaways from MAGIC Las Vegas 2018
Free
Event Coverage
Apparel and…
Recent Report | August 17, 2018

The Fanny Pack Is Back and Other Top Takeaways from MAGIC Las Vegas 2018

Whats inside

This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering …

Nordstrom (JWN) Fiscal 2Q18 Results: Company Beats Expectations and Raises Guidance
Free
Company Earning Updates
Department …
Recent Report | August 17, 2018

Nordstrom (JWN) Fiscal 2Q18 Results: Company Beats Expectations and Raises Guidance

Whats inside

Nordstrom reported fiscal 2Q18 revenues of $4.07 billion, up 7.2% year over year and above the consensus estimate of $3.90 …

Macy’s (M) 2Q18 Results: Beats on Revenues, EPS and Comps, Raises Guidance
Free
Company Earning Updates
Department …
Recent Report | August 17, 2018

Macy’s (M) 2Q18 Results: Beats on Revenues, EPS and Comps, Raises Guidance

Whats inside

Macy’s reported 2Q18 adjusted EPS of $0.70, beating the $0.51 consensus estimate. Revenues were $5.57 billion, down 1.1% year over …

JCPenney (JCP) 2Q18 Results: Earnings Miss, Net Sales Negatively Impacted by Store Closures; Company Lowers Guidance
Free
Company Earning Updates
Department …
Recent Report | August 17, 2018

JCPenney (JCP) 2Q18 Results: Earnings Miss, Net Sales Negatively Impacted by Store Closures; Company Lowers Guidance

Whats inside

JCPenney reported 2Q18 net sales of $2.76 billion, down 7.5% year over year and below the $2.81 billion consensus estimate. …

"Purchase-Now, Manufacture Now” and Other Top Takeaways from MAGIC Las Vegas 2018
Free
Event Coverage
Apparel and… Supply Chain
Recent Report | August 16, 2018

"Purchase-Now, Manufacture Now” and Other Top Takeaways from MAGIC Las Vegas 2018

Whats inside

This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering …