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June 2018 Monthly Consumer Update: US, UK and China
Free
Insight Reports
Recent Report | July 31, 2018

June 2018 Monthly Consumer Update: US, UK and China

Whats inside

Each month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on …

Amazon (AMZN) 2Q18 Results: Falls Short on Revenues but Beats on EPS
Free
Company Earning Updates
E-Commerce …
Recent Report | July 31, 2018

Amazon (AMZN) 2Q18 Results: Falls Short on Revenues but Beats on EPS

Whats inside

Amazon reported 2Q18 EPS of $5.07, handily beating the $2.49 consensus estimate and up 1,166% year over year. Revenues were …

US Back-to-School 2018 Retail Outlook: Shoppers Look Ready to Spend
Free
Insight Reports
Recent Report | July 30, 2018

US Back-to-School 2018 Retail Outlook: Shoppers Look Ready to Spend

Whats inside

This is the first report in our US Back-to-School series for 2018.

Carrefour (ENXTPA: CA) 1H18 Results: Sales Disappoint, but Company Makes “Significant Advances” in Carrefour 2022 Plan
Free
Company Earning Updates
Grocery Ret…
Recent Report | July 27, 2018

Carrefour (ENXTPA: CA) 1H18 Results: Sales Disappoint, but Company Makes “Significant Advances” in Carrefour 2022 Plan

Whats inside

Carrefour reported a 3.0% year-over-year decline in revenues in 1H18, disappointing analysts, who had been expecting a small increase in …

Weinswig's Weekly July 27, 2018
Free
Weinswig’s Weekly
Recent Report | July 27, 2018

Weinswig's Weekly July 27, 2018

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses whether Amazon is a threat to off-price retailers.

Weekly Store Openings and Closures Tracker 2018, Week 30: Homebase Continues to Shut Stores
Free
Store Trackers
Recent Report | July 27, 2018

Weekly Store Openings and Closures Tracker 2018, Week 30: Homebase Continues to Shut Stores

Whats inside

Year-to-date 2018, the number of US store closure announcements stands at 4,204 and the number of store openings is 2,239. …

Under Armour (UAA) 2Q18 Results: Beats on Revenue and Continues SKU Rationalization
Free
Company Earning Updates
Apparel and…
Recent Report | July 27, 2018

Under Armour (UAA) 2Q18 Results: Beats on Revenue and Continues SKU Rationalization

Whats inside

Under Armour reported 2Q18 adjusted EPS of $(0.08), in line with the consensus estimate. Total revenues were $1.17 billion, beating …

Tariffs and the Fashion Industry: Key Takeaways from the CFDA’s Discussion
Free
Event Coverage
Apparel and… Supply Chain
Recent Report | July 27, 2018

Tariffs and the Fashion Industry: Key Takeaways from the CFDA’s Discussion

Whats inside

On Wednesday, July 25, the Coresight Research team attended a discussion hosted by the Council of Fashion Designers of America …

L'Oreal (ENXTPA: OR) 1H18 Results: Confirming Resurgent Chinese Demand for Premium Products
Free
Company Earning Updates
Beauty Bran…
Recent Report | July 27, 2018

L'Oreal (ENXTPA: OR) 1H18 Results: Confirming Resurgent Chinese Demand for Premium Products

Whats inside

L’Oréal reported strong underlying growth of 6.6% in 1H18, though currency effects dampened reported numbers and, so, profit gains.

Facebook (FB) 2Q18 Results: Misses Revenue Estimates and Warns of Slower Growth
Free
Company Earning Updates
E-Commerce …
Recent Report | July 27, 2018

Facebook (FB) 2Q18 Results: Misses Revenue Estimates and Warns of Slower Growth

Whats inside

Facebook reported 2Q18 diluted EPS of $1.74, beating the $1.72 consensus estimate by $0.02 and up 32% year over year. …

Quick Take: Three Shifts in the US Beauty Market—Opportunities and Implications
Free
Insight Reports
Beauty Bran…
Recent Report | July 26, 2018

Quick Take: Three Shifts in the US Beauty Market—Opportunities and Implications

Whats inside

Ahead of the Cosmoprof North America 2018 conference, which begins July 29, we assess three key developments in the US …

Coresight Research Countdown to 11.11 Series #1: Steep Discounts in Auto Parts Lifestyle Festival; Innisfree Unveils a New Retail Store
Free
Insight Reports
E-Commerce …
Recent Report | July 26, 2018

Coresight Research Countdown to 11.11 Series #1: Steep Discounts in Auto Parts Lifestyle Festival; Innisfree Unveils a New Retail Store

Whats inside

This is the first in our series Countdown to 11.11. Also known as Double 11 or Singles’ Day, 11.11 is …

HBC Reports Beauty Is a Success Beyond the First Floor and other Takeaways from The Retail Design Institute (RDI) Panel
Free
Event Coverage
Department … Beauty Bran…
Recent Report | July 26, 2018

HBC Reports Beauty Is a Success Beyond the First Floor and other Takeaways from The Retail Design Institute (RDI) Panel

Whats inside

Coresight Research recently attended a panel discussion hosted by the Research Design Institute (RDI), “Changing the Blueprint: the Department Store …

LVMH (ENXTPA: MC) 1H18 Results: Asia’s Shoppers Drive Another Standout Performance
Free
Company Earning Updates
Luxury Bran…
Recent Report | July 25, 2018

LVMH (ENXTPA: MC) 1H18 Results: Asia’s Shoppers Drive Another Standout Performance

Whats inside

LVMH reported a stellar first half, with double-digit revenue growth, strong gross-margin gains and controlled increases in expenses resulting in …

E-Commerce Opportunities in China: A Discussion with Alibaba and Coresight Research
Free
Event Coverage
E-Commerce …
Recent Report | July 25, 2018

E-Commerce Opportunities in China: A Discussion with Alibaba and Coresight Research

Whats inside

On Tuesday, Coresight Research attended a Council of Fashion Designers of America (CFDA) event cohosted by Chinese e-commerce giant Alibaba. …

China Tech Briefings: Alibaba Invests in Chinese Outdoor Marketing Firm Focus Media
Free
Flash Reports
E-Commerce …
Recent Report | July 25, 2018

China Tech Briefings: Alibaba Invests in Chinese Outdoor Marketing Firm Focus Media

Whats inside

Alibaba Group has invested $2.2 billion in Focus Media, China’s largest outdoor marketing company.

Retail-Tech Alliances: Why Walmart Is Collaborating with Microsoft, and Carrefour with Google, on Retail Digitalization
Free
Insight Reports
Food, Drug,… Grocery Ret…
Recent Report | July 24, 2018

Retail-Tech Alliances: Why Walmart Is Collaborating with Microsoft, and Carrefour with Google, on Retail Digitalization

Whats inside

Two retail-tech collaborations have been recently announced, one between US retail giant Walmart and US technology giant Microsoft and another …

Innovator Intelligence: Radius8—In-Store and Digital Experiences Powered by Local Demand
Free
Insight Reports
Recent Report | July 24, 2018

Innovator Intelligence: Radius8—In-Store and Digital Experiences Powered by Local Demand

Whats inside

This report forms part of our Innovator Intelligence series, which focuses on emerging companies that are disrupting traditional retail and …