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US Father’s Day Spending Forecast to Hit $15.3 Billion, the Second-Highest Total in Survey’s History
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Insight Reports
Recent Report | June 6, 2018

US Father’s Day Spending Forecast to Hit $15.3 Billion, the Second-Highest Total in Survey’s History

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Spending for Father’s Day, which falls on June 17 this year, is expected to reach a near-record high of $15.3 …

Hudson's Bay Company (HBC) 1Q18 Results: Weak Comps Continue, Company Agrees to Sell Gilt and Close 10 Lord & Taylor Stores
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Company Earning Updates
Department …
Recent Report | June 6, 2018

Hudson's Bay Company (HBC) 1Q18 Results: Weak Comps Continue, Company Agrees to Sell Gilt and Close 10 Lord & Taylor Stores

Whats inside

Hudson’s Bay Company (HBC) reported 1Q18 adjusted EPS of C$(1.22), down from C$(1.15) in the year-ago period and below the …

Zalando (XTRA: ZAL) 2018 Capital Markets Day: Doubling Sales—Margins Can Wait
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Insight Reports
Apparel and…
Recent Report | June 6, 2018

Zalando (XTRA: ZAL) 2018 Capital Markets Day: Doubling Sales—Margins Can Wait

Whats inside

Coresight Research attended Zalando’s Capital Markets Day 2018 in Berlin, Germany, on June 5. Our top takeaways from the meeting …

Hudson’s Bay Company Announces Closure of Lord & Taylor’s New York Flagship and Sale of Gilt Groupe to Rival Rue La La
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Flash Reports
Department …
Recent Report | June 6, 2018

Hudson’s Bay Company Announces Closure of Lord & Taylor’s New York Flagship and Sale of Gilt Groupe to Rival Rue La La

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Canadian retail group Hudson’s Bay Company (HBC) announced that it will close up to 10 of its Lord & Taylor …

Walmart Launches Jetblack, a Concierge-Style Personal Shopping Service
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Flash Reports
Food, Drug,…
Recent Report | June 5, 2018

Walmart Launches Jetblack, a Concierge-Style Personal Shopping Service

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Walmart launched a members-only personal shopping service called Jetblack on May 31. The service was incubated under Walmart’s tech incubator …

Ascena (ASNA) Fiscal 3Q18 Results: Beats Expectations, Provides Mixed Guidance
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Company Earning Updates
Apparel Spe…
Recent Report | June 5, 2018

Ascena (ASNA) Fiscal 3Q18 Results: Beats Expectations, Provides Mixed Guidance

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Ascena reported fiscal 3Q18EPS of $(0.08),down from $0.05a year ago, but beating the consensus estimate by a penny.Adjusted revenues were …

Amazon Prime Day 2018 Preview: Echo Devices and Private-Label Products Look Set to Take Center Stage
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Insight Reports
E-Commerce …
Recent Report | June 4, 2018

Amazon Prime Day 2018 Preview: Echo Devices and Private-Label Products Look Set to Take Center Stage

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Amazon Prime Day 2018 will start on July 16, 2018. This year, the company has announced a bigger-than-ever promotional event, …

Weekly Store Openings and Closures Tracker 2018, Week 22: Claire’s to Close 40 More Stores, Sears Announces Further Closures
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Store Trackers
Recent Report | June 1, 2018

Weekly Store Openings and Closures Tracker 2018, Week 22: Claire’s to Close 40 More Stores, Sears Announces Further Closures

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

Dollar General (DG) Fiscal 1Q18 Results: Misses on EPS and Comps, Reaffirms FY18 Guidance
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Company Earning Updates
Dollar Stor…
Recent Report | June 1, 2018

Dollar General (DG) Fiscal 1Q18 Results: Misses on EPS and Comps, Reaffirms FY18 Guidance

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Dollar General reported 1Q18 EPS of $1.36, up from $1.02 in the year-ago period, but below the $1.40 consensus estimate. …

American Eagle Outfitters (AEO) 1Q18 Results: Beats Estimates, Reports Solid Comps Across Brands and Channels
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Company Earning Updates
Apparel Spe…
Recent Report | June 1, 2018

American Eagle Outfitters (AEO) 1Q18 Results: Beats Estimates, Reports Solid Comps Across Brands and Channels

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American Eagle Outfitters reported 1Q18 revenues of $823 million, up 8.0% year over year and beating the $811 million consensus …

LVMH Continues Digital Push, Invests in Fashion Search Platform Lyst
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Flash Reports
Luxury Bran…
Recent Report | May 31, 2018

LVMH Continues Digital Push, Invests in Fashion Search Platform Lyst

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LVMH has led an investment in global fashion search platform Lyst.

Michael Kors (KORS) 4Q18 and FY18 Results: Double-Digit Growth in Revenues and Expense Cuts Yield Recovery in Profits
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Company Earning Updates
Luxury Bran…
Recent Report | May 31, 2018

Michael Kors (KORS) 4Q18 and FY18 Results: Double-Digit Growth in Revenues and Expense Cuts Yield Recovery in Profits

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In 4Q18, Michael Kors reported a 10.8% jump in revenues, a 14.5% uplift in gross profit and a 6.0% decline …

April 2018 Monthly Consumer Update: US, UK and China
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Insight Reports
Recent Report | May 30, 2018

April 2018 Monthly Consumer Update: US, UK and China

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

Foot Locker (FL) 1Q18 Results: Beats on EPS, Misses on Comps
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Company Earning Updates
Apparel and… Apparel Spe…
Recent Report | May 30, 2018

Foot Locker (FL) 1Q18 Results: Beats on EPS, Misses on Comps

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Foot Locker reported 1Q18 adjusted EPS of $1.45, up 6.8% from $1.36 a year ago and beating the $1.25 consensus …

Foot Locker (FL) 1Q18 Results: Beats on EPS, Misses on Comps
Free
Company Earning Updates
Apparel and…
Recent Report | May 30, 2018

Foot Locker (FL) 1Q18 Results: Beats on EPS, Misses on Comps

Whats inside

Foot Locker reported 1Q18 adjusted EPS of $1.45, up 6.8% from $1.36 a year ago and beating the $1.25 consensus …

Artificial Intelligence in Retail, Part 1: Applications Across Customer-Facing Functions
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Deep Dives
Recent Report | May 29, 2018

Artificial Intelligence in Retail, Part 1: Applications Across Customer-Facing Functions

Whats inside

This report is the first in a short series looking at the application of artificial intelligence (AI) in retail. Here, …

April 2018 UK Retail Sales: Very Weak Month Due to Earlier Easter
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Insight Reports
Recent Report | May 28, 2018

April 2018 UK Retail Sales: Very Weak Month Due to Earlier Easter

Whats inside

April was an exceptionally weak month for year-over-year retail sales growth. Value sales were up just 0.8% year over year …

Weekly Store Openings and Closures Tracker 2018, Week 21: Sears to Close 40 More Stores
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Store Trackers
Recent Report | May 25, 2018

Weekly Store Openings and Closures Tracker 2018, Week 21: Sears to Close 40 More Stores

Whats inside

Year-to-date 2018, the number of US store closure announcements stands at 3,992 and the number of store openings is 1,789. …