Wayfair (W) 4Q17 Results: Mixed Quarter, Company Guides Down on Profitability
Whats inside
Wayfair reported 4Q17 adjusted EPS of $(0.58), below the $(0.34) year-ago figure and missing the $(0.53) consensus estimate. Net revenue …
The CORE Framework for AI in Retail
1) Artificial Narrow Intelligence (ANI): “Weak AI” that specializes in one area. We have so far conquered this stage. 2) …
The CORE Framework for Artificial Intelligence in Retail
We outline the CORE framework for Artificial Intelligence (AI) in retail. This framework notes the value of AI in four …
Weinswig's Weekly February 23, 2018
This week’s note “From the Desk of Deborah Weinswig” discusses the competition among Amazon, Walmart and Alibaba as they expand …
Amazon’s Patents: Measuring the Tech Giant’s Intellectual Property
In this report, we explore Amazon’s patent initiatives and history and examine some of the company’s latest inventions.
Weekly Store Openings and Closures Tracker 2018, Week 8: Warby Parker to Open 36 Stores Across the US
Year-to-date 2018, the number of US store closure announcements stands at 1,790 and the number of store openings is 1,546.
VF Corporation (VFC) 4Q17 Results: Mixed Results, Mixed Guidance
VF Corporation reported 4Q17 adjusted EPS of $1.01. Revenues were $3.65 billion, slightly below the consensus estimate of $3.67 billion.
Home Depot (HD) 4Q17 Results: Beats on Earnings and Comps, Boosted by Hurricane-Related Sales; Raises FY18 Guidance
Home Depot reported 4Q17 adjusted EPS of $1.69, up from $1.44 in the year-ago quarter and beating the $1.62 consensus …
Gap Announces Departure of Gap Brand President
On February 20, Gap Inc. announced that Jeff Kirwan, President and CEO of the Gap brand, would leave the company.
Where Have Macy’s Shoppers Gone?
Macy’s is the US department store market leader, but the company has experienced falling sales and consequent loss of market …
Walmart (WMT) Fiscal 4Q18 Results: Solid Quarter, Outlook Slightly Below Consensus
Walmart reported fiscal 4Q18 adjusted EPS of $1.33, up from $1.30 in the year-ago quarter and missing the $1.37 consensus …
Albertsons Companies to Acquire the Remainder of Rite Aid for a Combined Value of $24 Billion
Albertsons and Rite Aid announced a definitive merger agreement under which privately held Albertsons will merge with publicly traded Rite …
Dynamic Pricing: Hard to Compete with AI on Pricing
Dynamic pricing—also referred to as real-time or demand pricing—is an approach used by retailers to set flexible prices for products …
Avon Products (AVP) 4Q17 Results: Flat Revenues, Big EPS Beat from Cost Cuts
Avon Products reported 4Q17 adjusted EPS of $0.12, beating the $0.07 consensus estimate and compared with $0.01 in the year-ago …
Weekly Store Openings and Closures Tracker 2018, Week 7: Land of Nod Closes All of Its Stores
Coresight Research tracks store openings and closures for a select group of retailers in the US and the UK.
Weinswig's Weekly February 16, 2018
This week’s note “From the Desk of Deborah Weinswig” discusses retailers’ tightening of previously generous return policies due to changing …
Amazon Apparel - US Survey Reveals What Shoppers Buy, Which Retailers They Have Switched from and Their Attitudes Toward Amazon as a Fashion Retailer
Our survey of US shoppers has uncovered a wealth of findings on Amazon Fashion including Amazon Prime purchases, competition with …
MAGIC Las Vegas 2018: Key Takeaways from Day Two
This week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering …