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Wayfair (W) 4Q17 Results: Mixed Quarter, Company Guides Down on Profitability
Free
Company Earning Updates
Home and Ho…
Recent Report | February 26, 2018

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
Free
Event Presentations
Recent Report | February 26, 2018

The CORE Framework for AI in Retail

Whats inside

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
Free
Insight Reports
Recent Report | February 26, 2018

The CORE Framework for Artificial Intelligence in Retail

Whats inside

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
Free
Weinswig’s Weekly
Recent Report | February 23, 2018

Weinswig's Weekly February 23, 2018

Whats inside

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
Free
Insight Reports
E-Commerce … Supply Chain
Recent Report | February 22, 2018

Amazon’s Patents: Measuring the Tech Giant’s Intellectual Property

Whats inside

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
Free
Store Trackers
Recent Report | February 22, 2018

Weekly Store Openings and Closures Tracker 2018, Week 8: Warby Parker to Open 36 Stores Across the US

Whats inside

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
Free
Company Earning Updates
Apparel and…
Recent Report | February 22, 2018

VF Corporation (VFC) 4Q17 Results: Mixed Results, Mixed Guidance

Whats inside

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
Free
Company Earning Updates
Home and Ho…
Recent Report | February 22, 2018

Home Depot (HD) 4Q17 Results: Beats on Earnings and Comps, Boosted by Hurricane-Related Sales; Raises FY18 Guidance

Whats inside

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
Free
Flash Reports
Apparel Spe…
Recent Report | February 22, 2018

Gap Announces Departure of Gap Brand President

Whats inside

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?
Free
Insight Reports
Department …
Recent Report | February 21, 2018

Where Have Macy’s Shoppers Gone?

Whats inside

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
Free
Company Earning Updates
Food, Drug,…
Recent Report | February 21, 2018

Walmart (WMT) Fiscal 4Q18 Results: Solid Quarter, Outlook Slightly Below Consensus

Whats inside

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
Free
Flash Reports
Grocery Ret…
Recent Report | February 21, 2018

Albertsons Companies to Acquire the Remainder of Rite Aid for a Combined Value of $24 Billion

Whats inside

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
Free
Insight Reports
Recent Report | February 20, 2018

Dynamic Pricing: Hard to Compete with AI on Pricing

Whats inside

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
Free
Company Earning Updates
Beauty Bran…
Recent Report | February 19, 2018

Avon Products (AVP) 4Q17 Results: Flat Revenues, Big EPS Beat from Cost Cuts

Whats inside

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
Free
Store Trackers
Recent Report | February 16, 2018

Weekly Store Openings and Closures Tracker 2018, Week 7: Land of Nod Closes All of Its Stores

Whats inside

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
Free
Weinswig’s Weekly
Recent Report | February 16, 2018

Weinswig's Weekly February 16, 2018

Whats inside

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
Free
Deep Dives
E-Commerce …
Recent Report | February 16, 2018

Amazon Apparel - US Survey Reveals What Shoppers Buy, Which Retailers They Have Switched from and Their Attitudes Toward Amazon as a Fashion Retailer

Whats inside

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
Free
Event Coverage
Apparel and…
Recent Report | February 15, 2018

MAGIC Las Vegas 2018: Key Takeaways from Day Two

Whats inside

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