Walmart (WMT) Fiscal 4Q17 Results: Solid Quarter and Comps, Strong E-Commerce
Whats inside
Walmart reported fiscal 4Q17 adjusted EPS of $1.30, down from $1.43 in the year-ago quarter but above the $1.28 consensus …
Infographic: Fashion Re-Commerce Evolution
This infographic on fashion's Recommerce evolution includes market revenues, key players, membership numbers and investor funding
Macy's (M) 4Q16 Results: Restructuring amid Disappointing Results
Macy’s reported 4Q16 total revenues of $8.5 billion, down 4% year over year and missing the consensus estimate of $8.6 …
Vipshop (VIPS) 4Q16 Results: Solid Performance Beats Estimates, on Jump in Active Customer Base and Expansion of Logistics Service
Vipshop reported 4Q16 revenue of ¥19.0 billion, up 36.5% year over year, beating consensus by 4%. This was primarily driven …
Alibaba Solidifies Brick-and-Mortar Retail Push with Bailian Supermarket Partnership
On February 20, Alibaba announced the formation of a strategic partnership with Chinese retailer Bailian Group to explore new forms …
Sector Overview: Beauty Brands and Retailers — Global Companies are Innovating with Independent Brands to Expand Portfolios
Each of Coresight Research’s Sector Overview reports provides an essential briefing on a sector or market. Our Sector Overview: Beauty …
Weekly Insights Feb 17, 2017
This week’s note “From the Desk of Deborah Weinswig” discusses new trends in fashion retail as well as the needs …
H&M (STO: HM-B) Monthly Sales Update: Sequential Sales Improvement in January
H&M reported total sales rose by 8% year over year in local currencies in January 2017. This compares to sales …
Global Retail Reinvented (Bloomberg)
The Art of Decluttering • The typical American wardrobe has 120 items today vs 36 items in 1930. • 80% …
Rakuten (TYO:4755) 4Q16 Results: Revenue Beat, but Earnings Miss
Rakuten reported 4Q16 EPS of (¥4.17), down from ¥1.25 in the year-ago quarter and missing the consensus estimate of ¥13.88. …
Australian Apparel Market Primer
Australian retailers are relatively positive about their prospects for 2017. In Deloitte’s most recent Retailers’ Christmas Survey, 64% of respondents …
Paris—The Third Largest European Startup Hub
This is the third report in our series on European startup capitals. Paris is a leading startup hub globally and …
Millennials and Furniture in the US and the UK - Ten Characteristics That Define the Market
Since millennials range in age from 16 to 36, they constitute a consumer segment that is of growing value in …
Infographic: Millennials And Furniture In The US And The UK
This infographic on Millennials and Furniture in the US and the UK includes key trends and changing behaviors online and …
Kering (ENXTPA: KER) FY16 Results: Strongest Revenue Increase in Last Five Years
French luxury group Kering reported FY16 revenue of €12.4 billion, up 6.9% year over year and above the analyst consensus …
L’Oréal (ENXTPA: OR) FY16 Results: Solid Top-Line Growth Across All Regions
Global cosmetics giant L’Oréal reported total FY16 sales growth of 2.3%. The company grew revenues by a strong 5.1% at …
Deep Dive: US Retail—Store Closure and Management Change Tracker
Among the major US retailers that we track, so far this year, eight have announced store closures and another six …
Weekly Insights Feb 10, 2017
This week’s note “From the Desk of Deborah Weinswig” discusses the recent spate of top management departures from department stores …