Deep Dive | June 20, 2018 Premium Chinese Demand for Cross-Border E-Commerce Booms but Looming Tax Reforms are a Cloud on the HorizonChinese shoppers’ appetite for imported products continues to grow apace. We review the current state of the cross-border e-commerce market, note the factors supporting demand and look at forthcoming tax changes that will impact cross-border sales. Read More
Insight Report | June 19, 2018 Premium May 2018 US Same-Store SalesSame-store sales for Costco saw an acceleration in May versus the same period last year. Cato, Buckle and L Brands all reported positive May comps, which also accelerated versus the same period last year. Read More
Deep Dive | June 18, 2018 Premium Slicing and Dicing Amazon’s Private-Label OfferingIn this report, we take an exclusive deep dive into Amazon’s US private-label offering, using a detailed, proprietary dataset collating information on nearly 7,000 such products. Read More
Company Earnings Update | June 18, 2018 Register for Free Access H&M (STO: HM-B) 2Q18 Sales Update: Growing Store Numbers Fail to Push Sales HigherH&M reported that total sales growth for 2Q18 was flat in constant-currency terms. Read More
Company Earnings Update | June 13, 2018 Register for Free Access Boohoo Group (LSE: BOO) 1Q19 UpdateBoohoo.com reported 1Q19 group revenue growth of 53.0% to £183.6 million in the three months ended May 31, 2018. Read More
Market Navigators/Market Outlook | June 11, 2018 Premium The Inclusive Clothing Market Represents a Significant, Largely Untapped OpportunityThe inclusive clothing and accessories market, which encompasses adaptive, smart and stress-free clothing designs as well as plus sizes and extended sizes, is underserved in retail. In this report, we focus on the adaptive clothing market opportunity and discuss some of the startups, retailers and designers that are working to meet the clothing needs of people with various disabilities and conditions. A future report will take a deep dive into inclusive design and the plus-size market opportunity. Read More
Insight Report | June 7, 2018 Premium JD.com’s 6.18 Shopping Festival: More than Just DiscountsJD com first launched its annual 6.18 Shopping Festival in 2010. JD.com’s 6.18 event runs for 18 days beginning on June 1 through to June 18,as compared to rival Alibaba’s popular Singles’ Day held on November 11. Read More
Company Earnings Update | June 7, 2018 Register for Free Access Five Below (FIVE) 1Q18 Results: Another Strong Quarter, Supported by Store Openings and Solid Comp GrowthIn 1Q18, Five Below reported a 27.2% increase in net sales year over year and a 3.2% increase in comparable sales. The leveraging of operating costs yielded a 93.3% jump in operating profit. Read More
Company Earnings Update | June 6, 2018 Register for Free Access Hudson’s Bay Company (HBC) 1Q18 Results: Weak Comps Continue, Company Agrees to Sell Gilt and Close 10 Lord & Taylor StoresHudson’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 C$(0.76) consensus estimate. Revenues were C$3.09 billion, up C$30 million, or 1.0%, from the year-ago quarter. Read More
Insight Report | June 6, 2018 Premium Zalando (XTRA: ZAL) 2018 Capital Markets Day: Doubling Sales—Margins Can WaitCoresight Research attended Zalando’s Capital Markets Day 2018 in Berlin, Germany, on June 5. Our top takeaways from the meeting include: Read More
Flash Report | June 6, 2018 Register for Free Access Hudson’s Bay Company Announces Closure of Lord & Taylor’s New York Flagship and Sale of Gilt Groupe to Rival Rue La LaCanadian retail group Hudson’s Bay Company (HBC) announced that it will close up to 10 of its Lord & Taylor US department store locations, including its iconic flagship store on Fifth Avenue in Manhattan. The Lord & Taylor flagship has been open for 104 years and is expected to close by the end of the year. Read More
Flash Report | June 5, 2018 Register for Free Access Walmart Launches Jetblack, a Concierge-Style Personal Shopping ServiceWalmart launched a members-only personal shopping service called Jetblack on May 31. The service was incubated under Walmart’s tech incubator Store No. 8. Read More
Company Earnings Update | June 5, 2018 Register for Free Access Ascena (ASNA) Fiscal 3Q18 Results: Beats Expectations, Provides Mixed GuidanceAscena reported fiscal 3Q18EPS of $(0.08),down from $0.05a year ago, but beating the consensus estimate by a penny.Adjusted revenues were $1.50 billion, down 4.0% year over year,but above the $1.47 billion consensus estimate. Read More
Insight Report | June 4, 2018 Premium Amazon Prime Day 2018 Preview: Echo Devices and Private-Label Products Look Set to Take Center StageAmazon Prime Day 2018 will start on July 16, 2018. This year, the company has announced a bigger-than-ever promotional event, which will see more deals and more products on offer for a longer period of time. Read More
Store Tracker | June 1, 2018 Premium Weekly Store Openings and Closures Tracker 2018, Week 22: Claire’s to Close 40 More Stores, Sears Announces Further ClosuresCoresight Research tracks store openings and closures for a select group of retailers in the US and the UK, as well as major US store bankruptcies. Read More
