Company Earnings Update | February 22, 2018 Register for Free Access VF Corporation (VFC) 4Q17 Results: Mixed Results, Mixed GuidanceVF Corporation reported 4Q17 adjusted EPS of $1.01. Revenues were $3.65 billion, slightly below the consensus estimate of $3.67 billion. Read More
Company Earnings Update | February 22, 2018 Register for Free Access Home Depot (HD) 4Q17 Results: Beats on Earnings and Comps, Boosted by Hurricane-Related Sales; Raises FY18 GuidanceHome Depot reported 4Q17 adjusted EPS of $1.69, up from $1.44 in the year-ago quarter and beating the $1.62 consensus estimate. Total revenues were $23.9 billion, beating the consensus estimate of $23.7 billion. Read More
Flash Report | February 22, 2018 Register for Free Access Gap Announces Departure of Gap Brand PresidentOn February 20, Gap Inc. announced that Jeff Kirwan, President and CEO of the Gap brand, would leave the company. Read More
Insight Report | February 22, 2018 Premium Amazon’s Patents: Measuring the Tech Giant’s Intellectual PropertyIn this report, we explore Amazon’s patent initiatives and history and examine some of the company’s latest inventions. Read More
Insight Report | February 21, 2018 Premium 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 share in recent years. To find out where those shopper dollars have gone, we surveyed US consumers and asked those respondents who said that they shop less for apparel at Macy’s than they used to which retailers they have switched their apparel spending to. Read More
Company Earnings Update | February 21, 2018 Register for Free Access Walmart (WMT) Fiscal 4Q18 Results: Solid Quarter, Outlook Slightly Below ConsensusWalmart reported fiscal 4Q18 adjusted EPS of $1.33, up from $1.30 in the year-ago quarter and missing the $1.37 consensus estimate. Total revenues were $136.3 billion, up 4.1% year over year and ahead of the consensus estimate of $134.9 billion. Read More
Insight Report | February 20, 2018 Premium Dynamic Pricing: Hard to Compete with AI on PricingDynamic pricing—also referred to as real-time or demand pricing—is an approach used by retailers to set flexible prices for products based on current market demand. In other words, to formulate optimal prices to maximize sales and margins. Advancements in digital technology are enabling retailers’ dynamic pricing strategies to become increasingly accurate and effective. Read More
Store Tracker | February 16, 2018 Premium Weekly Store Openings and Closures Tracker 2018, Week 7: Land of Nod Closes All of Its StoresCoresight Research tracks store openings and closures for a select group of retailers in the US and the UK. Read More
Deep Dive | February 15, 2018 Premium Amazon Apparel – US Survey Reveals What Shoppers Buy, Which Retailers They Have Switched from and Their Attitudes Toward Amazon as a Fashion RetailerOur survey of US shoppers has uncovered a wealth of findings on Amazon Fashion including Amazon Prime purchases, competition with Target, private label offerings, demographics and shopper satisfaction. Read More
Event Coverage | February 15, 2018 Register for Free Access MAGIC Las Vegas 2018: Key Takeaways from Day TwoThis week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here, we share five key takeaways from day two of the event. Read More
Insight Report | February 14, 2018 Premium US Retailers Ready to Cater to Chinese New Year Shoppers with Mobile PaymentsMany Chinese tourists are currently preparing to travel overseas during the Lunar New Year celebration, which begins on February 16 and runs through March 2 this year.In the US, hundreds of thousands of retailers and service providers are ready to cater to these tourists by offering them the mobile-wallet payment options they prefer, such as Alipay. Read More
Company Earnings Update | February 14, 2018 Register for Free Access Under Armour (UAA) 4Q17 Results: EPS in Line with Expectations, Company Announces Further Restructuring PlansUnder Armour reported 4Q17 adjusted EPS of $0.00, in line with the consensus estimate. Total revenues were $1.37 billion, beating the $1.31 billion consensus estimate and up 4.6% year over year. Read More
Insight Report | February 12, 2018 Premium Retail Reworked – Part 3: The Future of Physical Stores – Four Areas of OpportunityThis report concludes our three-part Retail Reworked series, which considers changes in spending trends and consumer demand. As e-commerce skims off ever more purchases—particularly those that are planned, functional in nature or of higher-value products—physical stores can benefit by focusing on one or more of the following propositions: Read More
Company Earnings Update | February 12, 2018 Register for Free Access L’Oréal (ENXTPA: OR) FY17 and 4Q17 Results: Chinese Demand for L’Oréal Luxe Products Supports Solid Comp GrowthL’Oréal reported FY17 net sales of €26,024 million, up 0.7% year over year but below the consensus estimate of €26,153 million. Comparable sales were up 4.8% at constant exchange rates. Read More
Company Earnings Update | February 12, 2018 Register for Free Access Hanesbrands (HBI) 4Q17 Results: EPS in Line, EPS Guidance Below ConsensusHanes Brands reported 4Q17 adjusted EPS of $0.52, down 1.5% from $0.53 in the year-ago quarter and in line with the consensus estimate. Revenues were $1.65 billion, up 4.4% year over year and roughly in line with the $1.63 billion consensus estimate. Read More
