Analyst Corner | July 14, 2017 Register for Free Access Weekly Insights Jul 14, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the importance of Amazon Prime Day in boosting awareness of Amazon’s fashion, beauty and grocery offerings and encouraging customers to try its private-label products Read More
Company Earnings Update | July 14, 2017 Register for Free Access ASOS (LSE: ASC) 3Q17 Update: Pure-Play Apparel Retail Is Still in FashionASOS grew revenues by 32% in 3Q17. At constant exchange rates, revenues climbed by 26%. Read More
Company Earnings Update | July 14, 2017 Register for Free Access Groupe Casino (EPA: CO) 2Q17 Update: LatAm Continues to Boost Sales, France Sees GrowthCasino reported 2Q17 revenues up by 7.9% from the previous year, comfortably beating the consensus estimate. Comps grew by 3.0%, above the consensus estimate of 2.3%. Read More
Company Earnings Update | July 13, 2017 Register for Free Access B&M European Value Retail (LSE: BME) 1Q18 Update: Very Strong Comp Growth Continues as Grocery Demand Proves StrongB&M European Value Retail reported very strong total revenue growth of 18.3% in 1Q18. Read More
Flash Report | July 13, 2017 Register for Free Access Amazon Announces a Record Third Annual Prime DayAmazon announced that its third annual Prime Day shopping event, which ran for 30 hours, was the biggest day in Amazon history in terms of revenue, surpassing Black Friday and Cyber Monday. Read More
Deep Dive | July 12, 2017 Premium Deep Dive: Wellness as a Luxury: Part 1— Living WellFitness classes: Young consumers in particular are seeking aspirational, social experiences in their fitness regimes. This is prompting a premiumization of workouts and classes at fitness centers, growth of collegiate workout clubs (many of which take the form of park-based boot camps), and the development of the fitness events industry. Read More
Company Earnings Update | July 12, 2017 Register for Free Access Marks & Spencer (LSE: MKS) 1Q18 Update: Retailer Slows Rate of Decline in ClothingMarks & Spencer (M&S) reported UK Clothing and Home comparable sales fell 1.2% in 1Q18. This compared to a 5.9% slump in 4Q17. Read More
Flash Report | July 11, 2017 Register for Free Access Alibaba Launches Taobao Global US Merchants NetworkAlibaba has launched its Taobao Global US Merchants Network, which connects Taobao Global merchants with small- and medium-sized enterprises (SMEs) in the US that would like to sell their products to Chinese consumers. Read More
Insight Report | July 11, 2017 Premium Amazon Prime Day 2017: A Private-Label Push in Fashion and Grocery, and Launching in India, TooThis year, Amazon is offering Prime Day to its Indian shoppers for the first time, and the company used the event to launch brands such as Gap on its site. Read More
Deep Dive | July 11, 2017 Premium Deep Dive: Artificial Intelligence in Retail—Offering Data-Driven Personalization and Customer ServiceArtificial Intelligence (AI) enables computers to make autonomous decisions, and is a step forward in automation that is changing the retail industry. This report provides an overview of the impact of AI on retail and includes a Q&A with Professor Michael Feindt from AI firm Blue Yonder. Read More
Deep Dive | July 10, 2017 Premium Deep Dive: Retail X Factor— Supply ChainThis is the third report in our X Factor series on the major factors impacting the US retail industry. We believe supply-chain efficiency will be a key factor that will make or break a retailer going forward. Read More
Deep Dive | July 7, 2017 Premium Market Trends in US and European FootwearIn the US and in European countries, athleisure and health and wellness trends buoyed footwear sales growth in 2016. This report explores footwear retailing trends in the US and leading European markets such as the UK, France and Germany. Read More
Insight Report | July 7, 2017 Premium QVC Acquires Remaining 62% Stake in HSNQVC parent Liberty Interactive Corp. announced the signing of a definitive agreement to acquire the Home Shopping Network (HSN). The deal will see Liberty Interactive, which already owns 38% of HSN, acquire the remaining 62% stake in an all-stock transaction worth $2.1 billion. Read More
Company Earnings Update | July 7, 2017 Register for Free Access Carrefour (ENXTPA: CA) 2Q17 Sales Update: Improving Sales MomentumCarrefour reported that sales including VAT increased by 6.1% year over year in 2Q17, to €21.8 billion, and that comparable group sales rose by 2.8% year over year. Read More
Deep Dive | July 7, 2017 Premium Deep Dive: The US Retail Revolution SolutionThe US retail industry is experiencing a period of revolution rather than evolution. Three things characterize the current transformation: traditional retailers such as department stores and specialty retailers are undergoing huge disruption, emerging players in different segments are intensifying competition and higher e-commerce penetration is challenging brick-and-mortar retailers. Read More
