Analyst Corner | December 31, 2015 Register for Free Access Weekly Insights Dec 31, 2015Retail’s best performers continue to be concentrated at the high and low-ends, while the middle market remains pinched, as illustrated by the Weinswig Hourglass Model. We expect 2016 to remain another “hourglass year”, with the midmarket segment squeezed by discount chain expansion and a reduction in discretionary spending. Read More
Insight Report | December 31, 2015 Premium Primark Update: THE BILLION-DOLLAR THREAT TO US RIVALSUltralow-price fashion retailer Primark entered the US market on September 10, 2015, with plans announced for an initial eight stores in the country. We are optimistic about Primark’s chances of success in the US, given American shoppers’ reluctance to spend big on fashion. Read More
Deep Dive | December 28, 2015 Premium Retail Loyalty Programs: A Global ViewMany retailers offer loyalty programs to attract new customers and satisfy loyal ones. With rewards ranging from coupon offers to regular savings to exclusive, personalized experiences, loyalty programs provide perks and value to members. Read More
Analyst Corner | December 25, 2015 Register for Free Access Weekly Insights Dec 25, 2015The Star Wars franchise is a multibillion-dollar business and revenue generator, with nearly three times as much spent on Star Wars themed toys as on movie tickets. Read More
Analyst Corner | December 18, 2015 Register for Free Access Weekly Insights Dec 18, 2015Signs are pointing to a disappointing holiday season for apparel retailers due to unusually warm temperatures on both sides of the Atlantic, which has significantly reduced demand for winterwear, such as knitwear, jackets, coats and boots. Read More
Company Earnings Update | December 16, 2015 Register for Free Access CVS Pharmacy Analyst Day TakeawaysCVS Health held an Analyst Day in New York today. In attendance from the company were President and CEO Larry Merlo, EVP and CFO Dave Denton, President of CVS/caremark Jon Roberts, EVP of CVS/Specialty Pharmacy Alan Lotvin, President of CVS/pharmacy Helena Foulkes and President of Omnicare Rocky Kraft. Read More
Event Presentation | December 15, 2015 Premium 2015 Holiday HomestretchCyber Monday leads the weekend as the biggest day for sales with $3.1 billion in sales 2. Black Friday performance suggests consumer is in good shape; Apparel category remains under pressure while deals focused around electronics 3. Retailers generally pleased with their Black Friday performances despite weak traffic 4. Black Friday metrics favor e-commerce as estimates suggest store sales to be flat to down slightly with online sales up ~10% Read More
Insight Report | December 15, 2015 Premium A Drug-Free Pain-Relief Wearable DeviceQuell is a wearable device that uses electrical stimulation to trigger the release of endogenous opioids in the brain, a natural pain-relief response. Read More
Flash Report | December 9, 2015 Register for Free Access Westfield Corporation Divests Five US Shopping Centers for $1.1 BillionThe divested assets total more than 6 million square feet of retail space across four US states. Read More
Company Earnings Update | December 8, 2015 Register for Free Access The Home Depot 2015 Investor & Analyst Conference TakeawaysGrowth and productivity were the key themes running through Home Depot’s Investor and Analyst Conference on December 8, 2015. Read More
Analyst Corner | December 5, 2015 Register for Free Access Weekly Insights Dec 5, 2015Black Friday is no longer a one-day affair and Thanksgiving holiday spending is clearly moving online, with mobile playing a major role Read More
Analyst Corner | December 4, 2015 Register for Free Access Weekly Insights Dec 4, 2015Over the last two weeks, our team covered early store openings on Thanksgiving, Black Friday and Cyber Monday and Giving Tuesday, which represent more than US $11 billion of sales, up 17% from last year. Mobile accounted for more than half of shopping visits and nearly a third of sales. Read More
Insight Report | December 2, 2015 Premium Sizer and Offline-to-online MigrationSizer is a third-party service that enables retailers to help online shoppers find the clothes that fit them best. Read More
Insight Report | December 1, 2015 Premium THE BILLION-DOLLAR THREAT TO US RIVALSUltralow-‐price fashion retailer Primark entered the US market on September 10, 2015, with plans announced for an initial eight stores in the country. We are optimistic about Primark’s chances of success in the US, given American shoppers’ reluctance to spend big on fashion. Read More