Flash Report | February 28, 2018 Register for Free Access Amazon Offers 5% Back for Amazon Prime Rewards Visa Card Users at Whole FoodsOn February 20, Amazon and Whole Foods Market announced that Amazon Prime Rewards Visa cardmembers would earn 5% back on Whole Foods Market purchases. Read More
Company Earnings Update | February 28, 2018 Register for Free Access Macy’s (M) 4Q17 Results: Beats on EPS and Comps, Optimistic Outlook for 2018Macy’s reported 4Q17 revenues of $8.67 billion, up 1.8% and roughly in line with the consensus estimate. Adjusted EPS was $2.82, beating the $2.67 consensus estimate and up from $2.02 in the year-ago quarter. Read More
Insight Report | February 27, 2018 Premium Waymo Set to Make the First Move in Autonomous Ride-HailingIn this report, we look at Waymo, a company leading the pack in self-driving technology. We also examine some recent developments that are keeping it ahead in the race for autonomous cars. Read More
Company Earnings Update | February 27, 2018 Register for Free Access Primark (LSE: ABF) 1H18 Pre-Close Update: Warm October Weather Holds Back GrowthPrimark’s parent, Associated British Foods (ABF), reported a pre-close trading statement for its 1H18 results, for the period ending March 3, 2018. ABF will announce detailed half-year results on April 17, 2018. Read More
Deep Dive | February 27, 2018 Premium The CORE Framework for Artificial Intelligence in RetailThe CORE framework for Artificial Intelligence (AI) in retail notes the value of AI in four areas for retailers seeking to compete with platforms such as Amazon and JD.com. Read More
Company Earnings Update | February 26, 2018 Register for Free Access Wayfair (W) 4Q17 Results: Mixed Quarter, Company Guides Down on ProfitabilityWayfair reported 4Q17 adjusted EPS of $(0.58), below the $(0.34) year-ago figure and missing the $(0.53) consensus estimate. Net revenue was $1.44 billion, up 46.2% year over year and ahead of the consensus estimate of $1.36 billion. Read More
Deep Dive | February 26, 2018 Premium Deep Dive: Chinese Apparel Shoppers – Online Vs. Offline Preferences and Drivers of Customer SatisfactionAlthough e-commerce is the preferred channel for purchasing apparel in China, brick-and-mortar is still very relevant. Our proprietary consumer survey shows that the vast majority of Chinese consumers (96%) purchase apparel both online and offline. Read More
Event Presentation | February 26, 2018 Premium The CORE Framework for AI in Retail1) Artificial Narrow Intelligence (ANI): “Weak AI” that specializes in one area. We have so far conquered this stage. 2) Artificial General Intelligence (AGI): “Strong AI,” or HumanLevel AI, that is as smart as a human across the board—a machine that can perform any intellectual task that a human being can. 3) Artificial Super Intelligence (ASI): Much smarter than the best human brains in practically every field, including scientific creativity, general wisdom and social skills. Read More
Analyst Corner | February 23, 2018 Register for Free Access Weinswig’s Weekly February 23, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the competition among Amazon, Walmart and Alibaba as they expand their businesses in India. Read More
Store Tracker | February 22, 2018 Premium Weekly Store Openings and Closures Tracker 2018, Week 8: Warby Parker to Open 36 Stores Across the USYear-to-date 2018, the number of US store closure announcements stands at 1,790 and the number of store openings is 1,546. Read More
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
