Analyst Corner | May 10, 2019 Register for Free Access WEINSWIG’S WEEKLY MAY 10 2019This week’s note “From the Desk of Deborah Weinswig” looks at the nascent but fast-growing use of wearable technology in retail. Read More
Company Profile | May 9, 2019 Premium Loblaw (TSX: L) Company ProfileLoblaw Cos. Ltd. is a Canada-based retailer that operates under five divisions: Market, Drug, Discount, Financial and Joe Fresh. The Market division includes the grocery-focused store banners Loblaws, Provigo and Zehrs, and offers food, home and lifestyle products. Read More
Market Outlook | May 9, 2019 Premium US Furniture Market 2019This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies. Read More
Market Outlook | May 8, 2019 Premium Enterprise Wearables: A Dynamic MarketIn this report, we review the market for enterprise wearables: Devices used in business environments for work. We estimate global shipments for enterprise wearables were approximately 10.4 million units in 2018, and expect this total to reach more than 23 million units by 2022. Read More
Insight Report | May 8, 2019 Premium US and China Quarterly Economic Update: Data Shows Resilience in US and China EconomiesUS GDP increased by an annual seasonally adjusted rate of 3.2% in the first quarter of 2019, versus 2.2% in the fourth quarter of 2018. GDP in China increased 6.4% year over year in the first quarter of 2019, the same as the previous quarter. Read More
Insight Report | May 7, 2019 Premium Retail-Tech Landscape: BlockchainThis retail-tech landscape lists notable blockchain startups focusing on retail applications including supply chain, traceability, Internet of Things (IoT) integration and payments. Read More
Company Earnings Update | May 6, 2019 Register for Free Access Wayfair (NYSE: W) 1Q19 Results: Revenues Beat Consensus Estimates, Losses DeepenWayfair reported 1Q19 adjusted EPS of $(1.62), marginally behind the $(1.61) consensus estimate. Revenues were $1.94 billion, up 39% and marginally ahead of the $1.92 billion consensus estimate. Read More
Company Earnings Update | May 5, 2019 Register for Free Access Hanesbrands (NYSE: HBI) 1Q19 Results: Strong Champion Sales Propelled GrowthHanesbrands reported robust 1Q19 revenue growth driven by US activewear and Champion subsidiary sales. Read More
Analyst Corner | May 3, 2019 Register for Free Access WEINSWIG’S WEEKLY MAY 3 2019This week, Deborah Weinswig discusses the slowing of growth in two aspects of Amazon’s retail business, and wonders whether that might be the reason the online giant is bringing one-day delivery to the US. Read More
Store Tracker | May 3, 2019 Premium Weekly US and UK Store Openings and Closures Tracker 2019, Week 18: Carter’s Looks to Open StoresYear to date in 2019, US retailers have announced 6,150 store closures and 2,671 store openings. UK retailers have announced 321 store closures and 368 store openings. Read More
Company Earnings Update | May 3, 2019 Register for Free Access Clorox (NYSE: CLX) 3Q19 Results: Misses Estimates on Sales, Beats on EPSClorox reported net sales of $1.55 billion for the three months ended March 31, 2019, up 2.2% year over year, missing the consensus estimate of $1.57 billion. The increase in net sales was driven by the acquisition of Nutranext, a dietary supplements company, in April 2018. Read More
Company Earnings Update | May 3, 2019 Register for Free Access CVS Health (NYSE: CVS) 1Q19 Results: Strong Aetna Performance Boosts Revenues, Prompts Guidance RaiseCVS reported revenues of $61.6 billion, up 34.8% year over year and above the $60.4 billion consensus estimate recorded by S&P Capital IQ, in the first quarter, ended March 31. Read More
Company Earnings Update | May 3, 2019 Register for Free Access Zalando (XTRA: ZAL) 1Q19 Results: Higher Fulfillment and Administrative Costs Hurt Profits; Guidance IntactZalando reported strong growth in revenues but posted a net loss for the first quarter of 2019. Sales of €1.38 billion were up 15.2% year over year and in line with the consensus estimate. GMV was up 23.1% to €1.76 billion. Read More
Company Earnings Update | May 3, 2019 Register for Free Access Pitney Bowes (NYSE: PBI) 1Q19 Results: Mixed Results, Reduces Guidance Due to Ongoing Execution ChallengesPitney Bowes reported 1Q19 revenues that beat consensus estimates but missed on EPS and reduced annual guidance to ongoing executiin challenges. Read More
Insight Report | May 2, 2019 Premium Alibaba and JD.com Battle it Out for Dominance of China’s Online Luxury MarketAlibaba and JD.com have operated app-only luxury channels since 2017: Tmall Luxury Pavilion and Toplife, respectively. Both channels have enlisted over 100 brands to sell their wares so far. Read More
