Company Earnings Update | August 23, 2019 Register for Free Access Dick’s (NYSE: DKS): 2Q19 Results: Revenues Up, Beats Consensus, Replaced Hunt Category with Localized Content in 135 StoresDick’s reported fiscal 2Q19 revenues of $2.26 billion, beating the consensus estimate of $2.21 billion, and up 3.8% year over year. Read More
Company Earnings Update | August 23, 2019 Register for Free Access Gap Inc. (NYSE: GPS) 2Q19 Results: Sales Miss, Reiterates Adjusted EPS and Comps GuidanceGap reported fiscal 2Q19 revenues of $4.0 billion, down 2.0% year over year, slightly missing the consensus estimate. Adjusted earnings per share (EPS) were $0.63, down 17.1% from the year-ago period, but ahead of the consensus estimate of $0.53. Read More
Company Earnings Update | August 23, 2019 Register for Free Access BJ’s Wholesale Club (NYSE: BJ) 2Q19 Results: Comps in Line But Revenues Miss Consensus Estimates; Margins ImproveBJ’s Wholesale Club reported 1Q19 adjusted EPS of $0.39, up 27.1% and beating the consensus estimate $0.37. Revenues were $3.35 billion, up 1.2% but below the $3.39 billion consensus estimate. Read More
Deep Dive | August 23, 2019 Premium Fashion Online to OfflineDriven by advancements in digital channels, digitally native retailers are adapting to consumer preferences – but are also opening brick-and-mortar stores. Read More
Insight Report | August 23, 2019 Premium 30 Global Retail Cities: BostonNewbury Street is a popular hub, hosting hundreds of shops, right off of the Boston Public Garden. Read More
Analyst Corner | August 22, 2019 Register for Free Access Weinswig’s Weekly — August 23, 2019This week’s note “From the Desk of Deborah Weinswig” looks at China’s many shopping holidays – and how Western companies can tap into the opportunity. Read More
Insight Report | August 22, 2019 Premium Supply Chain Briefing: Chief Supply Chain Officer Role Emerges to Improve Efficiency and Oversee Supply Chain OperationsThe role of CSCO is relatively new, but we’re seeing more companies in retail and apparel hiring CSCOs to oversee their increasingly complex supply chain operations. Leveraging a CSCO role offers many benefits for forward-looking companies. Read More
Company Earnings Update | August 21, 2019 Register for Free Access Estée Lauder (NYSE: EL) 4Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full YearEstée Lauder reported 4Q19 revenues of $3.6B, up 9% YoY compared to $3.3B in the prior-year period. Adjusted, non-GAAP (EPS) were $0.68, compared to $0.61 in the year ago quarter, up 12%. Read More
Question of the Week | August 19, 2019 Free Report When Do US Shoppers Prefer to Use Their Smartphones than Ask Store Associates?QUESTION OF THE WEEK: When Do US Shoppers Prefer to Use Their Smartphones than Ask Store Associates? Read More
Company Earnings Update | August 18, 2019 Register for Free Access Vipshop (NYSE: VIPS) 2Q19 Results: Revenue and EPS Beat Consensus Thanks to Strong Apparel Sales and More Active CustomersVipshop 2Q19 revenues were up 9.7% to ¥22.7 billion, primarily driven by more active customers and a focus on the fast-growing high-margin apparel sector. Read More
Flash Report | August 18, 2019 Register for Free Access Online Supermarket Joint Venture Dada-JD Daojia Considering $500 Million US IPO in May 2020Chinese online grocer Dada-JD Daojia is reportedly conducting talks bankers to raise around $500 million in a US IPO in May 2020. Walmart owns a 10% stake in the venture. Read More
Insight Report | August 18, 2019 Premium July 2019 US Monthly Retail Traffic and In-Store Metrics Report: Increased Traffic Post Independence Day WeekendUS store traffic declined 3.8% year over year in July. The conversion rate declined 0.2 percentage points, average transaction value (ATV) grew 3.9% and the product return rate declined 0.3 percentage points. Read More
Analyst Corner | August 15, 2019 Register for Free Access Weinswig’s Weekly — August 16, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the abundance of technology pouring into retail stores. Read More
Company Earnings Update | August 15, 2019 Register for Free Access JD.com (NASDAQ: JD) 2Q19 Results: Revenue Beats Consensus, Solid 3Q19 GuidanceJD.com reported 2Q19 revenue of ¥150.3 billion ($21.9 billion), up 22.9% year over year and beating the consensus estimate of ¥147.4 billion. Read More
Insight Report | August 13, 2019 Premium New Retail Briefing: JD.com Prompts Social Gifting on WeChat; Suning Acquires Convenience Stores from Fung Group“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China. Read More
