December 8, 2015 Company Earnings Update 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.
November 15, 2015 Event Presentation Premium Disruptors – Physical and Digital– CVS Health: 37% of 2014 capex was on technology and other corporate initiatives – Nordstrom: 35% of 2014 capex; plans to spend $4.3 billion (5% of sales) over next five years – Walmart: 29% of 2014 US capex; spending “$1.2–$1.5 billion in e-commerce websites and mobile commerce applications” – Home Depot: “Tilting investments towards interconnected retail and technology
November 4, 2015 Company Earnings Update Register for Free Access MARKS & SPENCER FIRST HALF DASHES HOPES OF RECOVERY IN APPARELGroup sales were up 1.4% at constant exchange rates, or 1.0% in British pounds.
October 29, 2015 Event Presentation Premium 3Q2015 Recap and Holiday PreviewQ32015 Recap and Holiday Preview • Q3 2015 Weather Insights • Holiday 2015 Weather Outlook • Q3 Business Trends & Results & More
October 28, 2015 Flash Report Register for Free Access Walgreens to Acquire Rite Aid in $17.2 Billion DealTuesday, Oct. 27, after the market close, Walgreens Boots Alliance announced an agreement to acquire smaller drugstore chain Rite Aid for $9.4 billion in cash, offering $9 per share in cash, which represents a 48% premium to Rite Aid’s closing price of $6.08 on Monday.Including debt, the deal is valued at $17.2 billion, the company said.
October 15, 2015 Flash Report Register for Free Access Alibaba Launches Singles’ Day Global Shopping FestivalOn October 13, Alibaba Group launched its 2015 11.11 Global Shopping Festival in its Hangzhou headquarters in China.
October 14, 2015 Event Presentation Premium Top Ideas on Global Retail and TechFBIC TOP 20 RETAIL & TECH TRENDS 1. Ecommercification: More Convenient Payment 2. In-Store Shopping Becomes More Purposeful 3. Webrooming 4. Increasingly Personalized Shopping 5. At-Home Beauty Devices Limit Salon Visits 6. Geofencing and Beacons Enable Location-based Marketing
October 14, 2015 Company Earnings Update Register for Free Access Walmart Plays Catch-Up in Investing in the BusinessWalmart held its annual investor day today in New York. The presentation focused on Walmart stores in the US and e-commerce. Overall, the company is working to improve its in-store experience and developing a seamless offering through the expansion of its e-commerce/m-commerce capabilities. These efforts, though a long time coming and necessary, could ultimately take time to bear fruit, and the next several years could prove to be a period of transition.
October 7, 2015 Flash Report Register for Free Access Tesco First Half: The Reset Starts to Bear FruitIn the first half of fiscal year 2016, Tesco’s group sales (excluding fuel) were down 1.9% in British pounds, or down 0.3% at constant exchange rates.
September 17, 2015 Flash Report Register for Free Access Target to Pilot Test Grocery Delivery with InstacartOn September 15, Target announced a partnership with Instacart to offer delivery of groceries purchased online in as little as an hour within the Minneapolis metropolitan area.
September 14, 2015 Flash Report Register for Free Access Macy’s Store Closures UpdateMacy’s announced plans to close 35 to 40 underperforming stores, which generate combined sales of roughly $300 million
September 10, 2015 Flash Report Register for Free Access China Puts a Damper on the Beauty CategoryOn Friday, September 4, L’Oréal lowered its forecasted growth for the cosmetics category in 2015 to around 3.5%, down from its previous expectations of 3.5%–4%. That said, the company did not adjust its expectations for its own sales performance for the second half of the year.
August 26, 2015 Event Presentation Premium Doing Business in China$1.63 billion in sales are made in the first 38 minutes • 42.6% of sales are made via mobile devices • The first domestic order is delivered in 15 minutes • The first cross-border order is delivered in 2 hours • In 2014, Alibaba offered an 11.11 shopping festival to global shoppers
August 11, 2015 Insight Report Premium Jet.com Update Aug 11, 2015The third week of July 2015 was an exciting one for retail. We saw both hype and grumbling mover Amazon’s Prime Day launch on July 15 and, ultimately, solid results from the company.
July 20, 2015 Insight Report Premium Amazon Prime Day Report #4: Moment of the truth… recap“Thank you to the hundreds of thousands of new members who signed up on Prime Day, and our tens of millions of existing members for making our first ever Prime Day a huge success,” said Greg Greeley, Vice President of Amazon Prime, at the conclusion of Amazon’s inaugural Prime Day 24-hour super sale.
