Event Coverage | September 26, 2019 Register for Free Access Alibaba Investor Day 2019: Day 2 InsightsOn the 2019 Alibaba Inverstor Day 2, management provided financial updates and outlook, as well as how Alibaba’s digital ecosystem helps merchants to do business anywhere. Read More
Company Earnings Update | September 26, 2019 Register for Free Access Sainsbury’s (LSE: SBRY) 2Q20 Trading Update: Closing Stores as 1H20 Profits Set to DipIn 2Q20, Sainsbury’s reported a sequential improvement in sales growth. The company sees an opportunity to cut costs by £500 million over five years. Read More
Company Earnings Update | September 26, 2019 Register for Free Access Boohoo Group (LSE: BOO) 1H20 Results: Revenues and EPS Beat Consensus Again; Raises FY20 GuidanceBoohoo Group reported 1H20 total revenues of £564.9 million, up 43% year over year and above the consensus estimate of £553.0 million recorded by StreetAccount. Read More
Company Earnings Update | September 25, 2019 Register for Free Access Nike (NYSE: NKE) 1Q20 Results: Growth Across All Geographies, Led by Product Innovation and DigitalNike 1Q20 revenues rose 7.1% to $10.66 billion, driven by growth across all geographies, beating the $10.44 billion consensus estimate. Read More
Event Coverage | September 25, 2019 Register for Free Access Alibaba Investor Day 2019: Day 1 InsightsOn the 2019 Alibaba Investor Day 1, management team provided an overview of each business unit performance and its strategic plan to help merchants grow. Read More
Insight Report | September 25, 2019 Premium Big Billion Days 2019: Previewing India’s Annual E-Commerce FestivalFlipkart’s annual Big Billion Days (BBD) shopping festival kicks off September 29 and will run for six days this year, through October 4. Read More
Insight Report | September 24, 2019 Premium New Retail Briefing: Tencent Develops New Credit Payment Product“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 cover important developments in New Retail in China and beyond. Read More
Flash Report | September 24, 2019 Register for Free Access Walgreens and Alphabet’s Wing Aviation Launch Drone Delivery PilotWalgreens will become the first company in the US to offer drone delivery via a partnership with Alphabet-owned Wing Aviation. Read More
Company Earnings Update | September 20, 2019 Register for Free Access Next (LSE: NXT) 1H20 Results: Online Sales Drive Earnings BeatNext reported 1H20 operating profit of £340.9 million, up 3% year over year and ahead of expectations of £330.9 million, driven by strong performance in its online business. Read More
Deep Dive | September 19, 2019 Premium Buy Online, Return In Store: Assessing Strategies and Drivers of AdoptionIn this report, we explain the buy online, return in store (BORIS) model in detail and assess how some US retailers are using this service to enhance their omnichannel retailing. Read More
Company Earnings Update | September 18, 2019 Register for Free Access Ocado (LSE: OCDO) 3Q19 Trading Update: Surge in Customer Orders; JV on the Right TrackIn 3Q19, Ocado grew retail revenue 11.4% year over year, driven by a 12.1% rise in average orders per week. Read More
Company Earnings Update | September 17, 2019 Register for Free Access Inditex (BME: ITX) 1H19 Results: Revenue Up, Promoting SustainabilityInditex reported 1H19 revenues of €12.8 billion, up 6.6%; EPS of €0.50, up 8.7%; and predicts its new sustainably made line will grow 110% for the year and by 2020 will represent 25% of all clothing sold by Inditex. Read More
Flash Report | September 17, 2019 Register for Free Access Amazon Go Was Originally Forecast to Comprise 156 Stores with Sales of $639 Million in 2020, According to Leaked Company DocumentsAmazon documents from 2018 contain pertinent details about the company’s plans for its Amazon Go stores. Read More
Company Earnings Update | September 17, 2019 Register for Free Access H&M (OMX: HM-B) 3Q19 Update: Sales Beat Estimates; Gains Market ShareH&M reported 3Q19 net sales of SEK 62.6 billion, up 12% year over year, higher than the 11% recorded in 2Q19 and with revenues slightly ahead of the consensus estimate of SEK 62 billion recorded by StreetAccount. Read More
Event Coverage | September 16, 2019 Register for Free Access Gap Investor Day 2019: Athleta Opening First Outlet Store; Activewear Fastest Growing Category at Old NavyOld Navy and Athleta are expanding inclusive sizing. Athleta has grown at a 23% CAGR over the past 7 years and will open its first outlet store. Read More