Company Earnings Update | August 18, 2019 Register for Free Access Alibaba (NYSE: BABA) 1Q20 Results: EPS Beats Estimates, Strong Revenue Growth Driven by China Marketplaces and Cloud SegmentAlibaba 1Q20 revenue of ¥114.9 billion misses consensus, but the company remains confident China’s growing middle class will support growth. 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
Company Earnings Update | August 16, 2019 Register for Free Access JCPenney (NYSE: JCP) 2Q19 Results: Revenues Down, Improves Inventory Position, Launches Partnership with ThredUp in 30 StoresJCPenney reported fiscal 2Q19 net sales of $2.51B, lower than the consensus estimate of $2.64B, and down 9.2% YoY. Comparable sales decreased 9.0% compared to the consensus estimate of down 5.1%. Read More
Company Earnings Update | August 16, 2019 Register for Free Access Tapestry (NYSE: TPR) 4Q19 Results: Coach and Stuart Weitzman Drive Results as Kate Spade Disappoints but Offers UpsideTapestry is focused on protecting Kate Spade brand in promotional outlet channel and increasing product differentiation and distinctive newness to drive conversion. Read More
Company Earnings Update | August 16, 2019 Register for Free Access Walmart (NYSE: WMT) 2Q20 Results: Beats Expectations and Offers Mixed GuidanceWalmart reported fiscal 2Q20 revenues of $130.38 billion, up 1.8% year over year and beating the $130.10 billion consensus estimate 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
Company Earnings Update | August 15, 2019 Register for Free Access Macy’s (NYSE: M) 2Q19 Results: Revenues Down, Lowers EPS Guidance, Launches Pilot with ThredUpMacy’s fiscal 2Q19 revenues were $5.55B, down 0.5% YoY, even with the consensus estimate. The company reported 2Q19 adjusted EPS of $0.28, down 47.2% from a year ago. Macy’s lowered EPS guidance. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving GrowthCisco reported fiscal 4Q19 results that met or beat consensus estimates, and security was a major growth driver in the quarter. Cisco is expanding security across all its networking and cloud domains. 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
Deep Dive | August 13, 2019 Premium Who Is Winning in US Grocery: Discount Stores or Warehouse Clubs?Warehouse clubs currently have a lead over discount stores in the online grocery market with a substantial investment in e-commerce and omnichannel capabilities. Read More
Insight Report | August 12, 2019 Premium July 2019 US Same-Store Sales: Costco Reports Comps Below ConsensusCostco’s global same-store sales growth marginally improved from June, but missed the consensus estimate. Its e-commerce growth accelerated to 21.3% in July, from June’s 15.7%. Read More
Insight Report | August 12, 2019 Premium Three Months to Singles’ Day: Strategies to Drive Traffic for 11.11In this report, we continue our countdown to 2019’s Singles’ Day to help merchants prepare for and make the most of the huge opportunity, looking at traffic promotion mechanisms on Tmall and Taobao platforms. Read More
Insight Report | August 9, 2019 Premium Amazon India Engages Consumers with GamificationApp-only quiz campaigns are part of Amazon India’s marketing campaign to promote its mobile app, increase subscribers and drive mobile traffic. With 483 million Internet users in India, about 36% of the population, there is room for growth in mobile app users, Amazon is trying to leverage this opportunity. Read More
Company Earnings Update | August 9, 2019 Register for Free Access Farfetch (NYSE: FTCH) 2Q19 Results: Strong Growth Driven by Platform GMVFarfetch reported 2Q19 revenues grew 42.7% to $209.3 million and active users increased 55.7% to 1.8 million. The company anticipates luxury will reshape itself to move to a direct-to-consumer model. Read More
Insight Report | August 9, 2019 Free Report Six Top Chinese Shopping Festivals You Cannot MissThe top shopping festivals in China represent huge opportunities for brands and retailers to raise brand awareness and drive sales. Brands and retailers must be ready to take advantage of the shopping festivals China to tap into their full potential. Read More
