Deep Dive | July 16, 2019 Premium How “New Retail” Is Changing Eight Retail and Consumer Sectors in ChinaNew Retail is blurring the online and offline commerce in China. We review recent developments in New Retail in eight retail and consumer sectors: e-commerce; consumer electronics; fashion; fast-moving consumer goods and supermarkets; cosmetics and beauty; furniture and home improvement; department stores; and, local services. Read More
Insight Report | July 16, 2019 Premium Amazon Prime Day 2019 Insights: USAmazon kicked off its fifth annual Prime Day shopping extravaganza in the US at midnight Pacific Time on July 15. The company extended the sale to two full days from last year’s 36 hours, offering millions of deals exclusively for Prime members. Read More
Insight Report | July 16, 2019 Premium Amazon Prime Day 2019 Insights: EuropePrime Day 2019 started July 15 at midnight local time in the UK and eight other European markets and ran for 48 hours. Amazon offered Prime Day deals to shoppers in in the UK, Spain, the Netherlands, Luxembourg, Italy, Germany, France, Belgium and Austria. Read More
Insight Report | July 12, 2019 Premium June 2019 US Same-Store Sales: Costco’s Comps Beat Consensus, Buckle’s Men’s Segment Boosts Sales, Cato’s Sales RiseIn June, Costco’s same-store sales growth was slightly above the consensus estimate while e-commerce growth slowed from May’s solid 20.7%. Read More
Company Earnings Update | July 11, 2019 Register for Free Access Fast Retailing (TSE: 9983) 3Q19 Results: Solid Revenue Growth, Company Maintains Outlook for Full FY19Fast Retailing reported 3Q19 revenues of ¥555 billion ($5.1 billion), up 7.3% and operating profit of ¥74.7 billion ($0.69 billion) up 9.3% from ¥68.3 billion ($0.63 billion) in the year ago period. Read More
Company Earnings Update | July 11, 2019 Register for Free Access Alimentation Couche-Tard (TSX: ATD.B) 4Q19 Results: Revenue Below Consensus, Merchandise and Service Drive GrowthAlimentation Couche-Tard reported fiscal 4Q19 revenue of $13.1 billion, down 3.7% year over year and slightly below the consensus estimate of $13.3 billion. The company reported adjusted diluted EPS of $0.52, down 11.9% year over year and below the consensus estimate of $0.55 Read More
Insight Report | July 11, 2019 Premium Amazon Prime Day 2019 PreviewCoresight Research estimates Amazon could generate approximately $5.8 billion in global product sales on Prime Day 2019, up by around half from our $3.9 billion estimate for 2018. Growth will be supported by the event being extended to from 36 hours to 48 hours. Read More
Insight Report | July 11, 2019 Premium Four Months to Singles’ Day: Planning a Content Marketing Strategy for 11.11In our monthly reports counting down to Singles’ Day, we help retailers prepare for the event. In this report, we discuss the content marketing strategies on Taobao and Tmall. Read More
Company Earnings Update | July 10, 2019 Register for Free Access Ocado (LSE: OCDO) 1H19 Results: Losses Deepen Due to Andover Disruption; Solutions Growth Hampered by Morrisons HolidayOcado reported 1H19 total sales of £882.3 million up 10.9% year over year with retail and solutions revenues growing 10.2% and 20.6%, year over year, respectively. Read More
Insight Report | July 9, 2019 Premium Fast Retail: Opportunities for Digitally Native BrandsFast retail is Coresight Research’s term for a new approach to retail featuring shorter leases, more shared spaces and more short-term stores. In this report, we profile the prevailing major fast retail formats in the US, ranging from pop-ups to marketplaces. Read More
Company Earnings Update | July 5, 2019 Register for Free Access Primark (LSE: ABF) 9M19 Trading Update: Lower Markdowns and Better Buying to Boost MarginsAssociated British Foods (ABF) reported its trading update for the 40 weeks ended June 22. This report focuses on Primark, the company’s retail business. Read More
Company Earnings Update | July 5, 2019 Register for Free Access Seven & i Holdings (TSE: 3382) 1Q20 Results: Operating Income Grows in Both Domestic and Overseas Convenience StoresIn 1Q20, ended May 31, 2019, Seven & i reported a 1.3% year-over-year decline in net sales. However, the company’s EPS increased 21.5% in the first quarter. Read More
Company Earnings Update | July 4, 2019 Register for Free Access Sainsbury’s (LSE: SBRY) 1Q20 Trading Update: Comp Decline Worsens, Outlook Remains BearishSainsbury’s reported comparable sales ex fuel fell 1.6% year over year in 1Q10, compared to a 0.9% decline in the previous quarter and missing the consensus estimate of a 1.4% decline recorded by StreetAccount. Read More
Company Earnings Update | July 1, 2019 Register for Free Access Walgreens Boots Alliance (NYSE: WBA) 3Q19 Results: Slow Performance at Boots UK, Company Reviewing Its US Store EstateWalgreens Boots Alliance reported 3Q19 revenues of $34.6 billion, up 0.7% as reported and 2.9% at constant currency. Revenues were in line with the consensus estimate as reported by S&P Capital IQ. Read More
Company Earnings Update | June 28, 2019 Register for Free Access H&M (STO: HM-B) 2Q19 Results: Gains Market Share, Cuts Markdowns, Points to Long-Term Benefits of TransformationH&M confirmed its 2Q19 sales came in ahead of estimates and reported EPS of SEK 2.76, down 1.4% year over year and missing the consensus of SEK 2.81. Read More
