November 19, 2019 Flash Report Register for Free Access Estée Lauder Continues International Growth in Skincare with Acquisition of Have & Be, Owner of Dr Jart+ BrandThe Estée Lauder Companies will acquire Korean beauty company Have & Be. We discuss how this move, which follows Estée Lauder’s 2015 minority stake investment, will give the company a foothold in the fast-growing Korean beauty sector.
November 18, 2019 Deep Dive Premium Singles’ Day 2019: Analyzing Brands and Retailers’ Marketing CampaignsThis report is the first in a series analyzing brands’ and retailers’ activities for Singles’ Day 2019. We assess the different promotional strategies that brands employed in the lead up to November 11 this year as they looked to increase customer engagement and maximise sales potential.
November 14, 2019 Insight Report Premium Singles’ Day 2019: Making an Impact around the WorldContinuing our coverage of Singles’ Day 2019 in China, we visited physical stores and e-commerce websites on November 11 to gauge the adoption of the shopping holiday by retailers globally and to gather examples of 11.11 deals.
November 14, 2019 Insight Report Premium Store Tour: Adidas Ups Its Game with New London FlagshipAdidas’ new London flagship store brings together a brand-building experience, digital integration and product customization in the latest example of “spectacular retail.”
November 13, 2019 Deep Dive Premium UK Department Stores: A Year of DeclineDepartment stores in the UK are facing tough conditions while being tied into long leases. Some UK retailers have entered into administration or used company voluntary arrangements to prevent collapse. This report focuses on the struggles of four of the UK’s biggest names: Debenhams, House of Fraser, Marks & Spencer and John Lewis.
November 13, 2019 Deep Dive Premium Coresight Matrix: AI Software for PersonalizationWe examine how companies are using artificial intelligence (AI) to improve personalization using our proprietary Coresight Matrix to evaluate who’s leading and who is emerging in terms of innovation effort and market power.
November 13, 2019 Insight Report Premium Singles’ Day 2019: New Products, Enhanced Experiences and Expanded Markets Drive Alibaba’s SalesContinuing our coverage of Alibaba’s Singles’ Day 2019 in China, we summarize the record-breaking sales performances of major e-commerce players on November 11, namely Alibaba and JD.com. This year, the event saw an expanded scope of new consumption and a focus on sustainability.
November 12, 2019 Insight Report Premium October 2019 US Same-Store Sales: Costco Comps AccelerateCostco’s same-store sales picked up in October. Cato and Buckle posted a mixed bag of comps.
November 11, 2019 Flash Report Register for Free Access With Comp Sales Declining, Gap Inc. CEO Steps Down, To Be Replaced by Gap Founder’s SonWith comp sales declining, Gap Inc CEO steps down; company revises down guidance.
November 7, 2019 Insight Report Premium Store Tour: “Spectacular Retail” at Nordstrom’s New NYC Women’s FlagshipNordstrom is bringing exciting new “spectacular retail” experiences to consumers through its new flagship in New York City. In this report, we apply the Coresight Research BEST framework for physical retail to identify the primary differentiators of Nordstrom’s new store.
November 7, 2019 Insight Report Premium Beauty Insights: Brands and Retailers See Strong Growth in Travel RetailThe global travel retail market has witnessed robust growth over the past few years, in part due to the increasing number of Chinese travelers. Beauty brands are now implementing strategies to further increase product sales at airports and other duty-free stores.
November 6, 2019 Event Coverage Register for Free Access Kroger Analyst Day 2019: Confidence in Restock Kroger; Digital Fuelling Shopper LoyaltyIn Kroger’s analyst day 2019, management outlined key growth strategies – including the benefit of “incrementaility” from digital channels: Over 50% of Kroger’s revenue from delivery and pickup services comes from competitors. And, as customers shop across more modalities (channels), they bring more sales from rivals to Kroger.
October 31, 2019 Insight Report Premium Supply Chain Briefing: Smart Routing Helps Streamline Warehousing and Delivery Through AlgorithmsSmart routing, which uses machine learning algorithms to optimize delivery routes, offers many benefits for both retailers and consumers, not least increased efficiency and reduced environmental impact.
October 29, 2019 Company Earnings Update Register for Free Access Amazon.com (NASDQ: AMZN) 3Q19 Results: Profit Falls Due to High One-Day Shipping CostsAmazon profits fall for the first time in more than two years thanks to high one-day delivery costs.
October 24, 2019 Company Earnings Update Register for Free Access Kimberly-Clark (NYSE: KMB) 3Q19 Results: In-Line Sales, Beats on EPS, Raises Fiscal 2019 EPS GuidanceKimberly-Clark reported net sales of $4.64 billion for the third quarter of 2019, an increase of 1.3% compared to same period last year and roughly in line with consensus estimates of $4.65 billion. Organic sales were up 4% versus last year.
