August 13, 2019 Deep Dive 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.
August 12, 2019 Insight Report 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%.
August 12, 2019 Insight Report 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.
August 9, 2019 Insight Report 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.
August 9, 2019 Company Earnings Update 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.
August 9, 2019 Insight Report 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.
August 9, 2019 Company Earnings Update Register for Free Access CVS Health (NYSE: CVS) 2Q19 Results: Narrows Profit and Earnings Outlook on Aetna StrengthCVS reported revenue growth of 35.2% year over year to $63.4 billion, above the $62.6 billion consensus estimate as recorded by FactSet StreetAccount, in the second quarter ended June 30.
August 9, 2019 Company Earnings Update Register for Free Access Adidas (DB: ADS) 2Q19 Results: Double-Digit Revenue Growth in E-Commerce and in ChinaAdidas reported 4% currency-neutral 2Q19 revenue growth driven by high-single-digit growth in its sport inspired business. Revenues rose 5% to €5.51 billion.
August 9, 2019 Company Earnings Update Register for Free Access Unicharm (TYO: 8113) 2Q19 Results: Net Sales Ahead of Consensus, Asia Remains a Growth EngineUnicharm reported 2Q19 net sales of ¥173.9 billion, up 5.5% year over year and broadly in line with the consensus estimate of ¥173.5 billion.
August 8, 2019 Insight Report Premium Supply Chain Briefing: Robotic Process Automation Brings Productivity and Precision to the Supply ChainRPA offers numerous benefits to supply chain operations and the retail industry. Companies such as Walmart and Walgreens have adopted RPA. With RPA’s promise of greater efficiency, increased productivity and greater, we expect to see more retailers adopt this technology.
August 8, 2019 Company Earnings Update Register for Free Access Ahold Delhaize (ENXTAM: AD) 2Q19 Results: An In-Line Quarter but Operating Income Declines by Double DigitsAhold Delhaize reported 2Q19 net sales and underlying operating income in line with expectations.
August 8, 2019 Company Earnings Update Register for Free Access Capri Holdings (NYSE: CPRI) 1Q20 Results: Revenue Misses Estimates, Reduces Revenue GuidanceCapri Holdings reported 1Q20 adjusted EPS of $0.95, above the $0.90 consensus estimate. Revenues increased 11.9% to $1.34 billion on a reported basis, missing the $1.37 billion estimate.
August 8, 2019 Company Earnings Update Register for Free Access Brookfield Property Partners (NASDAQ: BPY) 2Q19 Results: Revenue Increases, FFO Beats EstimatesBrookfield reported 2Q19 FFO per unit of $0.38, up 5.6%, beating the consensus estimate of $0.36. Net income was $0.12 per unit, down 82%.
August 6, 2019 Deep Dive Premium Target: A Timeline of Key EventsFrom 2010 to 2019, Target focused on store expansion, brand collaboration and new service offerings.
August 6, 2019 Deep Dive Free Report Off-Price Retailing in GermanyWe review the German off-price retail landscape. German mass-market apparel retailing is skewed toward value options, but off-price represents a still-nascent part of this market.
