Several major trends have solidified in the first half of 2019. The new e-commerce law has driven customers to buy though official, regulated channels, putting daigou on a downward trajectory.
Microsoft (NASDAQ: MSFT) 4Q19 Results: Beats Consensus Estimates, Strong Cloud Growth, 2020 Revenues to Be Up Double Digits
Microsoft reported fiscal 4Q19 results that beat consensus estimates. The Intelligent Cloud segment drove growth, with revenues up 19%. Fiscal 2020 revenues are expected to be up double digits.
SAP (XTRA: SAP) 2Q19 Results: Misses Consensus Estimates, Cloud Growth Remains Robust, Maintains Guidance
SAP’s Q2 missed consensus estimates, but cloud revenue grew 40% and guidance remains on track. The company lauded its Qualtrics customer experience management platform.
Skechers reported 2Q19 sales of $1.26 billion, up some 60%, driven by international stores - especially in China.
This week’s note “From the Desk of Deborah Weinswig” looks at the growing importance of Internet of Things technology in retail.
IBM (NYSE: IBM) 2Q19 Earnings: Beats Consensus, Revenues Down for Fourth Consecutive Quarter, Will Update Guidance August 2
IBM’s 2Q19 met or beat consensus estimates, however revenues were down for the fifth consecutive quarter. The company plans to update guidance for the Red Hat acquisition on August 2.
Amazon Prime Day 2019 surpassed Black Friday and Cyber Monday combined, this year featuring a variety of innovative tools to engage customers through experiences and via multiple channels.
Multiyear transformation plan on track with Tisci at design helm, store refreshes and rationalization underway. Comps up 4%.
Machine learning generates insights from data to help retailers make better decisions and predictions and improve operations including inventory management and last-mile delivery.
New 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.
New Retail Briefing: Oreo Launches New Flavors Inspired by Forbidden City; Tmall Gives Retailers New Tools to Innovate Storefronts
Oreo teamed up with Forbidden City to create a new line of featuring traditional Chinese aesthetics. Tmall has given retailers new tools to redesign storefronts to boost store traffic.
The Internet of Things improves retail operations and shopping experiences and is likely to play an increasingly important role in retail as the technology improves and becomes more efficient.
In this report, we examine a timeline of key events in Kroger’s recent history that have shaped it into the retailer it is today.
This week’s note “From the Desk of Deborah Weinswig” looks at the opportunities for Grocery Outlet in the US.
The Coresight Research team participated in the AAFA’s Brand Protection Seminar at the iconic Tapestry headquarters in New York’s recently opened Hudson Yards on July 11. This report present Coresight’s key insights from the event.