This week’s note “From the Desk of Deborah Weinswig” discusses how blockchain technology could democratize operations and promote cooperation in retail.
Each month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy.
This week’s note “From the Desk of Deborah Weinswig” discusses the adaptive clothing and footwear market, which represents a $47.3 billion opportunity in the US.
Lowe’s (NYSE: LOW) Fiscal 4Q18 Results: Mixed Results and In-Line Guidance, Yet Many Opportunities for Improvement in 2019
Lowe’s reported mixed Q4 results and 2019 guidance was higher on revenues, in line on EPS. Q4 EPS was $0.80, beating consensus by a penny. Comps were +1.7% below +2.1% consensus. Revenues were slightly light. 2010 revenue guidance was +2%, ahead of +1.8% consensus, comp guidance was +3%, ahead of +2.9% consensus, EPS guidance of $6.00-$6.10 was in line.
Amazon was among the retailers to report a slower holiday quarter: The company’s North America sales growth slowed from 35.0% in the third quarter to 18.3% in the fourth quarter. These figures exclude Amazon’s high-growth Amazon Web Services (AWS) business and, so, should closely reflect its retail and marketplace revenues.
Eight things you need to know about retail in China: Smartphones are key, cash is going away (seriously), shopping festivals are booming, smaller cities are spending – and more.
Robots: Moving Beyond Warehouses into the Stores and the Streets Robots burst into the consciousness of the retail industry when Amazon acquired warehouse-robot-maker Kiva Systems for $775 million in May 2012. Since then, many other retail companies have followed Amazon’s example and deployed robots in their own warehouses. These robots are not the kind that walk and talk; they’re flat, faceless machines that scoot across a warehouse floor, delivering a shelf of goods to a fulfillment center, where a human packer then completes the order. While many imagine that warehouses and fulfillment centers are already completely automated, most operate using human-machine
hree Ways China Will Lead Digital Retail Trends in 2019 — and Why These Trends Are Likely to Drive Consolidation Among Major Platforms China continues to lead the world in the integration of online and offline retail, most notably through Alibaba Group’s New Retail concept. We predict that retailers in the U.S. and Europe will increasingly adopt elements of New Retail in 2019. But what else is worth keeping an eye on in Chinese digital retail? This week, we discuss three digital trends we expect to see in 2019, and we note that all three are likely to strengthen the competitive
US 2018 Holiday Homestretch:- Favorable Macro Backdrop Continues 2. Estimate 3%–4% Holiday Sales Growth 3. Early Results Bode Well for Holiday Spending 4. Sales Up, Store Traffic Down & much More
According to data from China-based data services firm Syntun, the total transacted gross merchandise value (GMV) across various e-commerce platforms on Singles’ Day totaled ¥3 billion ($45.2 billion). Alibaba continued to take the lead in the overall sales in this year’s Singles’ Day, accounting for 67.9% market share.
Q32018 Recap and Retail Update • Macro Update • 3Q18 Retail Update • 2018 Holiday Preview
AGENDA About Coresight Research Macro Trends Current State of the In-Store Experience What’s Changing Making the Shift China Leading Retail Transformations: 5 Things You Need to Know
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This week’s note “From the Desk of Deborah Weinswig” discusses the Bonded + Retail Store model, a new way for foreign brands and retailers to access the Chinese market.
This report outlines key developments related to the holiday season hiring in 2018.