Product TypeInsight Report Alibaba: A Timeline of Key Events Author Coresight November 27, 2019 From 2017 to 2019, Alibaba expanded its cloud business into new territories outside China. We examine key events from the company’s recent history as part of our Retailers’ Timelines series.
Product TypeDeep Dive 10 Trends Reshaping US CPG Author Coresight October 30, 2019 The consumer packaged goods (CPG) industry in the US is undergoing significant change, with consumer preferences shifting rapidly and retailers adapting in the face of heightened competition.
Product TypeInsight Report New Retail Briefing: Net-a-Porter Opens a Flagship Store on Tmall Luxury Pavilion Author Coresight October 22, 2019 Swiss luxury group Richemont’s e-commerce subsidiary Yoox Net-a-Porter has opened a flagship store on Tmall Luxury Pavilion to provide Chinese consumers with curated selections of more than 130 luxury and designer brands.
Product TypeFlash Report Clothing Rental Upstart Le Tote to Acquire Iconic Century-old Brand Lord + Taylor from HBC for $100 Million Author Coresight August 28, 2019 Apparel rental upstart Le Tote to acquire century-old Lord + Taylor in what could be a growing trend of online disruptors moving into more traditional spaces.
Product TypeCompany Earnings Update Fast Retailing (TSE: 9983) 3Q19 Results: Solid Revenue Growth, Company Maintains Outlook for Full FY19 Author Coresight July 11, 2019 Fast 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.
Product TypeCompany Earnings Update Hudson’s Bay Company (TSX: HBC) 1Q19: Mixed Results, Focus on North America and Strategy at Saks OFF 5TH Author Coresight June 14, 2019 HBC reported 1Q19 revenues of C$2.12 billion, down 3.3% YoY and above the consensus estimate of C$2.00 billion. The company reported adjusted 1Q19 EPS of C$1.15, up from the year-ago period.
Product TypeFlash Report Hudson’s Bay Company Reviewing Proposal to Go Private, Announces Sale of German Operations for $1.5 Billion Author Coresight June 12, 2019 HBC announced that a special committee is reviewing a shareholder proposal to privatize the company. HBC also announced it had entered into an agreement to sell its real estate in Germany for $1.5B.
Product TypeFlash Report Salesforce to Acquire Leading Analytics Company Tableau for $15.7 Billion Author Coresight June 11, 2019 On June 10, 2019, Salesforce announced an agreement to acquire business analytics and data visualization company Tableau for $15.7 billion in stock. The acquisition is expected to close in 3Q19.
Product TypeFlash Report UK Competition Authority Blocks Sainsbury’s-Asda Merger Author Coresight April 26, 2019 On April 25, 2019, the UK’s Competition and Markets Authority blocked the planned merger of Sainsbury’s and Walmart-owned Asda, which are, respectively, the UK’s second- and third-largest grocery retailers.
Product TypeFlash Report Walmart to Acquire Technology and Assets of Silicon Valley Adtech Startup Polymorph Labs Author Coresight April 12, 2019 On April 11, 2019, Walmart announced plans to acquire the assets and technology of Silicon Valley-based advertising-technology startup Polymorph Labs for an undisclosed amount.
Product TypeDeep Dive US Retailers Becoming More Relevant Through Acquisitions: Mass Merchandisers vs. Amazon Author Coresight April 1, 2019 M&A activity has risen in the US retail sector over the past 10 years, in terms of deal value and number of deals, and the same trend applies within the mass-merchandiser sector.
Product TypeInsight Report New Retail Briefing #5: Alipay Pushes Cross-Border Payment; JD.com Continues Unstaffed Delivery Initiatives Abroad Author Coresight March 12, 2019 “New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we cover important developments in New Retail in China and beyond.
Product TypeMarket Overview Sector Overview: Consolidation, Collaboration and Innovation Coming to US Drugstores Author Coresight March 8, 2019 Each of our Sector Overview reports provides an essential briefing on a sector or market. In US drugstore retailing. Collaborations and alliances formed last year will manifest synergies in the form of innovation in offerings.
Product TypeMarket Overview Sector Overview: Consumer Packaged Goods — Demand Is Strong, but Companies Must Be Agile to Meet Consumers’ Needs Author Coresight March 5, 2019 Each of our Sector Overview reports provides an essential briefing on a sector or market. In this report, we review the global consumer packaged goods (CPG) market.
Product TypeFlash Report Unilever Expands Home Care Portfolio with the Acquisition of The Laundress Author Coresight January 30, 2019 On January 28, Unilever announced it had acquired The Laundress, a premium detergent and fabric care company headquartered in New York. The Laundress was founded in 2004 by Gwen Whiting and Lindsey Boyd after two years of research yielded a non-toxic line of laundry and home cleaning products. The portfolio now includes over 85 eco-friendly products. Unilever said The Laundress will continue to operate from its New York City headquarters and that the two founders will remain in place to lead the business and operate the brand’s flagship store in New York.
