Product TypeInsight Report February 3, 2020 premium The Home Depot: A Timeline of Key Events Read about the key dates and milestones in Home Depot’s rise to becoming a US home-improvement icon. From its humble beginnings as a more or less giant hardware store when it was founded in 1978, Home Depot has grown into a home improvement staple with more than 2,200 stores.Read More
Product TypeInsight Report November 27, 2019 premium Alibaba: A Timeline of Key Events 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.Read More
Product TypeDeep Dive October 30, 2019 premium 10 Trends Reshaping US CPG 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.Read More
Product TypeInsight Report October 22, 2019 premium New Retail Briefing: Net-a-Porter Opens a Flagship Store on Tmall Luxury Pavilion 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.Read More
Product TypeFlash Report August 28, 2019 premium Clothing Rental Upstart Le Tote to Acquire Iconic Century-old Brand Lord + Taylor from HBC for $100 Million 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.Read More
Product TypeCompany Earnings Update July 11, 2019 premium Fast Retailing (TSE: 9983) 3Q19 Results: Solid Revenue Growth, Company Maintains Outlook for Full FY19 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. Read More
Product TypeCompany Earnings Update June 14, 2019 premium Hudson’s Bay Company (TSX: HBC) 1Q19: Mixed Results, Focus on North America and Strategy at Saks OFF 5TH 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.Read More
Product TypeFlash Report June 12, 2019 premium Hudson’s Bay Company Reviewing Proposal to Go Private, Announces Sale of German Operations for $1.5 Billion 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.Read More
Product TypeFlash Report June 11, 2019 premium Salesforce to Acquire Leading Analytics Company Tableau for $15.7 Billion 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.Read More
Product TypeFlash Report April 26, 2019 premium UK Competition Authority Blocks Sainsbury’s-Asda Merger 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. Read More
Product TypeFlash Report April 12, 2019 premium Walmart to Acquire Technology and Assets of Silicon Valley Adtech Startup Polymorph Labs 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.Read More
Product TypeDeep Dive April 1, 2019 premium US Retailers Becoming More Relevant Through Acquisitions: Mass Merchandisers vs. Amazon 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.Read More
Product TypeInsight Report March 12, 2019 premium New Retail Briefing #5: Alipay Pushes Cross-Border Payment; JD.com Continues Unstaffed Delivery Initiatives Abroad “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.Read More
Product TypeMarket Overview March 8, 2019 premium Sector Overview: Consolidation, Collaboration and Innovation Coming to US Drugstores 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.Read More
Product TypeMarket Overview March 5, 2019 premium Sector Overview: Consumer Packaged Goods — Demand Is Strong, but Companies Must Be Agile to Meet Consumers’ Needs 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.Read More
