Deep Dive | October 19, 2017 Premium Deep Dive: Private Label in US Grocery – Five Drivers of GrowthPrivate-label goods capture a minority share of the US grocery market, but there are five specific factors that could boost sales of these products: Read More
Insight Report | October 16, 2017 Premium September 2017 US Retail Sales and TrafficUS retail sales fell unexpectedly in August. On a month-over-month basis, total retail sales decreased by 0.2% in August and amounted to $474.8 billion. Read More
Insight Report | October 13, 2017 Premium Punchh: A Personalized Marketing Platform for the Restaurant IndustryHistorically, owners of large restaurant chains have had limited knowledge about their customers, which means they have often missed the opportunity to engage their most loyal customers to drive sales. In the past, when restaurant marketers launched campaigns, they could typically offer little assurance that those campaigns were effective,and restaurant operators often dedicated significant budgets to marketing without seeing a satisfactory return on their investment. Read More
Insight Report | October 12, 2017 Premium Takeaways from the 2017 Kroger Investment Conference: Restocking KrogerThe FGRT team attended Kroger’s 2017 Investment Conference, held at the New York Stock Exchange on Wednesday. Selected takeaways from the meeting include: Read More
Insight Report | October 10, 2017 Premium LVMH (ENXTPA: MC) 3Q17 Trading Results: Maintaining Very Strong Revenue MomentumLVMH Moët Hennessy Louis Vuitton increased revenues by 14% year over year in 3Q17, to €10,381 million, ahead of the consensus estimate of €10,059 million. Revenues jumped 12% year over year on an organic basis. Read More
Insight Report | September 19, 2017 Premium Toys“R”Us Files for Bankruptcy, Due to Debt and Intensifying CompetitionToys“R”Us announced on Monday that it has filed for Chapter 11 bankruptcy protection in the US and Canada in an effort to restructure its debt obligations. The company’s long-term debt totals over $5.2 billion, including $444 million of debt that is due next year. Read More
Deep Dive | September 15, 2017 Premium Deep Dive: JD.com— A Differentiated E-Commerce PlatformOnline retailer JD.com was founded by CEO Richard Liu in 2004, focusing on 3C—computers, communications and consumer—products, but has since evolved to become China’s largest e-commerce platform by revenue, boasting an extensive product offering, as well as best-in-class, in-house fulfillment capabilities. Read More
Deep Dive | September 6, 2017 Premium Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of TransformationThis is the second report in our three-part The Mall Is Not Deadseries that looks at the US mall landscape with a focus on the challenges malls face and their need for transformation. In this report, we examine the department stores and specialty stores that constitute the bulk of mall tenants to determine what is working for them and what is not. Read More
Deep Dive | September 4, 2017 Premium US Furniture Market 2017: Stores Face Softer Growth and E-Commerce CompetitionThe US furniture market saw growth moderate significantly in 2017. This report reviews market data, macroeconomic impacts, and demographic shifts impacting the American furniture market in the coming years. Read More
Deep Dive | September 4, 2017 Premium US Online Grocery Update—Reviewing the Shifting LandscapeThe US grocery market is estimated to be worth around $1 trillion in 2017, but only around 2% of that will be spent online. Read More
Deep Dive | September 2, 2017 Premium Deep Dive: US Consumer Survey— Can Amazon Prime Lure Lower-Income Shoppers Away from Walmart?In June 2017, Amazon announced that it would offer a 45% discount for its Prime membership to all government assistance recipients, a move that aims to lure more lower-income consumers from retail competitors such as Walmart. Read More
Deep Dive | August 31, 2017 Premium Shanghai— A Globally Connected City with a Vibrant Startup SceneThis is the 2nd report in our series on startups in China, continuing our coverage of global ecosystems & startup hubs: India, Berlin, London, Paris and Amsterdam. Read More
Deep Dive | August 30, 2017 Premium Deep Dive: Future Proofing Department Stores in Asia—Part 1In this first report of our Asia Department Store series, we explore how the department store industry in Asia needs to evolve to navigate through the myriad of challenges currently facing the industry. Read More
Insight Report | August 29, 2017 Premium Hudson’s Bay Company (TSE: HBC) Reportedly Reviewing Strategic OptionsHudson’s Bay Company (TSE: HBC) is reportedly reviewing its options, including going private, under pressure from an activist shareholder, according to a story published by Reuters citing “people familiar with the matter.” Read More
Deep Dive | August 29, 2017 Premium Deep Dive: Blockchain Mini-Series— Retail ApplicationsThis is the second report of our Blockchain Mini-Series, in which we cover the potential applications of blockchain technology in retail and supply-chain management. Read More
