Insight Report | March 2, 2020 Premium International Women’s Day Preview: In China, It’s Another Shopping FestivalMarch 8 will mark International Women’s Day, an annual event that has been treated in recent years as another shopping festival—representing an opportunity for brands and retailers to launch price promotions and marketing campaigns. We discuss how the retail industry in China is capitalizing on International Women’s Day this year, focusing on e-commerce. Read More
Flash Report | March 2, 2020 Register for Free Access Coronavirus Briefing: How Brands Are Communicating with Consumers During the OutbreakWith the coronavirus outbreak showing no signs of slowing soon, retailers and brands in China are looking for creative ways to keep shoppers engaged with the brand as most people shun public places and avoid shopping for non-essential products. Read More
Question of the Week | March 2, 2020 Free Report How Many US Consumers Are Changing Their Behavior Due to the Coronavirus Outbreak?QUESTION OF THE WEEK: How Many US Consumers Are Changing Their Behavior Due to the Coronavirus Outbreak? Read More
Analyst Corner | March 1, 2020 Register for Free Access Weinswig’s Weekly—March 1, 2020This week’s note “From the Desk of Deborah Weinswig” looks at Amazon’s foray into cashierless grocery with its new Amazon Go Grocery format. Read More
Store Tracker | February 28, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 9: Modell’s Sporting Goods To Close StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon and Modell’s Sporting Goods in the US and Boux Avenue in the UK. Read More
Flash Report | February 28, 2020 Register for Free Access Coronavirus Briefing: Coresight Research Survey Data Suggests US Malls Will Be Hit Hard if Outbreak WorsensCoresight Research surveyed US consumers on the current and potential impact of the coronavirus outbreak on their behavior. Over one-quarter say they are already avoiding public areas or changing travel arrangements, and well over half of respondents say they would if the outbreak worsens. Read More
| February 27, 2020 Free Report Three Things You Need To Know: US Furniture and Furnishings E-CommerceWe present Three Things You Need To Know on US Furniture and Furnishings E-Commerce. Read More
Flash Report | February 27, 2020 Register for Free Access Salesforce Co-CEO Block To Step Down; Salesforce To Acquire Vlocity for $1.33 Billion in Cash, Reports 4Q20 and Raises FY21 GuidanceFor fiscal 4Q20, Salesforce reported on February 25, 2020 that it beat the consensus estimate for adjused EPS and raised FY21 guidance. In addition, the company announced the stepping down of Co-CEO Keith Block, as well as its acquisition of cloud and mobile software provider Vlocity. Read More
Flash Report | February 27, 2020 Register for Free Access Coronavirus Briefing: Four Positive Takeaways from the Outbreak for Retailers in ChinaAs the coronavirus outbreak continues, we consider the positive takeaways for retailers in China. We discuss the effects of the current consumer preference for e-commerce over brick-and-mortar shopping, in both grocery and nonsectors sectors; the marketing opportunities provided by Chinese super app WeChat; and the increasing consumer focus on health and wellness. Read More
Flash Report | February 26, 2020 Register for Free Access The First Amazon Go Grocery Opens in Seattle, Further Expanding the Online Giant’s Brick-and-Mortar PresenceAmazon just opened its first (non-Whole Foods) full-sized grocery store in Seattle, dubbed Amazon Go Grocery. The new, full-line, full-sized cashierless store format gives a glimpse into what the online giant may have planned for physical grocery. Read More
Flash Report | February 26, 2020 Register for Free Access Google Cloud Acquires Mainframe-Migration Company CornerstoneGoogle Cloud’s acquisition of mainframe-migration company Cornerstone is the latest move by Google to expand the capabilities of its fast-growing Cloud business. This is the company’s second acquisition this month, demonstrating its efforts to compete with Microsoft for the #2 spot in the ranking of top cloud service providers. Read More
Insight Report | February 26, 2020 Premium January 2020 Monthly Consumer Update: US, UK and ChinaWe analyze 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: wage growth, price changes and retail sales growth. Read More
Company Earnings Update | February 26, 2020 Register for Free Access Macy’s (NYSE: M) 4Q19 and FY19 Results: 2020 Will Be A Transition YearMacy’s reported fiscal 4Q19 revenues of $8.34 billion, down 1.4% YoY. The company reported 4Q19 adjusted EPS of $2.12, down 22.3% from the year ago period but higher than the consensus estimate of $1.96. Read More
Insight Report | February 25, 2020 Premium New Retail Briefing: Amid Coronavirus Disruption, JD.com Turns to Drones and Robots for DeliveryJD.com uses drones to deliver orders during the coronavirus outbreak; Alibaba helps farmers to sell fresh produce; and Kenzo opens a flagship store on Tmall Luxury Pavilion. Read More
Deep Dive | February 25, 2020 Premium Coresight Matrix: AI Software for CommunicationOur Coresight Matrix evaluates technology leaders and emerging players in the fast-growing AI software for communication segment. Read More
