Company Earnings Update | August 15, 2019 Register for Free Access Macy’s (NYSE: M) 2Q19 Results: Revenues Down, Lowers EPS Guidance, Launches Pilot with ThredUpMacy’s fiscal 2Q19 revenues were $5.55B, down 0.5% YoY, even with the consensus estimate. The company reported 2Q19 adjusted EPS of $0.28, down 47.2% from a year ago. Macy’s lowered EPS guidance. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Tencent (HKEX: 0700) 2Q19 Results: Mixed Results, Growth in FinTech and Business Services in Challenging Ad EnvironmentTencent reported 2Q19 revenue and EPS that beat consensus estimates, continuing to post strong growth in the FinTech and Business Services segment, in a challenging ad environment. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Canada Goose (NYSE: GOOS) 1Q20 Results: Revenue and EPS Beat Estimates, Reiterates Guidance for FY2020Canada Goose’s 2Q20 results beat consensus estimates, though the company drdeported a 650-bps decline in the gross margin. The company reiterated its fiscal 2020 outlook. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving GrowthCisco reported fiscal 4Q19 results that met or beat consensus estimates, and security was a major growth driver in the quarter. Cisco is expanding security across all its networking and cloud domains. Read More
Deep Dive | August 14, 2019 Premium US Back-to-School 2019: Fashion Trends and Apparel SpendingWe review fashion trends and apparel spending intentions that will shape demand for clothing and footwear this back-to-school season. Read More
Insight Report | August 13, 2019 Premium New Retail Briefing: JD.com Prompts Social Gifting on WeChat; Suning Acquires Convenience Stores from Fung Group“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 review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China. Read More
Deep Dive | August 13, 2019 Premium Who Is Winning in US Grocery: Discount Stores or Warehouse Clubs?Warehouse clubs currently have a lead over discount stores in the online grocery market with a substantial investment in e-commerce and omnichannel capabilities. Read More
Question of the Week | August 12, 2019 Free Report Which Are the Most Shopped Discount Apparel Retailers in Germany?QUESTION OF THE WEEK: Which Are the Most Shopped Discount Apparel Retailers in Germany? Read More
Deep Dive | August 12, 2019 Premium RetailTech: In-Store TechnologyThis deep dive represents the third installment in the RetailTech series and covers everything from beacons to magic mirrors to robots. Read More
Insight Report | August 12, 2019 Premium July 2019 US Same-Store Sales: Costco Reports Comps Below ConsensusCostco’s global same-store sales growth marginally improved from June, but missed the consensus estimate. Its e-commerce growth accelerated to 21.3% in July, from June’s 15.7%. Read More
Insight Report | August 12, 2019 Premium Three Months to Singles’ Day: Strategies to Drive Traffic for 11.11In this report, we continue our countdown to 2019’s Singles’ Day to help merchants prepare for and make the most of the huge opportunity, looking at traffic promotion mechanisms on Tmall and Taobao platforms. Read More
Insight Report | August 9, 2019 Premium Amazon India Engages Consumers with GamificationApp-only quiz campaigns are part of Amazon India’s marketing campaign to promote its mobile app, increase subscribers and drive mobile traffic. With 483 million Internet users in India, about 36% of the population, there is room for growth in mobile app users, Amazon is trying to leverage this opportunity. Read More
Insight Report | August 9, 2019 Premium 30 Global Retail Cities: GenevaGeneva hosts the annual International Exhibition of Inventions, which showcases over a thousand innovations from around the world; companies looking to acquire new technology and investors come to see what the future may look like Read More
Company Earnings Update | August 9, 2019 Register for Free Access Farfetch (NYSE: FTCH) 2Q19 Results: Strong Growth Driven by Platform GMVFarfetch reported 2Q19 revenues grew 42.7% to $209.3 million and active users increased 55.7% to 1.8 million. The company anticipates luxury will reshape itself to move to a direct-to-consumer model. Read More
Deep Dive | August 9, 2019 Premium E-Commerce Opportunities in Southeast Asia: Market Entry 101In this report, we outline the scale and potential of retail and e-commerce in Southeast Asia. We discuss the opportunities in e-commerce platforms that brands can leverage, and the strategies brands can adopt to enter the e-commerce market in Southeast Asia. Read More
