Company Earnings Update | July 25, 2019 Register for Free Access Loblaw (TSX: L) 2Q19 Results: Food Growth SoftensIn 2Q19, ended June 15, Loblaw reported a meaningful weakening of comparable sales growth in its food segment. Food retail comp growth of 0.6% compared to 2.0% in the prior quarter and was well below company-measured food-price inflation of 3.6%. Read More
Insight Report | July 25, 2019 Premium Supply Chain Briefing: Digital Twins Bring Visibility and Speed to the Supply ChainWhile the concept of the digital twin has been known in manufacturing for some time, it is still relatively new to consumer retail. But we see vast potential as the industry moves into the era of the Internet of Things. Read More
Company Earnings Update | July 25, 2019 Register for Free Access Kimberly-Clark (NYSE: KMB) 2Q19 Results: In-line Sales, Beats on EPS; Company Raises Fiscal 2019 EPS GuidanceKimberly-Clark reported net sales of $4.6 billion for the second quarter of 2019, a decrease of 0.2% compared to the same period last year and roughly in line with consensus estimates recorded by StreetAccount Read More
Deep Dive | July 24, 2019 Premium Apparel Resale Goes MainstreamRecommerce and thrift shopping are going mainstream as consumers increasingly seek out value (both economic and ethics-based), clothing that expresses individuality and that is Instagrammable. Read More
Company Earnings Update | July 24, 2019 Register for Free Access Avery Dennison (NYSE: AVY) 2Q19 Results: Mixed Results, Tougher Year than Expected but Annual EPS Target on TrackAvery Dennison reported mixed 2Q19 results and narrowed guidance with better growth in high-value products and productivity gains more than offsetting a choppy business environment. Read More
Flash Report | July 23, 2019 Register for Free Access Alibaba Opens Its B2B Platform to US Businesses Read More
Deep Dive | July 23, 2019 Premium 2019 Retail Trends Midyear UpdateAt midyear, we take stock of the major trends we identified in January to see how they have played out in global retail in the first half of 2019, and identify two new trends we think will be significant in later 2019 and into 2020. Read More
Insight Report | July 23, 2019 Premium Insights from China: Alibaba’s Freshippo Launches New Breakfast Pick-Up StoreAlibaba’s supermarket chain Freshippo’s introduction of Pick’n Go leverages China’s growing away-from-home-breakfast market, expected to be worth ¥840 billion (around $126 billion) by 2021. The new store format is also part of Freshippo’s effort to diversify its revenue streams. Read More
Insight Report | July 23, 2019 Premium Coresight Matrix: Inventory-Optimization SoftwareIn this report, we look at new developments in inventory optimization software, and use our Coresight Matrix to rate leaders and emerging players by innovation effort and market power. Read More
Event Presentation | July 22, 2019 Premium Spectacular Retail (NRF)This retail discusses spectacular retail, including data-driven retail, the new consumer and Coresight’s BEST Framework. Read More
Insight Report | July 22, 2019 Premium Unlocking the Value of Social Commerce Models: Resale, Rental, Subscription and Community BuildingBusiness models that are beneficial to society’s long-term development are strengthening their appeal as consumers increasingly seek retailers and brands that have meaning and purpose. Read More
Deep Dive | July 22, 2019 Premium 2019 China E-Commerce Trends Midyear UpdateSeveral major trends have solidified in the first half of 2019. The new e-commerce law has driven customers to buy though official, regulated channels, putting daigou on a downward trajectory. Read More
Insight Report | July 22, 2019 Premium June 2019 US Monthly Retail Traffic and In-Store Metrics Report: Independence Day and Father’s Day Boost TrafficUS store traffic declined 5.8% year over year in June. The conversion rate (CVR) advanced 0.3 percentage points, average transaction value (ATV) grew 4.7% and the product return rate advanced 0.2 percentage points. Read More
Company Earnings Update | July 22, 2019 Register for Free Access ASOS (LSE: ASC) 3Q19 Trading Update: Strong UK Demand but Operational Issues in the US and EU; Guidance Revised DownSOS reported 3Q19 group revenues of £919.8 million, up 11% year over year on a constant-currency basis (up 12% year over year as reported). Active customers hit the 20 million mark. Read More
Company Earnings Update | July 22, 2019 Register for Free Access Microsoft (NASDAQ: MSFT) 4Q19 Results: Beats Consensus Estimates, Strong Cloud Growth, 2020 Revenues to Be Up Double DigitsMicrosoft reported fiscal 4Q19 results that beat consensus estimates. The Intelligent Cloud segment drove growth, with revenues up 19%. Fiscal 2020 revenues are expected to be up double digits. Read More
