Company Earnings Update | July 22, 2019 Register for Free Access SAP (XTRA: SAP) 2Q19 Results: Misses Consensus Estimates, Cloud Growth Remains Robust, Maintains GuidanceSAP’s Q2 missed consensus estimates, but cloud revenue grew 40% and guidance remains on track. The company lauded its Qualtrics customer experience management platform. Read More
Insight Report | July 19, 2019 Premium 30 Global Retail Cities: BangkokKnown for its night markets and cultural products, Bangkok’s retail scene also boasts many innovative brands and retailers testing new concepts – and making space for local design talent. Read More
Company Earnings Update | July 18, 2019 Register for Free Access Skechers (NYSE: SKX) 2Q19 Results: Revenue, Comps and EPS Beat Consensus EstimatesSkechers reported 2Q19 sales of $1.26 billion, up some 60%, driven by international stores – especially in China. Read More
Company Earnings Update | July 18, 2019 Register for Free Access eBay (NASDAQ: EBAY) 2Q19 Results: Continued Revenue Growth, Beats ConsensuseBay reported net revenue of $2.69 billion in 2Q19, up 1.8% year over year and beating the consensus estimate of $2.68 billion. The number of active global buyers increased 4% year over year to a total of 182 million. Read More
Analyst Corner | July 18, 2019 Register for Free Access WEINSWIG’S WEEKLY JULY 19 2019This week’s note “From the Desk of Deborah Weinswig” looks at the growing importance of Internet of Things technology in retail. Read More
Insight Report | July 18, 2019 Premium June 2019 UK Retail Sales: Smaller Retailers Drive Overall Growth, Clothing and Furniture Stores See Solid BoostThe Office for National Statistics (ONS) reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase. Read More
Store Tracker | July 18, 2019 Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 29: Charming Charlie to Close All StoresStore closures continued this week, with Charming Charlie announcing it will close all 261 of its stores as its core business is squeezed by increasing competition that is erasing its raison d’etre. Read More
Company Earnings Update | July 17, 2019 Register for Free Access IBM (NYSE: IBM) 2Q19 Earnings: Beats Consensus, Revenues Down for Fourth Consecutive Quarter, Will Update Guidance August 2IBM’s 2Q19 met or beat consensus estimates, however revenues were down for the fifth consecutive quarter. The company plans to update guidance for the Red Hat acquisition on August 2. Read More
Flash Report | July 17, 2019 Register for Free Access Prime Day 2019: Bigger Than Black Friday and Cyber Monday CombinedAmazon Prime Day 2019 surpassed Black Friday and Cyber Monday combined, this year featuring a variety of innovative tools to engage customers through experiences and via multiple channels. Read More
Company Earnings Update | July 17, 2019 Register for Free Access Burberry (LSE: BRBY) 1Q20 Update: Riccardo Tisci Product Line Boosts SalesMultiyear transformation plan on track with Tisci at design helm, store refreshes and rationalization underway. Comps up 4%. Read More
Insight Report | July 17, 2019 Premium Supply Chain Briefing: Seven Ways Machine Learning Improves EfficiencyMachine learning generates insights from data to help retailers make better decisions and predictions and improve operations including inventory management and last-mile delivery. Read More
Deep Dive | July 16, 2019 Premium How “New Retail” Is Changing Eight Retail and Consumer Sectors in ChinaNew Retail is blurring the online and offline commerce in China. We review recent developments in New Retail in eight retail and consumer sectors: e-commerce; consumer electronics; fashion; fast-moving consumer goods and supermarkets; cosmetics and beauty; furniture and home improvement; department stores; and, local services. Read More
Insight Report | July 16, 2019 Premium June 2019 US Retail Sales: Slowdown Seen Across Sectors, Nonstore Retailers Continue Growth TrajectoryUS retail sales rose 2.5% YoY in June, weakening from the 3.2% rise in May with slips across major sectors. Nonstore retailers continued their growth trajectory, with sales rising 11.6% YoY, following May’s 11.7% rise but slower than 12.9% in April. Read More
Insight Report | July 16, 2019 Free Report Back-to-School Preview: Total Spend Expected to DipTotal back to school spend expected to dip from last year’s level despite higher average per-person spend as fewer families report having school-age children. Read More
Insight Report | July 16, 2019 Premium Amazon Prime Day 2019 Insights: USAmazon kicked off its fifth annual Prime Day shopping extravaganza in the US at midnight Pacific Time on July 15. The company extended the sale to two full days from last year’s 36 hours, offering millions of deals exclusively for Prime members. Read More
