Insight Report | May 23, 2019 Premium April 2019 US Monthly Retail Traffic and In-Store Metrics Report: Easter Week Boosts TrafficUS store traffic declined 5.0% year over year in April. The conversion rate advanced 0.1 percentage points, average transaction value (ATV) fell 3.2% and the product return rate was flat year over year. Read More
Flash Report | May 23, 2019 Register for Free Access Ascena Retail Group Announces Closure of Dressbarn, Eliminating its Value Fashion SegmentOn May 20, 2019, Ascena Retail Group announced the closure of its Dressbarn business. Read More
Company Earnings Update | May 23, 2019 Register for Free Access Urban Outfitters (NYSE: URBN) 1Q19 Results: Revenues Up, Company Launches Nuuly Monthly Subscription Rental ServiceUrban Outfitters reported 1Q19 revenues of $864.4 million, above the consensus estimate of $854.7 million and up 1.1% YoY. The company launched Nuuly, a a monthly subscription rental service. Read More
Company Earnings Update | May 23, 2019 Register for Free Access Target (NYSE: TGT): 1Q19 Results Beat Consensus Estimates, 4.8% Comps and 42% E-Commerce Growth, Reiterates 2019 GuidanceTarget reported 1Q results that beat consensus estimates. Comps increased 48% and e-commerce revenues increased 42%. The company reiterated its 20-19 guidance Read More
Insight Report | May 23, 2019 Premium Supply Chain Series: From Immersive Technologies to RoboticsTechnologies including blockchain, AI and others are transforming the various stages in the retail supply chain, including product design, demand forecasting, manufacturing, logistics, warehousing, last-mile delivery and sales. Read More
Event Coverage | May 22, 2019 Register for Free Access ICSC RECon 2019: Day 3 InsightsInsights from Day 3 of the 2019 International Council of Shopping Centers (ICSC) 2019 RECon event which ran May 19-22. Read More
Company Earnings Update | May 22, 2019 Register for Free Access Pinduoduo (NASDAQ: PDD) 1Q19 Results: Online Marketing Services Boost Revenues, Operating Margin Impacted by Soaring CostsPinduoduo reported 1Q19 revenues of ¥4.5 billion, up 228% year over year and beating the consensus estimate of ¥4.1 billion. Read More
Market Navigators/Market Outlook | May 22, 2019 Premium Sector Overview: Convenience Stores — Technology Adding Greater ConvenienceEach of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on the convenience store sector. Read More
Company Earnings Update | May 22, 2019 Register for Free Access Kohl’s (NYSE: KSS) 1Q19 Results: Revenues and Comps Down, Expands Amazon Partnership Nationwide and Launches Plus-Size Private LabelKohl’s reported fiscal 1Q19 revenues of $4.09B, beating the consensus estimate of $3.95B, and down 2.9% YoY. The company is expanded its Amazon partnership nationwide beginning in July 2019. Read More
Insight Report | May 22, 2019 Premium Luckin Coffee Leverages Pick-Up Store Format and Delivery Services, IPO Set to Fund Further ExpansionLuckin Coffee, China’s answer to Starbucks, raised some $571.2 million through an IPO of American Depository Receipts for 33 million of its shares on the Nasdaq, pricing its shares at the top end of the pre-listing debut range of $17. Read More
Company Earnings Update | May 22, 2019 Register for Free Access JCPenney (NYSE: JCP) 1Q19 Results: Revenues Down, Missing Consensus, Management Reducing and Enhancing Inventory PositionJCPenney reported fiscal 1Q19 revenues of $2.44 billion, lower than the consensus estimate of $2.48 billion, and down 5.6% year over year. The company reported 1Q19 EPS of $(0.46), lower than the consensus estimate of $(0.39), and comparable with the year ago period. Read More
Event Coverage | May 21, 2019 Register for Free Access ICSC RECon 2019: Day 2 InsightsInsights from Day 2 of the 2019 International Council of Shopping Centers (ICSC) 2019 RECon event which ran May 19-22. Read More
Deep Dive | May 21, 2019 Premium Understanding Fresh Food E-Commerce in ChinaThe gross merchandise volume (GMV) of China’s fresh food e-commerce market is expected to increase 160% to ¥162.0 billion in 2019 from ¥62.2 billion in 2016, according to iiMedia. Read More
Insight Report | May 21, 2019 Premium New Retail Briefing #10: Alibaba Accelerates its Global Expansion, Intersport Teams Up with SuningAlibaba is accelerating its global expansion by allowing merchants in selected countries to sell on AliExpress and launching the “The New Chinese Goods Project.” Read More
Event Presentation | May 20, 2019 Premium How Retailers Are Using AI to Win (ICSC RECon)This presentation offers an introduction of AI and discusses how retailers are using AI to win. Read More
