Company Earnings Update | March 21, 2019 Register for Free Access Alimentation Couche-Tard (TSX: ATD.B) Fiscal 3Q19 Results: Revenue Below Consensus, Merchandise and Fuel Drive GrowthAlimentation Couche-Tard reported fiscal 3Q19 revenue of $16.5 billion, slightly below the consensus estimate of $16.8 billion and up 4.6% from 3Q18. Read More
Company Earnings Update | March 21, 2019 Register for Free Access Williams-Sonoma (NYSE: WSM) 4Q18 Results: Beats on Revenues, Comps in Line, Guides for 2019 EPS Above ConsensusWilliams-Sonoma reported 4Q18 revenues of $1.84 billion, up 9.3%. Adjusted EPS was $2.10, up 25.3%. Comps increased 2.4%. The company guided for a 2019 comps of +2%–5% and adjusted EPS of $4.50–$4.70. Read More
Insight Report | March 21, 2019 Premium Insights from China: Alibaba Invests in STO Express, Accelerating the Logistics RaceThis week, we look at Alibaba’s recent investments in courier company STO Express and how the logistics race in China has stepped up. Read More
Event Presentation | March 20, 2019 Premium Decoding the Consumer: The New Science of Customer Behavior (Vision Monday Global Leadership Summit)This presentation discusses retail in 2019, reshaping physical retail, technology trends reshaping retail and things we can learn from Asia. Read More
Company Earnings Update | March 20, 2019 Register for Free Access ASOS (LSE: ASC) 2Q19 Trading Update: Strong UK Demand, US Logistics Hit by Unexpected Jump in Demand, Guidance UnchangedASOS reported 2Q19 group revenues of £658.5 million, up 11.0% year over year on a constant-currency basis. US sales declined due to an unexpected surge in orders causing disruption. Read More
Company Earnings Update | March 20, 2019 Register for Free Access Ocado (LSE: OCDO) 1Q19 Trading Update: Strong Underlying Growth Partially Offset by FireOcado reported 1Q19 retail revenue of £404 million, up 11.2% year over year. The company’s average orders per week grew 11.3% year over year, but the average order size was down 0.2% year over year. Read More
Insight Report | March 19, 2019 Premium February 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline EasesUS store-based traffic and sales declined in February, while the conversion rate grew 0.4 percentage points. Average transaction value (ATV) grew 1.8%, slower than the 5.5% growth reported in January. Read More
Insight Report | March 19, 2019 Premium 2019 Tax Tracker Week 6: Filings Catching Up but Still Down Year Over YearUS income tax refund tracker: Filings are still down year over year, and average refund amounts are up slightly. Consumers plan save their refunds, pay down debt, and fund everyday expenses. Read More
Question of the Week | March 18, 2019 Free Report Question: What Is the Most-Listed Makeup Brand on Amazon.com?Question of the Week March 18 2019 – What Is the Most-Listed Makeup Brand on Amazon.com? Read More
Company Earnings Update | March 18, 2019 Register for Free Access H&M (OMX: HM-B) 1Q19 Update: Sales Beat; Focus Now on DigitalH&M reported 1Q19 net sales of SEK 51.02 billion, up 10.0% year over year, a slightly slower pace compared the 12% growth recorded in 4Q18, but marginally ahead of the consensus estimate of SEK 50.0 billion recorded by StreetAccount. Read More
Company Earnings Update | March 18, 2019 Register for Free Access Prada (SEHK: 1913) 2018 Results: Positive Sales Trends Across All Regions and CategoriesPrada is in the midst of a multiyear strategic transformation that should result in increased brand relevancy. Read More
Flash Report | March 18, 2019 Register for Free Access Fung Retailing Group’s Circle K Showcases First AI Checkout Experience in Hong KongOn March 13, 2019, Fung Retailing Group’s convenience-store chain, Circle K, rolled out Hong Kong’s first AI-powered checkout solution using image recognition. Read More
Deep Dive | March 15, 2019 Premium Artificial Intelligence in Retail, Part 3: What Startups Are Doing with AIThis is the third report in a short series looking at artificial intelligence (AI) in retail. In this report, we explore what startups are doing with AI in the context of our proprietary CORE framework, which stands for Communication, Optimization of pricing, Rationalization of inventory and Experiential retail. Read More
Insight Report | March 15, 2019 Premium February 2019 US Same-Store Sales: Costco Comps Decelerate, Buckle and Cato Comparable Sales FallIn February, Costco’s same-store sales growth showed a sequential slowdown. The company posted accelerated growth in e-commerce comparable sales. Adverse weather conditions, holiday shift and forex currency fluctuations negatively impacted Costco’s performance. Read More
Company Earnings Update | March 15, 2019 Register for Free Access Dollar General (NYSE: DG) 4Q18 Results: Beats on Comps, Light 2019 Earnings Guidance, Expects to Open 975 Stores in 2019Dollar General reported 4Q18 results that beat on comps but missed on EPS. The company offered light EPS guidance in 2019 due to various investments and plans to open 975 stores. Read More
