Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021. Read More
Insight Report | December 10, 2020 Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Company Earnings Update | October 23, 2019 Register for Free Access Carrefour (ENXTPA: CA) 3Q19 Update: Latin America Strength Offsets Weakness in FranceCarrefour secured growth in its Latin America markets – helping offset sluggish performance in France as the company seeks to reinvent itself with fewer and smaller stores, fewer SKUs, more organic offerings and a stronger online capability. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Carrefour (ENXTPA: CA) 1H19 Results: Adjusted Operating Income Nudges Up; Second-Quarter Comp Sales Beat ExpectationsIn 1H19, Carrefour reported recurring operating income of €618 million, up 2.7% year over year but below the consensus estimate of €622 million. Read More
Company Earnings Update | April 25, 2019 Register for Free Access Carrefour (ENXTPA: CA) 1Q19 Update: A Stronger-than-Expected Quarter as Performance Improves in FranceCarrefour reported 1Q19 group comparable sales of 2.7%, strengthening from 1.9% in the prior quarter and ahead of the consensus estimate of 1.7%. This was supported by a sequential improvement in French comps as the company cut prices. Read More
Company Earnings Update | March 1, 2019 Register for Free Access Carrefour (ENXTPA: CA) FY18 Results: Earnings and Revenues Beat Estimates; 2022 Transformation Plan on TrackCarrefour reported FY18 total sales of €77.9 billion, down 3.1% year over year, but up 3.3% at constant exchange rates, and above the consensus estimate of €76.6 billion by StreetAccount. Read More
Company Earnings Update | January 23, 2019 Register for Free Access Carrefour (ENXTPA: CA) 4Q18 Update: Latin America Picks Up the Slack as France Is Hit by DisruptionCarrefour reported group comparable sales excluding automotive fuel were up 1.9% year over year in 4Q18, versus 2.1% growth in 3Q18 and ahead of the consensus estimate of 1.0% recorded by StreetAccount. Performance in France was weak and growth was driven by Latin America. Total sales at actual exchange rates were down 2.3% year over year, impacted by currency effects. Read More
Market Outlook | January 8, 2019 Premium Sector Overview: European Retail — Germany’s Shoppers Cut BackApparently alarmed by world events such as Brexit and tariff wars, and in a context of slowly climbing inflation, German consumers have retrenched their discretionary spending. Read More
Company Earnings Update | July 27, 2018 Register for Free Access Carrefour (ENXTPA: CA) 1H18 Results: Sales Disappoint, but Company Makes “Significant Advances” in Carrefour 2022 PlanCarrefour reported a 3.0% year-over-year decline in revenues in 1H18, disappointing analysts, who had been expecting a small increase in sales. However, adjusted operating income came in slightly ahead of the consensus estimate. Read More
Insight Report | July 24, 2018 Premium Retail-Tech Alliances: Why Walmart Is Collaborating with Microsoft, and Carrefour with Google, on Retail DigitalizationTwo retail-tech collaborations have been recently announced, one between US retail giant Walmart and US technology giant Microsoft and another between leading French retailer Carrefour and US technology leader Google. In this report, we analyze: Read More
Deep Dive | July 10, 2018 Premium Artificial Intelligence in Retail, Part 2: What Retailers Are Doing with AIIn this report, we explore how retailers are applying AI across business functions. We studied 30 retailers to understand how they have implemented AI in their businesses. Read More
Company Earnings Update | April 12, 2018 Register for Free Access Carrefour (ENXTPA: CA) 1Q18 Trading Update: Very Weak Quarter as Growth Slows in All Regions and French Comps Turn NegativeCarrefour grew first-quarter sales by just 0.4% on a comparable basis. Total sales fell by 2.4% at current exchange rates. Read More
Company Earnings Update | March 1, 2018 Register for Free Access Carrefour (ENXTPA: CA) FY17 Results: Profits Fall amid Tough Conditions and €1 Billion ChargeCarrefour announced a 14.7% fall in recurring operating income in FY17, yielding a decline in operating margin from 3.1% in FY16 to 2.5% in FY17. Read More
