February 26, 2020 Flash Report Register for Free Access The First Amazon Go Grocery Opens in Seattle, Further Expanding the Online Giant’s Brick-and-Mortar PresenceAmazon just opened its first (non-Whole Foods) full-sized grocery store in Seattle, dubbed Amazon Go Grocery. The new, full-line, full-sized cashierless store format gives a glimpse into what the online giant may have planned for physical grocery.
February 26, 2020 Flash Report Register for Free Access Google Cloud Acquires Mainframe-Migration Company CornerstoneGoogle Cloud’s acquisition of mainframe-migration company Cornerstone is the latest move by Google to expand the capabilities of its fast-growing Cloud business. This is the company’s second acquisition this month, demonstrating its efforts to compete with Microsoft for the #2 spot in the ranking of top cloud service providers.
February 26, 2020 Insight Report Premium January 2020 Monthly Consumer Update: US, UK and ChinaWe analyze key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth.
February 26, 2020 Company Earnings Update Register for Free Access Macy’s (NYSE: M) 4Q19 and FY19 Results: 2020 Will Be A Transition YearMacy’s reported fiscal 4Q19 revenues of $8.34 billion, down 1.4% YoY. The company reported 4Q19 adjusted EPS of $2.12, down 22.3% from the year ago period but higher than the consensus estimate of $1.96.
February 25, 2020 Insight Report Premium New Retail Briefing: Amid Coronavirus Disruption, JD.com Turns to Drones and Robots for DeliveryJD.com uses drones to deliver orders during the coronavirus outbreak; Alibaba helps farmers to sell fresh produce; and Kenzo opens a flagship store on Tmall Luxury Pavilion.
February 25, 2020 Deep Dive Premium Coresight Matrix: AI Software for CommunicationOur Coresight Matrix evaluates technology leaders and emerging players in the fast-growing AI software for communication segment.
February 24, 2020 Insight Report Premium Insights from China: Opportunities for Brands in WeChatWe look at the marketing and service opportunities in China’s WeChat super app. We discuss how brands and retailers—including Dior, Hermés and L’Oréal’s Giorgio Armani—are capitalizing on the app’s diverse functionality to reach consumers and drive sales.
February 24, 2020 Event Coverage Register for Free Access Highlights from the Hype Innovation Showcase: Sustainability and Technology Key to the Future of Physical RetailKey themes from the Hype Innovation Showcase, The Future of the Store: Sustainability & Supply Chain, included sustainability and technology. We discuss insights from the event and provide an overview of participating startup companies.
February 24, 2020 Flash Report Register for Free Access Coronavirus Briefing: China’s Outbound Tourism Will Be Hurt, but Possibly Not for LongChinese outbound travelers led spending in tourism globally before the coronavirus outbreak. We discuss the potential short-term impact that the virus could therefore have on the tourism industries of popular destinations among Chinese travelers. We also consider how a decline in the number of international tourists from China could affect airport retail sales.
February 23, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly—February 23, 2020This week’s note “From the Desk of Deborah Weinswig” looks at the reports of the death of online-only retail—are they exaggerated?
February 21, 2020 Event Coverage Register for Free Access Highlights from Walmart’s 2020 Investment Community MeetingWalmart held its 2020 investor day in New York, outlining ambitious plans to move into healthcare and profiling the secrets to success in China and India. In both markets, the company has grown organically and through acquisitions.
February 20, 2020 Insight Report Premium January 2020 UK Retail Sales: Online Retailers and Small Chains Drive GrowthTotal UK retail sales saw accelerated growth in January 2020 versus December 2019, fueled by online retailers and small chains. Large retailers, on the other hand, saw growth slow.
February 20, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 8: Pier 1 Imports Files for Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from At Home and Pier 1 Imports in the US and Marks & Spencer and Shoe Zone in the UK.
February 20, 2020 Insight Report Premium Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty CompaniesWith the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L’Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market.
February 20, 2020 Deep Dive Premium RetailTech: How Salesforce Has Become a Juggernaut in Retail TechnologyTwo decades ago, several Oracle employees left to found their own retail technology startup. Now, Salesforce dominates the cloud-based space, offering a variety of cutting-edge solutions to help retailers integrate online and offline.
