October 17, 2019 Company Earnings Update Register for Free Access ASOS (LSE: ASC) FY19 Results: Revenues Ahead of Consensus, but Profits PlummetASOS FY19 profits plummet, management notes it had “underestimated the impacts of large-scale operational change…on two continents simultaneously” and that the company was “not adequately prepared for the additional complexities of planning and trading across our expanded warehouse footprint.”
October 17, 2019 Deep Dive Free Report How Data Analytics Is Driving Digital Transformation in RetailThe use of data analytics is powering digital transformation in retail, from supply chain and in-store inventory management to customer service and engagement. In this report, we offer key insights into the growing adoption of analytics by the retail sector.
October 16, 2019 Insight Report Premium How Is Amazon Leveraging the Whole Foods Acquisition?In the two-plus years since its $13.7 billion acquisition of Whole Foods Market, Amazon has gained valuable insight into consumer behavior and physical retail. The e-commerce giant is now taking action to increase its presence in the grocery sector.
October 16, 2019 Insight Report Premium Macy’s: A Timeline of Key EventsFrom 2017 to 2019, Macy’s undertook meaningful steps to reinvent its business. We examine key events from the company’s recent history as part of our Retailers’ Timelines series.
October 15, 2019 Insight Report Premium Insights from China: How Brands and Retailers Are Leveraging Video-Sharing Platform BilibiliAnimation, comics and gaming content is growing steadily in popularity in China amongst young consumers. Recognising the potential of this economy, brands and retailers are beginning to promote their products through Bilibili, a video-sharing platform for animation-focused user-generated content.
October 15, 2019 Insight Report Premium Holiday 2019: Five US Digital Retail Trends for the HolidaysIn this report, we dive into the digital outlook for US retailers for the 2019 holiday season, including a cross-channel shopping trend and the dominance of e-commerce giant Amazon.
October 14, 2019 Insight Report Premium China’s National Day Wrap-Up: Golden Week Brings Spending BoomWhile China’s economic growth has slowed, Golden Week remains a prime opportunity to spur consumer spending. This year, we saw an acceleration in the rate of total spending, driven by sales growth in retail, catering and travel. Activities surrounding the 70th anniversary of the founding of the People’s Republic of China and extended retail hours contributed to the strong increase in spending.
October 14, 2019 Deep Dive Premium Unstaffed Stores: The Future Retail Format?“Unstaffed” is a new store format that has emerged in recent years around the globe. In this report, we look at the development of this concept and associated technologies, as well as the challenges that unstaffed stores present to retailers.
October 14, 2019 Insight Report Premium September 2019 US Same-Store Sales: Costco Experiences Slower Growth, but Beats Consensus EstimateCostco’s global September same-store sales growth decelerated from August but beat the consensus estimate. Its e-commerce growth came in at 17.8% in September, lower than August’s 23.9% growth.
October 14, 2019 Company Earnings Update Register for Free Access LVMH (ENXTPA: MC) 3Q19 Update: Fashion & Leather Goods Set the PaceLVMH reported 3Q19 sales of €13.3 billion, a 17.0% increase on a reported basis, and the Fashion & Leather Goods business grew sales 22.2% compared to the year-ago period. By region, Japan was the best-performing market over the quarter.
October 14, 2019 Company Earnings Update Register for Free Access Fast Retailing (TSE: 9983) FY19 Results: Strong Year Driven by Uniqlo in Greater ChinaFast Retailing reported FY19 revenues of ¥2.29 trillion ($48.1 billion), up 7.5%, and operating profit of ¥275.0 billion ($2.55 billion), up 9.1% from ¥225 billion ($2.09 billion) in the year-ago period.
October 14, 2019 Company Earnings Update Register for Free Access Seven & i Holdings (TSE: 3382) 1H20 Results: Operating Income Grows in Both Domestic and Overseas Convenience StoresJapan-based diversified retail group Seven & i reported net sales down 1.9% year over year to ¥2,656.6 billion in 1H20, ended Aug 31, 2019. Operating income came in at ¥205.1 billion, up 2.8%, primarily driven by strong overseas convenience store operations.
October 11, 2019 Insight Report Premium 30 Global Retail Cities: DublinLocated in the Creative Quarter, Drury Street hosts high-end shops dedicated to high-quality Irish-designed products, fashionable interiors and gifts.
October 11, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — October 11, 2019This week’s note “From the Desk of Deborah Weinswig” looks at disruption that the rise of private labels is causing for CPG brands, prompting them to expand their direct-to-consumer channels.
October 11, 2019 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 41: Bed Bath & Beyond Plans More Store ClosuresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019.
