July 23, 2019 Insight Report Premium Coresight Matrix: Inventory-Optimization SoftwareIn this report, we look at new developments in inventory optimization software, and use our Coresight Matrix to rate leaders and emerging players by innovation effort and market power.
July 22, 2019 Insight Report Premium Unlocking the Value of Social Commerce Models: Resale, Rental, Subscription and Community BuildingBusiness models that are beneficial to society’s long-term development are strengthening their appeal as consumers increasingly seek retailers and brands that have meaning and purpose.
July 22, 2019 Deep Dive Premium 2019 China E-Commerce Trends Midyear UpdateSeveral major trends have solidified in the first half of 2019. The new e-commerce law has driven customers to buy though official, regulated channels, putting daigou on a downward trajectory.
July 22, 2019 Insight Report Premium June 2019 US Monthly Retail Traffic and In-Store Metrics Report: Independence Day and Father’s Day Boost TrafficUS store traffic declined 5.8% year over year in June. The conversion rate (CVR) advanced 0.3 percentage points, average transaction value (ATV) grew 4.7% and the product return rate advanced 0.2 percentage points.
July 22, 2019 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 3Q19 Trading Update: Strong UK Demand but Operational Issues in the US and EU; Guidance Revised DownSOS reported 3Q19 group revenues of £919.8 million, up 11% year over year on a constant-currency basis (up 12% year over year as reported). Active customers hit the 20 million mark.
July 22, 2019 Company Earnings Update Register for Free Access Microsoft (NASDAQ: MSFT) 4Q19 Results: Beats Consensus Estimates, Strong Cloud Growth, 2020 Revenues to Be Up Double DigitsMicrosoft reported fiscal 4Q19 results that beat consensus estimates. The Intelligent Cloud segment drove growth, with revenues up 19%. Fiscal 2020 revenues are expected to be up double digits.
July 22, 2019 Company Earnings Update Register for Free Access SAP (XTRA: SAP) 2Q19 Results: Misses Consensus Estimates, Cloud Growth Remains Robust, Maintains GuidanceSAP’s Q2 missed consensus estimates, but cloud revenue grew 40% and guidance remains on track. The company lauded its Qualtrics customer experience management platform.
July 19, 2019 Insight Report Premium 30 Global Retail Cities: BangkokKnown for its night markets and cultural products, Bangkok’s retail scene also boasts many innovative brands and retailers testing new concepts – and making space for local design talent.
July 18, 2019 Company Earnings Update Register for Free Access Skechers (NYSE: SKX) 2Q19 Results: Revenue, Comps and EPS Beat Consensus EstimatesSkechers reported 2Q19 sales of $1.26 billion, up some 60%, driven by international stores – especially in China.
July 18, 2019 Company Earnings Update Register for Free Access eBay (NASDAQ: EBAY) 2Q19 Results: Continued Revenue Growth, Beats ConsensuseBay reported net revenue of $2.69 billion in 2Q19, up 1.8% year over year and beating the consensus estimate of $2.68 billion. The number of active global buyers increased 4% year over year to a total of 182 million.
July 18, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY JULY 19 2019This week’s note “From the Desk of Deborah Weinswig” looks at the growing importance of Internet of Things technology in retail.
July 18, 2019 Insight Report Premium June 2019 UK Retail Sales: Smaller Retailers Drive Overall Growth, Clothing and Furniture Stores See Solid BoostThe Office for National Statistics (ONS) reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase.
July 18, 2019 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 29: Charming Charlie to Close All StoresStore closures continued this week, with Charming Charlie announcing it will close all 261 of its stores as its core business is squeezed by increasing competition that is erasing its raison d’etre.
July 17, 2019 Company Earnings Update Register for Free Access IBM (NYSE: IBM) 2Q19 Earnings: Beats Consensus, Revenues Down for Fourth Consecutive Quarter, Will Update Guidance August 2IBM’s 2Q19 met or beat consensus estimates, however revenues were down for the fifth consecutive quarter. The company plans to update guidance for the Red Hat acquisition on August 2.
July 17, 2019 Flash Report Register for Free Access Prime Day 2019: Bigger Than Black Friday and Cyber Monday CombinedAmazon Prime Day 2019 surpassed Black Friday and Cyber Monday combined, this year featuring a variety of innovative tools to engage customers through experiences and via multiple channels.
