May 23, 2019 Insight Report Premium Supply Chain Series: From Immersive Technologies to RoboticsTechnologies including blockchain, AI and others are transforming the various stages in the retail supply chain, including product design, demand forecasting, manufacturing, logistics, warehousing, last-mile delivery and sales.
May 22, 2019 Event Coverage Register for Free Access ICSC RECon 2019: Day 3 InsightsInsights from Day 3 of the 2019 International Council of Shopping Centers (ICSC) 2019 RECon event which ran May 19-22.
May 22, 2019 Company Earnings Update Register for Free Access Pinduoduo (NASDAQ: PDD) 1Q19 Results: Online Marketing Services Boost Revenues, Operating Margin Impacted by Soaring CostsPinduoduo reported 1Q19 revenues of ¥4.5 billion, up 228% year over year and beating the consensus estimate of ¥4.1 billion.
May 22, 2019 Market Navigators/Market Outlook Premium Sector Overview: Convenience Stores — Technology Adding Greater ConvenienceEach of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on the convenience store sector.
May 22, 2019 Company Earnings Update Register for Free Access Kohl’s (NYSE: KSS) 1Q19 Results: Revenues and Comps Down, Expands Amazon Partnership Nationwide and Launches Plus-Size Private LabelKohl’s reported fiscal 1Q19 revenues of $4.09B, beating the consensus estimate of $3.95B, and down 2.9% YoY. The company is expanded its Amazon partnership nationwide beginning in July 2019.
May 22, 2019 Insight Report Premium Luckin Coffee Leverages Pick-Up Store Format and Delivery Services, IPO Set to Fund Further ExpansionLuckin Coffee, China’s answer to Starbucks, raised some $571.2 million through an IPO of American Depository Receipts for 33 million of its shares on the Nasdaq, pricing its shares at the top end of the pre-listing debut range of $17.
May 22, 2019 Company Earnings Update Register for Free Access JCPenney (NYSE: JCP) 1Q19 Results: Revenues Down, Missing Consensus, Management Reducing and Enhancing Inventory PositionJCPenney reported fiscal 1Q19 revenues of $2.44 billion, lower than the consensus estimate of $2.48 billion, and down 5.6% year over year. The company reported 1Q19 EPS of $(0.46), lower than the consensus estimate of $(0.39), and comparable with the year ago period.
May 21, 2019 Deep Dive Premium Understanding Fresh Food E-Commerce in ChinaThe gross merchandise volume (GMV) of China’s fresh food e-commerce market is expected to increase 160% to ¥162.0 billion in 2019 from ¥62.2 billion in 2016, according to iiMedia.
May 21, 2019 Insight Report Premium New Retail Briefing #10: Alibaba Accelerates its Global Expansion, Intersport Teams Up with SuningAlibaba is accelerating its global expansion by allowing merchants in selected countries to sell on AliExpress and launching the “The New Chinese Goods Project.”
May 20, 2019 Event Coverage Register for Free Access ICSC RECon 2019: Day 1 InsightsInsights from Day 1 of the 2019 International Council of Shopping Centers (ICSC) 2019 RECon event which ran May 19-22.
May 20, 2019 Deep Dive Premium The $13 Billion US Women’s Underwear Industry: Disruption Creates OpportunityThe $13.1 billion US women’s underwear market is changing. Traditional market leaders are losing market share to athletic retailers or digitally native, smaller brands. Body positivity and inclusivity are central to an evolving definition of “sexy”. Technology is enabling brands to improve fit and bring new designs to market.
May 20, 2019 Company Earnings Update Register for Free Access Compagnie Financière Richemont (SWX: CFR) FY19 Results: Sales and Profits Jump After YNAP AcquisitionCompagnie Financière Richemont reported FY19 revenues of €14.0 billion, slightly above the €13.9 billion consensus estimate recorded by S&P Capital IQ, and up 27.3% year over year.
May 20, 2019 Company Earnings Update Register for Free Access Burberry (LSE: BRBY) FY19 Results: Flat Retail Sales but Retail Comps Grow 2%, Reaffirms 2020 GuidanceBurberry’s FY19 sales declined 1% to £2.72 billion at constant exchange rates, missing the consensus estimate of flat currency neutral. Adjusted EPS was flat at 82.1 pence, beating the consensus estimate of 81.3 pence.
May 20, 2019 Insight Report Premium AI Fast Becoming Retail’s Preeminent Technology: Revisiting the CORE FrameworkArtificial intelligence (AI) has established itself as the preeminent technology in retailing. We outline the four overarching use-cases for AI in retail companies identified in our CORE framework.
May 17, 2019 Insight Report Premium 30 Global Retail Cities: LondonLondon is the largest city in the UK with a combination of great culture, history, shopping and restaurants. The retail sector in London is driven by a strong international customer presence, including a steady inflow of tourists.
