May 13, 2019 Insight Report Premium Digital Disrupts Consumer Packaged GoodsE-commerce has served as a growth impetus for CPG, enabling a more direct connection between brands and customers and giving brand owners greater control over the supply chain.
May 13, 2019 Event Coverage Register for Free Access Insights from JD.com Logistics Tour: Three Cool Things You Need to Know About JD LogisticsThe Coresight Research team joined JD.com on a tour to show off the company’s logistics prowess. In this report, we discuss a few of the things we found most intriguing.
May 10, 2019 Insight Report Premium 30 Global Retail Cities: ShanghaiEvery year, the city holds Shanghai Fashion Week, as well as Shanghai Black Fashion Week – the first and only fashion event in China aimed at discovering diverse and emerging fashion designers.
May 10, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY MAY 10 2019This week’s note “From the Desk of Deborah Weinswig” looks at the nascent but fast-growing use of wearable technology in retail.
May 10, 2019 Company Earnings Update Register for Free Access Morrisons (LSE: MRW) 1Q20 Trading Update: Group Comps Below Expectations, Access to Ocado Erith Fulfilment Center SuspendedMorrisons reported group same-store sales growth of 2.3% excluding fuel, below the consensus estimate of 2.5% recorded by StreetAccount.
May 10, 2019 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 19: CVS Shuts Underperforming StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Retailers have announced more than 6,000 store closures in the US and more than 300 in the UK, while only 3,100 store openings have been announced.
May 9, 2019 Market Navigators/Market Outlook Premium US Furniture Market 2019This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies.
May 9, 2019 Insight Report Premium Insights from China: The Second Belt and Road ForumAt the second Belt and Road Forum, China’s president Xi sought to emphasize the country’s desire to open to the outside world, and listed outcomes of the Belt and Road Initiative.
May 9, 2019 Company Earnings Update Register for Free Access Ahold Delhaize (ENXTAM: AD) 1Q19 Results: EPS in Line with Consensus, Lowers FY19 EPS GuidanceAhold Delhaize reported 1Q19 net sales of €15.88 billion, up 1.5% year over year at constant exchange rates (up 6.3% as reported), and slightly below the consensus estimate of €15.96 billion recorded by StreetAccount.
May 8, 2019 Market Navigators/Market Outlook Premium Enterprise Wearables: A Dynamic MarketIn this report, we review the market for enterprise wearables: Devices used in business environments for work. We estimate global shipments for enterprise wearables were approximately 10.4 million units in 2018, and expect this total to reach more than 23 million units by 2022.
May 8, 2019 Insight Report Premium US and China Quarterly Economic Update: Data Shows Resilience in US and China EconomiesUS GDP increased by an annual seasonally adjusted rate of 3.2% in the first quarter of 2019, versus 2.2% in the fourth quarter of 2018. GDP in China increased 6.4% year over year in the first quarter of 2019, the same as the previous quarter.
May 8, 2019 Company Earnings Update Register for Free Access NCR (NYSE: NCR) 1Q19 Results: Revenues and EPS in Line, Investing in Digital Growth Programs Plus Recurring RevenueNCR reported 1Q19 revenues and EPS in line with consensus estimates and reiterated its guidance due to its confidence in the second half of the year.
May 8, 2019 Company Earnings Update Register for Free Access Johnson Controls (NYSE: JCI) 2Q19 Results: Mixed/In-Line Quarter, Raises 2019 EPS GuidanceJohnson Controls reported fiscal 2Q19 results that matched consensus revenue and beat EPS estimates. The company raised annual EPS guidance from increased confidence in the second half.
May 7, 2019 Flash Report Register for Free Access President Trump Threatens Additional Tariffs on Chinese Imports Ahead of Crucial Trade TalksThe latest development of increasing tariffs for Chinese goods adds uncertainty to US-China trade negotiations, although it appears to be a negotiating tactic: Turning up the heat on China immediately before crucial talks.
May 7, 2019 Company Earnings Update Register for Free Access Adidas (DB: ADS) 1Q19 Results: Double-Digit Growth in Asia Pacific and 16% in China Drive Operating Margin ExpansionDouble Digit Growth in Asia-Pacific and 16% in China Drive Operating Margin Expansion
