January 10, 2019 Event Coverage Register for Free Access CES 2019 Day 4 Takeaways: Innovative Technology Startups At CESThe Coresight Research team is in Las Vegas this week for CES 2019 (formerly, the Consumer Electronics Show). This year’s event features over 4,400 exhibiting companies, including standout startups alongside established companies.
January 10, 2019 Company Earnings Update Register for Free Access Sainsbury’s (LSE: SBRY) 3Q19 Trading Update: Lower Holiday Promotions Weigh on Top LineDespite the declines, CEO Mike Coupe believes grocery was “solid,” general merchandise outperformed the market and that clothing “performed well” in the quarter. General merchandise sales grew “strongly” over the “key Christmas weeks” (unspecified) and outperformed the market over the quarter — but sales declined in the quarter due to cautious spending by consumers and the company’s decision to reduce promotional activity around Black Friday.
January 9, 2019 Event Coverage Register for Free Access CES 2019 Day 3 Takeaways: Five Innovative Technology Startups at CESThe Coresight Research team is in Las Vegas this week for CES 2019 (formerly, the Consumer Electronics Show). This year’s event features over 4,400 exhibiting companies, including standout startups alongside established companies.
January 9, 2019 Company Earnings Update Register for Free Access Morrisons (LSE: MRW) Holiday Trading Update: Wholesale Drives Growth; Retail Sales Impacted by Uncertainty£700 million of annualized wholesale supply sales expected ahead of initial end-2018 guidance. £1billion of annualized wholesale sales expected “in due course.” Further £4 million of incremental profit from wholesale, services, interest and online. In the second half, management expects lower costs of both Morrisons.com expansion and accelerated wholesale supply. Net debt will remain at a low level, consistent with the company’s capital discipline and the principles of capital allocation.
January 9, 2019 Event Coverage Register for Free Access The 4th New Economy Think Tank Summit: Three Things You Need to KnowThe Coresight Research team was in the room when some of China’s most innovative, tech-focused retailers came together for the fourth New Economy Think Tank Summit by AliResearch, the research arm of Alibaba. The Speakers included Min Wanli, Chief Machine Intelligent Scientist, Alibaba; Chen Weiru, Executive Director of Alibaba Industrial Internet Center; Liu Song, Vice President, Alibaba Group; Gao Hongbing, Vice President, Alibaba Group, Director of AliResearch; Steven Zhang, Vice President of Alibaba DingTalk; Ma Mingjie, Director General of Research Department of Innovation, The State Council Development Research Center; and, Michael Irwin Jordan, Professor at the University of California, Berkeley and Chair of Ant Financial Scientific Advisory Board.
January 9, 2019 Event Coverage Register for Free Access CES 2019 Day 3: Five Cool Things You Need to KnowAI promises to make businesses smarter and free humanity of many mindless, repetitive jobs. This means people who do mindless, repetitive tasks will need to find something else to do. The good news is, AI will also create new, higher-skilled jobs, such as building and maintaining the AI systems.
January 8, 2019 Market Navigators/Market Outlook Premium Sector Overview: European Retail — Germany’s Shoppers Cut BackApparently alarmed by world events such as Brexit and tariff wars, and in a context of slowly climbing inflation, German consumers have retrenched their discretionary spending.
January 8, 2019 Event Coverage Register for Free Access CES 2019: Five Innovative Technology Startups From Day 2Chronolife has a device to help people with chronic or congestive heart failure (CHF) by anticipating medical emergencies with its wearable Chronolife vest. The Parcel Guard is a smart mailbox designed to prevent “porch pirates” — people who steal packages from your front porch. P&G Ventures, Procter & Gamble’s startup division, unveiled at-home skincare device Opté Precision Skincare System (Opté). Capstone Connected Home launched the Smart Mirror, a mirror integrated with Google Assistant with touchscreen capabilities. The Bread Bot, developed by Wilkinson Baking Company, a fully automated robotic bread-making machine that bakes and sells bread like a vending machine.
January 8, 2019 Event Coverage Register for Free Access CES 2019 Day 2: Five Cool Things You Need to KnowSeveral major electronics companies (including LG, TCL and Samsung) announced ultra-high definition TVs with 8K resolution (which offer four times the number of pixels of a 4K TV). This resolution is especially suitable for larger screens (55” and larger.) An interesting development, but could be a while before you can enjoy the full 8K experience, given that 4K content is available through only a small number of broadcasters — and requires a high-speed Internet connection of at least 25 Mbps.
January 7, 2019 Event Coverage Register for Free Access CES 2019: Five Innovative Technology Startups From Day 1The Coresight Research team is attending CES 2019 (formerly, the Consumer Electronics Show) in Las Vegas this week. Here are some of the notable startups and startup trends we saw on day one: Snips offers voice assistant technology as a white-labelled solution for enterprise device manufactures. Dreamlight provides a “smart” sleep mask, a complex sleep-aid system that uses lighting and sound to help people sleep better. Lululab showed offLumini, an artificial intelligence skincare assistant that analyzes facial skin to make personalized skincare product recommendations.
January 7, 2019 Event Coverage Register for Free Access CES 2019 Day 1: Five Cool Things You Need to KnowThere has already been a proliferation of voice-controlled digital devices, such as intelligent digital assistants. With the advance of the Internet of Things, we will start to see connected devices communicating with each other.
January 6, 2019 Insight Report Premium The Future of Apparel Sourcing: Technology Set to Enable More Transparent, Local and Faster Supply ChainsTechnology is already disrupting the way apparel sourcing operates. We’ll look at how these innovations will change the apparel sourcing of the future. Key findings include:
January 5, 2019 Insight Report Premium AI in Retail: Putting New Tools in the Hands of RetailersArtificial intelligence(AI) is putting new tools into the hands of retailers, helping them eliminate friction in the shopping process, deepen their engagement with customers, uncover business insights and automate processes.
January 4, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly January 4, 2019This week’s note “From the Desk of Deborah Weinswig” previews the upcoming CES 2019 trade show (formerly the Consumer Electronics Show), which will be held in Las Vegas next week.
January 3, 2019 Insight Report Premium The Rise of Luckin Coffee: Are We Seeing the Start of China’s Starbucks?Coffee shop sales in China hit some ¥30 billion (US$4.4 billion) in 2017, and are expected to reach ¥1 trillion (US$145.9 billion) by 2025,according to consultancy firm Qianzhan.
