April 11, 2018 Insight Report Premium Who Shops Where for Groceries – A Look at US Grocery Store DemographicsNonspecialist retailers account for three of the four most-shopped retailers for groceries: Walmart is in first place, Target is second and Costco is fourth. Kroger is the only supermarket retailer in the top four.
April 11, 2018 Insight Report Premium Is April the Cruelest Month? Perhaps So, for Consumer Traffic at LeastApril is expected to be a tough month for retail demand, according to business weather intelligence company Planalytics.Last April, the weather was warmer across much of the US, and Planalytics forecasts that weather-driven retail demand will be down 2% year over year this April. The weather in Europe has been volatile as well.
April 10, 2018 Company Earnings Update Register for Free Access LVMH (ENXTPA: MC) 1Q18 Trading Update: Organic Growth Accelerates as Shoppers Flock to Power BrandsLVMH Moët Hennessy Louis Vuitton reported adjusted organic revenue growth of 15% in 1Q18, a marked acceleration from 11% organic growth in 4Q17.
April 10, 2018 Flash Report Register for Free Access Quick Take: Prime Members Drive Amazon Sales Across All CategoriesThis brief report looks at the results of our recent survey which asked US consumers what they had bought on Amazon in the past year. We split out Amazon Prime members to chart how significant these shoppers are to Amazon’s overall shopper penetration.
April 6, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly April 06, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how brick-and-mortar stores are set to lead the battle for millennial, multichannel grocery shoppers.
April 6, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 14: Island Pacific to Close Six Stores; Toys“R”Us Shuts Down Its E-Commerce OperationsCoresight Research tracks store openings and closures for a select group of retailers in the US and the UK, as well as major US store bankruptcies.
April 5, 2018 Event Coverage Register for Free Access Shoptalk 2018: Conference Wrap-UpThe Coresight Research team recently attended the Shoptalk 2018 conference in Las Vegas. Here, we wrap up our top 10 takeaways from the event, which include the following:
April 5, 2018 Flash Report Register for Free Access Alibaba Takes Control of Food Delivery Startup Ele.meAlibaba announced on April 2 that it will acquire Shanghai-based online delivery and local services platform Ele.me in a transaction that values the company at US$9.5 billion.
April 4, 2018 Insight Report Premium Quick Take: Beauty Proves to Be a Bright Spot for US Department StoresIn the US, beauty is a higher-growth market than apparel, and a number of department store chains are making efforts to tap demand for categories such as skin care and color cosmetics.
April 3, 2018 Flash Report Register for Free Access Walmart and Humana Reportedly Talking About a Possible Tie-UpIn recent days, a number of major news outlets have published stories about Walmart and Humana possibly being in talks about a partnership, outright acquisition, investment or some other kind of tie-up.
March 30, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly March 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what makes shopping unique in China and how Chinese shoppers’ habits differs from those of their Western counterparts.
March 30, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 13: All 94 Aaron Brothers Stores to Close; Jet.com Gets New PresidentYear-to-date 2018, the number of US store closure announcements stands at 3,258 and the number of store openings is 1,699. Year to date in the UK, there have been 221 store closure announcements and 491 store opening announcements.
March 29, 2018 Company Earnings Update Register for Free Access Walgreens Boots Alliance (WBA) Fiscal 2Q18 Results: Beats Consensus Estimates and Raises Annual EPS GuidanceWalgreens Boots Alliance reported fiscal 2Q18 adjusted EPS of $1.73, handily beating the $1.55 consensus estimate and up 27.1% year over year. Revenues were $33.02 billion, up 12.1% year over year and beating the consensus estimate of $32.20 billion.
March 29, 2018 Company Earnings Update Register for Free Access Restoration Hardware (RH) 4Q17 Results: Beats EPS Estimate, Guides Up for FY18Restoration Hardware reported 4Q17 adjusted revenues of $669.7 million, up 13.5% year over year but below the $672.4 million consensus estimate. Adjusted EPS was $1.69, above the $1.56 consensus estimate and up from $0.68 in the year-ago quarter.
March 29, 2018 Company Earnings Update Register for Free Access PVH (PVH) 4Q17 Results: Company Beats Expectations, Offers Outlook Above ConsensusPVH reported 4Q17 revenues of $2.50 billion, up 18.6% year over year and beating the $2.35 billion consensus estimate. Adjusted EPS was $1.58, above the consensus estimate of $1.47 and up 28.5% from the year-ago quarter.
