February 27, 2018 Deep Dive Premium The CORE Framework for Artificial Intelligence in RetailThe CORE framework for Artificial Intelligence (AI) in retail notes the value of AI in four areas for retailers seeking to compete with platforms such as Amazon and JD.com.
February 26, 2018 Company Earnings Update Register for Free Access Wayfair (W) 4Q17 Results: Mixed Quarter, Company Guides Down on ProfitabilityWayfair reported 4Q17 adjusted EPS of $(0.58), below the $(0.34) year-ago figure and missing the $(0.53) consensus estimate. Net revenue was $1.44 billion, up 46.2% year over year and ahead of the consensus estimate of $1.36 billion.
February 26, 2018 Deep Dive Premium Deep Dive: Chinese Apparel Shoppers – Online Vs. Offline Preferences and Drivers of Customer SatisfactionAlthough e-commerce is the preferred channel for purchasing apparel in China, brick-and-mortar is still very relevant. Our proprietary consumer survey shows that the vast majority of Chinese consumers (96%) purchase apparel both online and offline.
February 23, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly February 23, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the competition among Amazon, Walmart and Alibaba as they expand their businesses in India.
February 22, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 8: Warby Parker to Open 36 Stores Across the USYear-to-date 2018, the number of US store closure announcements stands at 1,790 and the number of store openings is 1,546.
February 22, 2018 Company Earnings Update Register for Free Access VF Corporation (VFC) 4Q17 Results: Mixed Results, Mixed GuidanceVF Corporation reported 4Q17 adjusted EPS of $1.01. Revenues were $3.65 billion, slightly below the consensus estimate of $3.67 billion.
February 22, 2018 Company Earnings Update Register for Free Access Home Depot (HD) 4Q17 Results: Beats on Earnings and Comps, Boosted by Hurricane-Related Sales; Raises FY18 GuidanceHome Depot reported 4Q17 adjusted EPS of $1.69, up from $1.44 in the year-ago quarter and beating the $1.62 consensus estimate. Total revenues were $23.9 billion, beating the consensus estimate of $23.7 billion.
February 22, 2018 Flash Report Register for Free Access Gap Announces Departure of Gap Brand PresidentOn February 20, Gap Inc. announced that Jeff Kirwan, President and CEO of the Gap brand, would leave the company.
February 22, 2018 Insight Report Premium Amazon’s Patents: Measuring the Tech Giant’s Intellectual PropertyIn this report, we explore Amazon’s patent initiatives and history and examine some of the company’s latest inventions.
February 21, 2018 Insight Report Premium Where Have Macy’s Shoppers Gone?Macy’s is the US department store market leader, but the company has experienced falling sales and consequent loss of market share in recent years. To find out where those shopper dollars have gone, we surveyed US consumers and asked those respondents who said that they shop less for apparel at Macy’s than they used to which retailers they have switched their apparel spending to.
February 21, 2018 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 4Q18 Results: Solid Quarter, Outlook Slightly Below ConsensusWalmart reported fiscal 4Q18 adjusted EPS of $1.33, up from $1.30 in the year-ago quarter and missing the $1.37 consensus estimate. Total revenues were $136.3 billion, up 4.1% year over year and ahead of the consensus estimate of $134.9 billion.
February 21, 2018 Flash Report Register for Free Access Albertsons Companies to Acquire the Remainder of Rite Aid for a Combined Value of $24 BillionAlbertsons and Rite Aid announced a definitive merger agreement under which privately held Albertsons will merge with publicly traded Rite Aid.
February 20, 2018 Insight Report Premium Dynamic Pricing: Hard to Compete with AI on PricingDynamic pricing—also referred to as real-time or demand pricing—is an approach used by retailers to set flexible prices for products based on current market demand. In other words, to formulate optimal prices to maximize sales and margins. Advancements in digital technology are enabling retailers’ dynamic pricing strategies to become increasingly accurate and effective.
February 19, 2018 Company Earnings Update Register for Free Access Avon Products (AVP) 4Q17 Results: Flat Revenues, Big EPS Beat from Cost CutsAvon Products reported 4Q17 adjusted EPS of $0.12, beating the $0.07 consensus estimate and compared with $0.01 in the year-ago quarter. Revenues were $1.57 billion, below consensus of $1.60 billion and flat year over year.
February 16, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly February 16, 2018This week’s note “From the Desk of Deborah Weinswig” discusses retailers’ tightening of previously generous return policies due to changing consumer behavior and an increase in fraudulent activity.
