January 12, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly January 12, 2018This week’s note “From the Desk of Deborah Weinswig” discusses opportunities for department store retailers in 2018 as well as some early conclusions about the holiday season’s strong results.
January 12, 2018 Company Earnings Update Register for Free Access TESCO (LSE: TSCO) 3Q18 and Christmas Update: Hypermarket Recovery and Growth in Food Drive Solid CompTesco reported UK comparable sales growth of 2.3% in 3Q18, slightly below consensus expectations but up from 2.1% in the prior quarter.
January 12, 2018 Company Earnings Update Register for Free Access Marks & Spencer (LSE: MKS) 3Q18 Update: Clothing Returns to Deep Declines, Food UnderperformsMarks & Spencer (M&S) reported weak comparable sales growth in its core UK divisions in 3Q18.
January 12, 2018 Company Earnings Update Register for Free Access Boohoo Group (LSE: BOO) 3Q18 Trading Update: Doubles Revenue, Raises GuidanceBoohoo.com reported group revenue of £228.2 million in 3Q18 (the four months ended December 31, 2017), up 93% year over year at constant currency.
January 11, 2018 Event Coverage Register for Free Access CES 2018: Takeaways from Day 2The FGRT team is attending Consumer Electronics Show (CES) 2018 in Las Vegas, Nevada. Below, we provide our takeaways from Day 2 of the event:
January 11, 2018 Company Earnings Update Register for Free Access Sainsbury’s (LSE: SBRY) 3Q18 Update: Modest Comp Growth Exceeds ExpectationsUK grocery retailer Sainsbury’s reported comparable sales growth of 1.1% in 3Q18, ahead of the consensus estimate. This includes its general-merchandise banner Argos.
January 10, 2018 Insight Report Premium US 2017 Holiday Retail Recap: Season Exceeds ExpectationsIn this report, we take stock of the 2017 holiday season in the US, providing an overview of retail sales, category winners and returns. We also look at the drivers of this holiday season’s sales growth, including macroeconomic conditions, weather and a favorable calendar effect.
January 10, 2018 Insight Report Premium Tenant of the Future: Insights from the Hong Kong MarketThis report analyzes which brands, retailers and store formats will be winning in the retail world of the future. The report draws on global analysis performed by FGRT, retail real estate market insights about the Hong Kong market from Colliers International and an expert panel discussion that took place in Hong Kong on the theme the “Tenant of the Future.” The panel discussion was part of the second event of the “Retail Revolution: Disrupt or be Disrupted” event series—a collaboration between FGRT and ULI Asia Pacific, which focuses on innovation in retail and its applications to real estate.
January 10, 2018 Event Coverage Register for Free Access CES 2018: Takeaways from Day 1The FGRT team is attending Consumer Electronics Show (CES) 2018 in Las Vegas, Nevada. Below, we provide our takeaways from Day 1 of the event:
January 10, 2018 Company Earnings Update Register for Free Access Morrisons (LSE: MRW) Christmas Trading Update: Strong Sales Growth Beats ExpectationsUK grocery retailer Morrisons reported comparable sales growth of 2.8% and retail comps of 2.1% in the weeks ended January 7.
January 9, 2018 Insight Report Premium US Tax Reform Presents an Opportunity for Investment in “Better Retail”The recently enacted Tax Cuts and Jobs Act provides an opportunity for established brick-and-mortar retailers in the US to invest in “better retail” and, in doing so, create a virtuous circle of higher sales and greater investment
January 9, 2018 Event Coverage Register for Free Access CES 2018: Takeaways from Media Day 2The FGRT team is attending Consumer Electronics Show (CES) 2018 in Las Vegas, Nevada. Below, we provide our takeaways from Media Day 2 of the event:
January 8, 2018 Event Coverage Register for Free Access CES 2018: Takeaways from Media Day 1The FGRT team is attending Consumer Electronics Show (CES) 2018 in Las Vegas, Nevada. Below, we provide our takeaways from Media Day 1 of the event:
January 5, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 1: A Review of 2017’s Record US Closures; Sears to Close Over 100 More Stores; Macy’s to Close 11 StoresFGRT tracks store openings and closures for a select group of retailers in the US and the UK. This week, we review US store openings and closures for 2017 and look at what has happened so far in 2018.
January 5, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly January 5, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the retail outlook for 2018, which is likely to bring a continuation of trends seen in 2017.
