July 11, 2017 Insight Report Premium Amazon Prime Day 2017: A Private-Label Push in Fashion and Grocery, and Launching in India, TooThis year, Amazon is offering Prime Day to its Indian shoppers for the first time, and the company used the event to launch brands such as Gap on its site.
July 11, 2017 Deep Dive Premium Deep Dive: Artificial Intelligence in Retail—Offering Data-Driven Personalization and Customer ServiceArtificial Intelligence (AI) enables computers to make autonomous decisions, and is a step forward in automation that is changing the retail industry. This report provides an overview of the impact of AI on retail and includes a Q&A with Professor Michael Feindt from AI firm Blue Yonder.
July 10, 2017 Deep Dive Premium Deep Dive: Retail X Factor— Supply ChainThis is the third report in our X Factor series on the major factors impacting the US retail industry. We believe supply-chain efficiency will be a key factor that will make or break a retailer going forward.
July 7, 2017 Deep Dive Premium Market Trends in US and European FootwearIn the US and in European countries, athleisure and health and wellness trends buoyed footwear sales growth in 2016. This report explores footwear retailing trends in the US and leading European markets such as the UK, France and Germany.
July 7, 2017 Company Earnings Update Register for Free Access Carrefour (ENXTPA: CA) 2Q17 Sales Update: Improving Sales MomentumCarrefour reported that sales including VAT increased by 6.1% year over year in 2Q17, to €21.8 billion, and that comparable group sales rose by 2.8% year over year.
July 7, 2017 Deep Dive Premium Deep Dive: The US Retail Revolution SolutionThe US retail industry is experiencing a period of revolution rather than evolution. Three things characterize the current transformation: traditional retailers such as department stores and specialty retailers are undergoing huge disruption, emerging players in different segments are intensifying competition and higher e-commerce penetration is challenging brick-and-mortar retailers.
July 7, 2017 Company Earnings Update Register for Free Access Primark (LSE: ABF) 9M17 Trading Update: Sequential Sales Improvement and Containment of Profit Margin ErosionAssociated British Foods reported 9M17 results for the 40 weeks ended June 24, 2017. This report focuses on the results for Primark, the company’s retail division.
July 6, 2017 Deep Dive Premium Deep Dive: US Consumer Survey— Amazon Yet to Become the Go-To Place for WomenswearThe majority of womenswear consumers are omnichannel shoppers, with 73.0% of surveyed women purchasing apparel from both online and offline channels in April 2017.
July 6, 2017 Company Earnings Update Register for Free Access Ocado (LSE: OCDO) 1H17 Results: Solid Sales Growth ContinuesBritish online grocery retailer Ocado Group announced a 12.5% year-over-year increase in revenues for 1H17, above consensus analyst estimates.
July 5, 2017 Company Earnings Update Register for Free Access Sainsbury’s (LSE: SBRY) 1Q18 Update: Sales Lifted by Warm SummerThe UK’s second-biggest grocery retailer, Sainsbury’s, posted 1Q18compsof 2.3%, excluding fuel and including Argos in the prior year base.
June 30, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) 1H17 Results: Sales Growth Mainly Driven by New Store OpeningsSwedish fast-fashion retailer H&M reported SEK 98.4 billion in net sales in 1H17, slightly below the consensus estimate of SEK 98.8 billion and up 8.6% year over year. Constant-currency sales increased by 5.0% in 1H17 and UK sales increased by 6.0%.
June 30, 2017 Company Earnings Update Register for Free Access Walgreens Boots Alliance (WBA) Fiscal 3Q17 Results: Beats and Raises Guidance, Announces New Agreement with Rite AidWalgreens Boots Alliance reported fiscal 3Q17 adjusted EPS of $1.33, above the $1.30 consensus estimate. Revenues were $30.1 billion, up 2.1% year over year and above the $29.7 billion consensus estimate. Sales increased by 5.0% on a constant-currency basis in the quarter.
June 30, 2017 Company Earnings Update Register for Free Access Nike (NKE) Fiscal 4Q17 Results: Beats on Earnings, Boosted by Strong International SalesNike reported fiscal 4Q17 adjusted EPS of $0.60, ahead of the $0.50 consensus estimate and up 22.4% year over year, driven by SG&A expense leverage as well as by higher global revenue, a lower tax rate and a lower share count.
June 29, 2017 Deep Dive Premium Deep Dive: Fashion Re-Commerce Update—12 Catalysts for Apparel Resale GrowthUS full-price retailers are suffering while re-commerce is thriving, and re-commerce is currently one of the fastest-growing sectors in retail. The marketplace for online fashion resale (“recommerce”) continues to evolve rapidly.
June 28, 2017 Deep Dive Premium Deep Dive: Kaufland in Australia – Europe’s Biggest Retailer Heads Down UnderThe biggest retailer in Europe, Schwarz Group, is reportedly bringing its Kaufland discount hypermarket format to Australia. The company told us that it is still scoping the market.
