Insight Report | March 28, 2019 Premium Insights from China: Alipay and WeChat Pay Go InternationalAlipay and WeChat Pay have gone international more quickly due to booming Chinese outbound tourism. They are accepted not only at retail locations but also used to pay transportation fares in support of local services. Read More
Insight Report | March 26, 2019 Premium New Retail Briefing #6: Alipay Expands to the UK in Partnership with Barclaycard, Watsons Mobile App Features Virtual Makeup Try-On“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we cover important developments in New Retail in China and beyond. Here’s what’s happening Read More
Deep Dive | March 22, 2019 Premium Strong Demand for Value, E-Commerce and Sportswear Sustains Pressure on Europe’s Middleground Apparel RetailersAcross major European economies, floundering midmarket behemoths are finding business more challenging than ever, leaving a number of apparel retailing stalwarts suffering what seems to be “death by a thousand cuts.” Read More
Company Earnings Update | March 21, 2019 Register for Free Access Williams-Sonoma (NYSE: WSM) 4Q18 Results: Beats on Revenues, Comps in Line, Guides for 2019 EPS Above ConsensusWilliams-Sonoma reported 4Q18 revenues of $1.84 billion, up 9.3%. Adjusted EPS was $2.10, up 25.3%. Comps increased 2.4%. The company guided for a 2019 comps of +2%–5% and adjusted EPS of $4.50–$4.70. Read More
Event Presentation | March 20, 2019 Premium Decoding the Consumer: The New Science of Customer Behavior (Vision Monday Global Leadership Summit)This presentation discusses retail in 2019, reshaping physical retail, technology trends reshaping retail and things we can learn from Asia. Read More
Flash Report | March 18, 2019 Register for Free Access Fung Retailing Group’s Circle K Showcases First AI Checkout Experience in Hong KongOn March 13, 2019, Fung Retailing Group’s convenience-store chain, Circle K, rolled out Hong Kong’s first AI-powered checkout solution using image recognition. Read More
Company Earnings Update | March 15, 2019 Register for Free Access Dollar General (NYSE: DG) 4Q18 Results: Beats on Comps, Light 2019 Earnings Guidance, Expects to Open 975 Stores in 2019Dollar General reported 4Q18 results that beat on comps but missed on EPS. The company offered light EPS guidance in 2019 due to various investments and plans to open 975 stores. Read More
Insight Report | March 12, 2019 Premium New Retail Briefing #5: Alipay Pushes Cross-Border Payment; JD.com Continues Unstaffed Delivery Initiatives Abroad“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we cover important developments in New Retail in China and beyond. Read More
Deep Dive | March 11, 2019 Premium Amazon Beauty: Who Is Selling What? An Exclusive Analysis of Over 200,000 Beauty and Personal Care Listings on Amazon.comWe analyze Amazon’s beauty and personal care offering, based on aggregated data on over 200,000 products listed on Amazon.com’s US beauty website, collated with competitive intelligence provider DataWeave. We also include summary data from our recent survey of US beauty and personal care shoppers. Read More
Market Navigators/Market Outlook | March 8, 2019 Premium Sector Overview: Consolidation, Collaboration and Innovation Coming to US DrugstoresEach of our Sector Overview reports provides an essential briefing on a sector or market. In US drugstore retailing. Collaborations and alliances formed last year will manifest synergies in the form of innovation in offerings. Read More
Flash Report | March 8, 2019 Register for Free Access Amazon Plans to Drop its Pop-Up StoresAmazon plans to close 87 of its pop-up stores by the end of April, a company spokesperson confirmed to the Wall Street Journal. The pop-ups sell other brands of Amazon consumer electronics products, and their existence underscores Amazon’s willingness to experiment with various retail formats and make changes based on data collected. Read More
Company Earnings Update | March 7, 2019 Register for Free Access Dollar Tree (NASDAQ: DLTR) 4Q18 Results: Beats on Comps and EPS, Announces 2019 Store Optimization Plan of Renovations and ClosuresDollar Tree reported 4Q18 results that beat expectations on comps and EPS. The company announced a “store optimization program” for Fmaily Dollar that includes the renovation of 1,000 stores, the rebannering of 200 stores, and the closure of up to 390 stores. 2019 guidance was below consensus. Read More
Flash Report | March 5, 2019 Register for Free Access Alibaba Forms Strategic Collaboration with Office Depot to Serve US BusinessesAlibaba Group’s business-to-business (B2B) trading platform Alibaba.com announced a strategic collaboration with the US business services and supplies company Office Depot. Read More
Deep Dive | March 4, 2019 Premium Amazon Apparel: Annual US Survey Reveals Amazon Has Overtaken Walmart as America’s Most-Shopped Retailer for ApparelWe explore how many US consumers are buying apparel on Amazon, which retailers these shoppers have switched their spending from, what brands and categories they are buying on Amazon, and their attitudes toward Amazon Fashion. Read More
Company Earnings Update | March 4, 2019 Register for Free Access JD.com (NASDAQ: JD) 4Q18 Results: Revenues Beat Consensus Thanks to Strong Singles’ Day SalesJD.com reported 4Q18 revenue of ¥134.8 billion ($19.6 billion), up 22.4% year over year and beating the consensus estimate of ¥132.5 billion. Read More
