Insight Report | April 26, 2018 Premium Who Shops Where for Fashion – A Look at US Apparel Shopper DemographicsThis report looks at key demographic characteristics of shoppers at America’s biggest apparel retailers. The top takeaways from our analysis of survey data include the following: Read More
Insight Report | April 24, 2018 Premium Three Shifts Driving US Grocery M&A ActivityFrom Amazon’s purchase of Whole Foods Market last year to Southeastern Grocers’ bankruptcy filing in March, we have seen a flurry of activity in the US grocery market in recent months. In this report, we discuss these corporate developments and note three trends driving mergers and acquisitions (M&As) in grocery. The sector is shifting: Read More
Event Coverage | April 18, 2018 Register for Free Access World Retail Congress 2018, Day 1: Hearing About the “Retail Apocalypse,” Chinese Retail and the Need for Change in Brick-and-MortarThe Coresight Research team is attending World Retail Congress 2018 in Madrid this week. Here are our top takeaways from day one of the conference: Read More
Event Coverage | April 18, 2018 Register for Free Access Key Takeaways from the JD.com AI Innovation SummitThe Coresight Research team attended the AI Innovation Summit hosted by JD.com in Beijing, China, on April 15. JD.com has been at the forefront of artificial intelligence (AI) research and application in China and its inaugural AI summit was attended by top scientists, industry analysts, retail executives and technology professionals. Read More
Insight Report | April 17, 2018 Premium US Online Grocery Consumer Survey: Amazon Is the Most-Shopped Retailer, but Not Yet a Full-Order Grocery DestinationIn this report, we share our top takeaways from our latest consumer survey, which looked at the online grocery market in the US. Read More
Event Coverage | April 17, 2018 Register for Free Access Insights and Drinks: Retail, E-Commerce & Logistics Co-Hosted by Vectr and CoresightE-commerce is about a new business model to solve the pain points of existing retail channels. Read More
Event Presentation | April 11, 2018 Premium AI and Robotics in the Supply ChainAI will play an increasingly important role in managing online and offline retail, logistics and data in a New Retail environment. Read More
Insight Report | April 11, 2018 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. Read More
Flash Report | April 10, 2018 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. Read More
Flash Report | April 5, 2018 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. Read More
Event Presentation | March 30, 2018 Premium New Retail Inspirations – What We Can Learn from the East• Alibaba has significantly invested in or acquired various brick-and mortar businesses in China, including Suning, Intime Retail Group, Sanjiang Shopping Club and Sun Art Retail Group. • The company is already operating automated cashless retail stores in China. Read More
Company Earnings Update | March 29, 2018 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. Read More
Market Navigators/Market Outlook | March 27, 2018 Premium Opportunity in the US Plus-Size Apparel MarketThe women’s plus-size apparel market has been growing faster than the apparel market overall in the US, and analysts predict that the segment will continue to grow faster than the overall clothing market in coming years. Read More
Company Earnings Update | March 23, 2018 Register for Free Access Five Below (FIVE) 4Q17 Results: Beats on Top and Bottom Lines, Announces Share RepurchaseFive Below reported 4Q17 revenues of $504.8 million, up 30.1% year over year and beating the consensus estimate of $502.7 million. Diluted EPS was $1.21, beating the $1.16 consensus estimate. Read More
Company Earnings Update | March 19, 2018 Register for Free Access Dollar General (DG) 4Q17 Results: Solid Quarter, Beats on Comps; Issues EPS Guidance Above ConsensusDollar General reported 4Q17 adjusted EPS of $1.48,down 1.0% year over year and in line with the consensus estimate. Revenues were $6.13 billion, up 2.0% year over year but below the $6.21 billion consensus estimate. Read More
