January 28, 2019 Event Presentation Premium 10 Global Retail Trends and 10 Startup TrendsThis presentation discusses 10 global retail trends and 10 startup trends.
January 24, 2019 Flash Report Register for Free Access JD.com Takes Flight in Indonesia with Drone Delivery TrialJD.com’s drone delivery is the first time a Chinese drone has been used for delivery in Southeast Asia, and is also the first time the Indonesian government has granted permission to use a drone for logistics purpose.
January 15, 2019 Insight Report Premium New Retail Briefing #1: JD.com and Alibaba RestructureOn December 21, 2018, JD.com announced it would restructure its operations with JD Mall, the company’s main revenue-generating unit. JD Mall will be divided into three business departments, including serving customers; business support services; and, infrastructure control and risk management. JD.com said in its announcement that the new structure will enable it to better focus on customers. JD Mall’s restructuring also aims to diversify its management team and assuage investors that Liu Qiangdong, JD’s founder and CEO, is not the only person driving decision-making at the company.
January 14, 2019 Flash Report Register for Free Access Alibaba Strengthens Its Presence in Digitalization Consulting with A100 Partnership ProgramAlibaba has grown from simple online marketplace to a digital commerce powerhouse, with operations in sales, marketing, product delivery, supply chain, logistics and data analytics — pretty much the whole nine yards. At an event in Hangzhou, the company announced the launch of a new collaborative program called A100.
January 9, 2019 Event Presentation Premium Understanding the Asian Retail Market (CES)This presentation describes Coresight’s CORE framework for AI in retail plus eight things we can learn from China.
January 8, 2019 Market Navigators/Market Outlook Premium Sector Overview: European Retail — Germany’s Shoppers Cut BackApparently alarmed by world events such as Brexit and tariff wars, and in a context of slowly climbing inflation, German consumers have retrenched their discretionary spending.
December 13, 2018 Event Presentation Premium 2018 Holiday Homestretch (Planalytics)US 2018 Holiday Homestretch:- Favorable Macro Backdrop Continues 2. Estimate 3%–4% Holiday Sales Growth 3. Early Results Bode Well for Holiday Spending 4. Sales Up, Store Traffic Down & much More
December 7, 2018 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q18 Results: Beats Consensus Estimates and Raises GuidanceFive Below reported 3Q18 EPS of $0.24 (including a $0.02 accounting benefit), up 35.3% year over year and beating the $0.19 consensus estimate. Revenues were $312.8 million, up 23.7% year over year and beating the $304.1 million consensus.
December 4, 2018 Insight Report Premium Amazon’s Ambitious Plan to Disrupt Convenience Stores—and Maybe Quick Service Restaurants, TooAmazonGo stores are small, cashierless, checkout-free convenience stores that primarily offer on-the-go food options in metropolitan areas.
November 28, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly Nov 16, 2018FROM THE DESK OF DEBORAH WEINSWIG Three Ways that Singles’ Day Is Evolving Last weekend, the Coresight Research team was at Alibaba’s Singles’ Day event in Shanghai. There, we watched the live count of Alibaba’s 11.11 Global Shopping Festival sales as they ticked toward the final total of ¥213.5 billion ($30.8 billion). The day’s sales…
November 20, 2018 Deep Dive Premium NetEase, Alibaba and JD.com March into Private LabelChinese Tech Giants Develop Private Labels Chinese tech giants NetEase, Alibaba and JD.com have all begun developing their own private labels in recent years: NetEase launched NetEase Yanxuan, which translates into “strictly selected by NetEase” in 2016, officially kicking off the private-label game with a designated online shopping website. Alibaba launched its private-label online marketplace…
November 7, 2018 Insight Report Free Report Zalando (XTRA:ZAL) 3Q18 Results: Misses on Both the Top and Bottom Lines; Guidance LoweredIn 3Q18, Zalando grew revenues by 11.7% year over year but missed the consensus estimates for revenues and EPS.
November 5, 2018 Deep Dive Premium Hottest Holiday Toys 2018In this report, we focus on the US and UK toy markets and outline some of the trends we think are going to influence toy gifting this holiday season.
November 5, 2018 Company Earnings Update Register for Free Access Wayfair (W) 3Q18 Results: Mixed Results, Revenue Guidance in Line with ConsensusWayfair reported 3Q18 adjusted EPS of $(1.28), below the consensus estimate of $(1.09). Revenues were $1.71 billion, up 42.4% year over year and beating the consensus estimate of $1.67 billion.
October 26, 2018 Company Earnings Update Register for Free Access Tractor Supply Company (TSCO) 3Q18 Results: Beats Expectations and Raises Guidance Across the BoardTractor Supply reported 3Q18 earnings per share (EPS) of $0.95, up 31.4% from a year ago and beating the consensus estimate of $0.87. Revenues were $1.88 billion, up 9.3% year over year and beating the $1.83 billion consensus estimate.
