April 17, 2018 Event Coverage 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.
April 11, 2018 Event Presentation 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.
April 11, 2018 Insight Report 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.
April 10, 2018 Flash Report 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.
April 5, 2018 Flash Report 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.
March 30, 2018 Event Presentation 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.
March 29, 2018 Company Earnings Update 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.
March 27, 2018 Market Navigators/Market Outlook 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.
March 23, 2018 Company Earnings Update 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.
March 19, 2018 Company Earnings Update 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.
March 15, 2018 Insight Report Premium Amazon Apparel: Who Is Selling What? An Exclusive Analysis of Nearly 1 Million Clothing Listings on Amazon FashionIn this report, we present an analysis of Amazon’s clothing offering based on aggregated data on almost 1 million women’s and men’s clothing products listed on the company’s Amazon Fashion US website.
March 9, 2018 Event Presentation Premium New Retail Inspirations – AIAfter acquiring a number of online apparel companies, Walmart will host a Lord & Taylor storefront on Walmart.com starting in the spring of 2018. • The intent is to create a premium fashion destination on Walmart.com. • Walmart is beginning to build out “elements of discovery and inspiration” within the fashion portion of its website.
March 2, 2018 Company Earnings Update Register for Free Access Lowe’s (LOW) 4Q17 Results: Misses and Guides Below Consensus on EPSLowe’s reported 4Q17 adjusted EPS of $0.74, below the $0.86 year-ago figure and missing the $0.87 consensus estimate. Net sales were $15.49 billion, down 1.8% year over year but above the $15.35 billion consensus estimate.
March 2, 2018 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) FY17 Results: Price Pressures and Higher Fulfillment Costs Weigh on MarginsIn FY17, Zalando grew revenues by 23.4%, toward the upper end of the guided range. It grew gross merchandise volumes (GMV) by 26.5%.
February 28, 2018 Flash Report Register for Free Access Amazon Offers 5% Back for Amazon Prime Rewards Visa Card Users at Whole FoodsOn February 20, Amazon and Whole Foods Market announced that Amazon Prime Rewards Visa cardmembers would earn 5% back on Whole Foods Market purchases.
