January 18, 2017 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) Q416 Trading Update: Strong Sales, but Slightly Below Analysts’ EstimatesZalando reported that it expects 4Q16 revenue to grow 25%–26% year over year to €1,086–€1,094 million, according to preliminary figures.
January 13, 2017 Analyst Corner Register for Free Access Weekly Insights Jan 13, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the cool and innovative gadgets and technology on display at this year’s CES trade show in Las Vegas.
January 6, 2017 Analyst Corner Register for Free Access Weekly Insights Jan 6, 2017At the start of every new year, millions of consumers resolve to join a gym and get healthy. This week’s note “From the Desk of Deborah Weinswig” discusses the US healthy-living industry and the scale of consumer spending on various categories within the sector.
January 5, 2017 Event Presentation Premium 2016 Holiday Recap (Planalytics)US 2016 Holiday Wrap-up :- Holiday Wrap-Up: Season Was a Success, Driven by a Last-Minute Surge of Shoppers 2. Consumers Were Willing to Wait for the Best Deals, Which Resulted in a LastMinute Rush in Sales 3. Favorable Holiday Calendar; Day Before Christmas Was a Saturday……..
December 6, 2016 Flash Report Register for Free Access What is Amazon Go, and What it Means for Amazon and its CompetitorsAmazon announced the launch of Amazon Go, an automated, checkout-free convenience store in Seattle, Washington, powered by technologies such as computer vision, sensor fusion and deep learning.
December 2, 2016 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q16 Results: Overall Strong Performance; Comps Missed ExpectationsFive Below reported 3Q16 revenues of $199.5 million, up 17.6% from last year’s $169.7 million, and slightly below the consensus estimate of $200.7 million. EPS was $0.10, ahead of the $0.09 consensus estimate and up 25% year over year.
November 29, 2016 Event Presentation Premium Breakfast with the Disruptors – Supply Chain Startup PitchesJCPenny said the appliance category was strong and it has had a good start with record mobile traffic and sales, and no website interruptions. Kohl’s set record for online sales on Thanksgiving. The retailer made many Black Friday deals available online before the store opened. Walmart kicked off its Cyber Monday deals at 12:01am EST on Friday for the first time ever, as it aims to grab customers ahead of its competitors.
November 21, 2016 Analyst Corner Register for Free Access Weekly Insights Oct 21, 2016This week’s note “From the Desk of Deborah Weinswig” focuses on three trends that our global teams—which are currently preparing our holiday 2016 reports—expect to have an impact on US consumers this holiday season.
November 4, 2016 Company Earnings Update Register for Free Access Alibaba (BABA) 2Q17 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GROWTH IN E-COMMERCE AND MEDIAAlibaba reported 2Q17 non-GAAP diluted EPS of US$0.79, ahead of the US$0.70 consensus estimate and up 45.7% year over year. Revenues were US$5.14 billion, up 54.7% year over year and above the consensus estimates.
October 25, 2016 Insight Report Premium Alibaba Kicks Off Singles’ Day Global Shopping FestivalAlibaba kicked off its 11.11 Global Shopping Festival, which is now the biggest shopping day globally, and released details surrounding its marketing strategy.
October 21, 2016 Company Earnings Update Register for Free Access Walgreens (WBA) 4Q16 Results: EPS Beats Consensus, Rite Aid Merger ExtendedWalgreens reported fiscal 4Q16 adjusted EPS of $1.07, ahead of the $0.99 consensus estimate. Reported revenues were $28.64 billion, up 0.4% year over year and below the consensus estimate of $29.11 billion.
October 20, 2016 Event Presentation Premium AR VR – At an Inflection Point (RetailLoco)• AR/VR applications are becoming more commonplace, for example in virtual catalogs and Pokémon Go • Goggles such as Google Cardboard and $79 Google Daydream View put the price of AR within reach • One forecast calls for a $80 billion market in 2025, and VC funding is increasing rapidly • AR has seen broad acceptance; will VR overcome the “nerd factor”?
October 18, 2016 Event Presentation Premium Do or Die – Retail Imperatives for Globalization Personalization and Localization• US food prices have fallen, impacting revenues in all grocery channels. • Declining US exports have pushed down domestic prices of fresh-food categories such as beef and poultry, while a surplus has depressed dairy prices.
October 7, 2016 Flash Report Register for Free Access Walgreens Boots Alliance Displaces CVS from Tricare Pharmacy NetworkWalgreens Boots Alliance (WBA) will replace CVS as the in-network pharmacy for Tricare, the healthcare program of the US Department of Defense Military Health System.
October 5, 2016 Event Presentation Premium Global Retail ReinventedCan Stores Be Something Other Than Stores? 12 things retailers going global should learn from Starbucks: 1. Coffee theater roastery 2. Localized products 3. Standardized experience 4. Fun merchandise and……..
