Flash Report | September 9, 2019 Register for Free Access Alibaba Acquires Kaola to Strengthen Cross-Border E-Commerce DominanceThe Kaola acquisition represents a meaningful strengthening of Alibaba’s offering in cross-border e-commerce. It will consolidate China’s cross-border e-commerce space, giving Alibaba a dominant share of this market. Read More
Insight Report | September 5, 2019 Premium Supply Chain Briefing: Gamification Helps to Engage Employees and Improve Customer ExperienceGamification in supply chain and inventory management training can motivate employees. To be effective, gamification training programs should be well designed, have clear objectives and be able to provide real-time feedback and rewards. Read More
Deep Dive | September 3, 2019 Premium Holiday 2019: US Shopper SurveyWe take a deep dive into US shoppers’ expectations for the 2019 holiday season. Read More
Company Earnings Update | September 1, 2019 Register for Free Access Dollar Tree (NASDAQ: DLTR) 2Q19 Results: Beats Consensus on Revenues and Enterprise Comps While Profit Margins ContractDollar Tree reported 2Q19 revenues of $5.74 billion, up 3.9% year over year and slightly above the $5.72 consensus estimate. EPS was $0.76, down 34.1% and below the $0.83 consensus. Read More
Company Earnings Update | September 1, 2019 Register for Free Access Dollar General (NYSE: DG) 2Q19 Results: Beats Consensus on Revenues and Comps; Raises GuidanceDollar General reported 2Q19 revenues of $6.98 billion, up 8.4% year over year and above the $6.89 billion consensus estimate. Adjusted EPS was $1.74, up 14.5% year over year and comfortably beating the $1.57 consensus estimate. Read More
Company Earnings Update | August 30, 2019 Register for Free Access Five Below (NASDAQ: FIVE) 2Q19 Results: Revenues and Comps Miss Consensus; Adjusts GuidanceFive Below reported 2Q19 revenues of $417.4 million, up 20.0% year over year and missing the $421.1 million consensus estimate. Read More
Company Earnings Update | August 30, 2019 Register for Free Access Williams-Sonoma (NYSE: WSM) 2Q19 Results: Sales Beats Consensus; Raises 2019 Guidance and Reiterates Long-term Financial TargetsWilliams-Sonoma reported fiscal 2Q19 revenues of $1.37 billion, up 7.5% year over year, beating the StreetAccount estimate. Adjusted earnings per share (EPS) were $0.87, up 13.0% from the year-ago period and ahead of the consensus estimate of $0.83. Read More
Insight Report | August 27, 2019 Premium New Retail Briefing: Alibaba Boosts User Engagement through Weitao and 88VIPAlibaba upgraded its content tool Weitao to boost user engagement on Taobao and Tmall platforms. Read More
Company Earnings Update | August 22, 2019 Register for Free Access Lowe’s Companies, Inc. (NYSE: LOW) 2Q19 Results: Revenues and Comps Beat Consensus Estimates; Guidance ReaffirmedLowe’s reported 2Q19 adjusted EPS of $2.15, up 3.9% and comfortably beating the $2.00 consensus estimate. Revenues were $20.99 billion, up 0.5% and ahead of the $20.93 billion consensus. Read More
Company Earnings Update | August 22, 2019 Register for Free Access Home Depot (NYSE: HD) 2Q19 Results: Revenues Marginally Below Consensus Estimates While Comps MissHome Depot reported 2Q19 EPS of $3.17, up 3.7% and beating the consensus estimate of $3.09. Revenues were $30.8 billion, up 1.2% and marginally below the $31.0 billion consensus estimate. Read More
Deep Dive | August 21, 2019 Premium The Future of PaymentsThis report looks at payment platforms, explores their prospects, and reviews new technologies that could shape the future of the global payment landscape. Read More
Deep Dive | August 20, 2019 Premium Reinventing the US Department StoreFrom loyalty programs to experiential concepts, we assess how US department stores are transforming themselves to stay relevant. Read More
Company Earnings Update | August 18, 2019 Register for Free Access Alibaba (NYSE: BABA) 1Q20 Results: EPS Beats Estimates, Strong Revenue Growth Driven by China Marketplaces and Cloud SegmentAlibaba 1Q20 revenue of ¥114.9 billion misses consensus, but the company remains confident China’s growing middle class will support growth. Read More
Company Earnings Update | August 15, 2019 Register for Free Access JD.com (NASDAQ: JD) 2Q19 Results: Revenue Beats Consensus, Solid 3Q19 GuidanceJD.com reported 2Q19 revenue of ¥150.3 billion ($21.9 billion), up 22.9% year over year and beating the consensus estimate of ¥147.4 billion. Read More
Insight Report | August 13, 2019 Premium New Retail Briefing: JD.com Prompts Social Gifting on WeChat; Suning Acquires Convenience Stores from Fung Group“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 review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China. Read More