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3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

Tencent’s Smart Retail Strategy

Chinese Internet giant Tencent is focusing on the business-to-business space through its “Smart Retail” concept—the company’s answer to Alibaba’s New Retail. Tencent’s Smart Retail ecosystem has a number of components that facilitate the integration of online and offline commerce, including the leveraging of WeChat mini programs, investment in JD.com and the exploitation of the company’s strength in gaming and digital entertainment.

How Dollar Stores Are Gearing Up To Sustain Growth

Dollar stores emerged as Wall Street darlings in the early 2000s, got a boost during the financial crisis—and just kept going. We look at how the major players, Dollar Tree, Family Dollar and Dollar General, plan to maintain the momentum in the coming years.

Holiday 2019: Retailers Harness the Power of Social Media

Continuing our Holiday 2019 series, we outline the popularity of social media channels among holiday shoppers for gift inspiration and promotion tracking. We discuss the engagement of selected retailers—including Amazon, Target and Walmart—and outline their holiday campaigns heading into the holiday season.

Holiday 2019: Hottest Toys

Continuing our Holiday 2019 series, we outline key trends that we think are going to influence toy gifting in the US this shopping season. We also consider the competitive strategies of major players in the toys and games sector, including Amazon and Walmart.