Flash Report | June 17, 2019 Register for Free Access Alibaba and JD.com Eyeing the Russian MarketChinese e-commerce companies Alibaba and JD.com have both recently formed partnerships with Russian companies in the e-commerce space. Read More
Flash Report | June 17, 2019 Register for Free Access Alibaba Files for Second Listing in Hong KongAlibaba has filed for a Hong Kong listing, potentially Hong Kong’s biggest offering since 2010. The listing could raise up to $20 billion. Read More
Company Earnings Update | June 14, 2019 Register for Free Access RH (NYSE: RH) 1Q19 Results: Strong Revenues Inspire Raised GuidanceRH reported 1Q19 revenues of $598.4 million, 7.4% growth year over year and beating the $583.7 million consensus estimate. Read More
Insight Report | June 11, 2019 Premium Five Months to Singles’ Day: A Timeline to Prepare for Double 11In our monthly reports counting down to Singles’ Day, we help retailers prepare for the event. In this report, we offer a five-step guide for preparing for Single’s Day. Read More
Company Earnings Update | June 7, 2019 Register for Free Access Five Below (NASDAQ: FIVE) 1Q19 Results: Revenues Beat Consensus While Comps Falls ShortFive Below reported 1Q19 revenues of $364.8 million, up 23.1% year over year and beating the $364.2 million consensus estimate. Read More
Market Navigators/Market Outlook | June 6, 2019 Premium Sector Overview: US Home and Home Improvement RetailersUS consumer confidence appears to have peaked and spending preferences are still directed at home improvement, but the growth rate of spending on home improvement is expected to slow. Read More
Company Earnings Update | June 3, 2019 Register for Free Access Williams-Sonoma (NYSE: WSM) 1Q19 Results: Beats Consensus on Revenues and Maintains GuidanceWilliams-Sonoma reported 1Q19 revenues of $1.24 billion, up 3.2% year over year and slightly above the $1.21 billion consensus estimate. Operating income was $74 million, an increase of 11.4% from $67 million in the year-ago quarter. Read More
Company Earnings Update | June 3, 2019 Register for Free Access Dollar Tree (NASDAQ: DLTR) 1Q19 Results: Revenues and Comps Beat Estimates While Margins ShrinkDollar Tree reported 1Q19 revenues of $5.81 billion, up 4.6% year over year and slightly above the consensus estimate of $5.78 recorded by StreetAccount. Adjusted EPS was $1.14, down 4.1% and in line with the consensus Read More
Company Earnings Update | June 3, 2019 Register for Free Access Dollar General (NYSE: DG) 1Q19 Results: Revenues and Comps Beat Consensus EstimatesDollar General reported 1Q19 revenues of $6.62 billion, up 8.3% year over year and marginally above the $6.57 billion consensus estimate. Adjusted EPS was $1.48, up 8.8% year over year and beating the $1.39 consensus estimate Read More
Insight Report | May 29, 2019 Premium Who Shops Where for Beauty and Grooming: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of beauty, grooming and personal care shoppers. Read More
Insight Report | May 28, 2019 Premium Who Shops Where for Groceries: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of in-store grocery shoppers. Read More
Company Earnings Update | May 28, 2019 Register for Free Access Lowe’s Companies (NYSE: LOW) 1Q19 Results: Revenues and Comps See Growth but Gross Margin ContractsLowe’s reported 1Q19 adjusted EPS of $1.22, up 2.5% but considerably short of the $1.33 consensus estimate. Revenues were $17.74 billion, up 2.2% and ahead of the $17.64 billion consensus estimate. Read More
Insight Report | May 25, 2019 Premium Who Shops Where for Apparel: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of apparel shoppers. Read More
Company Earnings Update | May 24, 2019 Register for Free Access Home Depot (NYSE: HD) 1Q19 Results: Beats Consensus on Revenues and EPS, Guidance in LineHome Depot reported 1Q19 adjusted EPS of $2.28, up 9.4% and beating the consensus estimate of $2.20. Revenues were $26.38 billion, up 5.7% and marginally ahead of the $26.35 billion consensus estimate. Read More
Deep Dive | May 21, 2019 Premium Understanding Fresh Food E-Commerce in ChinaThe gross merchandise volume (GMV) of China’s fresh food e-commerce market is expected to increase 160% to ¥162.0 billion in 2019 from ¥62.2 billion in 2016, according to iiMedia. Read More