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16 minutes

Weinswig’s Weekly JAN 26, 2018

Primary Analyst: Coresight Research
Contributors
Primary Analyst: Coresight Research
Other Contributors:
Charlie Poon
John Harmon, CFA, Managing Director of Technology Research
John Mercer, Head of Global Research and Managing Director of Data-Driven Research
Steven Winnick, Vice President—Innovator Services
Analyst Corner

Executive Summary

  • This week’s note “From the Desk of Deborah Weinswig” discusses grocery chain Lidl’s changes in store formats and the outlook for grocery discounters in the US market.
  • Walmart is looking to sell part of its operations in Brazil, where it has struggled for a decade, yet missteps by the US retail giant have narrowed the field of potential buyers and could lower the value of any deal.
  • Amazon has opened its checkout-free grocery store to the public in Seattle, Washington. The Seattle store, known as Amazon Go, uses technologies such as computer vision, sensor fusion and deep learning.
  • UK retail sales climbed by a solid 4.4% year over year in December, supported by clothing stores and department stores/mixed-goods retailers, according to the Office for National Statistics.

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