Event Presentation | December 6, 2017 Premium The Retail Revolution – Global Trends and Opportunities (Asia Etailing Summit)• Amazon and Walmart have made notable acquisitions in 2017, which have defined the new retail landscape in the US. • Petsmart moved to acquire Chewy.com, one of the fastest-growing online retailers in the US. • In fashion, Coach has moved to acquire Kate Spade, Michael Kors – Jimmy Choo. Read More
Company Earnings Update | December 1, 2017 Register for Free Access Kroger (KR) 3Q17 Results: Beats on Revenue and EPS; Digital Sales Fuel GrowthKroger reported 3Q17 total sales of $27.75 billion, up 4.5% year over year and above the $27.48 billion consensus estimate. Excluding fuel, sales were up 1.1% during the quarter. EPS was $0.44, beating the $0.40 consensus estimate. Read More
Analyst Corner | December 1, 2017 Register for Free Access Weinswig’s Weekly December 1, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the intensifying battle between retail giants Amazon and Walmart for share of consumers’ e-commerce wallets. Read More
Deep Dive | November 29, 2017 Premium Deep Dive: Singles’ Day Shopping Festival 2017 Review SurveySingles’ Day has grown to become the single-most significant online shopping day in China and the biggest shopping event globally. Following our Singles’ Day Shopping Festival 2017 preview survey in October, which detailed consumer sentiment and buying preferences ahead of the 11.11 event, we conducted a post-Singles’ Day survey to gauge shoppers’ satisfaction with key retailers in China. We detail our key findings in this report. Read More
Market Navigators/Market Outlook | November 25, 2017 Premium The Face Mask Market Is Booming, But So Is Competition – Unique Ingredients and Product Innovations to Capture the Lucrative Chinese MarketThe global face mask market was worth $5.7 billion in 2016. It is forecast to grow at a compound annual growth rate (CAGR) of 9.1% from 2016 to 2021, to reach $6.3 billion in 2017 and $8.8 billion by 2021, according to data from Euromonitor International. Read More
Analyst Corner | November 24, 2017 Register for Free Access Weinswig’s Weekly November 24, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the imminent start of the official holiday shopping season this weekend. Read More
Deep Dive | November 23, 2017 Premium Deep Dive: NFC Technology—Helping Retailers Think Like BrandsRetailers can deploy near-field communication (NFC) tags in stores to better engage with shoppers on-site. The tags can be used to send customers product information and links and to create a more personalized shopping experience. Read More
Company Earnings Update | November 17, 2017 Register for Free Access Tencent (0700.HK) 3Q17 Results: Strong Beat Driven by Gaming and Online AdvertisingTencent reported 3Q17 revenues of ¥65.2 billion, up 61% year over year, and beat the consensus estimate of ¥61.0 billion. Non-GAAP diluted EPS was ¥1.79, an increase of 45% year over year. The solid results were driven largely by gaming and online advertising. Read More
Analyst Corner | November 17, 2017 Register for Free Access Weinswig’s Weekly November 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the future of automated stores and includes highlights from the FGRT team’s recent visit to one of Alibaba’s Hema automated grocery stores in China. Read More
Company Earnings Update | November 17, 2017 Register for Free Access Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS GuidanceWalmart reported fiscal 3Q18 adjusted EPS of $1.00, up 2% from the year-ago quarter and beating the $0.97 consensus estimate. Total revenues were $123.2 billion, up 4.2% year over year and beating the consensus estimate of $121.05 billion. Read More
Company Earnings Update | November 14, 2017 Register for Free Access JD.com (JD) 3Q17 Results: Earnings Beat; Maintains Solid Growth MomentumJD.com reported 3Q17 revenues of ¥83.7 billion, up 39.2% year over year and in line with the consensus. Non-GAAP diluted earnings per ADS was ¥1.52, growing by 361% year over year, beating the consensus of ¥0.59. Read More
Company Earnings Update | November 10, 2017 Register for Free Access Adidas (ETR: ADS) 3Q17 Results: Profitability Beats Estimates, Revenue Growth DisappointsAdidas reported that 3Q17 revenue was up 12.0% year over year on a currency-neutral basis and up 8.7% year over year in euro terms, to €5,677 million, which was below the consensus estimate of €5,910 million. Read More
Analyst Corner | November 10, 2017 Register for Free Access Weinswig’s Weekly November 10, 2017This week’s note “From the Desk of Deborah Weinswig” discusses a potential entry into the pharmacy business by Amazon Read More
Flash Report | November 9, 2017 Register for Free Access Macy’s Flagship Creates a New Retail Experience with Samsung Smart StoreThe Macy’s flagship in Herald’s Square has gone digital, with more than 1,000 square feet dedicated to a Samsung smart product experience area, the first of its kind in the country, according to Samsung’s representatives. Read More
Company Earnings Update | November 8, 2017 Register for Free Access Kroger (KR) to Launch Private-Label Apparel in Fall 2018Kroger, the largest US grocery chain, announced plans to launch its own fashion brand in the fall of 2018. The line will offer apparel, including basics and fashion pieces, for children, teens and adults, and feature a modern, casual aesthetic. Read More
