July 23, 2019 Deep Dive Premium 2019 Retail Trends Midyear UpdateAt midyear, we take stock of the major trends we identified in January to see how they have played out in global retail in the first half of 2019, and identify two new trends we think will be significant in later 2019 and into 2020.
July 23, 2019 Insight Report Premium Insights from China: Alibaba’s Freshippo Launches New Breakfast Pick-Up StoreAlibaba’s supermarket chain Freshippo’s introduction of Pick’n Go leverages China’s growing away-from-home-breakfast market, expected to be worth ¥840 billion (around $126 billion) by 2021. The new store format is also part of Freshippo’s effort to diversify its revenue streams.
July 22, 2019 Deep Dive Premium 2019 China E-Commerce Trends Midyear UpdateSeveral major trends have solidified in the first half of 2019. The new e-commerce law has driven customers to buy though official, regulated channels, putting daigou on a downward trajectory.
July 22, 2019 Company Earnings Update Register for Free Access Microsoft (NASDAQ: MSFT) 4Q19 Results: Beats Consensus Estimates, Strong Cloud Growth, 2020 Revenues to Be Up Double DigitsMicrosoft reported fiscal 4Q19 results that beat consensus estimates. The Intelligent Cloud segment drove growth, with revenues up 19%. Fiscal 2020 revenues are expected to be up double digits.
July 22, 2019 Company Earnings Update Register for Free Access SAP (XTRA: SAP) 2Q19 Results: Misses Consensus Estimates, Cloud Growth Remains Robust, Maintains GuidanceSAP’s Q2 missed consensus estimates, but cloud revenue grew 40% and guidance remains on track. The company lauded its Qualtrics customer experience management platform.
July 18, 2019 Company Earnings Update Register for Free Access Skechers (NYSE: SKX) 2Q19 Results: Revenue, Comps and EPS Beat Consensus EstimatesSkechers reported 2Q19 sales of $1.26 billion, up some 60%, driven by international stores – especially in China.
July 18, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY JULY 19 2019This week’s note “From the Desk of Deborah Weinswig” looks at the growing importance of Internet of Things technology in retail.
July 17, 2019 Company Earnings Update Register for Free Access IBM (NYSE: IBM) 2Q19 Earnings: Beats Consensus, Revenues Down for Fourth Consecutive Quarter, Will Update Guidance August 2IBM’s 2Q19 met or beat consensus estimates, however revenues were down for the fifth consecutive quarter. The company plans to update guidance for the Red Hat acquisition on August 2.
July 17, 2019 Flash Report Register for Free Access Prime Day 2019: Bigger Than Black Friday and Cyber Monday CombinedAmazon Prime Day 2019 surpassed Black Friday and Cyber Monday combined, this year featuring a variety of innovative tools to engage customers through experiences and via multiple channels.
July 17, 2019 Company Earnings Update Register for Free Access Burberry (LSE: BRBY) 1Q20 Update: Riccardo Tisci Product Line Boosts SalesMultiyear transformation plan on track with Tisci at design helm, store refreshes and rationalization underway. Comps up 4%.
July 17, 2019 Insight Report Premium Supply Chain Briefing: Seven Ways Machine Learning Improves EfficiencyMachine learning generates insights from data to help retailers make better decisions and predictions and improve operations including inventory management and last-mile delivery.
July 16, 2019 Deep Dive Premium How “New Retail” Is Changing Eight Retail and Consumer Sectors in ChinaNew Retail is blurring the online and offline commerce in China. We review recent developments in New Retail in eight retail and consumer sectors: e-commerce; consumer electronics; fashion; fast-moving consumer goods and supermarkets; cosmetics and beauty; furniture and home improvement; department stores; and, local services.
July 16, 2019 Insight Report Premium New Retail Briefing: Oreo Launches New Flavors Inspired by Forbidden City; Tmall Gives Retailers New Tools to Innovate StorefrontsOreo teamed up with Forbidden City to create a new line of featuring traditional Chinese aesthetics. Tmall has given retailers new tools to redesign storefronts to boost store traffic.
July 12, 2019 Deep Dive Premium The Internet of Things in RetailThe Internet of Things improves retail operations and shopping experiences and is likely to play an increasingly important role in retail as the technology improves and becomes more efficient.
July 12, 2019 Insight Report Premium Kroger: A Timeline of Key EventsIn this report, we examine a timeline of key events in Kroger’s recent history that have shaped it into the retailer it is today.
