Company Earnings Update | January 5, 2016 Register for Free Access Next (LON: NXT) 4Q17 Trading Update: Meaningful Top-Line Miss and Weak OutlookBritish fashion retailer Next reported that Next Brand full-price sales were down 0.4% for 4Q17. This was well below analysts’ expectations. Read More
Analyst Corner | December 31, 2015 Register for Free Access Weekly Insights Dec 31, 2015Retail’s best performers continue to be concentrated at the high and low-ends, while the middle market remains pinched, as illustrated by the Weinswig Hourglass Model. We expect 2016 to remain another “hourglass year”, with the midmarket segment squeezed by discount chain expansion and a reduction in discretionary spending. Read More
Deep Dive | December 28, 2015 Premium Retail Loyalty Programs: A Global ViewMany retailers offer loyalty programs to attract new customers and satisfy loyal ones. With rewards ranging from coupon offers to regular savings to exclusive, personalized experiences, loyalty programs provide perks and value to members. Read More
Analyst Corner | December 25, 2015 Register for Free Access Weekly Insights Dec 25, 2015The Star Wars franchise is a multibillion-dollar business and revenue generator, with nearly three times as much spent on Star Wars themed toys as on movie tickets. Read More
Analyst Corner | December 18, 2015 Register for Free Access Weekly Insights Dec 18, 2015Signs are pointing to a disappointing holiday season for apparel retailers due to unusually warm temperatures on both sides of the Atlantic, which has significantly reduced demand for winterwear, such as knitwear, jackets, coats and boots. Read More
Analyst Corner | December 5, 2015 Register for Free Access Weekly Insights Dec 5, 2015Black Friday is no longer a one-day affair and Thanksgiving holiday spending is clearly moving online, with mobile playing a major role Read More
Analyst Corner | December 4, 2015 Register for Free Access Weekly Insights Dec 4, 2015Over the last two weeks, our team covered early store openings on Thanksgiving, Black Friday and Cyber Monday and Giving Tuesday, which represent more than US $11 billion of sales, up 17% from last year. Mobile accounted for more than half of shopping visits and nearly a third of sales. Read More
Analyst Corner | November 27, 2015 Register for Free Access Weekly Insights Nov 27 2015In the US and UK, we are anxiously looking forward to bargains on Black Friday, which falls on November 27, the day after the US Thanksgiving holiday. Our teams will visit stores and provide updates on this heavy shopping day Read More
Analyst Corner | November 20, 2015 Register for Free Access Weekly Insights Nov 20, 2015This week, our Hong Kong FBIC Global Retail & Technology team held a well-attended Disruptors cocktail party at the Hive meeting area in our Hong Kong headquarters Read More
Flash Report | November 20, 2015 Register for Free Access Lenovo Happy Investors, Despite Lenovo’s First Loss in Six YearsOn November 12, Lenovo reported a net loss of US$714 million in its second-quarter results for fiscal year 2016. Read More
Event Presentation | November 15, 2015 Premium Disruptors – Physical and Digital– CVS Health: 37% of 2014 capex was on technology and other corporate initiatives – Nordstrom: 35% of 2014 capex; plans to spend $4.3 billion (5% of sales) over next five years – Walmart: 29% of 2014 US capex; spending “$1.2–$1.5 billion in e-commerce websites and mobile commerce applications” – Home Depot: “Tilting investments towards interconnected retail and technology Read More
Analyst Corner | November 13, 2015 Register for Free Access Weekly Insights Nov 13, 2015We offer a preview of our forthcoming report, European Grocery Discounters, which will focus on Aldi and Lidl and the impact on their newer markets, such as the US Read More
Analyst Corner | November 6, 2015 Register for Free Access Weekly Insights Nov 6, 2015Pinterest’s Buyable Pins are now available on Android devices, expanding their reach by 1.4 billion. Pinterest also launched a landing page called Pinterest Shop Read More
Analyst Corner | October 30, 2015 Register for Free Access Weekly Insights Oct 30, 2015This week, we attended Kroger’s 2015 Investor Conference, where we heard from the grocery giant how it will sustain growth. Read More
Deep Dive | October 22, 2015 Premium Connected Home Series: What Happens When Your Home Is Smarter Than You?This first report of our series on the connected home market provides an overview of the market, key drivers, underlying technologies and major players. Read More
