Company Earnings Update | October 24, 2019 Register for Free Access Kimberly-Clark (NYSE: KMB) 3Q19 Results: In-Line Sales, Beats on EPS, Raises Fiscal 2019 EPS GuidanceKimberly-Clark reported net sales of $4.64 billion for the third quarter of 2019, an increase of 1.3% compared to same period last year and roughly in line with consensus estimates of $4.65 billion. Organic sales were up 4% versus last year. Read More
Company Earnings Update | October 24, 2019 Register for Free Access Procter & Gamble (NYSE: PG) 1Q20 Results: Innovation and Increased Pricing Drive GrowthP&G reported net sales of $17.8 billion for the three months ended September 30, 2019, up 7% year over year and beating the consensus estimate of 5% year on year growth. Organic sales were up 7% versus last year. Read More
Company Earnings Update | October 23, 2019 Register for Free Access Carrefour (ENXTPA: CA) 3Q19 Update: Latin America Strength Offsets Weakness in FranceCarrefour secured growth in its Latin America markets – helping offset sluggish performance in France as the company seeks to reinvent itself with fewer and smaller stores, fewer SKUs, more organic offerings and a stronger online capability. Read More
Flash Report | October 22, 2019 Register for Free Access 374-Year-Old Department Store Retailer HBC Announces It Is Going PrivateHudson Bay’s bid to take the company private represents a bold move to preserve the centuries-old retailer: We may see innovative concepts such as CBD shops and cafes, designer studios, hosted apparel or sneaker drops. Read More
Company Earnings Update | October 22, 2019 Register for Free Access Unilever (LSE: ULVR) 3Q19 Update: Sales Beat Estimates; FY19 Sales Guidance UnchangedUnilever reported 3Q19 revenue of €13.3 billion, slightly above the consensus of €13.2 billion and up 2.9% year over year. Read More
Company Earnings Update | October 22, 2019 Register for Free Access SAP (XTRA: SAP) 3Q19 Results: Beats Consensus with Strong Cloud Growth, Announced CEO TransitionSAP announced Q3 results that beat consensus estimates, driven by strong cloud growth and backlog. Sepertaely, the company announced the departure of CEO Bill McDermott and named two co-CEOs. Read More
Company Earnings Update | October 18, 2019 Register for Free Access Casino Group (ENXTPA: CO) 3Q19 Update: Progress Toward Targets but France Proves FlatLatin America propelled Casino Group’s third-quarter sales, as French same-store sales proved broadly flat. Read More
Analyst Corner | October 18, 2019 Register for Free Access Weinswig’s Weekly — October 18, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how three electronics retailers have thrived in the online shopping age, and the lessons they offer to retailers in other sectors. Read More
Event Coverage | October 18, 2019 Register for Free Access Groceryshop 2019: Emerging Technology Spotlight RecapThe Emerging Technology Spotlight was held at Groceryshop 2019 on September 15. It featured 19 innovative, early-stage technology companies that have developed e-commerce and in-store solutions for grocery, food and CPG retailers. We offer an in-depth profile of each participating innovator. Read More
Insight Report | October 17, 2019 Premium Supply Chain Briefing: A Growing Emphasis on SustainabilityConsumers are placing higher importance on sustainability to live eco-friendlier lives, and companies from the retail, consumer packaged goods and apparel industries are adopting sustainable practices in response. As consumers continue to place an emphasis on purchasing products from companies that “go green”, sustainability can be a competitive differentiator. Read More
Company Earnings Update | October 14, 2019 Register for Free Access LVMH (ENXTPA: MC) 3Q19 Update: Fashion & Leather Goods Set the PaceLVMH reported 3Q19 sales of €13.3 billion, a 17.0% increase on a reported basis, and the Fashion & Leather Goods business grew sales 22.2% compared to the year-ago period. By region, Japan was the best-performing market over the quarter. Read More
Company Earnings Update | October 14, 2019 Register for Free Access Fast Retailing (TSE: 9983) FY19 Results: Strong Year Driven by Uniqlo in Greater ChinaFast Retailing reported FY19 revenues of ¥2.29 trillion ($48.1 billion), up 7.5%, and operating profit of ¥275.0 billion ($2.55 billion), up 9.1% from ¥225 billion ($2.09 billion) in the year-ago period. Read More
Company Earnings Update | October 14, 2019 Register for Free Access Seven & i Holdings (TSE: 3382) 1H20 Results: Operating Income Grows in Both Domestic and Overseas Convenience StoresJapan-based diversified retail group Seven & i reported net sales down 1.9% year over year to ¥2,656.6 billion in 1H20, ended Aug 31, 2019. Operating income came in at ¥205.1 billion, up 2.8%, primarily driven by strong overseas convenience store operations. Read More
Analyst Corner | October 11, 2019 Register for Free Access Weinswig’s Weekly — October 11, 2019This week’s note “From the Desk of Deborah Weinswig” looks at disruption that the rise of private labels is causing for CPG brands, prompting them to expand their direct-to-consumer channels. Read More
Insight Report | October 9, 2019 Premium Big Billion Days 2019 Wrap-Up: Non-Tier-One Focus Spurs Sales GrowthBoth Flipkart and Amazon announced record-high sales in their respective festive season sales in 2019, driven by significant growth in non-tier-one cities and towns. In this report, we look at the success of this year’s Big Billion Days and Great Indian Festival shopping holidays. Read More
