Company Earnings Update | July 26, 2019 Register for Free Access Carrefour (ENXTPA: CA) 1H19 Results: Adjusted Operating Income Nudges Up; Second-Quarter Comp Sales Beat ExpectationsIn 1H19, Carrefour reported recurring operating income of €618 million, up 2.7% year over year but below the consensus estimate of €622 million. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Unilever (LSE: ULVR) 1H19 Results: Beauty and Personal Care, Home Care Segment Shine; Food and Refreshment Sales Decline; FY19 Sales Guidance UnchangedUnilever reported revenue of €26.13 billion, slightly above the consensus of €26.06 billion and down 0.9% year over year. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Diebold Nixdorf (NYSE: DBD) 2Q19 Results: Surprise Adjusted Profit, Raises Revenue Guidance Based on Solid Transformation ProgressDiebold’s 2Q19 beat consensus estimates, reporting a surprise adjusted profit. The company raised annual revenue guidance based on solid progress in its transformation. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Alphabet (NASDAQ: GOOGL) 2Q19 Results: Beats Consensus Estimates as Growth AcceleratesAlphabet (the parent company of Google) reported Q2 results that beat consensus estimates. Mobile search, YouTube, and Cloud were the key growth drivers in the quarter Read More
Analyst Corner | July 26, 2019 Register for Free Access WEINSWIG’S WEEKLY JULY 26 2019This week’s note “From the Desk of Deborah Weinswig” looks at Alibaba’s move into the US B2B market. Read More
Company Earnings Update | July 25, 2019 Register for Free Access VF Corp (NYSE: VFC) 1Q20 Results: Revenue and EPS Growth Boosts Guidance for FY20VF corp reported its 1Q20 earnings with both revenue and EPS ahead of consensus, raising guidance for FY20. Read More
Company Earnings Update | July 25, 2019 Register for Free Access Loblaw (TSX: L) 2Q19 Results: Food Growth SoftensIn 2Q19, ended June 15, Loblaw reported a meaningful weakening of comparable sales growth in its food segment. Food retail comp growth of 0.6% compared to 2.0% in the prior quarter and was well below company-measured food-price inflation of 3.6%. Read More
Insight Report | July 25, 2019 Premium Supply Chain Briefing: Digital Twins Bring Visibility and Speed to the Supply ChainWhile the concept of the digital twin has been known in manufacturing for some time, it is still relatively new to consumer retail. But we see vast potential as the industry moves into the era of the Internet of Things. Read More
Company Earnings Update | July 24, 2019 Register for Free Access Avery Dennison (NYSE: AVY) 2Q19 Results: Mixed Results, Tougher Year than Expected but Annual EPS Target on TrackAvery Dennison reported mixed 2Q19 results and narrowed guidance with better growth in high-value products and productivity gains more than offsetting a choppy business environment. Read More
Deep Dive | July 23, 2019 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. Read More
Company Earnings Update | July 22, 2019 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. Read More
Company Earnings Update | July 22, 2019 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. Read More
Insight Report | July 19, 2019 Premium 30 Global Retail Cities: BangkokKnown for its night markets and cultural products, Bangkok’s retail scene also boasts many innovative brands and retailers testing new concepts – and making space for local design talent. Read More
Analyst Corner | July 18, 2019 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. Read More
Company Earnings Update | July 17, 2019 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. Read More
