Flash Report | January 24, 2019 Register for Free Access JD.com Takes Flight in Indonesia with Drone Delivery TrialJD.com’s drone delivery is the first time a Chinese drone has been used for delivery in Southeast Asia, and is also the first time the Indonesian government has granted permission to use a drone for logistics purpose. Read More
Company Earnings Update | January 21, 2019 Register for Free Access VF Corp (VFC) 3Q19 Results: Raises Guidance as Active Segment Propels GainsVF Corp. reported adjusted fiscal 3Q19 EPS of $1.31, up from $1.01 in the year-ago quarter and above the $1.10 consensus estimate. Total revenues were $3.94 billion, up 8.0% year over year (10% at constant currency). Excluding Kontoor Brands (scheduled to be spun off at the end of April), revenues rose 12%. By segment, Outdoor revenues rose 11% to $1.61 billion; Active revenues increased 16% to $1.14 billion; Work segment revenues rose 9% to $62.6 million and Jeans revenues declined 27% to $67.8 million. By channel, direct-to-consumer (DTC) rose 9%, Digital (within DTC) rose 21% and Wholesale increased 6%. By region, Asia Pacific sales rose 16%, led by China, up 23%; followed by a 9% gain in the U.S., 7% in the Americas (non-U.S.) and 4% in EMEA. Read More
Company Earnings Update | January 18, 2019 Register for Free Access Casino Group (ENXTPA: CO) 4Q18 Update: French Protests Drag on Sales GrowthCasino Group reported that group comparable sales excluding automotive fuel were up 3.6% year over year in 4Q18, versus the 3.3% rate reported for 3Q18 and just shy of the 3.7% consensus estimate recorded by StreetAccount. Total group sales were up 0.2% year over year. Read More
Deep Dive | January 17, 2019 Premium 10 Tech Startup Trends Reshaping Retail in 2019: Get Ready for Digital DisruptionThe retail industry has undergone a significant transformation over the past decade, and continues to evolve quickly. In 2019, the market will be defined by emerging technologies that change the way consumers interact with brands, by new engagement formats and channels, as retailers look to collaboration more with startups to future-proof their businesses. Read More
Event Presentation | January 14, 2019 Premium The AI Revolution is Here – Presentation at NRF 2019 Read More
Company Earnings Update | January 11, 2019 Register for Free Access Seven & i (TSE: 3382) 9M19 Results: Struggling at Home, Silver Lining in Overseas Convenience StoresJapan-based retailer Seven & i reported net sales of ¥4,110.6 billion for the nine months ended November 30, 2018, up 15.8% year over year. Operating income came in at ¥304.3 billion, up 2.9% year over year. Gross margin on net sales decreased by 200 basis points to 19.6% and operating margin fell by 60 basis points to 6.0%. Diluted EPS was ¥176.53, up 4.7% year over year. Below, we outline the performance of convenience store operations, superstore Ito-Yokado, food supermarket York-Benimaru and department store Sogo & Seibu. Read More
Analyst Corner | January 11, 2019 Register for Free Access WEINSWIG’S WEEKLY JANUARY 11, 2019Retailers in the U.S. may have enjoyed a bumper holiday season, but their counterparts elsewhere in the world have been experiencing greater uncertainty. In China, the pace of economic growth has slowed, while in Germany, shoppers have shown renewed caution. Meanwhile, in the U.K., details on Brexit remain unclear, even though the exit date is now less than three months away – raising the real possibility of a deal-less Brexit. Across the U.S., Europe and Asia, macroeconomic and political uncertainty threatens to persist for at least the first few months of 2019. In this week’s note, we look at four inflection points we expect could significantly impact the economy and consumer sentiment in various countries. Read More
Store Tracker | January 11, 2019 Databank Members Weekly Store Openings and Closures Tracker 2019, Week 2: Lidl and Wegmans to Open Three Stores While JCPenney Plans to Close Three StoresYear to date in 2019, U.S. retailers have announced 1,170 store closures and 1,176 store openings. Read More
Insight Report | January 6, 2019 Premium The Future of Apparel Sourcing: Technology Set to Enable More Transparent, Local and Faster Supply ChainsTechnology is already disrupting the way apparel sourcing operates. We’ll look at how these innovations will change the apparel sourcing of the future. Key findings include: Read More
Insight Report | January 5, 2019 Premium AI in Retail: Putting New Tools in the Hands of RetailersArtificial intelligence(AI) is putting new tools into the hands of retailers, helping them eliminate friction in the shopping process, deepen their engagement with customers, uncover business insights and automate processes. Read More
Analyst Corner | January 4, 2019 Register for Free Access Weinswig’s Weekly January 4, 2019This week’s note “From the Desk of Deborah Weinswig” previews the upcoming CES 2019 trade show (formerly the Consumer Electronics Show), which will be held in Las Vegas next week. Read More
Company Profile | January 1, 2019 Premium Seven & i Holdings (TSE: 3382) Company ProfileSeven & i Holdings Co. Ltd. was founded in 2005 through the merger of Ito-Yokado Co. Ltd., Seven-Eleven Japan Co. Ltd. and Denny’s Japan Co. Ltd. Headquartered in Tokyo, the company operates retail, food, financial and IT businesses. Seven & i Holdings operates convenience stores, superstores, supermarkets, department stores, restaurants and other operations worldwide. The company had around 21,800 stores of various types in Japan as of Feb. 28, 2018, and around 66,200 stores in other parts of the world as of Dec. 31, 2017. Read More
Company Profile | January 1, 2019 Premium Taubman Centers, Inc. (NYSE: TCO) Company ProfileTaubman Centers is a self-administered and self-managed real estate investment trust (REIT), incorporated in 1973 and headquartered in Michigan. The Taubman Realty Group Limited Partnership is a majority-owned partnership subsidiary of Taubman Centers that directly or indirectly holds interests in all Taubman Centers’ real estate properties. Taubman Centers owns, leases, acquires, disposes of, develops, expands, and manages shopping centers and related interests. Read More
Company Profile | January 1, 2019 Premium JCPenney Company, Inc. (NYSE: JCP) Company ProfileJCPenney operates department stores and via its website, selling family apparel and footwear, accessories, fine and fashion jewellery, beauty products through Sephora inside JCPenney, and home furnishings. The company department stores also offer services such as styling salon, optical, portrait photography and custom decorating. Read More
Company Profile | January 1, 2019 Premium Unicharm (TSE: 8113) Company ProfileUnicharm Corp., founded in 1961 and headquartered in Tokyo, manufactures and sells baby and child care, feminine care, health care, cosmetics, household, and pet care products, as well as industrial and food-packaging materials worldwide. Read More
