August 15, 2019 Company Earnings Update Register for Free Access Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving GrowthCisco reported fiscal 4Q19 results that met or beat consensus estimates, and security was a major growth driver in the quarter. Cisco is expanding security across all its networking and cloud domains.
August 14, 2019 Deep Dive Premium US Back-to-School 2019: Fashion Trends and Apparel SpendingWe review fashion trends and apparel spending intentions that will shape demand for clothing and footwear this back-to-school season.
August 13, 2019 Deep Dive Premium Who Is Winning in US Grocery: Discount Stores or Warehouse Clubs?Warehouse clubs currently have a lead over discount stores in the online grocery market with a substantial investment in e-commerce and omnichannel capabilities.
August 12, 2019 Deep Dive Premium RetailTech: In-Store TechnologyThis deep dive represents the third installment in the RetailTech series and covers everything from beacons to magic mirrors to robots.
August 12, 2019 Insight Report Premium July 2019 US Same-Store Sales: Costco Reports Comps Below ConsensusCostco’s global same-store sales growth marginally improved from June, but missed the consensus estimate. Its e-commerce growth accelerated to 21.3% in July, from June’s 15.7%.
August 9, 2019 Company Earnings Update Register for Free Access Farfetch (NYSE: FTCH) 2Q19 Results: Strong Growth Driven by Platform GMVFarfetch reported 2Q19 revenues grew 42.7% to $209.3 million and active users increased 55.7% to 1.8 million. The company anticipates luxury will reshape itself to move to a direct-to-consumer model.
August 9, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — August 9, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the impact of the falling UK pound on British consumers and retailers.
August 9, 2019 Company Earnings Update Register for Free Access CVS Health (NYSE: CVS) 2Q19 Results: Narrows Profit and Earnings Outlook on Aetna StrengthCVS reported revenue growth of 35.2% year over year to $63.4 billion, above the $62.6 billion consensus estimate as recorded by FactSet StreetAccount, in the second quarter ended June 30.
August 9, 2019 Company Earnings Update Register for Free Access Adidas (DB: ADS) 2Q19 Results: Double-Digit Revenue Growth in E-Commerce and in ChinaAdidas reported 4% currency-neutral 2Q19 revenue growth driven by high-single-digit growth in its sport inspired business. Revenues rose 5% to €5.51 billion.
August 9, 2019 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 32: Walgreens to Shutter More StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019.
August 9, 2019 Company Earnings Update Register for Free Access Unicharm (TYO: 8113) 2Q19 Results: Net Sales Ahead of Consensus, Asia Remains a Growth EngineUnicharm reported 2Q19 net sales of ¥173.9 billion, up 5.5% year over year and broadly in line with the consensus estimate of ¥173.5 billion.
August 8, 2019 Insight Report Premium Supply Chain Briefing: Robotic Process Automation Brings Productivity and Precision to the Supply ChainRPA offers numerous benefits to supply chain operations and the retail industry. Companies such as Walmart and Walgreens have adopted RPA. With RPA’s promise of greater efficiency, increased productivity and greater, we expect to see more retailers adopt this technology.
August 8, 2019 Company Earnings Update Register for Free Access Ahold Delhaize (ENXTAM: AD) 2Q19 Results: An In-Line Quarter but Operating Income Declines by Double DigitsAhold Delhaize reported 2Q19 net sales and underlying operating income in line with expectations.
August 8, 2019 Insight Report Premium US Back-to-School 2019: Digital TrendsThis is the second report in our US Back-to-School series for 2019. Here, we assess the digital trends that we expect to see this shopping season.
August 8, 2019 Company Earnings Update Register for Free Access Capri Holdings (NYSE: CPRI) 1Q20 Results: Revenue Misses Estimates, Reduces Revenue GuidanceCapri Holdings reported 1Q20 adjusted EPS of $0.95, above the $0.90 consensus estimate. Revenues increased 11.9% to $1.34 billion on a reported basis, missing the $1.37 billion estimate.
