December 6, 2017 Event Presentation Premium The Retail Revolution – Global Trends and Opportunities (Asia Etailing Summit)• Amazon and Walmart have made notable acquisitions in 2017, which have defined the new retail landscape in the US. • Petsmart moved to acquire Chewy.com, one of the fastest-growing online retailers in the US. • In fashion, Coach has moved to acquire Kate Spade, Michael Kors – Jimmy Choo.
December 5, 2017 Company Earnings Update Register for Free Access Ascena (ASNA) Fiscal 1Q18 Results: In-Line EPS, Weak Compsyear over year. Adjusted EPS was $0.11, in line with consensus expectations.
December 5, 2017 Flash Report Register for Free Access CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to HealthcareOn December 3, CVS Health announced its long-anticipated plan to acquire Aetna for $69 billion in cash and stock. The transaction, expected to close in the second half of 2018, requires shareholder and regulatory approvals and must meet customary closing conditions.
December 4, 2017 Company Earnings Update Register for Free Access Big Lots (BIG) 3Q17 Results: Beats on EPS, Raises Fourth-Quarter and Full-Year GuidanceBig Lots reported 3Q17 adjusted EPS of $0.06, up from $0.04 in the year-ago quarter and above both the $0.04 consensus estimate and company guidance. Total revenues were $1.11 billion, up 0.5% year over year and slightly below the $1.12 billion consensus estimate.
December 4, 2017 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q17 Results: Beats Across the Board and Raises GuidanceFive Below reported 3Q17 EPS of $0.18, up 79.9% from the year-ago quarter and beating the consensus estimate of $0.13. Revenues were $252.7 million, up 28.9% year over year and beating the consensus estimate of $246.0 million.
December 1, 2017 Company Earnings Update Register for Free Access Kroger (KR) 3Q17 Results: Beats on Revenue and EPS; Digital Sales Fuel GrowthKroger reported 3Q17 total sales of $27.75 billion, up 4.5% year over year and above the $27.48 billion consensus estimate. Excluding fuel, sales were up 1.1% during the quarter. EPS was $0.44, beating the $0.40 consensus estimate.
December 1, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly December 1, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the intensifying battle between retail giants Amazon and Walmart for share of consumers’ e-commerce wallets.
November 29, 2017 Flash Report Register for Free Access Ocado Signs First Major International Agreement for Its Ocado Smart Platform;Deal SupportsGroupe Casino’s Online Grocery PushOcado has signed a deal with Groupe Casino to support Casino’s e-commerce service, beginning with Monoprix.fr.
November 25, 2017 Market Navigators/Market Outlook Premium The Face Mask Market Is Booming, But So Is Competition – Unique Ingredients and Product Innovations to Capture the Lucrative Chinese MarketThe global face mask market was worth $5.7 billion in 2016. It is forecast to grow at a compound annual growth rate (CAGR) of 9.1% from 2016 to 2021, to reach $6.3 billion in 2017 and $8.8 billion by 2021, according to data from Euromonitor International.
November 24, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly November 24, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the imminent start of the official holiday shopping season this weekend.
November 23, 2017 Deep Dive Premium Deep Dive: NFC Technology—Helping Retailers Think Like BrandsRetailers can deploy near-field communication (NFC) tags in stores to better engage with shoppers on-site. The tags can be used to send customers product information and links and to create a more personalized shopping experience.
November 17, 2017 Company Earnings Update Register for Free Access Ross Stores (ROST) 3Q17 Results: Beats Estimates, Raises FY17 GuidanceRoss Stores reported 3Q17 EPS of $0.72, up 16.1% year over year and beating the $0.67 consensus estimate. Revenues rose by 7.8% from the year-ago quarter, to $3.33 billion, ahead of the $3.26 billion consensus estimate.
November 17, 2017 Event Presentation Premium Retail Revolution – Disrupt or Be Disrupted – The Tenant of the Future (ULI)Many stores are now part of the last-mile solution. In the US, some older malls are being repurposed as warehousing and delivery depots. • Stores are leveraging sharing-economy technology to serve as fulfillment centers for local deliveries. • Malls are being used innovatively as warehouses, delivery depots and pickup locations for customers. • In North Randall, Ohio, outside Cleveland, a former mall is becoming a new Amazon warehouse.
November 17, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly November 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the future of automated stores and includes highlights from the FGRT team’s recent visit to one of Alibaba’s Hema automated grocery stores in China.
November 17, 2017 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS GuidanceWalmart reported fiscal 3Q18 adjusted EPS of $1.00, up 2% from the year-ago quarter and beating the $0.97 consensus estimate. Total revenues were $123.2 billion, up 4.2% year over year and beating the consensus estimate of $121.05 billion.
