December 31, 2015 Analyst Corner Register for Free Access Weekly Insights Dec 31, 2015Retail’s best performers continue to be concentrated at the high and low-ends, while the middle market remains pinched, as illustrated by the Weinswig Hourglass Model. We expect 2016 to remain another “hourglass year”, with the midmarket segment squeezed by discount chain expansion and a reduction in discretionary spending.
December 28, 2015 Deep Dive Premium Retail Loyalty Programs: A Global ViewMany retailers offer loyalty programs to attract new customers and satisfy loyal ones. With rewards ranging from coupon offers to regular savings to exclusive, personalized experiences, loyalty programs provide perks and value to members.
December 25, 2015 Analyst Corner Register for Free Access Weekly Insights Dec 25, 2015The Star Wars franchise is a multibillion-dollar business and revenue generator, with nearly three times as much spent on Star Wars themed toys as on movie tickets.
December 18, 2015 Analyst Corner Register for Free Access Weekly Insights Dec 18, 2015Signs are pointing to a disappointing holiday season for apparel retailers due to unusually warm temperatures on both sides of the Atlantic, which has significantly reduced demand for winterwear, such as knitwear, jackets, coats and boots.
December 16, 2015 Company Earnings Update Register for Free Access CVS Pharmacy Analyst Day TakeawaysCVS Health held an Analyst Day in New York today. In attendance from the company were President and CEO Larry Merlo, EVP and CFO Dave Denton, President of CVS/caremark Jon Roberts, EVP of CVS/Specialty Pharmacy Alan Lotvin, President of CVS/pharmacy Helena Foulkes and President of Omnicare Rocky Kraft.
December 15, 2015 Event Presentation Premium 2015 Holiday HomestretchCyber Monday leads the weekend as the biggest day for sales with $3.1 billion in sales 2. Black Friday performance suggests consumer is in good shape; Apparel category remains under pressure while deals focused around electronics 3. Retailers generally pleased with their Black Friday performances despite weak traffic 4. Black Friday metrics favor e-commerce as estimates suggest store sales to be flat to down slightly with online sales up ~10%
December 8, 2015 Company Earnings Update Register for Free Access The Home Depot 2015 Investor & Analyst Conference TakeawaysGrowth and productivity were the key themes running through Home Depot’s Investor and Analyst Conference on December 8, 2015.
December 5, 2015 Analyst Corner Register for Free Access Weekly Insights Dec 5, 2015Black Friday is no longer a one-day affair and Thanksgiving holiday spending is clearly moving online, with mobile playing a major role
December 4, 2015 Analyst Corner Register for Free Access Weekly Insights Dec 4, 2015Over the last two weeks, our team covered early store openings on Thanksgiving, Black Friday and Cyber Monday and Giving Tuesday, which represent more than US $11 billion of sales, up 17% from last year. Mobile accounted for more than half of shopping visits and nearly a third of sales.
December 1, 2015 Insight Report Premium THE BILLION-DOLLAR THREAT TO US RIVALSUltralow-‐price fashion retailer Primark entered the US market on September 10, 2015, with plans announced for an initial eight stores in the country. We are optimistic about Primark’s chances of success in the US, given American shoppers’ reluctance to spend big on fashion.
November 27, 2015 Analyst Corner Register for Free Access Weekly Insights Nov 27 2015In the US and UK, we are anxiously looking forward to bargains on Black Friday, which falls on November 27, the day after the US Thanksgiving holiday. Our teams will visit stores and provide updates on this heavy shopping day
November 20, 2015 Analyst Corner Register for Free Access Weekly Insights Nov 20, 2015This week, our Hong Kong FBIC Global Retail & Technology team held a well-attended Disruptors cocktail party at the Hive meeting area in our Hong Kong headquarters
November 20, 2015 Flash Report Register for Free Access Lenovo Happy Investors, Despite Lenovo’s First Loss in Six YearsOn November 12, Lenovo reported a net loss of US$714 million in its second-quarter results for fiscal year 2016.
November 18, 2015 Insight Report Premium US E-Commerce Monthly Briefing: Desktop E-Commerce Sales Grew By 8.6% In OctoberIn October, US online retail sales+8.6% made via desktops (excluding auction sites, event tickets and nonretail travel) rose by 8.6% year over year, to $19.3 billion, according to comScore.
November 15, 2015 Event Presentation Premium Disruptors – Physical and Digital– CVS Health: 37% of 2014 capex was on technology and other corporate initiatives – Nordstrom: 35% of 2014 capex; plans to spend $4.3 billion (5% of sales) over next five years – Walmart: 29% of 2014 US capex; spending “$1.2–$1.5 billion in e-commerce websites and mobile commerce applications” – Home Depot: “Tilting investments towards interconnected retail and technology
