April 10, 2015 Insight Report Premium March 2015 US Same-Store SalesMost retailers’ March comparable sales benefited from an early Easter but April sales might likely to be hurt
April 10, 2015 Analyst Corner Register for Free Access Weekly Insights Apr 10, 2015Technology is playing an increasingly significant role in the beauty industry, where it can improve conversion and drive volume
April 3, 2015 Analyst Corner Register for Free Access Weekly Insights Apr 3, 2015Easter promotions are in full swing, with many department stores holding mid-season sales
April 1, 2015 Event Presentation Premium Internet Retailing Global• Three of the top ten online retailers are pure plays: Amazon, Jangdong Mall (trading as JD.com) and B2W Digital (whose main fascia is Americanas.com.br). • Note that marketplaces are excluded – because they are not retailers.
March 18, 2015 Event Presentation Premium China at the Tipping Point• The China Chain Store & Franchise Association (CCFA) estimates that around 300 new malls are opened in China each year and that the total number of malls will reach 4,000 by 2015. • Nine out of the top Ten newly completed malls are in China. • Malls account for the majority of China’s commercial property supplies: 68.3% (Tier 1 cities) and 61.6% (Tier 2 cities).
March 13, 2015 Analyst Corner Register for Free Access Weekly Insights Mar 13, 2015US Unemployment Rate Back on a Downward Trajectory
March 9, 2015 Event Presentation Premium Macroeconomic Chartbook• Real GDP rose at a revised annual rate of 2.2% in the fourth quarter, down from 5.0% in the third quarter and below the “advance” estimate of 2.6% initially reported for the final period • The 0.4 percentage-point difference between the two figures reflected a downward revision to private inventory investments and an upward revision to imports that were partially offset by upward revisions to nonresidential fixed investment and to state and local government spending • Full-year real GDP growth was 2.4%, up from 2.2% in 2013, reflecting higher consumer spending, nonresidential fixed investments, exports and state and local government spending, offset by lower federal spending
March 6, 2015 Analyst Corner Register for Free Access Weekly Insights Mar 6, 2015Uber’s Influence Spreading into Logistics
February 27, 2015 Analyst Corner Register for Free Access Weekly Insights Feb 27, 2015US Housing Market Trails Broader Economy
February 24, 2015 Event Presentation Premium The Disruptors – The New Connected WorldMachine Learning and Artificial Intelligence (AI) • Machine learning finding its way through startups into applications like marketing, security, and operations • Deep learning includes computer vision, speech recognition, natural language processing, and bioinformatics • Companies today are using neural networks to identify objects for use in driverless cars
February 17, 2015 Analyst Corner Register for Free Access Weekly Insights Feb 17, 2015January US retail sales disappoint, but auto sales charge ahead
February 16, 2015 Analyst Corner Register for Free Access Weekly Insights Oct 16, 2015The NRF estimates total US spending on Halloween of $6.9 billion in 2015, down half a billion dollars from last year. Halloween’s falling on a Saturday this year could increase the number of those celebrating
February 13, 2015 Event Presentation Premium Consumer Indicators ChartbookFor 2014 total housing starts reached 1.05 million, significantly below the 1.5 million average of the past 50 years • Multi-family down 1% but sector strong on rising rental demand • The National Association of Realtors forecast is for single-family housing starts to rise by 25% to 30% t in 2015 as construction loans become more accessible. Multi-family housing starts will rise by additional 15% given the very low apartment vacancy rates. That translates into a good recovery year for homebuilders in 2015
February 13, 2015 Analyst Corner Register for Free Access Weekly Insights Feb 13, 2015US store traffic improves, driven by a lift in footfall at apparel stores
February 5, 2015 Analyst Corner Register for Free Access Weekly Insights Feb 5, 2015Retail Sales And Traffic Decline 7.7% YOY In January
