Flash Report | January 15, 2016 Register for Free Access ASOS Sales in the US and Europe Lead GrowthASOS reported that total group revenue for the four months ending Dec. 31, 2015, was up 23% in reporting-currency terms and 27% on a constant-exchange-rate basis. Read More
Flash Report | January 15, 2016 Register for Free Access Primark (ABF) Growth Slows in a Tough Quarter for ApparelAssociated British Foods (ABF), the owner of Primark, reported total revenue growth of (2)%, or 3% at constant exchange rates, for its first fiscal quarter ending January 2, 2016. Read More
Insight Report | January 13, 2016 Premium US Holiday 2016 Result Update: Disappointing Results to Drive Retail Reorganization in 2017The majority (66%) of the 32 companies we tracked that have provided holiday updates have either reported declines in holiday comps or noted that they had a worse-than-expected holiday season in 2016. Read More
Event Presentation | January 7, 2016 Premium 2015 Holiday RecapConsumer & Retailer Behavior – Holiday 2015 • Shoppers began their holiday shopping early this year – nearly half started shopping before the Black Friday weekend • Online has become a major channel for holiday shopping, with 6 in 10 of those surveyed saying they will shop mainly online • 4 in 10 shoppers surveyed planned to spend more than $500 and 33% of young shoppers planned will increase their spending compared with last year Read More
Event Presentation | December 15, 2015 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% Read More
Insight Report | December 1, 2015 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. Read More
Insight Report | November 19, 2015 Premium October 2015 UK Retail Sales & E-Commerce BriefingFollowing an unexpectedly strong September, total retail growth in the UK returned to its weakening trend in October Read More
Insight Report | November 18, 2015 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. Read More
Event Presentation | November 15, 2015 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 Read More
Insight Report | November 4, 2015 Premium PRIMARK TEPID COMPS AND A HIT TO MARGINS AT PRIMARKPrimark sales were up 13% at constant exchange rates and up 8% in British pounds Read More
Event Presentation | October 29, 2015 Premium 3Q2015 Recap and Holiday PreviewQ32015 Recap and Holiday Preview • Q3 2015 Weather Insights • Holiday 2015 Weather Outlook • Q3 Business Trends & Results & More Read More
Flash Report | October 29, 2015 Register for Free Access Kroger INVESTOR DAY HighlightsKroger, the nation’s largest operator of traditional supermarkets, held its annual investor day on October 27in New York. The company’s general strategy is to improve the in-store experience and develop a personalized offering through the expansion of its e-commerce capabilities. Read More
Insight Report | October 8, 2015 Premium October 2015 US Same-Store SalesThe four-week October period had 28 selling days both this year and last year. Read More
Insight Report | October 1, 2015 Premium “No Cuts. No Color. Just Blowouts”. DrybarDrybar, founded by Alli Webb, is the largest blow-dry chain in the US, with 46 locations in eight states and over 3,000 stylists Read More
Insight Report | September 25, 2015 Premium Aug. 2015 US E-Com/M-com Sales BriefingIn August, US online retail spending from desktops rose by 7.2% year over year to $18.5 billion, according to comScore’s e commerce brief (which excludes auction sites, event tickets and travel).* Read More
