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 19, 2015 Insight Report 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
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
November 4, 2015 Insight Report 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
October 29, 2015 Event Presentation Premium 3Q2015 Recap and Holiday PreviewQ32015 Recap and Holiday Preview • Q3 2015 Weather Insights • Holiday 2015 Weather Outlook • Q3 Business Trends & Results & More
October 29, 2015 Flash Report 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.
October 8, 2015 Insight Report Premium October 2015 US Same-Store SalesThe four-week October period had 28 selling days both this year and last year.
October 1, 2015 Insight Report 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
September 25, 2015 Insight Report 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).*
September 16, 2015 Insight Report Premium Morrisons Dissecting Its New DirectionFaltering UK grocer Morrisons has unveiled a new strategy that effectively means rowing back on some of the changes it has introduced in recent years.
September 10, 2015 Flash Report Register for Free Access China Puts a Damper on the Beauty CategoryOn Friday, September 4, L’Oréal lowered its forecasted growth for the cosmetics category in 2015 to around 3.5%, down from its previous expectations of 3.5%–4%. That said, the company did not adjust its expectations for its own sales performance for the second half of the year.
September 4, 2015 Insight Report Premium August 2015 US Same-Store SalesThe four-week August period had 28 selling days both this year and last year.
August 26, 2015 Event Presentation Premium Doing Business in China$1.63 billion in sales are made in the first 38 minutes • 42.6% of sales are made via mobile devices • The first domestic order is delivered in 15 minutes • The first cross-border order is delivered in 2 hours • In 2014, Alibaba offered an 11.11 shopping festival to global shoppers
August 24, 2015 Event Presentation Premium The Collision of Digital Health the Consumer and Wearables
