Supply Chain

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Event Presentation | November 29, 2016 Premium

Breakfast with the Disruptors – Supply Chain Startup Pitches

JCPenny said the appliance category was strong and it has had a good start with
record mobile traffic and sales, and no website interruptions.
Kohl’s set record for online sales on Thanksgiving. The retailer made many Black Friday deals
available online before the store opened.
Walmart kicked off its Cyber Monday deals at 12:01am EST on Friday for the
first time ever, as it aims to grab customers ahead of its competitors.

Flash Report | October 28, 2016

Register for Free Access

Debenhams (LSE: DEB) FY16 RESULTS: SALES PERFORMANCE IN LINE WITH EXPECTATIONS

UK-based department-store chain Debenhams reported gross transaction value sales of £2,939 million for the 53 weeks ended September 3, 2016, slightly above the consensus estimate of £2,902 million.

Company Earnings Update | October 26, 2016

Register for Free Access

DIA (DIA) 3Q16 RESULTS: GROWTH IN EMERGING MARKETS WHILE SALES DECLINE ON HOME TURF

DIA reported 3Q16 net revenues of €2,320.5 million, below the consensus estimate of €2,349.4 million, but up 0.8% year over year, including currency effects. At constant currencies, sales grew by 8.7%.

Event Presentation | October 5, 2016 Premium

Global Retail Reinvented

Can Stores Be Something Other Than Stores?
12 things retailers going global should learn from Starbucks:
1. Coffee theater roastery
2. Localized products
3. Standardized experience
4. Fun merchandise and……..

Flash Report | September 30, 2016

Register for Free Access

COSTCO (COST) 4Q16 Results: Costco Beats on EPS

Costco reported fiscal 4Q16 EPS of $1.77, beating the consensus estimate of $1.73.

Deep Dive | August 22, 2016 Premium

Introduction to Deep Learning and Neural Networks

Deep learning and neural networks are techniques used in computer science to analyze data. They are especially useful in pattern and image recognition.

Flash Report | June 21, 2016

Register for Free Access

Happy Returns

Happy Returns is a company that provides centralized, in-person return services for online retailers.

Flash Report | May 26, 2016

Register for Free Access

Chico’s FAS (CHS) 1Q16 Results: Sluggish Quarter; Cost Cutting Expected to Generate Significant Savings

Chico’s FAS reported 1Q16 revenues of $643 million, down 7.8% year over year and below the consensus estimate of $669 million. EPS was $0.23, missing the consensus of $0.32, but was up 4.5% from $0.22 in the year-ago quarter.

Flash Report | May 26, 2016

Register for Free Access

Costco (COST) 3Q16 Results: Light Revenues, but Beats on EPS; Positive Comps Excluding Gas and Currency

Costco reported fiscal 3Q16 revenues of $26.8 billion, slightly below the consensus estimate of $27.1 billion and up 2.6% year over year. EPS was $1.24, beating the consensus estimate by two cents.

Event Presentation | April 28, 2016 Premium

Retail Landscape Overview (Global Supply Chain Innovation Summit)

Urban Outfitters acquired the Vetri Family group of
restaurants in 2015
• Club Monaco collaborated Café Myriade to open an in-store
coffee shop in Montreal
Food &
Beverage
In-Store
Technology
• Rebecca Minkoff offers interactive mirrors as well as virtual
reality headsets in stores
• Tommy Hilfiger stores have virtual reality headsets that allow
visitors to experience runway shows

Flash Report | April 14, 2016

Register for Free Access

Debenhams (LSE: DEB) 1H16 Results: Pretax Profit Up 5.5%, CEO Confirms Exit

British department store chain Debenhams reported revenue of £1,327 million for 1H16 (ended February 2016), up 0.1% from 1H15. Gross transaction value (GTV) grew by 1.6% year over year, to £1,629 million, broadly in line with consensus.

Deep Dive | March 15, 2016 Premium

RFID: Has Its Time Finally Come for Retail?

The global RFID market—for tags, interrogators, systems, services, networking and software—is estimated to hit approximately $13.9 billion this year and to grow at a 17.0% CAGR through 2018, according to IDTechEx.

Flash Report | March 3, 2016

Register for Free Access

Costco (COST) 2Q16 Results: Complicated but Decent Quarter, Solid Comps ex Gas, Foreign Exchange

Costco reported fiscal 2Q16 revenue of $28.2 billion, up 2.6% year over year and slightly below the consensus estimate of $28.6 billion. EPS was $1.24, missing the consensus estimate by four cents. The reported EPS figure includes items that hurt EPS by $0.11 per share.

Flash Report | February 25, 2016

Register for Free Access

Chico’s FAS (CHS) 4Q15 RESULTS: COMPS AND REVENUES DOWN; COMPS FLAT TO DOWN AND HIGHER EPS IN 2016

Chico’s reported 4Q15 adjusted EPS of $0.05 versus estimated EPS of $0.00. Net revenue for the quarter was $627.4 million, down 4.5% year over year from $657.9 million in 4Q14.

Flash Report | September 17, 2015

Register for Free Access

Target to Pilot Test Grocery Delivery with Instacart

On September 15, Target announced a partnership with Instacart to offer delivery of groceries purchased online in as little as an hour within the Minneapolis metropolitan area.