May 3, 2019 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 1Q19 Results: Higher Fulfillment and Administrative Costs Hurt Profits; Guidance IntactZalando reported strong growth in revenues but posted a net loss for the first quarter of 2019. Sales of €1.38 billion were up 15.2% year over year and in line with the consensus estimate. GMV was up 23.1% to €1.76 billion.
May 2, 2019 Insight Report Premium Alibaba and JD.com Battle it Out for Dominance of China’s Online Luxury MarketAlibaba and JD.com have operated app-only luxury channels since 2017: Tmall Luxury Pavilion and Toplife, respectively. Both channels have enlisted over 100 brands to sell their wares so far.
April 29, 2019 Insight Report Premium US Mother’s Day Preview: 2019 Spending is Expected to Reach Record High of $25 BillionAccording to an annual Mother’s Day spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, about 84% of US consumers plan to celebrate Mother’s Day this year, broadly in line with last year’s 86%.
April 26, 2019 Company Earnings Update Register for Free Access Amazon.com (NASDQ: AMZN) 1Q19 Results: Blows Out EPS, Strength in AWS and Subscriptions, Light Q2 Profit GuidanceAmazon’s Q2 EPS blew past consensus estimates. Growth was driven by AWS and subscriptions. Q2 operating-profit guidance fell below consensus.
April 25, 2019 Company Earnings Update Register for Free Access Boohoo Group (LSE: BOO) FY19 Results: Top Line and EPS Beat Consensus; Strong FY20 OutlookBoohoo Group reported FY19 total sales of £856.9 million, up 47.0% at constant currency and 48.0% as reported, and beating the consensus estimate of £843.9 million recorded by StreetAccount.
April 25, 2019 Company Earnings Update Register for Free Access eBay (NASDAQ: EBAY) 1Q19 Results: Steady Revenue Growth Beating ConsensuseBay reported revenues of $2.64 billion in 1Q19, up 2.4% year over year and beating the consensus estimate of $2.58 billion.
April 23, 2019 Insight Report Premium New Retail Briefing #8: Health and Medical Services Go Digital on WeChat and Alipay; Tmall Luxury Pavilion Welcomes Gentle MonsterTencent is testing medical services on its WeChat mini program.
April 22, 2019 Flash Report Register for Free Access Amazon to Close China Marketplace and Focus on Cross-Border E-commerce, Kindle and AWSAmazon is planning to close its China domestic marketplace but still plans to continue its cross-border e-commerce operations, sell Kindle e-readers and continue to operate its AWS business.
April 22, 2019 Deep Dive Premium Success in China E-Commerce: Your Tmall 101Alibaba’s Tmall accounted for 60% of gross merchandise volume (GMV) in the online retail business-to-consumer (B2C) market in China in the third quarter of 2018, according to China Internet Watch and Analysis.
April 17, 2019 Market Navigators/Market Outlook Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels.
April 11, 2019 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 1H19 Results: Profits Slide due to Higher Warehousing and Technology CostsASOS reported 1H19 group sales of £1.31 billion, up 12.0% year over year on a constant-currency basis (up 13.5% as reported) and slightly ahead of the consensus estimate of £1.30 billion recorded by StreetAccount.
April 11, 2019 Deep Dive Premium The Greater Bay Area, or “China’s Silicon Valley”: What is It, How Will It Develop and How Can Businesses Benefit?The Greater Bay Area could be China’s answer to Silicon Valley. On February 18, 2019, the Central Committee of the Communist Party of China and the State Council of the People’s Republic of China released a development plan for the Greater Bay Area.
April 9, 2019 Insight Report Premium New Retail Briefing #7: Ele.me Brings Fresh Produce to Customers; Fliggy Allows Tourists to Buy Before They Fly; Shiseido and Alibaba Sign Joint Business PlanAlibaba’s food-delivery platform Ele.me will help vendors in traditional “wet markets” to sell fresh produce to online shoppers.
April 2, 2019 Deep Dive Premium Reviewing America’s Retail Bankruptcies: What Can We Learn from the Slew of Recent Retail Failures?This report discusses notable US retail bankruptcies in 2017-2018 and examines key factors that led retailers to collapse.
April 2, 2019 Insight Report Premium Community Group Buying: China’s New Group Shopping Model Leveraging WeChat Mini ProgramsCommunity group buying refers to an e-commerce model of group purchases by residents within the same neighborhood. Companies launched this service on WeChat mini program to tap into the potential for larger, group purchases from people living in close proximity.
