March 5, 2019 Flash Report Register for Free Access Alibaba Forms Strategic Collaboration with Office Depot to Serve US BusinessesAlibaba Group’s business-to-business (B2B) trading platform Alibaba.com announced a strategic collaboration with the US business services and supplies company Office Depot.
March 4, 2019 Deep Dive Premium Amazon Apparel: Annual US Survey Reveals Amazon Has Overtaken Walmart as America’s Most-Shopped Retailer for ApparelWe explore how many US consumers are buying apparel on Amazon, which retailers these shoppers have switched their spending from, what brands and categories they are buying on Amazon, and their attitudes toward Amazon Fashion.
March 4, 2019 Company Earnings Update Register for Free Access JD.com (NASDAQ: JD) 4Q18 Results: Revenues Beat Consensus Thanks to Strong Singles’ Day SalesJD.com reported 4Q18 revenue of ¥134.8 billion ($19.6 billion), up 22.4% year over year and beating the consensus estimate of ¥132.5 billion.
March 4, 2019 Flash Report Register for Free Access Amazon Reportedly Planning to Open Several Dozen Non-Whole Foods-Branded Grocery StoresAmazon is reportedly planning to expand its presence in the U.S. grocery market through building new stores to be operated under a banner other than its acquired Whole Foods Markets and with a more typical product offering. Amazon is also considering the acquisition of several region chains. At the same time, the company is expanding its fleet of Whole Foods Market and Amazon Go stores.
March 1, 2019 Insight Report Premium Innovator Intelligence: Market Beyond — With Opaque and Fragmented E-Commerce Markets, Retailers and Brands Need a Clearer Picture of Their Relative Online PositionsCompanies are pushing hard to go digital, and while many enjoy success in their online offerings, few have visibility into key customer metrics. We look at what companies can do to improve visibility.
March 1, 2019 Market Navigators/Market Outlook Premium Sector Overview: E-Commerce — Online-Offline Integration in a Winner-Takes-All SectorEach of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on e-commerce.
March 1, 2019 Event Coverage Register for Free Access Becoming the “Starting Point for Fashion,” Tripling GMV in Five Years, and Ending One-Size-Fits-All: Three Insights from Zalando’s 2019 Capital Markets DayZalando wants to attract more brands to its Partner Program and to sell fulfillment and marketing services to more of them — creating a stronger multibrand proposition.
March 1, 2019 Company Earnings Update Register for Free Access Farfetch (NYSE: FTCH) 4Q18 Results: Strong Finish to 2018, Beating Consensus EstimatesFarfetch’s 4Q18 revenues grew 54.6% to $195.5 million, beating the $180.3 million consensus estimate. GMV rose 50.1%, or $155.8 million, to $466.5 million.
March 1, 2019 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 4Q18 and FY18 Results: Final Quarter Bounce Back, But Falling Basket Sizes and Rising Fulfilment Costs Remain ProblematicZalando reported a strong conclusion to the year with revenues up 24.6% year over year in 4Q18. 4Q18 adjusted EBIT came in comfortably ahead of expectations.
February 25, 2019 Company Earnings Update Register for Free Access Vipshop (NYSE: VIPS) 4Q18 Results: Active Customers Increase Thanks to WeChat Mini Programs, but Revenue Growth SlowsVipshop reported revenue of ¥26.1 billion for the fourth quarter of 2018, up 8.1% year over year. Revenue growth was driven by the increase in the number of total active customers and the apparel category. Gross profit for the quarter increased 2.8% year over year to ¥5.4 billion, while gross margin decreased 110 basis points to 20.6%.
February 22, 2019 Event Coverage Register for Free Access Countdown to Shoptalk 2019: Startup Pitch Competition Participants Profile, Part 3 — Tangiblee and RapitagThe Coresight Research team will attend and participate in Shoptalk 2019 March 3-6 in Las Vegas. The event brings together more than 8,000 attendees and more than 300 speakers to discuss rapid evolution of how consumers discover, shop and buy.
February 22, 2019 Event Coverage Register for Free Access Countdown to Shoptalk 2019: Startup Pitch Competition Participants Profile, Part 2 — Chatter and ShipsiThe Coresight Research team will attend and participate in Shoptalk 2019 March 3-6 in Las Vegas. The event brings together more than 8,000 attendees and more than 300 speakers to discuss rapid evolution of how consumers discover, shop and buy.
February 13, 2019 Flash Report Register for Free Access Ocado’s First Fully Automated Distribution Center Destroyed by Fire, Threatening Confidence in Its Robotics OfferingFire devastated UK online grocery retailer and technology provider Ocado Group’s first robotic distribution center in Andover, England, which handled 10% of total capacity.
February 12, 2019 Insight Report Premium New Retail Briefing #3: Walmart China Eyes Retail Innovation; A.S. Watson and Unilever Agree to New Retail PartnershipsWalmart China launched the Omega8 initiative in January 2019 to serve as a proof of concept (POC) platform that lets tech startups test newly designed technology applications in a real retail environment. Walmart reported over 50 startups signed up for the initiative. Walmart will train these companies in a variety of retail operation skills. Walmart said its existing 400 offline stores in China will act as testing grounds for startup technology before rolling out to mass market. This Omega8 initiative shows Walmart’s ambition of leveraging tech startups for its own digital innovation, and understanding of the Chinese market. Ben Hassing, Senior Vice President of Walmart China said, “Walmart has worked with many technology startups not only to propel our business in China, but also to understand the Chinese market and China in greater depth.”
February 8, 2019 Insight Report Premium Amazon Outpaces the UK and German E-Commerce Markets in 2018We estimate that Amazon grew U.K. revenues 23.3% in 2018, just below 2017’s growth of 24.9% and faster than total U.K. Internet retail sales growth of 14.5% in 2018. In Germany, Amazon revenues climbed 12.1% in 2018, according to our calculations. This compared to an estimated 9.4% increase in total Internet retail sales and Amazon Germany’s 17.5% growth in 2017. In 2018, Amazon captured a 31% share of U.K. Internet retail sales and a 47% share of German Internet retail sales, according to Euromonitor International estimates.
