Company Earnings Update | September 13, 2019 Register for Free Access Kroger (NYSE: KR) 2Q19 Results: Strong Same-Store Sales and EPS BeatFor 2Q19, Kroger reported same-store sales growth ex fuel of 2.2%, ahead of the consensus estimate of 1.8% and strengthening from 1.5% in the prior quarter. Read More
Insight Report | September 12, 2019 Premium Coresight Research Gears Up for Groceryshop 2019On September 15-18, the grocery and CPG world will come together in Las Vegas for one of the most important industry events of the year: Groceryshop. The Coresight Research team will be attending the event – and Founder and CEO Deborah Weinswig will kick off a session in which 20 startups will present their retail technology solutions. Read More
Company Earnings Update | September 12, 2019 Register for Free Access Casey’s General Stores (NASDAQ: CASY) 1Q20 Results: Revenue Above Consensus, Prepared Food and Grocery Fuel GrowthCasey’s General Stores reported 1Q20 revenue of $2.63 billion, up 1.5% year over year and above the consensus estimate of $2.61 billion. The company reported diluted EPS of $2.31, up 21.6% year over year and beating the consensus estimate of $2.05. Read More
Company Earnings Update | September 6, 2019 Register for Free Access Alimentation Couche-Tard (TSX: ATD.B) 1Q20 Results: Revenue Below Consensus, Merchandise and Service Drive GrowthAlimentation Couche-Tard reported fiscal 1Q20 revenue of $14.2 billion, down 4.2% year over year and below consensus estimate of $15.1 billion. Read More
Deep Dive | September 3, 2019 Premium Holiday 2019: US Shopper SurveyWe take a deep dive into US shoppers’ expectations for the 2019 holiday season. Read More
Deep Dive | August 29, 2019 Premium Have Warehouse Clubs Embraced E-Commerce?In this report, we analyze how warehouse clubs have recently sought to compete with online-only retailers and omnichannel rivals. Read More
Flash Report | August 28, 2019 Register for Free Access Clothing Rental Upstart Le Tote to Acquire Iconic Century-old Brand Lord + Taylor from HBC for $100 MillionApparel rental upstart Le Tote to acquire century-old Lord + Taylor in what could be a growing trend of online disruptors moving into more traditional spaces. Read More
Flash Report | August 28, 2019 Register for Free Access Target Announces Major Collaboration Deal with Disney25 Target locations will have Disney shop-in-shops by October 4, 2019. Read More
Company Earnings Update | August 22, 2019 Register for Free Access Target (NYSE: TGT) 2Q19 Results: Beats Consensus Estimates and Raises 2019 EPS GuidanceTarget reported 2Q19 revenues of $18.42 billion, up 3.6% and beating the $18.29 billion consensus estimate. Adjusted EPS was $1.82, beating the $1.62 consensus. Read More
Insight Report | August 16, 2019 Premium July 2019 UK Retail Sales: Growth Accelerates for Internet RetailersJuly was a solid month for UK retail overall, according to the ONS: Sales grew 3.7% versus 4.0% in June and slightly below the 4.1% average for the prior 12 months. Read More
Company Earnings Update | August 16, 2019 Register for Free Access Walmart (NYSE: WMT) 2Q20 Results: Beats Expectations and Offers Mixed GuidanceWalmart reported fiscal 2Q20 revenues of $130.38 billion, up 1.8% year over year and beating the $130.10 billion consensus estimate Read More
Store Tracker | August 15, 2019 Premium Reviewing Year-to-Date US Store Closures and OpeningsIn this report, we review year-to-date announced store closures and openings in the US, by sector. Read More
Insight Report | August 13, 2019 Premium New Retail Briefing: JD.com Prompts Social Gifting on WeChat; Suning Acquires Convenience Stores from Fung Group“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China. Read More
Deep Dive | August 13, 2019 Premium Who Is Winning in US Grocery: Discount Stores or Warehouse Clubs?Warehouse clubs currently have a lead over discount stores in the online grocery market with a substantial investment in e-commerce and omnichannel capabilities. Read More
Insight Report | August 12, 2019 Premium July 2019 US Same-Store Sales: Costco Reports Comps Below ConsensusCostco’s global same-store sales growth marginally improved from June, but missed the consensus estimate. Its e-commerce growth accelerated to 21.3% in July, from June’s 15.7%. Read More
