Company Earnings Update | July 1, 2019 Register for Free Access Walgreens Boots Alliance (NYSE: WBA) 3Q19 Results: Slow Performance at Boots UK, Company Reviewing Its US Store EstateWalgreens Boots Alliance reported 3Q19 revenues of $34.6 billion, up 0.7% as reported and 2.9% at constant currency. Revenues were in line with the consensus estimate as reported by S&P Capital IQ. Read More
Insight Report | June 26, 2019 Premium Walmart: A Timeline of Key EventsAs part of our Retailers’ Timelines series, we examine a timeline of key events in Walmart’s recent history. From 2016 to 2019, we saw Walmart focus on managing its store fleet efficiently, strengthening its e-commerce business and expanding its omnichannel capabilities. Read More
Insight Report | June 26, 2019 Premium US Independence Day 2019 Preview: Americans Set To Spend $6.8 Billion, Down Slightly from 2018According to the Independence Day spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, about 86% of Americans plan to celebrate the 4th of July holiday this year, compared to last year’s 87%. Read More
Flash Report | June 26, 2019 Register for Free Access Amazon Announces a 48-Hour Prime Day for 2019Amazon has announced the timing of its annual Prime Day, which this year will be a two-day shopping festival starting July 15, just after midnight Pacific Time. Read More
Company Earnings Update | June 25, 2019 Register for Free Access 1Q19 US Earnings-Season Wrap-UpThis report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms. Read More
Deep Dive | June 24, 2019 Premium Reviewing Grocery Tech Innovations from Walmart and KrogerThe digitalization of grocery retailing is about much more than e-commerce. In the US, Walmart and Kroger are leading the charge in digital adoption across the grocery supply chain. In this report, we review a number of grocery tech innovations from these two retailers. Read More
Company Earnings Update | June 21, 2019 Register for Free Access Kroger (NYSE: KR) 1Q19 Results: Comp Growth Slows, Management Guides for an UptickFor 1Q19, Kroger reported same-store sales growth ex fuel of 1.5%, below the consensus estimate of 1.7% and slowing from 1.9% in the prior quarter. Read More
Flash Report | June 18, 2019 Register for Free Access Walmart Offers Competitive $98/Year Grocery “Delivery Unlimited” ServiceWalmart is testing “Delivery Unlimited,” a new unlimited grocery delivery subscription service in three US cities: Miami, Salt Lake City and Tampa, offering a year of unlimited free delivery for a flat fee of $12.95 per month or $98 annually. Read More
Insight Report | June 18, 2019 Premium May 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department StoresTotal US retail sales excluding gasoline and automobiles increased 3.2% year over year in May, weakening from the revised 5.8% year-over-year rise in April. Read More
Company Earnings Update | June 14, 2019 Register for Free Access Tesco (LSE: TSCO) 1Q20 Trading Update: UK Comps Decelerate, Central Europe Sales Continue to SlideTesco reported a 1Q20 trading update for the 13 weeks ended May 25, 2019, with group comparable sales missing the consensus estimate. UK and Ireland comparable sales grew 0.8% year over year, excluding fuel and VAT, slower than the 1.9% growth in the previous quarter and in-line with the consensus estimate. Read More
Insight Report | June 11, 2019 Premium Insights from China: Aldi Opens First Stores in ChinaOn June 7, Aldi opened its first stores in China with two locations in Shanghai. China’s grocery market is growing, though global grocery retailers who have tried to tap this market have met with mixed success. Read More
Insight Report | June 11, 2019 Premium May 2019 US Same-Store Sales: Costco’s Comps Below Consensus, Buckle’s Sales Drop, Cato’s Comps Meet Management ExpectationsIn May, Costco’s same-store sales growth was below the consensus estimate, although its e-commerce segment continued to post strong growth. Buckle posted a decrease in same-store sales, impacted by poor performance in its women’s segment. Read More
Insight Report | June 5, 2019 Premium US Grocery Embraces Pop-UpsGrocery retailers and brands have started experimenting with pop-up stores. Some include online pure-play retailer Jet.com, meal kits firm Blue Apron, brand owner Kraft, startup SÜPRMARKT and gourmet food retailer Harry & David Read More
Deep Dive | June 3, 2019 Premium Millennials and BeautyMillennials, born between 1980 and 2000, are particularly important for the beauty market due to the sizeable consumer base they represent and their growing spending power. Read More
Insight Report | May 29, 2019 Premium Who Shops Where for Beauty and Grooming: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of beauty, grooming and personal care shoppers. Read More
