Insight Report | May 28, 2019 Premium Who Shops Where for Groceries: 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 in-store grocery shoppers. Read More
Insight Report | May 25, 2019 Premium Who Shops Where for Apparel: 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 apparel shoppers. Read More
Insight Report | May 24, 2019 Premium April 2019 UK Retail Sales: Late Easter and Warm Weather Drive Jump in SalesThe Office for National Statistics (ONS) reported a strengthening of year-over-year retail sales growth to 7.2% in April, with a 7.4% increase in volumes. Read More
Company Earnings Update | May 24, 2019 Register for Free Access BJ’s Wholesale Club (NYSE: BJ) 1Q19 Results: Beats Consensus on Revenues, Maintains GuidanceBJ’s Wholesale Club reported 1Q19 adjusted EPS of $0.26, up 63.8% and beating the consensus estimate $0.25. Revenues were $3.14 billion, up 2.7% and ahead of the $3.05 billion consensus estimate. Read More
Company Earnings Update | May 23, 2019 Register for Free Access Target (NYSE: TGT): 1Q19 Results Beat Consensus Estimates, 4.8% Comps and 42% E-Commerce Growth, Reiterates 2019 GuidanceTarget reported 1Q results that beat consensus estimates. Comps increased 48% and e-commerce revenues increased 42%. The company reiterated its 20-19 guidance Read More
Market Outlook | May 22, 2019 Premium Sector Overview: Convenience Stores — Technology Adding Greater ConvenienceEach of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on the convenience store sector. Read More
Insight Report | May 22, 2019 Premium Luckin Coffee Leverages Pick-Up Store Format and Delivery Services, IPO Set to Fund Further ExpansionLuckin Coffee, China’s answer to Starbucks, raised some $571.2 million through an IPO of American Depository Receipts for 33 million of its shares on the Nasdaq, pricing its shares at the top end of the pre-listing debut range of $17. Read More
Company Earnings Update | May 17, 2019 Register for Free Access Walmart (NYSE: WMT) 1Q20 Results: Mixed Results, Year on Track Despite Tough Comparison and Currency Headwinds in Q2Walmart reported mixed fiscal 1Q20 results, however the company remains on plan to hit its full-year targets. US e-commerce grew a healthy 37%. Read More
Flash Report | May 16, 2019 Register for Free Access Kroger and Lindsay Goldberg Announce the Formation of PearlRock PartnersOn May 14, 2019, Kroger and Lindsay Goldberg, a private investment firm, announced a collaboration to form an investment vehicle named PearlRock Partners. Read More
Deep Dive | May 14, 2019 Premium US Online Grocery Survey 2019Our second annual survey of grocery shopping habits found that while more than one-third of US consumers now buy groceries online, 72% of those shoppers direct only a small amount of their total grocery spend online. Read More
Company Earnings Update | May 10, 2019 Register for Free Access Morrisons (LSE: MRW) 1Q20 Trading Update: Group Comps Below Expectations, Access to Ocado Erith Fulfilment Center SuspendedMorrisons reported group same-store sales growth of 2.3% excluding fuel, below the consensus estimate of 2.5% recorded by StreetAccount. Read More
Company Profile | May 9, 2019 Premium Loblaw (TSX: L) Company ProfileLoblaw Cos. Ltd. is a Canada-based retailer that operates under five divisions: Market, Drug, Discount, Financial and Joe Fresh. The Market division includes the grocery-focused store banners Loblaws, Provigo and Zehrs, and offers food, home and lifestyle products. Read More
Company Earnings Update | May 9, 2019 Register for Free Access Ahold Delhaize (ENXTAM: AD) 1Q19 Results: EPS in Line with Consensus, Lowers FY19 EPS GuidanceAhold Delhaize reported 1Q19 net sales of €15.88 billion, up 1.5% year over year at constant exchange rates (up 6.3% as reported), and slightly below the consensus estimate of €15.96 billion recorded by StreetAccount. Read More
Company Earnings Update | May 3, 2019 Register for Free Access CVS Health (NYSE: CVS) 1Q19 Results: Strong Aetna Performance Boosts Revenues, Prompts Guidance RaiseCVS reported revenues of $61.6 billion, up 34.8% year over year and above the $60.4 billion consensus estimate recorded by S&P Capital IQ, in the first quarter, ended March 31. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Loblaw (TSX: L) 1Q19 Results: Comp Growth Strengthens in RetailLoblaw reported 1Q19 same-store sales growth of 2.0% in food retail and 2.2% in drug retail, with growth in both segments accelerating from the prior quarter. Revenue of C$10.66 billion came in slightly ahead of the consensus estimate of C$10.60 billion. Read More
