Insight Report | April 2, 2019 Premium February 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Home-ImprovementTotal retail sales excluding gasoline and automobiles increased 2.7% year over year in February 2019, a substantial slowing from the revised 4.9% year-over-year increase in January. Read More
Deep Dive | April 2, 2019 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. Read More
Deep Dive | April 1, 2019 Premium US Retailers Becoming More Relevant Through Acquisitions: Mass Merchandisers vs. AmazonM&A activity has risen in the US retail sector over the past 10 years, in terms of deal value and number of deals, and the same trend applies within the mass-merchandiser sector. Read More
Event Coverage | March 29, 2019 Register for Free Access Deborah Weinswig’s Shoptalk 2019 Presentation: Nine Things We Can Learn from China and IndiaSummary of the presentation given by Deborah Weinswig, CEO and Founder of Coresight Research, at the Shoptalk conference on March 3, 2019, focusing on nine things people can learn from China and India. Read More
Flash Report | March 27, 2019 Register for Free Access Ocado Inks Another International Deal, Signing Up Australia’s Coles Group to the Ocado Smart PlatformOcado Group has signed Australian grocery retailer Coles to its Ocado Smart Platform. The companies will construct two robotic fulfillment centers and Coles will deploy Ocado’s store-picking technology. Read More
Company Earnings Update | March 21, 2019 Register for Free Access Alimentation Couche-Tard (TSX: ATD.B) Fiscal 3Q19 Results: Revenue Below Consensus, Merchandise and Fuel Drive GrowthAlimentation Couche-Tard reported fiscal 3Q19 revenue of $16.5 billion, slightly below the consensus estimate of $16.8 billion and up 4.6% from 3Q18. Read More
Flash Report | March 18, 2019 Register for Free Access Fung Retailing Group’s Circle K Showcases First AI Checkout Experience in Hong KongOn March 13, 2019, Fung Retailing Group’s convenience-store chain, Circle K, rolled out Hong Kong’s first AI-powered checkout solution using image recognition. Read More
Company Earnings Update | March 15, 2019 Register for Free Access Dufry (SIX: DUFN) FY18 Results: Solid Year Despite Second-Half Headwinds, Company Expects Strengthening of Revenue GrowthDufry reported 2018 revenues slightly ahead of expectations, with organic growth of 2.7% versus consensus of 2.4%. Gross profit climbed 4.4% resulting in a 40-bps gain in the gross margin. Read More
Company Earnings Update | March 15, 2019 Register for Free Access CASINO (ENXTPA: CO) FY18 Results: Sales In Line with Consensus, Company Aims for Strong Profit GrowthCasino Group reported FY18 net sales of €36.6 billion, up 4.7% year over year at constant currency (down 2.4% year over year as reported), and largely in line with the consensus estimate of €36.69 billion recorded by StreetAccount. Read More
Company Earnings Update | March 14, 2019 Register for Free Access Casey’s General Stores (NASDAQ: CASY) 3Q19 Results: Revenue Below Consensus, Prepared Food and Grocery Fuel GrowthCasey’s General Stores reported 3Q19 revenue of $0 billion, slightly below the consensus estimate of $2.2 billion and down 0.3% from 3Q18. Read More
Company Earnings Update | March 14, 2019 Register for Free Access Morrisons (LSE: MRW) FY19 Results: Solid Profit Growth Prompts Optimistic OutlookMorrisons reported FY19 results with both top-line and EPS slightly missing the consensus but otherwise showing strong growth. Read More
Insight Report | March 13, 2019 Premium Better Convenience Through Automation: Five Japanese Convenience Store Chains Sign Up to Automate All Stores by 2025The Japanese government wants to automate convenience stores nationwide by 2025, in co-operation with five convenience store chains. Under the plan, the five convenience store chains will automate 50,000 stores by 2025 using Radio Frequency Identification (RFID) technology. Read More
Flash Report | March 13, 2019 Register for Free Access St Patrick’s Day Celebrations Look to be a Modest Event for Retailers, Despite Rising Numbers of US CelebrantsSt. Patrick’s Day captures a lot of attention, but its retail impact is small compared to other holidays: Consumers plan to spend $40 on average for St. Patrick’s Day this year, less than a quarter their planned $162 Valentine’s Day spend. Read More
Insight Report | March 13, 2019 Premium January 2019 US Retail Sales: Retail Rebound, Supported by Strong Sales at Home-Improvement StoresTotal retail sales excluding fuel and automobiles increased 3.7% year over year in January, growing substantially from the revised 0.1% year-over-year decline reported for December. Read More
Company Earnings Update | March 12, 2019 Register for Free Access Costco Wholesale (NASDAQ: COST) Fiscal 2Q19 Results: Solid Quarter with Slightly Light Revenues and Blowout EPSCostco reported fiscal 2Q19 revenues of $35.40 billion, up 7.3% year over year and slightly below the $35.65 billion consensus estimate. EPS was $2.01, up 26.6% year over year and handily beating the $1.69 consensus estimate. Comps (excluding gasoline and other items) increased 6.7%, and e-commerce comps increased 25.5%. Read More
