July 16, 2019 Insight Report Premium June 2019 US Retail Sales: Slowdown Seen Across Sectors, Nonstore Retailers Continue Growth TrajectoryUS retail sales rose 2.5% YoY in June, weakening from the 3.2% rise in May with slips across major sectors. Nonstore retailers continued their growth trajectory, with sales rising 11.6% YoY, following May’s 11.7% rise but slower than 12.9% in April.
July 16, 2019 Insight Report Free Report Back-to-School Preview: Total Spend Expected to DipTotal back to school spend expected to dip from last year’s level despite higher average per-person spend as fewer families report having school-age children.
July 12, 2019 Insight Report Premium June 2019 US Same-Store Sales: Costco’s Comps Beat Consensus, Buckle’s Men’s Segment Boosts Sales, Cato’s Sales RiseIn June, Costco’s same-store sales growth was slightly above the consensus estimate while e-commerce growth slowed from May’s solid 20.7%.
July 12, 2019 Insight Report Premium Kroger: A Timeline of Key EventsIn this report, we examine a timeline of key events in Kroger’s recent history that have shaped it into the retailer it is today.
July 11, 2019 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 28: Target to Open More Small-Format StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019.
July 11, 2019 Company Earnings Update Register for Free Access Alimentation Couche-Tard (TSX: ATD.B) 4Q19 Results: Revenue Below Consensus, Merchandise and Service Drive GrowthAlimentation Couche-Tard reported fiscal 4Q19 revenue of $13.1 billion, down 3.7% year over year and slightly below the consensus estimate of $13.3 billion. The company reported adjusted diluted EPS of $0.52, down 11.9% year over year and below the consensus estimate of $0.55
July 10, 2019 Company Earnings Update Register for Free Access Ocado (LSE: OCDO) 1H19 Results: Losses Deepen Due to Andover Disruption; Solutions Growth Hampered by Morrisons HolidayOcado reported 1H19 total sales of £882.3 million up 10.9% year over year with retail and solutions revenues growing 10.2% and 20.6%, year over year, respectively.
July 5, 2019 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 27: Pier 1 Imports to Shut More StoresCoresight Research tracks news about store closures, openings and bankruptcies. Our Weekly US and UK Store Openings and Closures Tracker focuses on department stores and specialty retail stores, including, but not limited to, those selling softlines, hardlines, consumer electronics, groceries and furniture.
July 5, 2019 Company Earnings Update Register for Free Access Seven & i Holdings (TSE: 3382) 1Q20 Results: Operating Income Grows in Both Domestic and Overseas Convenience StoresIn 1Q20, ended May 31, 2019, Seven & i reported a 1.3% year-over-year decline in net sales. However, the company’s EPS increased 21.5% in the first quarter.
July 4, 2019 Company Earnings Update Register for Free Access Sainsbury’s (LSE: SBRY) 1Q20 Trading Update: Comp Decline Worsens, Outlook Remains BearishSainsbury’s reported comparable sales ex fuel fell 1.6% year over year in 1Q10, compared to a 0.9% decline in the previous quarter and missing the consensus estimate of a 1.4% decline recorded by StreetAccount.
July 3, 2019 Deep Dive Premium BOPIS: US Retailers Looking for Omnichannel ExcellenceIn this report, we explain the buy online and pick up in store (BOPIS) model in detail and assess how some US retailers are using this service to enhance their omnichannel retailing.
July 2, 2019 Insight Report Premium Grocery Outlet’s IPO: The Discount ContextOn June 10, Grocery Outlet Holding announced the pricing for its initial public offering (IPO). We look at the company’s business, its initial public offering and competitors in the discount grocery segment.
July 1, 2019 Company Earnings Update 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.
June 26, 2019 Insight Report 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.
June 26, 2019 Insight Report 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%.
