Event Coverage | September 10, 2018 Register for Free Access A Natural and Organic Asia: Takeaways from Natural & Organic Products Asia (NOPA) ExhibitionThe Coresight Research team attended the Natural and Organic Products Asia (NOPA) exhibition held August 29–31 in Hong Kong. Read More
Company Earnings Update | August 23, 2018 Register for Free Access Target (TGT) 2Q18 Results: Beats Consensus Estimates and Raises GuidanceTarget reported 2Q18 adjusted EPS of $1.47, beating the consensus estimate of $1.40. Revenues were $17.78 billion, up by 6.9% year over year and beating the consensus estimate of $17.31 billion. Read More
Deep Dive | August 22, 2018 Premium Deep Dive: European Discount Retailers in the US – Reviewing Three Key Players’ StrategiesIn this report, we look at three ultralow-price European retailers that have expanded into the US market: Primark, Aldi and Lidl. Here, we examine their market entry strategies and the adaptations they have made in order to operate in an unfamiliar market. Read More
Company Earnings Update | August 17, 2018 Register for Free Access Walmart (WMT) Fiscal 2Q19 Results: Beats on Revenues, Comps and EPS; Raises GuidanceWalmart reported fiscal 2Q19 adjusted EPS of $1.29, up 19.4% from $1.08 in the year-ago quarter and beating the $1.22 consensus estimate. Total revenues were $128.0 billion, up 3.8% year over year and ahead of the consensus estimate of $126.0 billion. Read More
Company Earnings Update | July 27, 2018 Register for Free Access Carrefour (ENXTPA: CA) 1H18 Results: Sales Disappoint, but Company Makes “Significant Advances” in Carrefour 2022 PlanCarrefour reported a 3.0% year-over-year decline in revenues in 1H18, disappointing analysts, who had been expecting a small increase in sales. However, adjusted operating income came in slightly ahead of the consensus estimate. Read More
Insight Report | July 24, 2018 Premium Retail-Tech Alliances: Why Walmart Is Collaborating with Microsoft, and Carrefour with Google, on Retail DigitalizationTwo retail-tech collaborations have been recently announced, one between US retail giant Walmart and US technology giant Microsoft and another between leading French retailer Carrefour and US technology leader Google. In this report, we analyze: Read More
Insight Report | July 23, 2018 Premium The Rise of the Unstaffed C-Store: Disruptive Technologies, Increased Efficiencies and the Future of the C-Store ChannelAutomated, unstaffed convenience stores (c-stores) are popping up in many of the most dynamic retail markets around the world, especially in Asia. In this report, we examine the rise of this retail format and provide: Read More
Flash Report | July 11, 2018 Register for Free Access Walmart’s Jet.com to Open E-Commerce Fulfillment Center in New York CityWalmart-owned Jet.com is planning to lease a fulfillment center in the Bronx borough of New York City. The new warehouse will enable Jet to offer same-day delivery of groceries and selected merchandise and to significantly reduce its current delivery time of two days. Read More
Insight Report | July 11, 2018 Premium China Tech Briefings: Ling Shou Tong—Alibaba Leverages Independent Convenience Stores to Gain a Competitive Advantage in New RetailLing Shou Tong is a partnership program between Internet giant Alibaba, the owner of Tmall, and independent, family-run convenience stores (c-stores) in China. It aims to modernize c-stores by enabling them to incorporate technology for analytics and operational improvement. Read More
Company Earnings Update | July 5, 2018 Register for Free Access Sainsbury’s (LSE: SBRY) 1Q19 Sales Update: Very Weak Growth Confirms Under performance Versus PeersSainsbury’s reported very weak comp growth of just 0.2% in 1Q19. Read More
Company Earnings Update | June 22, 2018 Register for Free Access Kroger (KR) 1Q18 Results: Beats on EPS and Revenue, Raises OutlookKroger reported 1Q18 adjusted EPS of $0.73, up from $0.58 in the year-ago period and above the $0.63 consensus estimate. Revenues were $37.5 billion, up 3.4% year over year and above the $37.3 billion consensus estimate. Read More
Flash Report | June 5, 2018 Register for Free Access Walmart Launches Jetblack, a Concierge-Style Personal Shopping ServiceWalmart launched a members-only personal shopping service called Jetblack on May 31. The service was incubated under Walmart’s tech incubator Store No. 8. Read More
Company Earnings Update | May 24, 2018 Register for Free Access Target Corp. (TGT) 1Q18 Results: Misses EPS Guidance, Beats on Comps, Reiterates GuidanceTarget reported 1Q18 adjusted EPS of $1.32, below the consensus estimate of $1.39. Revenues were $16.78 billion, up by 3.4% year over year, and roughly in line with the consensus estimate of $16.58 billion. Read More
Company Earnings Update | May 24, 2018 Register for Free Access Marks & Spencer (LSE: MKS) FY18 Results: Exceptional Costs Hit Profits; Only on “Mile Three or Four of a Marathon”Marks & Spencer (M&S) reported a 38% fall in operating profit and a 62% slump in pretax profit in FY18. The declines were largely due to costs related to store closures. Read More
Deep Dive | May 22, 2018 Premium Subscription Commerce Update – Disruptors Face DisruptionSubscription services continue to capture billions of dollars that would otherwise go to conventional retailers. However, we are now seeing some US subscription commerce disruptors face disruption themselves. Read More
