Company Earnings Update | May 18, 2018 Register for Free Access Walmart (WMT) Fiscal 1Q19 Results: Net Sales Beat Expectations, Guidance Affected by Portfolio RepositioningWalmart reported fiscal 1Q19 net sales of $121.6 billion, up 4.4% year over year and beating the $119.3 billion consensus estimate. US comps increased by 2.1% in the quarter. Adjusted EPS was $1.14, beating the $1.12 consensus estimate. Read More
Flash Report | May 10, 2018 Register for Free Access Walmart to Invest $16 Billion to Acquire a 77% Stake in India’s FlipkartOn May 9, Walmart announced the signing of a definitive agreement to invest $16 billion for a 77% stake in Flipkart, a leading online retailer in India. The company said it supports Flipkart’s ambition to become a publicly listed subsidiary in the future. Read More
Event Presentation | May 3, 2018 Premium 1Q2018 Recap (Planalytics)Today’s Topics • Q1 2018 Business Trends & Results • Q1 2018 Business Weather Insights • May Outlook Read More
Insight Report | April 26, 2018 Premium Who Shops Where for Fashion – A Look at US Apparel Shopper DemographicsThis report looks at key demographic characteristics of shoppers at America’s biggest apparel retailers. The top takeaways from our analysis of survey data include the following: Read More
Insight Report | April 24, 2018 Premium Three Shifts Driving US Grocery M&A ActivityFrom Amazon’s purchase of Whole Foods Market last year to Southeastern Grocers’ bankruptcy filing in March, we have seen a flurry of activity in the US grocery market in recent months. In this report, we discuss these corporate developments and note three trends driving mergers and acquisitions (M&As) in grocery. The sector is shifting: Read More
Company Earnings Update | April 18, 2018 Register for Free Access Groupe Casino (EPA: CO) 1Q18 Trading Update: French Food Sales, Hypermarkets Help PerformanceGroupe Casino reported a 3.8% decline in sales in 1Q18 to €8.90 billion, slightly below the consensus estimate of €8.91 billion, and impacted by foreign-exchange effects of (7.7)%. Read More
Insight Report | April 17, 2018 Premium US Online Grocery Consumer Survey: Amazon Is the Most-Shopped Retailer, but Not Yet a Full-Order Grocery DestinationIn this report, we share our top takeaways from our latest consumer survey, which looked at the online grocery market in the US. Read More
Company Earnings Update | April 12, 2018 Register for Free Access TESCO (LSE: TSCO) FY18 Results: Profits Surge as Turnaround Efforts ContinueTesco announced a net profit of £1,208 million for FY18, representing a significant rebound from last year’s loss of £54.0 million. Revenues increased by 2.8% to £57,491 million. Read More
Company Earnings Update | April 12, 2018 Register for Free Access Carrefour (ENXTPA: CA) 1Q18 Trading Update: Very Weak Quarter as Growth Slows in All Regions and French Comps Turn NegativeCarrefour grew first-quarter sales by just 0.4% on a comparable basis. Total sales fell by 2.4% at current exchange rates. Read More
Insight Report | April 11, 2018 Premium Who Shops Where for Groceries – A Look at US Grocery Store DemographicsNonspecialist retailers account for three of the four most-shopped retailers for groceries: Walmart is in first place, Target is second and Costco is fourth. Kroger is the only supermarket retailer in the top four. Read More
Flash Report | April 3, 2018 Register for Free Access Walmart and Humana Reportedly Talking About a Possible Tie-UpIn recent days, a number of major news outlets have published stories about Walmart and Humana possibly being in talks about a partnership, outright acquisition, investment or some other kind of tie-up. Read More
Company Earnings Update | March 29, 2018 Register for Free Access Walgreens Boots Alliance (WBA) Fiscal 2Q18 Results: Beats Consensus Estimates and Raises Annual EPS GuidanceWalgreens Boots Alliance reported fiscal 2Q18 adjusted EPS of $1.73, handily beating the $1.55 consensus estimate and up 27.1% year over year. Revenues were $33.02 billion, up 12.1% year over year and beating the consensus estimate of $32.20 billion. Read More
Flash Report | March 27, 2018 Register for Free Access Walmart’s Jet.com Appoints Tesco Veteran Simon Belsham as PresidentSimon Belsham, a veteran of the UK online grocery industry, has been appointed President of Walmart-owned Internet pure play Jet.com. Read More
Insight Report | March 26, 2018 Premium Toys“R”Us Closures: Exclusive Coresight Research Survey Suggests Big Gains for Walmart and TargetToys“R”Us looks set to close all 800 of its US stores, following its bankruptcy filing. To assess which other toy retailers are likely to gain from the chain’s closure, we conducted a proprietary consumer survey among US toy shoppers. Read More
Flash Report | March 26, 2018 Register for Free Access Marks & Spencer Appoints Retail Veteran Stuart Machin as Managing Director of FoodMarks & Spencer (M&S) announced that it has appointed retail veteran Stuart Machin to the newly created role of Managing Director of Food. Read More
