March 6, 2018 Insight Report Premium Kohl’s and Aldi: A Win-Win for an Overspaced Department Store and a High-Growth Grocery ChainKohl’s will be carving out space from 5–10 of its stores and leasing that space to grocery discounter Aldi.
March 1, 2018 Company Earnings Update Register for Free Access Carrefour (ENXTPA: CA) FY17 Results: Profits Fall amid Tough Conditions and €1 Billion ChargeCarrefour announced a 14.7% fall in recurring operating income in FY17, yielding a decline in operating margin from 3.1% in FY16 to 2.5% in FY17.
February 28, 2018 Flash Report Register for Free Access Amazon Offers 5% Back for Amazon Prime Rewards Visa Card Users at Whole FoodsOn February 20, Amazon and Whole Foods Market announced that Amazon Prime Rewards Visa cardmembers would earn 5% back on Whole Foods Market purchases.
February 21, 2018 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 4Q18 Results: Solid Quarter, Outlook Slightly Below ConsensusWalmart reported fiscal 4Q18 adjusted EPS of $1.33, up from $1.30 in the year-ago quarter and missing the $1.37 consensus estimate. Total revenues were $136.3 billion, up 4.1% year over year and ahead of the consensus estimate of $134.9 billion.
February 21, 2018 Flash Report Register for Free Access Albertsons Companies to Acquire the Remainder of Rite Aid for a Combined Value of $24 BillionAlbertsons and Rite Aid announced a definitive merger agreement under which privately held Albertsons will merge with publicly traded Rite Aid.
January 24, 2018 Flash Report Register for Free Access “Carrefour 2022”: Retailer Announces Redundancies and Digital Transformation in Strategic RevampCarrefour has unveiled its new strategy to 2022, which is broadly based on four goals:
January 18, 2018 Company Earnings Update Register for Free Access Groupe Casino (EPA: CO) 4Q and FY17 Trading Update: LatAm Drives Full-Year Growth Yet Again, Soft Performance in FranceGroupe Casino reported FY17 sales growth of 5.0% to €37,822 million. Organic sales growth was 3.2% and comparable sales growth was 2.4%.
January 18, 2018 Company Earnings Update Register for Free Access Carrefour (ENXTPA: CA) 4Q17 and FY17 Update: FY17 Sales Impacted by a Slowdown in Food Sales GrowthCarrefour reported 4Q17 sales including sales tax of €23,328 million. Comparable sales grew by 1.9% excluding fuel and calendar effects, an improvement over the previous quarter that was due to stronger momentum in France.
January 12, 2018 Company Earnings Update Register for Free Access TESCO (LSE: TSCO) 3Q18 and Christmas Update: Hypermarket Recovery and Growth in Food Drive Solid CompTesco reported UK comparable sales growth of 2.3% in 3Q18, slightly below consensus expectations but up from 2.1% in the prior quarter.
January 12, 2018 Company Earnings Update Register for Free Access Marks & Spencer (LSE: MKS) 3Q18 Update: Clothing Returns to Deep Declines, Food UnderperformsMarks & Spencer (M&S) reported weak comparable sales growth in its core UK divisions in 3Q18.
January 11, 2018 Company Earnings Update Register for Free Access Sainsbury’s (LSE: SBRY) 3Q18 Update: Modest Comp Growth Exceeds ExpectationsUK grocery retailer Sainsbury’s reported comparable sales growth of 1.1% in 3Q18, ahead of the consensus estimate. This includes its general-merchandise banner Argos.
January 10, 2018 Company Earnings Update Register for Free Access Morrisons (LSE: MRW) Christmas Trading Update: Strong Sales Growth Beats ExpectationsUK grocery retailer Morrisons reported comparable sales growth of 2.8% and retail comps of 2.1% in the weeks ended January 7.
December 15, 2017 Company Earnings Update Register for Free Access Costco Wholesale (COST) Fiscal 1Q18 Results: Big EPS Beat, Solid RevenuesCostco reported fiscal 1Q18 EPS of $1.45, up 17.1% from the year-ago quarter and beating the consensus estimate of $1.34. Revenues were $31.8 billion, up 13.2% year over year and beating the consensus estimate of $31.1 billion.
December 1, 2017 Company Earnings Update Register for Free Access Kroger (KR) 3Q17 Results: Beats on Revenue and EPS; Digital Sales Fuel GrowthKroger reported 3Q17 total sales of $27.75 billion, up 4.5% year over year and above the $27.48 billion consensus estimate. Excluding fuel, sales were up 1.1% during the quarter. EPS was $0.44, beating the $0.40 consensus estimate.
November 29, 2017 Flash Report Register for Free Access Ocado Signs First Major International Agreement for Its Ocado Smart Platform;Deal SupportsGroupe Casino’s Online Grocery PushOcado has signed a deal with Groupe Casino to support Casino’s e-commerce service, beginning with Monoprix.fr.