Analyst Corner | November 29, 2020 Register for Free Access Weinswig’s Weekly: Was That the Sound of Black Friday Dying?This week’s note “From the Desk of Deborah Weinswig” discusses the apparent “death” of Black Friday in the US and the implications for retailers. Read More
Insight Report | October 28, 2019 Premium Buy Online, Pick Up In Mall: Mall Operators Take BOPIS to the Next LevelWe analyze the buy online, pick up in mall (BOPIM) model, and assess how some global shopping-center operators are using this service to draw traffic to their malls. Read More
Insight Report | August 9, 2019 Premium Amazon India Engages Consumers with GamificationApp-only quiz campaigns are part of Amazon India’s marketing campaign to promote its mobile app, increase subscribers and drive mobile traffic. With 483 million Internet users in India, about 36% of the population, there is room for growth in mobile app users, Amazon is trying to leverage this opportunity. Read More
Deep Dive | August 2, 2019 Premium US Retail Inventory Tracker, 1Q19Most Coresight 100 retailers witnessed a decline in consumer spending, which translated into poor sales and inventory buildup in comparison to the same quarter last year. Tariffs and strategic investments also drove inventory accumulation. Read More
Company Earnings Update | August 1, 2019 Register for Free Access Next (LSE: NXT) 2Q20 Update: Strong Quarter Prompts Raised GuidanceNext reported strong 2Q20 full-price product sales growth of 3.7%, compared to 4% growth in the previous quarter and beating the consensus estimate of 0.1%. Read More
Company Earnings Update | July 31, 2019 Register for Free Access Dufry (SIX: DUFN) 1H19 Results: Profits Decline on Higher Depreciation and Interest Costs; Maintains FY19 GuidanceDufry reported 1H19 net sales of CHF 4.1 billion, up 2.1% year over year and in line with the consensus estimate recorded by StreetAccount. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Casino Group (ENXTPA: CO) 1H19 Results: Losses Deepen Due to Seasonality of Tax Credits and Higher Operating ExpensesCasino Group reported 1H19 net sales of €17.84 billion, up 3.5% year over year at constant currency (up 0.3% year over year as reported) and missing the consensus estimate of €17.93 billion by StreetAccount. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Unilever (LSE: ULVR) 1H19 Results: Beauty and Personal Care, Home Care Segment Shine; Food and Refreshment Sales Decline; FY19 Sales Guidance UnchangedUnilever reported revenue of €26.13 billion, slightly above the consensus of €26.06 billion and down 0.9% year over year. Read More
Company Earnings Update | July 25, 2019 Register for Free Access B&M (LSE: BME) 1Q20 Trading Update: Store Expansion and Strong Comps Drive SalesB&M reported its 1Q20 trading update with both group sales and UK B&M comps ahead of consensus, despite ongoing logistics challenges at Jawoll. Read More
Company Earnings Update | July 25, 2019 Register for Free Access Kimberly-Clark (NYSE: KMB) 2Q19 Results: In-line Sales, Beats on EPS; Company Raises Fiscal 2019 EPS GuidanceKimberly-Clark reported net sales of $4.6 billion for the second quarter of 2019, a decrease of 0.2% compared to the same period last year and roughly in line with consensus estimates recorded by StreetAccount Read More
Insight Report | July 12, 2019 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. Read More
Company Earnings Update | July 10, 2019 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. Read More
Company Earnings Update | July 5, 2019 Register for Free Access Primark (LSE: ABF) 9M19 Trading Update: Lower Markdowns and Better Buying to Boost MarginsAssociated British Foods (ABF) reported its trading update for the 40 weeks ended June 22. This report focuses on Primark, the company’s retail business. Read More
Company Earnings Update | July 4, 2019 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. Read More
Insight Report | July 2, 2019 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. Read More
