March 1, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly—March 1, 2020This week’s note “From the Desk of Deborah Weinswig” looks at Amazon’s foray into cashierless grocery with its new Amazon Go Grocery format.
February 27, 2020 Flash Report Register for Free Access Salesforce Co-CEO Block To Step Down; Salesforce To Acquire Vlocity for $1.33 Billion in Cash, Reports 4Q20 and Raises FY21 GuidanceFor fiscal 4Q20, Salesforce reported on February 25, 2020 that it beat the consensus estimate for adjused EPS and raised FY21 guidance. In addition, the company announced the stepping down of Co-CEO Keith Block, as well as its acquisition of cloud and mobile software provider Vlocity.
February 26, 2020 Flash Report Register for Free Access The First Amazon Go Grocery Opens in Seattle, Further Expanding the Online Giant’s Brick-and-Mortar PresenceAmazon just opened its first (non-Whole Foods) full-sized grocery store in Seattle, dubbed Amazon Go Grocery. The new, full-line, full-sized cashierless store format gives a glimpse into what the online giant may have planned for physical grocery.
February 26, 2020 Flash Report Register for Free Access Google Cloud Acquires Mainframe-Migration Company CornerstoneGoogle Cloud’s acquisition of mainframe-migration company Cornerstone is the latest move by Google to expand the capabilities of its fast-growing Cloud business. This is the company’s second acquisition this month, demonstrating its efforts to compete with Microsoft for the #2 spot in the ranking of top cloud service providers.
February 25, 2020 Deep Dive Premium Coresight Matrix: AI Software for CommunicationOur Coresight Matrix evaluates technology leaders and emerging players in the fast-growing AI software for communication segment.
February 23, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly—February 23, 2020This week’s note “From the Desk of Deborah Weinswig” looks at the reports of the death of online-only retail—are they exaggerated?
February 20, 2020 Deep Dive Premium RetailTech: How Salesforce Has Become a Juggernaut in Retail TechnologyTwo decades ago, several Oracle employees left to found their own retail technology startup. Now, Salesforce dominates the cloud-based space, offering a variety of cutting-edge solutions to help retailers integrate online and offline.
February 15, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly—February 16, 2020This week’s note “From the Desk of Deborah Weinswig” looks at whether this year could be the tipping point for sustainability in fashion.
February 14, 2020 Flash Report Register for Free Access Google Cloud Closes $2.6 Billion Acquisition of Analytics Company LookerGoogle Cloud’s $2.6 billion acquisition of analytics company Looker shows how the company is working hard to expand the capabilities of its fast-growing cloud business. The company has been developing its own capabilities but also using acquisitions to more quickly move into new service areas.
February 9, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly—February 9, 2020This week’s note “From the Desk of Deborah Weinswig” looks at whether Macy’s new turnaround plan goes far enough.
February 5, 2020 Flash Report Register for Free Access Macy’s Announces New Three-Year Strategy, Closing Approximately 125 StoresMacy’s has announced an ambitious, three-year turnaround plan called Polaris that will see the retailer close around 125 stores, restructure corporate offices and cut its cost base. The five-point plan also seeks to strengthen customer relationships, improve its fashion offering and enhance digital capabilities.
February 3, 2020 Flash Report Register for Free Access Coronavirus Briefing: Potential Impact on China’s GDP, More Store Closures, Implications for Supply ChainsThe coronavirus impact on China’s GDP could be worse than the two percentage points SARS shaved off during the 2002–03 outbreak. With Wuhan a center of manufacturing for several key industries, we expect supply chain disruptions if factories remain closed.
February 2, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly—February 2, 2020This week’s note “From the Desk of Deborah Weinswig” looks at Starbucks’ ambitious green goals.
January 31, 2020 Insight Report Premium Payment Technology: What We Saw at the NRF 2020 Big ShowRetail technology is moving in leaps and bounds, promising a variety of new features and abilities such as cashless stores. This report looks at select new technologies, and some of the challenges they may face.
January 31, 2020 Flash Report Register for Free Access Coronavirus Briefing: Global Retailers, Brands and Tech Companies Offer AssistanceGlobal retail is likely to be further affected by the coronavirus in China as the World Health Organization has now declared it a “public health emergency of international concern.” Global companies—including retailers, tech companies, real estate firms and wealthy individuals—are continuing to pledge donations.
