February 12, 2019 Market Navigators/Market Outlook Premium Sector Overview: Retail REITs — An Industry in FluxFor US retail REITs, occupancy rates are improving, vacancies are decreasing and rent asking rates are increasing, but store traffic and other metrics remain negative. REITs are welcoming non-traditional occupants, particularly food. Just 20% of “A” malls generate 72% of all mall sales in the US.
February 8, 2019 Market Navigators/Market Outlook Premium Sector Overview: US Home and Home Improvement Retailers — Mixed Signals in a Time of BountyAnnual growth in national spending on home improvement and repair is expected to decelerate in 2019, due to rising mortgage interest rates and flat home sales activity, according to the Joint Center for Housing Studies of Harvard University. Despite this deceleration, other indicators such as home prices, permit activity, and retail sales of building materials are expected to continue to strengthen and drive continued increases in spending in 2019.
December 21, 2018 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY DECEMBER 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what US retail sales data and other recent metrics tell us as we enter the holiday homestretch.
December 14, 2018 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY DECEMBER 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how Americans are spending more time viewing content on their smartphones, but also smoking less, signing up for gym memberships and spending more time with pets.
November 30, 2018 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY NOVEMBER 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what we have learned from visiting and analyzing Amazon’s physical stores.
January 26, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly JAN 26, 2018This week’s note “From the Desk of Deborah Weinswig” discusses grocery chain Lidl’s changes in store formats and the outlook for grocery discounters in the US market.
October 11, 2017 Company Earnings Update Register for Free Access Takeaways from Walmart’s 2017 Investment Community Meeting: Moving with SpeedThe FGRT team attended Walmart’s 2017 Investment Community Meeting, held near the company’s headquarters in Bentonville, Arkansas, this week. Selected takeaways from the meeting include:
November 23, 2016 Deep Dive Premium Online Grocery Series: France – Where Click-and-Drive Is KingThe French online grocery sector is one of the most advanced in the world: e-commerce’s share of grocery sales in France is the highest in Europe after the UK.
August 22, 2016 Deep Dive Premium Introduction to Deep Learning and Neural NetworksDeep learning and neural networks are techniques used in computer science to analyze data. They are especially useful in pattern and image recognition.
July 27, 2016 Insight Report Premium The Pokémon Go Invasion Is UnstoppableWith a peak of 26 million active players, Pokémon Go is the most successful mobile game ever in the US, surpassing even Candy Crush Saga at its peak of popularity. Retailers are seeing the additional foot traffic the game has generated as a mixed blessing, as not all players are buying in stores.
July 26, 2016 Insight Report Premium Is Pokémon Go a Stealth Fitness App?Although Pokémon was originally a video game for kids, the latest incarnation—Pokémon Go—has amassed an adult audience as well and generated an unmistakable response among fitness enthusiasts.
July 15, 2016 Insight Report Premium The Convergence of Science, Medicine and Beauty 2016The boundaries between cosmetics and pharmaceuticals are blurring. Cosmeceuticals are the manifestation of a convergence of science, medicine and beauty.
June 1, 2016 Insight Report Premium June 2016 US Same-Store SalesThe earlier Easter weighed on results for some retailers in March. L Brands noted that it had a one-point negative impact, while Zumiez and Fred’s also called out an impact from the calendar shift of the holiday.
April 19, 2016 Deep Dive Premium Blockchain Technology: The world’s Game changer?Blockchain technology is in its infancy, but could have a profound effect on business & financial transactions worldwide. And every day, more potential uses are imagined and developed.
March 23, 2016 Flash Report Register for Free Access Nordstrom (JWN) Names Private Tech-Company CEO Kumar Srinivasan as Chief Technology OfficerToday, Nordstrom announced that Kumar Srinivasan joined the company as Chief Technology Officer (CTO).
