Company Earnings Update | September 10, 2019 Register for Free Access Primark (LSE: ABF) FY19 Pre-Close Trading Update: On Track for Full-Year Margin Increase but FY20 Will Be TougherPrimark FY19 comps were down 1% in the UK, down 3% in the eurozone and up (by an unspecified amount) in the US. Read More
Analyst Corner | September 6, 2019 Register for Free Access Weinswig’s Weekly — September 6, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how Costco and Aldi are taking different approaches to entering China. Read More
Deep Dive | September 3, 2019 Premium Holiday 2019: US Shopper SurveyWe take a deep dive into US shoppers’ expectations for the 2019 holiday season. Read More
Analyst Corner | August 30, 2019 Register for Free Access Weinswig’s Weekly — August 30, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the shifting nature of beauty to be more holistic and health-conscious Read More
Analyst Corner | August 22, 2019 Register for Free Access Weinswig’s Weekly — August 23, 2019This week’s note “From the Desk of Deborah Weinswig” looks at China’s many shopping holidays – and how Western companies can tap into the opportunity. Read More
Insight Report | August 16, 2019 Premium July 2019 UK Retail Sales: Growth Accelerates for Internet RetailersJuly was a solid month for UK retail overall, according to the ONS: Sales grew 3.7% versus 4.0% in June and slightly below the 4.1% average for the prior 12 months. Read More
Analyst Corner | August 15, 2019 Register for Free Access Weinswig’s Weekly — August 16, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the abundance of technology pouring into retail stores. Read More
Analyst Corner | August 9, 2019 Register for Free Access Weinswig’s Weekly — August 9, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the impact of the falling UK pound on British consumers and retailers. Read More
Company Earnings Update | August 8, 2019 Register for Free Access Ahold Delhaize (ENXTAM: AD) 2Q19 Results: An In-Line Quarter but Operating Income Declines by Double DigitsAhold Delhaize reported 2Q19 net sales and underlying operating income in line with expectations. Read More
Deep Dive | August 6, 2019 Free Report Off-Price Retailing in GermanyWe review the German off-price retail landscape. German mass-market apparel retailing is skewed toward value options, but off-price represents a still-nascent part of this market. Read More
Analyst Corner | August 2, 2019 Register for Free Access WEINSWIG’S WEEKLY AUGUST 2 2019This week’s note “From the Desk of Deborah Weinswig” looks at 2019 US back-to-school shopping. Read More
Company Earnings Update | August 2, 2019 Register for Free Access Zalando (XTRA: ZAL) 2Q19 Results: EBIT Beat Prompts Narrowing of GuidanceIn 2Q19, Zalando reported strong growth in revenues and consensus-beating EBIT that prompted management to raise EBIT guidance for the full year. Read More
Company Earnings Update | July 26, 2019 Register for Free Access Carrefour (ENXTPA: CA) 1H19 Results: Adjusted Operating Income Nudges Up; Second-Quarter Comp Sales Beat ExpectationsIn 1H19, Carrefour reported recurring operating income of €618 million, up 2.7% year over year but below the consensus estimate of €622 million. Read More
Analyst Corner | July 26, 2019 Register for Free Access WEINSWIG’S WEEKLY JULY 26 2019This week’s note “From the Desk of Deborah Weinswig” looks at Alibaba’s move into the US B2B market. Read More
Company Earnings Update | July 25, 2019 Register for Free Access Loblaw (TSX: L) 2Q19 Results: Food Growth SoftensIn 2Q19, ended June 15, Loblaw reported a meaningful weakening of comparable sales growth in its food segment. Food retail comp growth of 0.6% compared to 2.0% in the prior quarter and was well below company-measured food-price inflation of 3.6%. Read More