Question of the Week | April 29, 2019 Free Report QOTW: What Categories Do US Shoppers Most Use BOPIS Services For?Question of the Week April 29 2019 – What Categories Do US Shoppers Most Use BOPIS Services For? Read More
Company Earnings Update | April 26, 2019 Register for Free Access Casino Group (ENXTPA: CO) 1Q19 Update: Soft France, Strong Latam; Early Progress Toward 2021 TargetsIn 1Q19, Casino Group reported flat same-store sales in France, versus expectations of a 0.4% uplift. Casino reported 1Q19 group comparable sales growth of 3.0%, supported by growth in Latin America. Read More
Analyst Corner | April 26, 2019 Register for Free Access WEINSWIG’S WEEKLY APRIL 26 2019This week’s note “From the Desk of Deborah Weinswig” shows how booming online retail in China could make it easier for foreign brands to enter the market. Read More
Flash Report | April 26, 2019 Register for Free Access UK Competition Authority Blocks Sainsbury’s-Asda MergerOn April 25, 2019, the UK’s Competition and Markets Authority blocked the planned merger of Sainsbury’s and Walmart-owned Asda, which are, respectively, the UK’s second- and third-largest grocery retailers. Read More
Company Earnings Update | April 26, 2019 Register for Free Access Amazon.com (NASDQ: AMZN) 1Q19 Results: Blows Out EPS, Strength in AWS and Subscriptions, Light Q2 Profit GuidanceAmazon’s Q2 EPS blew past consensus estimates. Growth was driven by AWS and subscriptions. Q2 operating-profit guidance fell below consensus. Read More
Company Earnings Update | April 25, 2019 Register for Free Access Carrefour (ENXTPA: CA) 1Q19 Update: A Stronger-than-Expected Quarter as Performance Improves in FranceCarrefour reported 1Q19 group comparable sales of 2.7%, strengthening from 1.9% in the prior quarter and ahead of the consensus estimate of 1.7%. This was supported by a sequential improvement in French comps as the company cut prices. Read More
Insight Report | April 23, 2019 Premium BOPIS Survey: What Are US Consumers Picking Up In Stores and from Which Retailers?Some 46% of US online shoppers have collected one or more online purchases from a physical store in the past 12 months. BOPIS users are slightly younger and more affluent than the average online shopper. Read More
Insight Report | April 22, 2019 Premium March 2019 UK Retail Sales: Small Retailers Drive Solid Total Growth; Food Retailers’ Online Sales Decline for the First Time in Eight YearsThe Office for National Statistics reported a strengthening of retail growth to 4.4% year over year in March, supported by a 4.0% increase in volumes. Growth was supported by a reported 8.9% increase in sales at small retailers. Read More
Deep Dive | April 18, 2019 Premium Aldi and Lidl’s Impact in the UK: Reviewing Five Fightback Strategies Among Nondiscount Grocery RetailersAldi and Lidl have brought major disruption to the UK grocery market — and they could be on course to add another £9 billion of combined sales over the next five years. In this report, we review five measures major UK grocery retailers have taken to fight Aldi and Lidl, and how successful each has been. Read More
Analyst Corner | April 18, 2019 Register for Free Access WEINSWIG’S WEEKLY APRIL 19 2019This week’s note “From the Desk of Deborah Weinswig” looks at the split in the millennial population: Not one demographic, now they are two. Read More
Market Outlook | April 17, 2019 Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels. Read More
Deep Dive | April 15, 2019 Premium US Millennials and Grocery: An Aging Millennial Demographic is Creating an Older/Younger DivideYounger millennials shop at mass merchandisers, spend on wellness and fitness, and try to buy consciously. Millennials aged 30+ are more likely than their younger peers to look for savings, shop at traditional supermarkets and buy groceries online. Read More
Question of the Week | April 8, 2019 Free Report QOTW: How Big Is the Women’s Plus-Size Clothing Market in China?Question of the Week April 8 2019 – How Big Is the Women’s Plus-Size Clothing Market in China? Read More
Insight Report | March 29, 2019 Premium February 2019 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy — namely, wage growth, price changes and retail sales growth. Read More
Analyst Corner | March 29, 2019 Register for Free Access WEINSWIG’S WEEKLY MARCH 29, 2019This week’s note “From the Desk of Deborah Weinswig” discusses how strong demand for value fashion, e-commerce pure plays and sportswear brands is pressuring Europe’s middleground apparel retailers. Read More