October 7, 2019 Deep Dive Premium Holiday 2019: UK Retail Outlook—One-Third of Nonfood Sales Set To Be OnlineWe expect to see total UK retail sales grow by around 3.5-4.0% year over year, with the midpoint of 3.75% taking total holiday retail sales to £83.7 billion.
October 4, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — October 4, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the waning importance of holiday shopping for US retailers, with holiday sales accounting for a steadily decreasing proportion of annual sales.
October 3, 2019 Company Earnings Update Register for Free Access Tesco (LSE: TSCO) 1H20 Results: Dave Lewis To Step Down in 2020Tesco reported 1H20 results and announced that CEO Dave Lewis will leave the business in summer 2020. He will be succeeded by Ken Murphy, formerly of Walgreens Boots Alliance.
September 27, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — September 27, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the rise of buy online, return in store (BORIS), and the headaches and opportunities it presents for retailers.
September 26, 2019 Company Earnings Update Register for Free Access Sainsbury’s (LSE: SBRY) 2Q20 Trading Update: Closing Stores as 1H20 Profits Set to DipIn 2Q20, Sainsbury’s reported a sequential improvement in sales growth. The company sees an opportunity to cut costs by £500 million over five years.
September 20, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — September 20, 2019This week’s note “From the Desk of Deborah Weinswig” looks at India’s Big Billion Days shopping festival.
September 20, 2019 Insight Report Premium August 2019 UK Retail Sales: Mixed FortunesTotal UK retail sales were up 2.8% year over year in August versus 3.8% in July. Larger retailers saw solid year-over-year growth of 3.5% in August.
September 16, 2019 Insight Report Premium Introducing the SCORE Framework for Artificial Intelligence in Grocery RetailWith this report, we introduce Coresight Research’s SCORE framework for AI in grocery retailing. This framework segments use cases into five critical areas.
September 13, 2019 Analyst Corner Register for Free Access Weinswig’s Weekly — September 13, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how warehouse clubs have been upping their digital games following the Amazon–Whole Foods acquisition.
September 13, 2019 Company Earnings Update Register for Free Access Kroger (NYSE: KR) 2Q19 Results: Strong Same-Store Sales and EPS BeatFor 2Q19, Kroger reported same-store sales growth ex fuel of 2.2%, ahead of the consensus estimate of 1.8% and strengthening from 1.5% in the prior quarter.
September 12, 2019 Deep Dive Premium Amazon Apparel UK: An Analysis of Almost 2 Million Product ListingsWith 1.9 million women’s and men’s clothing products listed, Amazon.co.uk almost certainly offers the UK’s biggest selection of apparel.
September 10, 2019 Company Earnings Update 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.
September 6, 2019 Analyst Corner 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.
September 3, 2019 Deep Dive Premium Holiday 2019: US Shopper SurveyWe take a deep dive into US shoppers’ expectations for the 2019 holiday season.
August 30, 2019 Analyst Corner 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
