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
Analyst Corner | July 18, 2019 Register for Free Access WEINSWIG’S WEEKLY JULY 19 2019This week’s note “From the Desk of Deborah Weinswig” looks at the growing importance of Internet of Things technology in retail. Read More
Analyst Corner | July 11, 2019 Register for Free Access Weinswig’s Weekly July 12, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the opportunities for Grocery Outlet in the US. Read More
Deep Dive | July 10, 2019 Free Report Driving Shopper Traffic with Sustainable Retail ModelsWe look at the growing importance of sustainability in retail and, using the results of a consumer survey, we offer a case study of a sustainably positioned retail business — Watermill Express. Read More
Analyst Corner | July 5, 2019 Register for Free Access WEINSWIG’S WEEKLY JULY 5 2019This week’s note “From the Desk of Deborah Weinswig” looks at the growing silver market, offering insights into US seniors’ buying habits. Read More
Insight Report | June 28, 2019 Premium May 2019 Monthly Consumer Update: US, UK and ChinaIn May, US wage growth softened a little, as did inflation; UK retail sales were weak; and China retail sales growth picked up to 8.6%, but inflation was high in food. Read More
Analyst Corner | June 28, 2019 Register for Free Access WEINSWIG’S WEEKLY JUNE 28 2019This week’s note “From the Desk of Deborah Weinswig” looks at the state of US retail amid an ongoing wave of store closures. Read More
Flash Report | June 24, 2019 Register for Free Access Carrefour Announces Sale of Majority Stake in Its China Operations to Suning.comCarrefour has agreed to sell an 80% stake in its China business to Suning.com. Read More
Analyst Corner | June 21, 2019 Register for Free Access WEINSWIG’S WEEKLY JUNE 21 2019This week’s note “From the Desk of Deborah Weinswig” looks at how consumer expectations around sustainability are shifting – and what companies can do to meet these rising expectations. Read More