May 20, 2019 Insight Report Premium AI Fast Becoming Retail’s Preeminent Technology: Revisiting the CORE FrameworkArtificial intelligence (AI) has established itself as the preeminent technology in retailing. We outline the four overarching use-cases for AI in retail companies identified in our CORE framework.
May 17, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY MAY 17 2019This week’s note “From the Desk of Deborah Weinswig” looks at the struggle for US grocers to grow their online business.
May 16, 2019 Event Coverage Register for Free Access Five Insights from Kingfisher’s Innovation Day 2019On May 15, 2019, European DIY giant Kingfisher hosted an Innovation Day for analysts. The Coresight Research team was in attendance, and we feature five highlights from the event.
May 14, 2019 Deep Dive Premium US Online Grocery Survey 2019Our second annual survey of grocery shopping habits found that while more than one-third of US consumers now buy groceries online, 72% of those shoppers direct only a small amount of their total grocery spend online.
May 10, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY MAY 10 2019This week’s note “From the Desk of Deborah Weinswig” looks at the nascent but fast-growing use of wearable technology in retail.
May 3, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY MAY 3 2019This week, Deborah Weinswig discusses the slowing of growth in two aspects of Amazon’s retail business, and wonders whether that might be the reason the online giant is bringing one-day delivery to the US.
May 2, 2019 Company Earnings Update Register for Free Access Loblaw (TSX: L) 1Q19 Results: Comp Growth Strengthens in RetailLoblaw reported 1Q19 same-store sales growth of 2.0% in food retail and 2.2% in drug retail, with growth in both segments accelerating from the prior quarter. Revenue of C$10.66 billion came in slightly ahead of the consensus estimate of C$10.60 billion.
May 2, 2019 Company Earnings Update Register for Free Access Sainsbury’s (LSE: SBRY) FY19 Results: Improvement in Adjusted Profit Metrics but Comparable Sales Continue to DeclineSainsbury’s reported FY19 adjusted profits ahead of expectations, but comparable sales continued to slide in the final quarter. Following the company’s abandonment of a merger with rival Asda, management outlined plans to invest in stores and technology.
May 2, 2019 Company Earnings Update Register for Free Access Next (LSE: NXT) 1Q20 Update: Strong First Quarter but Management Cautious on Rest of YearNext reported a strong 1Q20, with full-price product sales up 4.0% year over year. With 0.3% of this contributed by new space, the company saw inferred comparable product sales growth of 3.7%.
April 30, 2019 Insight Report Premium March 2019 Monthly Consumer Update: US, UK and ChinaIn March, US gasoline-price deflation eased to near-zero, contributing to an uptick in overall consumer price inflation. China retail sales growth picked up pace to 8.7% year over year.
April 29, 2019 Question of the Week 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?
April 26, 2019 Company Earnings Update 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.
April 26, 2019 Analyst Corner 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.
April 26, 2019 Flash Report 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.
April 26, 2019 Company Earnings Update 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.
