Analyst Corner | May 10, 2019 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. Read More
Company Profile | May 9, 2019 Premium Loblaw (TSX: L) Company ProfileLoblaw Cos. Ltd. is a Canada-based retailer that operates under five divisions: Market, Drug, Discount, Financial and Joe Fresh. The Market division includes the grocery-focused store banners Loblaws, Provigo and Zehrs, and offers food, home and lifestyle products. Read More
Analyst Corner | May 3, 2019 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. Read More
Company Earnings Update | May 2, 2019 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. Read More
Company Earnings Update | May 2, 2019 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. Read More
Company Earnings Update | May 2, 2019 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%. Read More
Insight Report | April 30, 2019 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. Read More
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
