April 25, 2019 Company Earnings Update 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.
April 23, 2019 Insight Report 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.
April 22, 2019 Insight Report 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.
April 18, 2019 Deep Dive 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.
April 18, 2019 Analyst Corner 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.
April 17, 2019 Market Navigators/Market Outlook 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.
April 15, 2019 Deep Dive 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.
April 8, 2019 Question of the Week 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?
March 29, 2019 Insight Report 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.
March 29, 2019 Analyst Corner 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.
March 27, 2019 Flash Report Register for Free Access Ocado Inks Another International Deal, Signing Up Australia’s Coles Group to the Ocado Smart PlatformOcado Group has signed Australian grocery retailer Coles to its Ocado Smart Platform. The companies will construct two robotic fulfillment centers and Coles will deploy Ocado’s store-picking technology.
March 27, 2019 Flash Report Register for Free Access Boohoo Group Acquires MissPapBoohoo Group has acquired Internet-only women’s fashion brand MissPap. The acquisition adds to Boohoo Group’s collection of banners, which include Nasty Gal and PrettyLittleThing.
March 25, 2019 Insight Report Premium February 2019 UK Retail Sales: Fragmented Sectors Drive Strong Total Growth, But Core Sectors Show SoftnessThe Office for National Statistics reported a strengthening of retail growth to 4.0% year over year in February 2019, supported by a 3.5% increase in volumes.
March 7, 2019 Insight Report Premium January 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.
February 18, 2019 Insight Report Premium January 2019 UK Retail Sales: Solid Growth for Grocery and ClothingJanuary was a solid month for the core sectors of grocery and clothing, though the substantial department stores/mixed-goods retailers sector turned negative; the latter may not surprise watchers of John Lewis’s weekly sales figures, which ranged from meaningfully negative to mildly positive across most of January.
