Analyst Corner | May 31, 2019 Register for Free Access WEINSWIG’S WEEKLY MAY 31 2019This week’s note “From the Desk of Deborah Weinswig” looks at Lidl’s plans to expand into the US grocery market – breaking from traditional big to small-format stores. Read More
Analyst Corner | May 23, 2019 Register for Free Access WEINSWIG’S WEEKLY MAY 24 2019This week’s note “From the Desk of Deborah Weinswig” looks at the changes in luxury as the business seeks to keep up with the fast-shifting consumer landscape. Read More
Company Earnings Update | May 20, 2019 Register for Free Access Compagnie Financière Richemont (SWX: CFR) FY19 Results: Sales and Profits Jump After YNAP AcquisitionCompagnie Financière Richemont reported FY19 revenues of €14.0 billion, slightly above the €13.9 billion consensus estimate recorded by S&P Capital IQ, and up 27.3% year over year. Read More
Analyst Corner | May 17, 2019 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. Read More
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
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 3, 2019 Register for Free Access CVS Health (NYSE: CVS) 1Q19 Results: Strong Aetna Performance Boosts Revenues, Prompts Guidance RaiseCVS reported revenues of $61.6 billion, up 34.8% year over year and above the $60.4 billion consensus estimate recorded by S&P Capital IQ, in the first quarter, ended March 31. 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
Analyst Corner | April 18, 2019 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. Read More
Company Earnings Update | April 3, 2019 Register for Free Access Walgreens Boots Alliance (NYSE: WBA) 2Q19 Results: Pricing and Reimbursement Pressures Hit Earnings; Company Lowers FY19 EPS GuidanceWalgreens Boots Alliance reported 2Q19 revenues of $34.5 billion, in line with the consensus estimate and up 4.6% year over year. Diluted EPS came in at $1.24, down 8.8% year over year and below the consensus estimate of $1.50. For FY19, Walgreens expects adjusted EPS to be flat at constant currency, revised down from 7–12% growth. Read More
Analyst Corner | March 29, 2019 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. Read More
Deep Dive | March 15, 2019 Premium Artificial Intelligence in Retail, Part 3: What Startups Are Doing with AIThis is the third report in a short series looking at artificial intelligence (AI) in retail. In this report, we explore what startups are doing with AI in the context of our proprietary CORE framework, which stands for Communication, Optimization of pricing, Rationalization of inventory and Experiential retail. Read More
Market Outlook | March 8, 2019 Premium Sector Overview: Consolidation, Collaboration and Innovation Coming to US DrugstoresEach of our Sector Overview reports provides an essential briefing on a sector or market. In US drugstore retailing. Collaborations and alliances formed last year will manifest synergies in the form of innovation in offerings. Read More
Analyst Corner | December 21, 2018 Register for Free Access WEINSWIG’S WEEKLY DECEMBER 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what US retail sales data and other recent metrics tell us as we enter the holiday homestretch. Read More
Analyst Corner | December 14, 2018 Register for Free Access WEINSWIG’S WEEKLY DECEMBER 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how Americans are spending more time viewing content on their smartphones, but also smoking less, signing up for gym memberships and spending more time with pets. Read More
