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Weinswig’s Weekly — September 20, 2019
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Weinswig’s Weekly
Recent Report | September 20, 2019

Weinswig’s Weekly — September 20, 2019

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This week’s note “From the Desk of Deborah Weinswig” looks at India’s Big Billion Days shopping festival.

Next (LSE: NXT) 1H20 Results: Online Sales Drive Earnings Beat
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Company Earning Updates
Apparel Spe…
Recent Report | September 20, 2019

Next (LSE: NXT) 1H20 Results: Online Sales Drive Earnings Beat

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Next reported 1H20 operating profit of £340.9 million, up 3% year over year and ahead of expectations of £330.9 million, …

August 2019 US Monthly Retail Traffic and In-Store Metrics Report: Labor Day Weekend Boosts August Traffic
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Insight Reports
Recent Report | September 20, 2019

August 2019 US Monthly Retail Traffic and In-Store Metrics Report: Labor Day Weekend Boosts August Traffic

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US store traffic declined 4.7% year over year in August. The conversion rate advanced 0.7 percentage points, average transaction value …

August 2019 UK Retail Sales: Mixed Fortunes
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Insight Reports
Recent Report | September 20, 2019

August 2019 UK Retail Sales: Mixed Fortunes

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Total UK retail sales were up 2.8% year over year in August versus 3.8% in July. Larger retailers saw solid …

Weekly US and UK Store  Openings and Closures Tracker 2019, Week 38: Casey’s to Open More Stores
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Store Trackers
Apparel and… Department …
Recent Report | September 20, 2019

Weekly US and UK Store Openings and Closures Tracker 2019, Week 38: Casey’s to Open More Stores

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In the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research …

Supply Chain Briefing: Automated Micro Fulfillment Centers
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Insight Reports
Supply Chain Grocery Ret…
Recent Report | September 19, 2019

Supply Chain Briefing: Automated Micro Fulfillment Centers

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Retailers face challenges with steadily rising consumer expectations around online convenience, rapid delivery and cross channel integration. Micro fulfillment centers …

Buy Online, Return In Store: Assessing Strategies and Drivers of Adoption
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Deep Dives
Apparel and… Department …
Recent Report | September 19, 2019

Buy Online, Return In Store: Assessing Strategies and Drivers of Adoption

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In this report, we explain the buy online, return in store (BORIS) model in detail and assess how some US …

Groceryshop 2019: Day 4 Insights – CBD Continues to Grow
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Event Coverage
Grocery Ret…
Recent Report | September 19, 2019

Groceryshop 2019: Day 4 Insights – CBD Continues to Grow

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The Coresight Research team has been in Las Vegas this week, attending and participating in the Groceryshop 2019 conference, which …

Groceryshop 2019: Day 3 Insights – Algorithms and Data Steal the Show
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Event Coverage
Grocery Ret…
Recent Report | September 18, 2019

Groceryshop 2019: Day 3 Insights – Algorithms and Data Steal the Show

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The proliferation of technology has given companies the ability to collect massive amounts of information, but the volume is so …

Adobe (NASDAQ: ADBE) 3Q19 Results: Beats Consensus on EPS with Strong Magento Bookings, But 4Q Guidance Lags Consensus
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Company Earning Updates
Recent Report | September 18, 2019

Adobe (NASDAQ: ADBE) 3Q19 Results: Beats Consensus on EPS with Strong Magento Bookings, But 4Q Guidance Lags Consensus

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Adobe’s 3Q19 results beat consensus EPS estimates, reporting 40% growth in Magento bookings. The company’s 4Q revenue and EPS guidance …

China’s Mid-Autumn Festival Holiday Sees Steady Growth in Consumer Spending
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Flash Reports
Recent Report | September 18, 2019

China’s Mid-Autumn Festival Holiday Sees Steady Growth in Consumer Spending

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Spending during this year’s Mid-autumn Festival suggests Chinese consumer spending remains buoyant. Spending on travel, cultural events and cinemas saw …

Ocado (LSE: OCDO) 3Q19 Trading Update: Surge in Customer Orders; JV on the Right Track
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Company Earning Updates
E-Commerce …
Recent Report | September 18, 2019

Ocado (LSE: OCDO) 3Q19 Trading Update: Surge in Customer Orders; JV on the Right Track

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In 3Q19, Ocado grew retail revenue 11.4% year over year, driven by a 12.1% rise in average orders per week.

How Does Amazon’s UK Apparel Offering Break Down?
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Question of the Week
Recent Report | September 17, 2019

How Does Amazon’s UK Apparel Offering Break Down?

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QUESTION OF THE WEEK: How Does Amazon’s UK Apparel Offering Break Down?

Groceryshop 2019: Day 2 Insights – Artificial Intelligence, Personalization and Growth Channels
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Event Coverage
Grocery Ret…
Recent Report | September 17, 2019

Groceryshop 2019: Day 2 Insights – Artificial Intelligence, Personalization and Growth Channels

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The Coresight Research team is in Las Vegas this week attending and participating in the Groceryshop 2019 conference, which runs …

Insights from China: Brand Mashups
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Insight Reports
Apparel and… E-Commerce …
Recent Report | September 17, 2019

Insights from China: Brand Mashups

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The Chinese consumer goods market is unusually fast-moving and innovative, and brands are working hard to drive excitement among shoppers. …

Inditex (BME: ITX) 1H19 Results: Revenue Up, Promoting Sustainability
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Company Earning Updates
Apparel Spe…
Recent Report | September 17, 2019

Inditex (BME: ITX) 1H19 Results: Revenue Up, Promoting Sustainability

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Inditex reported 1H19 revenues of €12.8 billion, up 6.6%; EPS of €0.50, up 8.7%; and predicts its new sustainably made …

Amazon Go Was Originally Forecast to Comprise 156 Stores with Sales of $639 Million in 2020, According to Leaked Company Documents
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Flash Reports
E-Commerce …
Recent Report | September 17, 2019

Amazon Go Was Originally Forecast to Comprise 156 Stores with Sales of $639 Million in 2020, According to Leaked Company Documents

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Amazon documents from 2018 contain pertinent details about the company’s plans for its Amazon Go stores.

Salesforce Expands Presence in Verticals with New Manufacturing and Consumer Goods Clouds
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Flash Reports
Recent Report | September 17, 2019

Salesforce Expands Presence in Verticals with New Manufacturing and Consumer Goods Clouds

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On September 16, 2019, Salesforce announced two new industry-specific cloud-based CRM solutions: Manufacturing Cloud and Consumer Goods Cloud, to be …