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July 2019 US Monthly Retail Traffic and In-Store Metrics Report: Increased Traffic Post Independence Day Weekend
Free
Insight Reports
Recent Report | August 18, 2019

July 2019 US Monthly Retail Traffic and In-Store Metrics Report: Increased Traffic Post Independence Day Weekend

Whats inside

US store traffic declined 3.8% year over year in July. The conversion rate declined 0.2 percentage points, average transaction value …

RFID and NFC in Retail
Free
Deep Dives
Recent Report | August 18, 2019

RFID and NFC in Retail

Whats inside

Radio Frequency Identification (RFID) and Near Field Communication (NFC) are key technologies to digitalize store operations and can be instrumental …

30 Global Retail Cities: Mexico City
Free
Insight Reports
Recent Report | August 16, 2019

30 Global Retail Cities: Mexico City

Whats inside

Mexico’s diverse ethnic composition influences the designs, arts and crafts available in many popular shopping districts – along with the …

July 2019 US Retail Sales: Growth Accelerates in Most Sectors
Free
Insight Reports
Recent Report | August 16, 2019

July 2019 US Retail Sales: Growth Accelerates in Most Sectors

Whats inside

Total US retail sales excluding gasoline and automobiles increased 5.6% year over year in July, strengthening from the 2.2% year-over-year …

Weekly US and UK Store  Openings and Closures Tracker 2019, Week 33: Avenue to Close All Stores
Free
Store Trackers
Recent Report | August 16, 2019

Weekly US and UK Store Openings and Closures Tracker 2019, Week 33: Avenue to Close All Stores

Whats inside

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

JCPenney (NYSE: JCP) 2Q19 Results: Revenues Down, Improves Inventory Position, Launches Partnership with ThredUp in 30 Stores
Free
Company Earning Updates
Department …
Recent Report | August 16, 2019

JCPenney (NYSE: JCP) 2Q19 Results: Revenues Down, Improves Inventory Position, Launches Partnership with ThredUp in 30 Stores

Whats inside

JCPenney reported fiscal 2Q19 net sales of $2.51B, lower than the consensus estimate of $2.64B, and down 9.2% YoY. Comparable …

July 2019 UK Retail Sales: Growth Accelerates for Internet Retailers
Free
Insight Reports
E-Commerce … Department …
Recent Report | August 16, 2019

July 2019 UK Retail Sales: Growth Accelerates for Internet Retailers

Whats inside

July was a solid month for UK retail overall, according to the ONS: Sales grew 3.7% versus 4.0% in June …

Tapestry (NYSE: TPR) 4Q19 Results: Coach and Stuart Weitzman Drive Results as Kate Spade Disappoints but Offers Upside
Free
Company Earning Updates
Luxury Bran…
Recent Report | August 16, 2019

Tapestry (NYSE: TPR) 4Q19 Results: Coach and Stuart Weitzman Drive Results as Kate Spade Disappoints but Offers Upside

Whats inside

Tapestry is focused on protecting Kate Spade brand in promotional outlet channel and increasing product differentiation and distinctive newness to …

Walmart (NYSE: WMT) 2Q20 Results: Beats Expectations and Offers Mixed Guidance
Free
Company Earning Updates
Grocery Ret…
Recent Report | August 16, 2019

Walmart (NYSE: WMT) 2Q20 Results: Beats Expectations and Offers Mixed Guidance

Whats inside

Walmart reported fiscal 2Q20 revenues of $130.38 billion, up 1.8% year over year and beating the $130.10 billion consensus estimate

Nvidia (NASDAQ: NVDA) 2Q20 Results: Beats Consensus, New AI Products for Language and Vehicles
Free
Company Earning Updates
Recent Report | August 16, 2019

Nvidia (NASDAQ: NVDA) 2Q20 Results: Beats Consensus, New AI Products for Language and Vehicles

Whats inside

Nvidia reported 2Q20 results that beast consensus estimates. Automotive was the fastest-growing segment, growing 30%, and the company announced AI …

Weinswig's Weekly — August 16, 2019
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Weinswig’s Weekly
Recent Report | August 16, 2019

Weinswig's Weekly — August 16, 2019

Whats inside

This week’s note “From the Desk of Deborah Weinswig” looks at the abundance of technology pouring into retail stores.

JD.com (NASDAQ: JD) 2Q19 Results: Revenue Beats Consensus, Solid 3Q19 Guidance
Free
Company Earning Updates
E-Commerce …
Recent Report | August 15, 2019

JD.com (NASDAQ: JD) 2Q19 Results: Revenue Beats Consensus, Solid 3Q19 Guidance

Whats inside

JD.com reported 2Q19 revenue of ¥150.3 billion ($21.9 billion), up 22.9% year over year and beating the consensus estimate of …

Reviewing Year-to-Date US Store Closures and Openings
Free
Store Trackers
Apparel and… Department …
Recent Report | August 15, 2019

Reviewing Year-to-Date US Store Closures and Openings

Whats inside

In this report, we review year-to-date announced store closures and openings in the US, by sector.

Macy’s (NYSE: M) 2Q19 Results: Revenues Down, Lowers EPS Guidance, Launches Pilot with ThredUp
Free
Company Earning Updates
Department …
Recent Report | August 15, 2019

Macy’s (NYSE: M) 2Q19 Results: Revenues Down, Lowers EPS Guidance, Launches Pilot with ThredUp

Whats inside

Macy’s fiscal 2Q19 revenues were $5.55B, down 0.5% YoY, even with the consensus estimate. The company reported 2Q19 adjusted EPS …

Tencent (HKEX: 0700) 2Q19 Results: Mixed Results, Growth in FinTech and Business Services in Challenging Ad Environment
Free
Company Earning Updates
Recent Report | August 15, 2019

Tencent (HKEX: 0700) 2Q19 Results: Mixed Results, Growth in FinTech and Business Services in Challenging Ad Environment

Whats inside

Tencent reported 2Q19 revenue and EPS that beat consensus estimates, continuing to post strong growth in the FinTech and Business …

Canada Goose (NYSE: GOOS) 1Q20 Results: Revenue and EPS Beat Estimates, Reiterates Guidance for FY2020
Free
Company Earning Updates
Apparel and…
Recent Report | August 15, 2019

Canada Goose (NYSE: GOOS) 1Q20 Results: Revenue and EPS Beat Estimates, Reiterates Guidance for FY2020

Whats inside

Canada Goose’s 2Q20 results beat consensus estimates, though the company drdeported a 650-bps decline in the gross margin. The company …

Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving Growth
Free
Company Earning Updates
Recent Report | August 15, 2019

Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving Growth

Whats inside

Cisco reported fiscal 4Q19 results that met or beat consensus estimates, and security was a major growth driver in the …

US Back-to-School 2019:  Fashion Trends and Apparel Spending
Free
Deep Dives
Apparel and…
Recent Report | August 14, 2019

US Back-to-School 2019: Fashion Trends and Apparel Spending

Whats inside

We review fashion trends and apparel spending intentions that will shape demand for clothing and footwear this back-to-school season.