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Pinduoduo (NASDAQ: PDD) 1Q19 Results: Online Marketing Services Boost Revenues, Operating Margin Impacted by Soaring Costs
Free
Company Earning Updates
E-Commerce …
Recent Report | May 22, 2019

Pinduoduo (NASDAQ: PDD) 1Q19 Results: Online Marketing Services Boost Revenues, Operating Margin Impacted by Soaring Costs

Whats inside

Pinduoduo reported 1Q19 revenues of ¥4.5 billion, up 228% year over year and beating the consensus estimate of ¥4.1 billion.

Sector Overview: Convenience Stores — Technology Adding Greater Convenience
Free
Market Outlooks
Convenience…
Recent Report | May 22, 2019

Sector Overview: Convenience Stores — Technology Adding Greater Convenience

Whats inside

Each of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on the …

Kohl’s (NYSE: KSS) 1Q19 Results: Revenues and Comps Down, Expands Amazon Partnership Nationwide and Launches Plus-Size Private Label
Free
Company Earning Updates
Department …
Recent Report | May 22, 2019

Kohl’s (NYSE: KSS) 1Q19 Results: Revenues and Comps Down, Expands Amazon Partnership Nationwide and Launches Plus-Size Private Label

Whats inside

Kohl’s reported fiscal 1Q19 revenues of $4.09B, beating the consensus estimate of $3.95B, and down 2.9% YoY. The company is …

Luckin Coffee Leverages Pick-Up Store Format and Delivery Services, IPO Set to Fund Further Expansion
Free
Insight Reports
E-Commerce … Food, Drug,…
Recent Report | May 22, 2019

Luckin Coffee Leverages Pick-Up Store Format and Delivery Services, IPO Set to Fund Further Expansion

Whats inside

Luckin Coffee, China’s answer to Starbucks, raised some $571.2 million through an IPO of American Depository Receipts for 33 million …

JCPenney (NYSE: JCP) 1Q19 Results: Revenues Down, Missing Consensus, Management Reducing and Enhancing Inventory Position
Free
Company Earning Updates
Department …
Recent Report | May 22, 2019

JCPenney (NYSE: JCP) 1Q19 Results: Revenues Down, Missing Consensus, Management Reducing and Enhancing Inventory Position

Whats inside

JCPenney reported fiscal 1Q19 revenues of $2.44 billion, lower than the consensus estimate of $2.48 billion, and down 5.6% year …

ICSC RECon 2019: Day 2 Insights
Free
Event Coverage
Recent Report | May 21, 2019

ICSC RECon 2019: Day 2 Insights

Whats inside

Insights from Day 2 of the 2019 International Council of Shopping Centers (ICSC) 2019 RECon event which ran May 19-22.

Understanding Fresh Food E-Commerce in China
Free
Deep Dives
E-Commerce … Supply Chain
Recent Report | May 21, 2019

Understanding Fresh Food E-Commerce in China

Whats inside

The gross merchandise volume (GMV) of China’s fresh food e-commerce market is expected to increase 160% to ¥162.0 billion in …

New Retail Briefing #10: Alibaba Accelerates its Global Expansion, Intersport Teams Up with Suning
Free
Insight Reports
E-Commerce …
Recent Report | May 21, 2019

New Retail Briefing #10: Alibaba Accelerates its Global Expansion, Intersport Teams Up with Suning

Whats inside

Alibaba is accelerating its global expansion by allowing merchants in selected countries to sell on AliExpress and launching the “The …

How Retailers Are Using AI to Win (ICSC RECon)
Free
Event Presentations
Recent Report | May 20, 2019

How Retailers Are Using AI to Win (ICSC RECon)

Whats inside

This presentation offers an introduction of AI and discusses how retailers are using AI to win.

ICSC RECon 2019: Day 1 Insights
Free
Event Coverage
Recent Report | May 20, 2019

ICSC RECon 2019: Day 1 Insights

Whats inside

Insights from Day 1 of the 2019 International Council of Shopping Centers (ICSC) 2019 RECon event which ran May 19-22.

The $13 Billion US Women’s Underwear Industry: Disruption Creates Opportunity
Free
Deep Dives
Apparel Spe…
Recent Report | May 20, 2019

The $13 Billion US Women’s Underwear Industry: Disruption Creates Opportunity

Whats inside

The $13.1 billion US women’s underwear market is changing. Traditional market leaders are losing market share to athletic retailers or …

Where Do US Shoppers Buy Groceries Online?
Free
Question of the Week
Recent Report | May 20, 2019

Where Do US Shoppers Buy Groceries Online?

Whats inside

Question of the Week May 20 2019 - Where Do US Shoppers Buy Groceries Online?

Compagnie Financière Richemont (SWX: CFR) FY19 Results: Sales and Profits Jump After YNAP Acquisition
Free
Company Earning Updates
Apparel and…
Recent Report | May 20, 2019

Compagnie Financière Richemont (SWX: CFR) FY19 Results: Sales and Profits Jump After YNAP Acquisition

Whats inside

Compagnie Financière Richemont reported FY19 revenues of €14.0 billion, slightly above the €13.9 billion consensus estimate recorded by S&P Capital …

Burberry (LSE: BRBY) FY19 Results: Flat Retail Sales but Retail Comps Grow 2%, Reaffirms 2020 Guidance
Free
Company Earning Updates
Recent Report | May 20, 2019

Burberry (LSE: BRBY) FY19 Results: Flat Retail Sales but Retail Comps Grow 2%, Reaffirms 2020 Guidance

Whats inside

Burberry’s FY19 sales declined 1% to £2.72 billion at constant exchange rates, missing the consensus estimate of flat currency neutral. …

AI Fast Becoming Retail’s Preeminent Technology: Revisiting the CORE Framework
Free
Insight Reports
Recent Report | May 20, 2019

AI Fast Becoming Retail’s Preeminent Technology: Revisiting the CORE Framework

Whats inside

Artificial intelligence (AI) has established itself as the preeminent technology in retailing. We outline the four overarching use-cases for AI …

30 Global Retail Cities: London
Free
Insight Reports
Recent Report | May 17, 2019

30 Global Retail Cities: London

Whats inside

London is the largest city in the UK with a combination of great culture, history, shopping and restaurants. The retail …

WEINSWIG’S WEEKLY MAY 17 2019
Free
Weinswig’s Weekly
Recent Report | May 17, 2019

WEINSWIG’S WEEKLY MAY 17 2019

Whats inside

This week’s note “From the Desk of Deborah Weinswig” looks at the struggle for US grocers to grow their online …

April 2019 US Retail Sales: Growth Decelerates in Most Sectors with Major Slowdown in Home Improvement and Clothing Stores
Free
Insight Reports
Recent Report | May 17, 2019

April 2019 US Retail Sales: Growth Decelerates in Most Sectors with Major Slowdown in Home Improvement and Clothing Stores

Whats inside

Total US retail sales excluding gasoline and automobiles increased 5.1% year over year in April, strengthening from the revised 0.9% …