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Fung Retailing Group's Circle K Showcases First AI Checkout Experience in Hong Kong
Free
Flash Reports
Convenience…
Recent Report | March 18, 2019

Fung Retailing Group's Circle K Showcases First AI Checkout Experience in Hong Kong

Whats inside

On March 13, 2019, Fung Retailing Group’s convenience-store chain, Circle K, rolled out Hong Kong’s first AI-powered checkout solution using …

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Artificial Intelligence in Retail, Part 3: What Startups Are Doing with AI
Free
Deep Dives
E-Commerce … Supply Chain
Recent Report | March 15, 2019

Artificial Intelligence in Retail, Part 3: What Startups Are Doing with AI

Whats inside

This is the third report in a short series looking at artificial intelligence (AI) in retail. In this report, we …

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February 2019 US Same-Store Sales: Costco Comps Decelerate, Buckle and Cato Comparable Sales Fall
Free
Insight Reports
Recent Report | March 15, 2019

February 2019 US Same-Store Sales: Costco Comps Decelerate, Buckle and Cato Comparable Sales Fall

Whats inside

In February, Costco’s same-store sales growth showed a sequential slowdown. The company posted accelerated growth in e-commerce comparable sales. Adverse …

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Dollar General (NYSE: DG) 4Q18 Results: Beats on Comps, Light 2019 Earnings Guidance, Expects to Open 975 Stores in 2019
Free
Company Earning Updates
Dollar Stor…
Recent Report | March 15, 2019

Dollar General (NYSE: DG) 4Q18 Results: Beats on Comps, Light 2019 Earnings Guidance, Expects to Open 975 Stores in 2019

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Dollar General reported 4Q18 results that beat on comps but missed on EPS. The company offered light EPS guidance in …

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Dufry (SIX: DUFN) FY18 Results: Solid Year Despite Second-Half Headwinds, Company Expects Strengthening of Revenue Growth
Free
Company Earning Updates
Beauty Bran… Luxury Bran…
Recent Report | March 15, 2019

Dufry (SIX: DUFN) FY18 Results: Solid Year Despite Second-Half Headwinds, Company Expects Strengthening of Revenue Growth

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Dufry reported 2018 revenues slightly ahead of expectations, with organic growth of 2.7% versus consensus of 2.4%. Gross profit climbed …

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Ulta Beauty (NASDAQ: ULTA) 4Q18 Results: 14.4% Active Member Growth During FY18 Drives 9.4% Comp Growth
Free
Company Earning Updates
Recent Report | March 15, 2019

Ulta Beauty (NASDAQ: ULTA) 4Q18 Results: 14.4% Active Member Growth During FY18 Drives 9.4% Comp Growth

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Ulta Beauty reported adjusted EPS of $3.61 for 4Q18, excluding the benefit from tax reform related items in fiscal 2017, …

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Pinduoduo (NASDAQ: PDD) 4Q18 Results: Strong Revenue Growth Thanks to Boost in Active Buyers and Average Annual Spending
Free
Company Earning Updates
E-Commerce …
Recent Report | March 15, 2019

Pinduoduo (NASDAQ: PDD) 4Q18 Results: Strong Revenue Growth Thanks to Boost in Active Buyers and Average Annual Spending

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Pinduoduo recorded 4Q18 revenue of ¥5.7 billion, up 379.4% year over year while FY18 revenue was ¥13.1 billion, up 652% …

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CASINO (ENXTPA: CO) FY18 Results: Sales In Line with Consensus, Company Aims for Strong Profit Growth
Free
Company Earning Updates
Food, Drug,… Grocery Ret…
Recent Report | March 15, 2019

CASINO (ENXTPA: CO) FY18 Results: Sales In Line with Consensus, Company Aims for Strong Profit Growth

Whats inside

Casino Group reported FY18 net sales of €36.6 billion, up 4.7% year over year at constant currency (down 2.4% year …

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Weekly Store Openings and Closures Tracker 2019, Week 11: Charlotte Russe Closing 500 Stores; Burlington Plans 50 New Stores; AEO to Open 60-75 Stores
Free
Store Trackers
Recent Report | March 15, 2019

Weekly Store Openings and Closures Tracker 2019, Week 11: Charlotte Russe Closing 500 Stores; Burlington Plans 50 New Stores; AEO to Open 60-75 Stores

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Year to date, US retailers have announced 5,279 store closures and 2,395 store openings. This compares to 5,726 closures and …

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WEINSWIG’S WEEKLY MARCH 15, 2019
Free
Weinswig’s Weekly
Recent Report | March 15, 2019

WEINSWIG’S WEEKLY MARCH 15, 2019

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This week’s note “From the Desk of Deborah Weinswig” discusses how blockchain technology could democratize operations and promote cooperation in …

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Casey’s General Stores (NASDAQ: CASY) 3Q19 Results: Revenue Below Consensus, Prepared Food and Grocery Fuel Growth
Free
Company Earning Updates
Convenience…
Recent Report | March 14, 2019

Casey’s General Stores (NASDAQ: CASY) 3Q19 Results: Revenue Below Consensus, Prepared Food and Grocery Fuel Growth

Whats inside

Casey’s General Stores reported 3Q19 revenue of $0 billion, slightly below the consensus estimate of $2.2 billion and down 0.3% …

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Morrisons (LSE: MRW) FY19 Results: Solid Profit Growth Prompts Optimistic Outlook
Free
Company Earning Updates
Food, Drug,… Grocery Ret…
Recent Report | March 14, 2019

Morrisons (LSE: MRW) FY19 Results: Solid Profit Growth Prompts Optimistic Outlook

Whats inside

Morrisons reported FY19 results with both top-line and EPS slightly missing the consensus but otherwise showing strong growth.

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Inditex (BME: ITX) FY18 Results: Revenues Up, Missed Consensus, Integrating Online and Stores Globally
Free
Company Earning Updates
Apparel and… Apparel Spe…
Recent Report | March 14, 2019

Inditex (BME: ITX) FY18 Results: Revenues Up, Missed Consensus, Integrating Online and Stores Globally

Whats inside

Industria de Diseño Textil, S.A. (Inditex) reported FY18 revenues of €26.15 billion, lower than the consensus estimate of €26.41 billion …

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Insights from China: Slowing Growth, Further Opening of China’s Economy, and Demands to Accelerate the Digital Transformation — Key Points from China’s “Two Sessions”
Free
Insight Reports
Recent Report | March 14, 2019

Insights from China: Slowing Growth, Further Opening of China’s Economy, and Demands to Accelerate the Digital Transformation — Key Points from China’s “Two Sessions”

Whats inside

In our weekly series Insights from China, we curate ongoing developments to distill what international brands and retailers need to …

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Adidas (DB: ADS) 4Q18 Results: Supply Chain Shortages Reduce Near-Term Sales Outlook
Free
Company Earning Updates
Apparel and…
Recent Report | March 14, 2019

Adidas (DB: ADS) 4Q18 Results: Supply Chain Shortages Reduce Near-Term Sales Outlook

Whats inside

In 4Q18, Adidas net sales increased 3.5% to €5.2 billion, or 5% on a currency-neutral basis, driven by double-digit gains …

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Better Convenience Through Automation: Five Japanese Convenience Store Chains Sign Up to Automate All Stores by 2025
Free
Insight Reports
Supply Chain Convenience…
Recent Report | March 13, 2019

Better Convenience Through Automation: Five Japanese Convenience Store Chains Sign Up to Automate All Stores by 2025

Whats inside

The Japanese government wants to automate convenience stores nationwide by 2025, in co-operation with five convenience store chains. Under the …

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Estée Lauder Investor Day 2019: Share in Prestige Beauty Growing, Online 30% of Business, Affirms Three-Year 6-8% Net Sales Outlook
Free
Event Coverage
Beauty Bran…
Recent Report | March 13, 2019

Estée Lauder Investor Day 2019: Share in Prestige Beauty Growing, Online 30% of Business, Affirms Three-Year 6-8% Net Sales Outlook

Whats inside

Estée Lauder is gaining share in prestige beauty, growing from 13% in calendar 2009 to 14.4% in calendar 2017. Global …

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Dick’s (NYSE: DKS) 4Q18 Results: Revenues Down, Closing Hunt Category in 125 Stores in 2019
Free
Company Earning Updates
Apparel and… Apparel Spe…
Recent Report | March 13, 2019

Dick’s (NYSE: DKS) 4Q18 Results: Revenues Down, Closing Hunt Category in 125 Stores in 2019

Whats inside

Dick’s Sporting Goods 4Q18 revenues were $2.49B, down 6.5% YoY and beating the consensus estimate of $2.48B. The company reported …

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