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NRF 2018 Retail’s Big Show: Takeaways from Day Three
Free
Event Coverage
Recent Report | January 18, 2018

NRF 2018 Retail’s Big Show: Takeaways from Day Three

Whats inside

The FGRT team attended NRF 2018 Retail’s Big Show in New York City this week. With more than 35,000 attendees …

Groupe Casino (EPA: CO) 4Q and FY17 Trading Update: LatAm Drives Full-Year Growth Yet Again, Soft Performance in France
Free
Company Earning Updates
Food, Drug,…
Recent Report | January 18, 2018

Groupe Casino (EPA: CO) 4Q and FY17 Trading Update: LatAm Drives Full-Year Growth Yet Again, Soft Performance in France

Whats inside

Groupe Casino reported FY17 sales growth of 5.0% to €37,822 million. Organic sales growth was 3.2% and comparable sales growth …

Carrefour (ENXTPA: CA) 4Q17 and FY17 Update: FY17 Sales Impacted by a Slowdown in Food Sales Growth
Free
Company Earning Updates
Grocery Ret…
Recent Report | January 18, 2018

Carrefour (ENXTPA: CA) 4Q17 and FY17 Update: FY17 Sales Impacted by a Slowdown in Food Sales Growth

Whats inside

Carrefour reported 4Q17 sales including sales tax of €23,328 million. Comparable sales grew by 1.9% excluding fuel and calendar effects, …

Zalando (XTRA:ZAL) 4Q17 and FY17 Update: Revenue and EBIT Grow in Line with Expectations
Free
Company Earning Updates
Apparel and…
Recent Report | January 18, 2018

Zalando (XTRA:ZAL) 4Q17 and FY17 Update: Revenue and EBIT Grow in Line with Expectations

Whats inside

Zalando reported preliminary results showing year-over-year revenue growth of 21.2%–23.2% in 4Q17.

Amazon UK Slips Down the Customer Satisfaction Rankings: Could We See a Similar Shift in the US?
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Insight Reports
E-Commerce …
Recent Report | January 17, 2018

Amazon UK Slips Down the Customer Satisfaction Rankings: Could We See a Similar Shift in the US?

Whats inside

In 2017, OC&C Strategy Consultants reported that Amazon had lost its long-held first place in its annual ranking of the …

Analyst Opinion: Lack of Differentiation the Structural Driver Behind a New Wave of UK Retailer Woes
Free
Insight Reports
Recent Report | January 16, 2018

Analyst Opinion: Lack of Differentiation the Structural Driver Behind a New Wave of UK Retailer Woes

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In the UK, recent high-profile retailer difficulties have been reported as representing an “embattled” retail sector. However, we believe the …

NRF 2018 Retail’s Big Show: Takeaways from Day Two
Free
Event Coverage
Supply Chain
Recent Report | January 16, 2018

NRF 2018 Retail’s Big Show: Takeaways from Day Two

Whats inside

The FGRT team is attending NRF 2018 Retail’s Big Show in New York City this week. With more than 35,000 …

NRF 2018 Retail’s Big Show: Takeaways from Day One
Free
Event Coverage
E-Commerce …
Recent Report | January 15, 2018

NRF 2018 Retail’s Big Show: Takeaways from Day One

Whats inside

The FGRT team is attending NRF 2018 Retail’s Big Show in New York City this week. With more than 35,000 …

Weekly Store Openings and Closures Tracker 2018, Week 2: Walmart to Close 63 Sam’s Club Stores; RadioShack Exits Bankruptcy
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Store Trackers
Recent Report | January 12, 2018

Weekly Store Openings and Closures Tracker 2018, Week 2: Walmart to Close 63 Sam’s Club Stores; RadioShack Exits Bankruptcy

Whats inside

Year-to-date 2018, the number of US store closure announcements stands at 2,781 and the number of store openings is 1,278.

Weinswig's Weekly January 12, 2018
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Weinswig’s Weekly
Recent Report | January 12, 2018

Weinswig's Weekly January 12, 2018

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This week’s note “From the Desk of Deborah Weinswig” discusses opportunities for department store retailers in 2018 as well as …

TESCO (LSE: TSCO) 3Q18 and Christmas Update: Hypermarket Recovery and Growth in Food Drive Solid Comp
Free
Company Earning Updates
Grocery Ret…
Recent Report | January 12, 2018

TESCO (LSE: TSCO) 3Q18 and Christmas Update: Hypermarket Recovery and Growth in Food Drive Solid Comp

Whats inside

Tesco reported UK comparable sales growth of 2.3% in 3Q18, slightly below consensus expectations but up from 2.1% in the …

Marks & Spencer (LSE: MKS) 3Q18 Update: Clothing Returns to Deep Declines, Food Underperforms
Free
Company Earning Updates
Grocery Ret…
Recent Report | January 12, 2018

Marks & Spencer (LSE: MKS) 3Q18 Update: Clothing Returns to Deep Declines, Food Underperforms

Whats inside

Marks & Spencer (M&S) reported weak comparable sales growth in its core UK divisions in 3Q18.

Boohoo Group (LSE: BOO) 3Q18 Trading Update: Doubles Revenue, Raises Guidance
Free
Company Earning Updates
Apparel and…
Recent Report | January 12, 2018

Boohoo Group (LSE: BOO) 3Q18 Trading Update: Doubles Revenue, Raises Guidance

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Boohoo.com reported group revenue of £228.2 million in 3Q18 (the four months ended December 31, 2017), up 93% year over …

18 Retail Trends for 2018: Preparing for Another Year of Change
Free
Insight Reports
Recent Report | January 11, 2018

18 Retail Trends for 2018: Preparing for Another Year of Change

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2017 saw the retail industry change at breakneck speed, and the pace of change is unlikely to slow in 2018. …

CES 2018: Takeaways from Day 2
Free
Event Coverage
Recent Report | January 11, 2018

CES 2018: Takeaways from Day 2

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The FGRT team is attending Consumer Electronics Show (CES) 2018 in Las Vegas, Nevada. Below, we provide our takeaways from …

New Retail Becoming a Reality (CES)
Free
Event Presentations
Recent Report | January 11, 2018

New Retail Becoming a Reality (CES)

Whats inside

• On June 16, Amazon announced its plan to acquire Whole Foods for $13.7 billion in cash. • Amazon closed …

Sainsbury’s (LSE: SBRY) 3Q18 Update: Modest Comp Growth Exceeds Expectations
Free
Company Earning Updates
Grocery Ret…
Recent Report | January 11, 2018

Sainsbury’s (LSE: SBRY) 3Q18 Update: Modest Comp Growth Exceeds Expectations

Whats inside

UK grocery retailer Sainsbury’s reported comparable sales growth of 1.1% in 3Q18, ahead of the consensus estimate. This includes its …

US 2017 Holiday Retail Recap: Season Exceeds Expectations
Free
Insight Reports
Recent Report | January 11, 2018

US 2017 Holiday Retail Recap: Season Exceeds Expectations

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In this report, we take stock of the 2017 holiday season in the US, providing an overview of retail sales, …