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Walgreens Boots Alliance to Acquire a 40% Stake in Chinese Pharmacy Chain GuoDa
Free
Flash Reports
Drugstores
Recent Report | December 7, 2017

Walgreens Boots Alliance to Acquire a 40% Stake in Chinese Pharmacy Chain GuoDa

Whats inside

On December 6, Walgreens Boots Alliance announced an agreement to invest in China-based Sinopharm Holding Guoda Drugstores (GuoDa)

Restoration Hardware (RH) 3Q17 Results: In-Line Results; Company Guides for 2018 EPS Above Consensus
Free
Company Earning Updates
Home and Ho…
Recent Report | December 6, 2017

Restoration Hardware (RH) 3Q17 Results: In-Line Results; Company Guides for 2018 EPS Above Consensus

Whats inside

Restoration Hardware reported 3Q17 adjusted EPS of $1.04, up more than 420% year over year and beating the $1.02 consensus …

The Retail Revolution - Global Trends and Opportunities (Asia Etailing Summit)
Free
Event Presentations
Apparel and…
Recent Report | December 6, 2017

The Retail Revolution - Global Trends and Opportunities (Asia Etailing Summit)

Whats inside

• Amazon and Walmart have made notable acquisitions in 2017, which have defined the new retail landscape in the US. …

Ascena (ASNA) Fiscal 1Q18 Results: In-Line EPS, Weak Comps
Free
Company Earning Updates
Apparel Spe…
Recent Report | December 5, 2017

Ascena (ASNA) Fiscal 1Q18 Results: In-Line EPS, Weak Comps

Whats inside

year over year. Adjusted EPS was $0.11, in line with consensus expectations.

CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to Healthcare
Free
Flash Reports
Drugstores
Recent Report | December 5, 2017

CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to Healthcare

Whats inside

On December 3, CVS Health announced its long-anticipated plan to acquire Aetna for $69 billion in cash and stock. The …

Big Lots (BIG) 3Q17 Results: Beats on EPS, Raises Fourth-Quarter and Full-Year Guidance
Free
Company Earning Updates
Discount St…
Recent Report | December 4, 2017

Big Lots (BIG) 3Q17 Results: Beats on EPS, Raises Fourth-Quarter and Full-Year Guidance

Whats inside

Big Lots reported 3Q17 adjusted EPS of $0.06, up from $0.04 in the year-ago quarter and above both the $0.04 …

Five Below (FIVE) 3Q17 Results: Beats Across the Board and Raises Guidance
Free
Company Earning Updates
Discount St…
Recent Report | December 4, 2017

Five Below (FIVE) 3Q17 Results: Beats Across the Board and Raises Guidance

Whats inside

Five Below reported 3Q17 EPS of $0.18, up 79.9% from the year-ago quarter and beating the consensus estimate of $0.13. …

Kroger (KR) 3Q17 Results: Beats on Revenue and EPS; Digital Sales Fuel Growth
Free
Company Earning Updates
Grocery Ret…
Recent Report | December 1, 2017

Kroger (KR) 3Q17 Results: Beats on Revenue and EPS; Digital Sales Fuel Growth

Whats inside

Kroger reported 3Q17 total sales of $27.75 billion, up 4.5% year over year and above the $27.48 billion consensus estimate. …

Weinswig's Weekly December 1, 2017
Free
Weinswig’s Weekly
Recent Report | December 1, 2017

Weinswig's Weekly December 1, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses the intensifying battle between retail giants Amazon and Walmart for …

Battle of the Titans: Inditex Versus H&M—More Differences than Similarities?
Free
Deep Dives
Recent Report | November 30, 2017

Battle of the Titans: Inditex Versus H&M—More Differences than Similarities?

Whats inside

Zara and H&M are often spoken of in the same breath—as the fast-fashion invaders that are stealing market share away …

Artifical Intelligence in CPG and Why It's Important
Free
Event Presentations
Consumer Pa…
Recent Report | November 29, 2017

Artifical Intelligence in CPG and Why It's Important

Whats inside

AI is human-like or intelligent behavior exhibited by computers and machines. • It is enabled by a computer program or …

Ocado Signs First Major International Agreement for Its Ocado Smart Platform;Deal SupportsGroupe Casino’s Online Grocery Push
Free
Flash Reports
Grocery Ret…
Recent Report | November 29, 2017

Ocado Signs First Major International Agreement for Its Ocado Smart Platform;Deal SupportsGroupe Casino’s Online Grocery Push

Whats inside

Ocado has signed a deal with Groupe Casino to support Casino’s e-commerce service, beginning with Monoprix.fr.

Deep Dive: Singles’ Day Shopping Festival 2017 Review Survey
Free
Deep Dives
Recent Report | November 29, 2017

Deep Dive: Singles’ Day Shopping Festival 2017 Review Survey

Whats inside

Singles’ Day has grown to become the single-most significant online shopping day in China and the biggest shopping event globally. …

The Face Mask Market Is Booming,  But So Is Competition - Unique Ingredients and Product Innovations to Capture the Lucrative Chinese Market
Free
Market Outlooks
Beauty Bran…
Recent Report | November 25, 2017

The Face Mask Market Is Booming, But So Is Competition - Unique Ingredients and Product Innovations to Capture the Lucrative Chinese Market

Whats inside

The global face mask market was worth $5.7 billion in 2016. It is forecast to grow at a compound annual …

Weinswig's Weekly November 24, 2017
Free
Weinswig’s Weekly
Recent Report | November 24, 2017

Weinswig's Weekly November 24, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses the imminent start of the official holiday shopping season this …

Deep Dive:  NFC Technology—Helping Retailers Think Like Brands
Free
Deep Dives
Recent Report | November 23, 2017

Deep Dive: NFC Technology—Helping Retailers Think Like Brands

Whats inside

Retailers can deploy near-field communication (NFC) tags in stores to better engage with shoppers on-site. The tags can be used …

Ross Stores (ROST) 3Q17 Results: Beats Estimates, Raises FY17 Guidance
Free
Company Earning Updates
Apparel Spe…
Recent Report | November 17, 2017

Ross Stores (ROST) 3Q17 Results: Beats Estimates, Raises FY17 Guidance

Whats inside

Ross Stores reported 3Q17 EPS of $0.72, up 16.1% year over year and beating the $0.67 consensus estimate. Revenues rose …

Retail Revolution - Disrupt or Be Disrupted - The Tenant of the Future (ULI)
Free
Event Presentations
Recent Report | November 17, 2017

Retail Revolution - Disrupt or Be Disrupted - The Tenant of the Future (ULI)

Whats inside

Many stores are now part of the last-mile solution. In the US, some older malls are being repurposed as warehousing …