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Morrisons (LSE: MRW) 1H18 Results: Strong Comp Growth Feeds into Double-Digit Profit Uplift
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Company Earning Updates
Grocery Ret…
Recent Report | September 15, 2017

Morrisons (LSE: MRW) 1H18 Results: Strong Comp Growth Feeds into Double-Digit Profit Uplift

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Morrisons reported continued strong comparable store sales growth in 1H18 and it is outpacing major rivals, as measured by comparable …

Next (LON:NXT)1H17 Results: Very Weak Retail Sales and Further Profit Decline
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Company Earning Updates
Apparel and…
Recent Report | September 15, 2017

Next (LON:NXT)1H17 Results: Very Weak Retail Sales and Further Profit Decline

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British fashion retailer Next reported £1,888 million in group revenues in 1H17, down 2.7% year over year and above the …

Weinswig's Weekly September 15, 2017
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Weinswig’s Weekly
Recent Report | September 15, 2017

Weinswig's Weekly September 15, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses Apple’s recent announcement of its two new smartphone models—the iPhone …

Primark (LSE: ABF) FY17 Pre-Close Trading Update: Soft Comps and Aggressive Store Expansion
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Company Earning Updates
Apparel and…
Recent Report | September 12, 2017

Primark (LSE: ABF) FY17 Pre-Close Trading Update: Soft Comps and Aggressive Store Expansion

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Associated British Foods reported an FY17 pre-close trading update for the 52 weeks ended September 16, 2017. This report focuses …

A Primer on the Indian Economy— 1Q18 GDP Growth Rate the Slowest in 13 Quarters
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Flash Reports
Recent Report | September 11, 2017

A Primer on the Indian Economy— 1Q18 GDP Growth Rate the Slowest in 13 Quarters

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India has global attention for its pace of economic growth and has attracted billions of dollars in investments. This report …

Weekly Insights Sep 8, 2017
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Weinswig’s Weekly
Recent Report | September 8, 2017

Weekly Insights Sep 8, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s newly launched European private-label apparel brand, Find.

Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of Transformation
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Deep Dives
Real Estate…
Recent Report | September 6, 2017

Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of Transformation

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This is the second report in our three-part The Mall Is Not Deadseries that looks at the US mall landscape …

Apax Partners Buys UK Luxury Fashion Retailer Matchesfashion.com for a Reported £800 Million September 5 2017
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Flash Reports
Luxury Bran…
Recent Report | September 5, 2017

Apax Partners Buys UK Luxury Fashion Retailer Matchesfashion.com for a Reported £800 Million September 5 2017

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Private equity firm Apax Partners has agreed to acquire a majority stake in UK luxury fashion retailer Matchesfashion.com for a …

US Furniture Market 2017: Stores Face Softer Growth and E-Commerce Competition
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Deep Dives
Home and Ho…
Recent Report | September 4, 2017

US Furniture Market 2017: Stores Face Softer Growth and E-Commerce Competition

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The US furniture market saw growth moderate significantly in 2017. This report reviews market data, macroeconomic impacts, and demographic shifts …

US Online Grocery Update—Reviewing the Shifting Landscape
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Deep Dives
Grocery Ret…
Recent Report | September 4, 2017

US Online Grocery Update—Reviewing the Shifting Landscape

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The US grocery market is estimated to be worth around $1 trillion in 2017, but only around 2% of that …

Deep Dive: US Consumer Survey— Can Amazon Prime Lure Lower-Income Shoppers Away from Walmart?
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Deep Dives
Apparel and…
Recent Report | September 3, 2017

Deep Dive: US Consumer Survey— Can Amazon Prime Lure Lower-Income Shoppers Away from Walmart?

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In June 2017, Amazon announced that it would offer a 45% discount for its Prime membership to all government assistance …

Carrefour (ENXTPA: CA) 1H17 Results: Profits Fall, Warns of Impact on Full-Year Results and Lowers Sales Outlook
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Company Earning Updates
Grocery Ret…
Recent Report | September 1, 2017

Carrefour (ENXTPA: CA) 1H17 Results: Profits Fall, Warns of Impact on Full-Year Results and Lowers Sales Outlook

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Carrefour reported 1H17 net sales up by 6.2%, or a 3.2% increase at constant currency.

Weekly Insights Sep 1, 2017
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Weinswig’s Weekly
Recent Report | September 1, 2017

Weekly Insights Sep 1, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses off-price retailers’ recent expansion in Europe and their prospects for …

Five Below (FIVE) 2Q17 Results: Beats on Revenues and EPS, Raises Guidance in Line with Consensus
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Company Earning Updates
Dollar Stor… Discount St…
Recent Report | August 31, 2017

Five Below (FIVE) 2Q17 Results: Beats on Revenues and EPS, Raises Guidance in Line with Consensus

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Five Below reported 2Q17 EPS of $0.30, up 69.3% from the year-ago quarter and beating the consensus estimate of $0.26. …

Shanghai— A Globally Connected City with a Vibrant Startup Scene
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Deep Dives
Recent Report | August 31, 2017

Shanghai— A Globally Connected City with a Vibrant Startup Scene

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This is the 2nd report in our series on startups in China, continuing our coverage of global ecosystems & startup …

Retail Revolution - Disrupt or Be Disrupted - The Connected Mall (ULI)
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Event Presentations
Recent Report | August 30, 2017

Retail Revolution - Disrupt or Be Disrupted - The Connected Mall (ULI)

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There will be 100 million more people living in Chinese cities by 2019. New infrastructure projects such as metro lines …

Deep Dive: Future Proofing Department Stores in Asia—Part 1
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Deep Dives
Department …
Recent Report | August 30, 2017

Deep Dive: Future Proofing Department Stores in Asia—Part 1

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In this first report of our Asia Department Store series, we explore how the department store industry in Asia needs …

Hudson’s Bay Company (TSE: HBC) Reportedly Reviewing Strategic Options
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Insight Reports
Recent Report | August 29, 2017

Hudson’s Bay Company (TSE: HBC) Reportedly Reviewing Strategic Options

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Hudson’s Bay Company (TSE: HBC) is reportedly reviewing its options, including going private, under pressure from an activist shareholder, according …