Featured Blog

 
Followers: 36

For an analysis of the results in North America click here Amazon never ceases to impress us analysts. They’re one of the most interesting and vibrant business to study. After a record breaking holiday season, Amazon posted a massive 43% growth to USD51 Billion, its biggest growth quarter ...

Blogs

 
Followers: 128

A second batch of apparel’s biggest players announced results this week, many reporting storylines similar to Macy’s and others from last week’s roundup. Kohl’s: Seasonal Shift Overshadows a Good Performance Investors took the wind out of Kohl’s sails after learning ...

 
Followers: 29

Target had solid results for the first quarter of 2018, reporting comp growth of 3.0% and sales of $16.5 billion for the quarter ended May 5. Here are a few quick takeaways from this morning’s announcement: Comps growth was surprisingly strong. While it is too early to determine the ...

 
Followers: 390

As expected, the “prolonged unfavorable weather” earlier this spring took a toll on Lowe’s latest results, with the retailer posting comps of just 0.6% (0.5% in the U.S.) and sales growth of 3.1% in the first quarter, which ended May 4. Online sales grew 20%, but Lowe’s ...

 
Followers: 128

With first-quarter earnings season now underway, we saw some surprising results from three of the apparel industry’s top players: Macy’s, Nordstrom, and JCPenney. After a strong holiday season across the board, everyone was eager to see if shoppers’ enthusiasm would carry over ...

 
Followers: 331
BLOG POST

Is the Sky Falling?

21 May 2018  By: Ray Gaul

Retailing in the Week Ahead, Week 21, 2018 Apologies for going several weeks without a ‘week ahead’ update.  Between personal time off, bank holidays, and general travel it has been difficult to find a Monday morning to sit down and share some thoughts.  The great news:  ...

 
Followers: 106

Sam’s Club kicked off its fiscal year with a strong Q1. Though the company absorbed a negative impact of almost 8% from its January closings of 63 clubs, sales for the quarter only declined 4.1%, excluding fuel, revealing a strengthening, albeit smaller, core business. Same store comps ...

 
Followers: 50

Many of us in the U.S. woke up to the news of an Ocado-Kroger partnership. When the news broke in Europe a few hours earlier, Ocado saw a huge spike in its share price. We'll see if Kroger stock has a good day as well. The critical question on the minds of those of us in the U.S. is what this ...

 
Followers: 390

Walmart reported solid U.S. results for Q1 2018, posting comps of 2.1% and growth of 3.1%, to hit sales of USD77.7 billion. Here are a few quick takeaways from this morning’s announcement:   Comps growth was relatively strong. Following several quarters of sub-2% comps growth ...

 
Followers: 511

For many, the reality of today’s retail environment is one of data overload and uncertainty. At Kantar Consulting, we take pride not only in the comprehensiveness and accuracy of our retail data and forecasts, but also in our ability to derive focused, strategic insights from them. While ...

 
Followers: 21

Following a record sales year in 2017, Home Depot started 2018 off with a (relative) sales miss in Q1. The retailer reported sales of USD24.9 billion, up 4.4% from the same period in 2017 and comps of 4.2% overall and 3.9% in the United States. While its Q1 results were weaker than we’ve ...

 
Followers: 103

After weeks of speculation, Walmart announced it will become the biggest shareholder in the Indian eCommerce retailer Flipkart. Walmart will invest USD 16 billion for a 77% initial stake, with the rest of the business held by Flipkart co-founder Binny Bansal, Tencent, Tiger Global, and Microsoft.   Flipkart ...

 
Followers: 331

J. Sainsbury Plc, owner of Sainsbury’s supermarkets, Argos order-and-collect platforms, and Habitat home and furniture stores, announced plans to take operational control of long-term rival Asda from Walmart International on Monday 30 March. Should the merger clear competition authority ...

 
Followers: 128
BLOG POST

Story-time at Macy’s

2 May 2018  By: Tiffany Hogan

There’s a new storyline in the Macy’s saga (pun totally intended). The department store has just announced it has acquired the buzzy New York concept store, Story, and its founder and CEO Rachel Shechtman will join Macy’s. Those familiar with Story will know that this is, at ...

 
Followers: 174

Key trends emerging from Kantar Consulting’s March ShopperScape® survey include: Shoppers’ momentum slows growth streak. After a four-month run where none of the 16 channels tracked in this report saw substantially lower shopper penetration compared to the year prior, growth ...

 
Followers: 29

In mid-April, Target introduced eight beauty brands targeted to women of color, marking yet another evolution in the retailer’s beauty strategy. Created for and designed by women of color in response to gaps in the beauty market, these brands could potentially position Target as an inclusive ...

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