Blog Post
Followers: 77

Lowe’s Q1 2019: New initiatives anchor growth in spring season

24 May 2019

By: Hannah Hayes

After a year of change in 2018, Lowe’s was looking for a strong start to 2019. In Q1, pricing inefficiencies dampened margins, while stronger comp growth signaled early success for new strategic initiatives.

Summary Slides

Ahold Delhaize USA executive summary

24 May 2019

By: Ellie Pinto

Take a look at our profile of Ahold Delhaize USA for insight on the retailer’s strategic positioning, financials, merchandising, marketing, and operations.

Summary Slides

Macy's: The five slides you need

24 May 2019

By: Tiffany Hogan

Learn about Macy‘s latest strategies and initiatives. Included are a SWOT analysis, shopper profile, key initiatives, growth forecasts, and supplier and competitor implications.

Summary Slides

JCPenney: The five slides you need

24 May 2019

By: Tiffany Hogan

Learn about JCPenney‘s latest strategies and initiatives. Included are a SWOT analysis, shopper profile, key initiatives, growth forecasts, and supplier and competitor implications.

Summary Slides

Kohl's: The five slides you need

24 May 2019

By: Tiffany Hogan

Learn about Kohl‘s latest strategies and initiatives. Included are a SWOT analysis, shopper profile, key initiatives, growth forecasts, and supplier and competitor implications.

Blog Post
Followers: 104

CVS Health Q1 2019: With Aetna by its side, CVS is flying high

23 May 2019

By: Ben Antenore

With its business humming along, its cost optimization program meeting targets, and its June Investor Day not too far off, CVS Health’s senior leadership team kept its earnings call short.

Blog Post
Followers: 77

Home Depot’s Q1 2019: Spring season spurs strong sales growth despite comp pressures

22 May 2019

By: Hannah Hayes

In Q1, Home Depot capitalized on the peak spring selling season, increasing sales by 5.7%. Despite reaffirming fiscal 2019 guidance, uncertainty about macro factors continues to loom over results.

Blog Post
Followers: 177

Target triumphs with another positive result in Q1

22 May 2019

By: Tiffany Hogan

The same confident, positive tone set during the retailer’s Investor Day in March continued throughout the first quarter’s earnings report. Target remains confident in its store-focused initiatives and bolstered by this strong start to 2019.

Blog Post
Followers: 177

Q1 apparel & department store recap: tougher start than expected for some key players

22 May 2019

By: Tiffany Hogan

While results in this sector are often a mixed bag, this quarter’s “lows” seem to be much lower than expected.

Summary Slides

Sam's Club Q1 2020: The truth behind the headline

20 May 2019

By: Timothy Campbell

In Q1, Sam’s Club’s underlying strong quarter was masked by strategically planned headwinds and long term bets.

Article

Rethinking your global discounter strategy: The role of Lidl and Aldi

20 May 2019

By: Simon Johnstone

Throughout the year, Kantar will be exploring a variety of considerations to help you define and segment discounters. Amongst the most important of these nine considerations will be the power of Lidl and Aldi — specifically, their ability to localise.