Featured Blog

 
Followers: 129

Walmart’s strong Q2 results paint a picture of mature yet robust growth in the age of Amazon. Total company sales rose 4.2% while U.S. comps soared to their highest level in 10 years at 4.5%. eCommerce comps grew 40%. These numbers did not occur in a vacuum, and Walmart’s current ...

Blogs

 
Followers: 140

Q2 performances have been a mixed bag across early-reporting department stores. Calendar shifts that drove stellar Q1 performances for many are still at play, causing retailers to redirect investor attention to the H1 performance for the full story. Overall, most retailers still seem to be benefiting ...

 
Followers: 41

The seamless integration of online, offline, logistics and data, across the entire value chain, will define next-generation commerce. Products must succeed in a primarily digital environment, and recognising this is essential. The aim is to redefine commerce by creating seamless experiences ...

 
Followers: 129

Walmart’s strong Q2 results paint a picture of mature yet robust growth in the age of Amazon. Total company sales rose 4.2% while U.S. comps soared to their highest level in 10 years at 4.5%. eCommerce comps grew 40%. These numbers did not occur in a vacuum, and Walmart’s current ...

 
Followers: 11

Turns out the rumors that Kroger and Alibaba were exploring a partnership were true. Kroger announced yesterday that it will be piloting the sale of select Simply Truth items on Alibaba Group’s Tmall Global platform. While Kroger calls it a way to “quickly scale to reach new customers ...

 
Followers: 37

After a slow start to 2018, Home Depot bounced back in the second quarter, with sales up by 8.4% to reach USD30.5 billion. Aided by a continued, positive macro backdrop and the long-anticipated arrival of warm weather, the retailer beat sales projections and delivered an impressive profit in ...

 
Followers: 44

Given the news headlines over the past few weeks it was no big surprise that Albertsons and Rite Aid called off their merger. Some of Rite Aid’s key shareholders believed the merger undervalued the Rite Aid business, resulting in the two retailers dismantling the deal. The deal falling ...

 
Followers: 252

Rite Aid shareholders rejoice this morning as Rite Aid and Albertsons have announced a mutually agreed-upon merger termination. Shareholders were scheduled to vote on the $24 billion deal today. In the months leading up to the vote, it was no secret that there was some staunch opposition within ...

 
Followers: 61

We all knew this day would come. Earlier this week, Amazon and Whole Foods launched curbside pickup at Whole Foods for Prime members. Prime members can now order groceries through the Prime Now app and pick them up at select Whole Foods locations using reserved parking spots. One-hour pickup ...

 
Followers: 252

CVS Health’s revenue increased by 2.2% in Q2 2018, to $46.7 billion – coupled with a net loss of $2.6 billion (a combination of operating loss, a long-term care goodwill impairment charge, and transaction and integration costs associated with the proposed Aetna acquisition). Second ...

 
Followers: 54

Although Target is firmly focused on remodeling its existing stores to reflect investments in “Ease and Inspiration,” the retailer is not finished opening new stores. Its eye for new real estate has merely shifted from its suburban discount format to its small-format stores (Figure ...

 
Followers: 30

As Tesco prepares for the launch of its new store concept, reportedly a discount banner named Jack’s, its brand new test marketing hits the press today. Heavily influenced by discounter Lidl, the new communication focuses on total basket price, and emphasizes everyday low prices.        Tesco ...

 
Followers: 213

Key trends emerging from Kantar Consulting’s June ShopperScape® survey include: Decline in shopping activity across channels continues into June: Shopping activity did not regain momentum in June after downshifting in May, with a few channels witnessing a second consecutive month ...

 
Followers: 234

The year 2018 brings unique challenges and opportunities to the back-to-school selling season. As our economist Doug Hermanson noted, while the larger Q3 period is expected to grow faster than in years past, not all the news is positive. Inflation and cost pressures account for much of the ...

 
Followers: 55

Nine days after its best-ever Prime Day sales event, Amazon released another strong round of quarterly results, with second quarter sales up 39% to USD52.9 billion. While Amazon missed on sales projections, the retailer delivered impressive profit in Q2, recording USD2.5 billion in net income. ...

 
Followers: 359

Retailing in the Week Ahead, Week 31 I saw an ad for a car rental scheme in London last week.  It was not your typical car rental.  The ad said something like, ‘your neighbors are going to let you borrow their car – any car, even the car of your dreams.  Join the ...

Next