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Followers: 154

Ulta reported another strong quarter of sales and comps growth in Q3, firing on all cylinders as it heads into the important holiday season. Here’s a quick look at the retailer’s performance and outlook on new initiatives. By the numbers Topline growth of 16% was driven by an 8% ...

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Turkish Turbulence

12 Dec 2018  By: Ray Gaul

Have you ever been on an airplane that experiences the type of turbulence that makes you regret you flew that day? When it happens, you are never in doubt that the plane will land, but you suddenly wonder whether you will be feeling 100% when you arrive back on terra firma. Modern Trade Retailing ...

 
Followers: 154

Ulta reported another strong quarter of sales and comps growth in Q3, firing on all cylinders as it heads into the important holiday season. Here’s a quick look at the retailer’s performance and outlook on new initiatives. By the numbers Topline growth of 16% was driven by an 8% ...

 
Followers: 31

Dollar General and Dollar Tree highlighted their growing store bases and a greater commitment to the in-store experience when addressing their third-quarter performance. Both retailers attributed their third-quarter gains to an improved basket size, better in-stocks, and strong Halloween seasonal ...

 
Followers: 49

On Wednesday December 12th, Lowe’s will host its biennial investor meeting, and its first with new CEO Marvin Ellison. In a year of drastic change for Lowe’s, Kantar Consulting’s home improvement team will be listening in for the retailer’s financial guidance and goals ...

 
Followers: 34

Kroger’s 1.6% comparative stores sales were in line with third-quarter guidance, but now set the retailer up for a big task in Q4 to hit its comp guidance for fiscal year 2018. Kroger still anticipates that second-half sales will be in line with first-half sales. Gross margin came in below ...

 
Followers: 396
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The Big Stores Paradox

3 Dec 2018  By: Ray Gaul

Retailing in the Week Ahead, Week 49 I visited more than a dozen big stores last week to see what they have been doing with their spaces. I thought today I could give you my list of “6 Paradoxes in Big Stores” to think about in the week ahead. I do this for three reasons. First, ...

 
Followers: 19

It’s the (al)most wonderful time of the year Despite a tepid shopping environment in previous months, October shopper penetration paints a positive picture for the coming months as holiday shopping activity is kicked into gear. No channel attracted fewer shoppers vs. October 2017, and ...

 
Followers: 153

Kantar Consulting’s team of analysts hit the stores on Black Friday and came away with some distinct impressions. Here’s a rundown of the key themes we saw this year. Store Traffic Seemed on Par With Last Year As we stated in our pre-Black Friday blog, a higher share of shoppers ...

 
Followers: 65

Target delivered another strong quarter in Q3, growing sales 5.7% to $17.5 billion and increasing comps 5.1%. Here are a few quick takeaways from the retailer’s earnings report. Strength across the board drove Target’s top-line performance. New stores contributed 60 basis points ...

 
Followers: 153

This year, Cyber Monday is a more prominent part of holiday shoppers' plans and is expected to drive $7.7 billion in sales. Shoppers will approach Cyber Monday and Black Friday with specific purchases in mind, but expect more room to entice shoppers to shop around on Cyber Monday as opposed ...

 
Followers: 396
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Volatility in 2019

26 Nov 2018  By: Ray Gaul

Retailing in the Week Ahead, Week 48 Welcome back from the Black Friday bonanza. This year’s Black Friday took place in more countries than before, extended across more categories than before, lasted longer than before and included more gimmicks than ever. Some retailers called it Black ...

 
Followers: 178

Love it or loathe it, Black Friday is upon us. Amazon, the mother of the event, continues to lead the charge, forcing the rest to follow. Countries at different stages of eCommerce evolution are now embracing Black Friday, with many players adopting the event as their own. With the retail calendar ...

 
Followers: 49

Although Lowe’s third-quarter results fell short of Wall Street expectations, the retailer took its focus beyond short-term results to assess its operations and position itself for long-term growth. This quarter, Lowe’s delivered sales of USD17.4 billion, a 3.8% increase compared ...

 
Followers: 412

Last week, Laura Kennedy, Tim Campbell, and I were able to spend a few days in Bentonville talking all things Walmart and Sam’s Club at Kantar Consulting’s Walmart Workshop. There are some exciting things happening in Bentonville. Challenges of course remain in suppliers’ relationships ...

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Followers: 396
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The most competitive market in retail

19 Nov 2018  By: Ray Gaul

Retailing in the Week Ahead, Week 47 Lehman Brothers filed for bankruptcy on 15 September 2008 – 10 years and two months ago. Over the past few months, many newspapers have been ‘memorializing’ the 10-year anniversary of the collapse of the global banking system by discussing ...

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