Featured Blog

 
Followers: 418
BLOG POST

Three Musketeers

18 Mar 2019  By: Ray Gaul

Retailing in the Week Ahead, Week 12, 2019 The legendary tale of The Three Musketeers features a quartet of individuals that bravely march into danger against all odds and overturn tradition in the process. Now that many retailers have made their annual ‘year ahead’ strategy announcements, ...

Blogs

 
Followers: 46

Dollar General continued its discount channel dominance, posting net sales of USD6.6 billion, an 8.5% increase for the fourth quarter ended Feb. 1 while fourth-quarter comps increased 4%, the highest quarterly comps of 2018. Net sales for the 2018 fiscal year were up 9.2% to USD25.6 billion, ...

 
Followers: 418
BLOG POST

Three Musketeers

18 Mar 2019  By: Ray Gaul

Retailing in the Week Ahead, Week 12, 2019 The legendary tale of The Three Musketeers features a quartet of individuals that bravely march into danger against all odds and overturn tradition in the process. Now that many retailers have made their annual ‘year ahead’ strategy announcements, ...

 
Followers: 168

Most metrics outperform while sales slip Costco’s Q2 is a story about executing long term investments in the face of short term fluctuations. By most metrics, Costco’s quarter was sound. Renewal rates jumped to new highs, margin strength in particular blew far past Wall Street expectations, ...

 
Followers: 169

Ulta’s Q4 results showed continued strength across the business, with both sales and comps up nearly 10%. The biggest contributor to this growth was a marked improvement in store traffic that CEO Mary Dillon attributed to the retailer’s growing collection of digitally-native brands ...

 
Followers: 418
BLOG POST

When is Alibaba Coming to Town?

12 Mar 2019  By: Ray Gaul

Retailing in the Week Ahead, Week 11, 2019 Kantar Consulting’s parent company WPP hosted an ‘Alibaba Europe’ day in London on 7 March 2019.  Kantar Consulting was there – in fact, KC’s Malcolm Pinkerton delivered an eCommerce trends-based presentation at the ...

 
Followers: 82

Kroger’s top-line numbers missed industry expectations. Q4 sales decreased 9.5% to $28.1 billion year over year while fiscal year 2018 sales decreased 1.2% to $121.1 billion. Excluding fuel, the 53rd week in fiscal 2017, the convenience store business divestiture, and the Home Chef merger, ...

 
Followers: 46

Dollar Tree emphasized its continued integration efforts, including streamlined operational efficiencies across both its Dollar Tree and Family Dollar banners. Combined Q4 net sales decreased 2.4% to USD6.21 billion from the same period prior year. Fourth quarter same-store comps were up 2.4%, ...

 
Followers: 54

If I had to sum up the tone of the Target Financial Community meeting today in one word, it would be redemption.  Target’s 2018 numbers were the best results they have seen in 15 years.  CEO Brian Cornell was quick to remind the analyst community that when Target laid out its ...

 
Followers: 169

The soft holiday season was reflected in apparel and department store retailers’ Q4 results. While some (TJX and Kohl’s) managed to drive positive results, others (Macy’s, Nordstrom) came in a bit below expectations but still have positive momentum heading into 2019. The biggest ...

 
Followers: 285

A recent article in the Wall Street Journal mentioned that Discover, the credit card company, will utilize artificial intelligence to assess unusual characteristics about personal-loan applicants, to minimize rising losses. One such characteristic mentioned was, any ability to show a history ...

 
Followers: 209

Impatience is the most common state of mind for Russia in February. Spring is not yet here, but the days are longer with everyone waiting for the end of the shortest month and the arrival of the first month of spring. This impatiently optimistic outlook does have an effect – consumers ...

 
Followers: 54

When it announces its Q4 results on Tuesday, Target will also unveil its annual shifts in its goals and plans. The Kantar Consulting team will be listening for the key headlines regarding the retailer’s capital expenditure plans, strategic shifts, and financial expectations over the next ...

 
Followers: 418
BLOG POST

Sensational Salsa

4 Mar 2019  By: Ray Gaul

Retailing in the Week Ahead, Week 10, 2019 There are at least two types of salsa. The first is something you add to corn chips (crisps) to spice up an evening in front of the television or out on the town with friends. The second is a way of dancing, some say a way of life, invented in Cali, ...

 
Followers: 184

The Wall Street Journal reported today that Amazon might launch a grocery store business. While the Amazon team has not confirmed the report, a few hypotheses emerge about how Amazon might approach the future of its grocery business: Amazon could use new physical spaces as dark stores ...

 
Followers: 169

Gap sent shockwaves through retail last night when it announced that it would split from its better half, Old Navy. The company plans to divide itself into two public entities. One will consist solely of Old Navy led by current CEO Sonia Syngal. The other (dubbed NewCo for the time being) will ...

Next