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Followers: 76

The big picture from Alibaba’s full-year 2019 results is not around earnings per share (EPS) or revenue or even declining profits, but a clear indication that China’s ecommerce giant sees its future very much as an international operator. While it remains focused on cementing leadership ...

 
Followers: 240

Sam’s Club’s Q1 FY2021 marked Kathryn McLay’s first full quarter as CEO, and she has deftly handled the challenges posed by COVID-19. Sales and comps (with fuel) rose 9.6% and 8.5% respectively, but Sam’s Club’s performance is even more impressive than it first ...

 
Followers: 114

It’s no secret that COVID-19 has spotlighted the need for better omnichannel logistics. Not that retail execs would have denied that before COVID-19, but a hotter fire has now been lit. While not necessarily specifically related to COVID-19, one of the first major efforts we are seeing ...

 
Followers: 39

Ahold Delhaize USA finished the first quarter of its fiscal 2020 with very strong growth, fueled by sales from COVID-19 panic and stock-up shopping. Q1 2020 net sales increased 13.7% to USD12.5 billion versus USD11.0 billion during the same period 2019. Same-store sales excluding gas increased ...

 
Followers: 11

Restrictions on movement across the nation have meant significant lifestyle changes, with many consumers juggling work, socialising and schooling from the confines of their house. In the past month we saw significant shifts in purchasing habits, not only in grocery, but also across non-food ...

 
Followers: 39

Loblaw Companies finished its Q1 2020 on March 21, 2020 with major growth thanks in part to unprecedented demand related to COVID-19. Such massive growth levels are unsustainable; however, sizeable investments in its business and operations will help Loblaw maintain strong growth aside from ...

 
Followers: 486

Retailing in the Week Ahead, Week 17 Market researchers, in my entirely biased opinion, have done an amazing job of providing data and insight during the global pandemic. We have launched new surveys, asked new types of questions, attempted to accelerate experimental ways of gathering information ...

 
Followers: 486
BLOG POST

Four ‘Big Picture’ retail topics

14 Apr 2020  By: Ray Gaul

Retailing in the Week Ahead, Week 16 Experts within Kantar and elsewhere have been repeating two mantras during the current global crisis. Let me repeat them again.  The first is that good companies never let a good crisis go to waste.  The second is that a good crisis normally ...

 
Followers: 109

Fashion retailers are arguably among the biggest victims of the COVID-19 crisis. Now deemed as ‘non-essential’, clothing outlets worldwide have pulled down the shutters, hoping to recoup lost revenue online. Sadly, not all fashion retailers can fall back on this channel. Some, like ...

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