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.

Summary Slides

Rite Aid: The five slides you need

17 May 2019

By: Ben Antenore

Kantar's overview of Rite Aid includes a SWOT analysis, shopper profile, growth forecast, and an analysis of major strategic initiatives.

Blog Post
Followers: 192

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

17 May 2019

By: Timothy Campbell

Sam’s Club has begun the fiscal year with conflicting, yet ultimately encouraging, results.

Article

Kantar’s top 50 US and global retailers of 2019

17 May 2019

By: Kantar Research Team

Who’s rising, falling, or holding steady in the world of retail? Find out in our latest rankings of the top 50 U.S. and global retailers.

Blog Post
Followers: 32

Lidl and Boxed.com: Three key implications for grocery’s latest partnership

Online wholesale retailer Boxed.com will begin licensing its in-house services to the German grocery chain Lidl in the U.S. starting in June. Lidl will get access to Boxed’s end-to-end technology that tracks purchases, provides warehouse management, and handles transportation logistics.

Summary Slides

Amazon North America: The big beats from Q1 2019

17 May 2019

By: Rachel Dalton

This slide summary report evaluates the Q1 2019 financial results, highlights key North America initiatives as well as important themes ahead.