Posts tagged Planet Retail

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Strategic Preview: Tesco Q4 2013

Our Quarterly Strategic Previews include expert analysis and opinion on the top 3 grocery multinationals – Walmart, Carrefour and Tesco. From our team of international specialists, each report – published before the retailers release their quarterly results – provides a comprehensive overview on the major strategic shifts that may impact your investment plans

via Planet Retail Trend Reports Feed http://plnt.re/1m220EW

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INSIGHT: Could Family Dollar weakness portend value channel in peril? | Planet Retail

Family Dollar

Sustainability of the US value channel’s rapid growth course and forward momentum is under question following another weak quarterly showing by Family Dollar. It couldn’t go on indefinitely, could it? Planet Retail examines Family Dollar’s plight and the bigger impact, if any, on dollar stores in general. Has the format run its course?

by Sandy Skrovan (@SandySkrovan)
Research Director - US

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INSIGHT: Is Carrefour witness to a Spanish miracle or a mirage? | Planet Retail

Carrefour Spain

Carrefour’s Q1 2014 results were in line with the previous quarter – a positive performance in France and LATAM growth negated by unfavourable FOREX factors. However, somewhat overlooked due to the domestic return to form, on the southern side of the Pyrenees, Carrefour Spain has posted a second quarter of same-store growth, something not seen since 2008. Only two years ago, it was buckling under a near 7% fall in like-for-like sales. Planet Retail believes it’s time we took a closer look at Carrefour’s second-largest European operation.

by Gildas Aitamer (@GildasPR)
Retail Analyst

Carlos Hernandez  (@CarlosOnRetail)
Retail Analyst - LATAM

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INSIGHT: Light at the end of the tunnel for Marks and Spencer? | Planet Retail

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So… more of the same from M&S in Q4, but this time with an interesting twist. For many quarters now the narrative has centred on declining UK General Merchandise sales overshadowing a sterling showing from the food business. To all intents and purposes, this performance polarity continued in Q4, although this did not necessarily leap out of the figures on first glance. In fact, the major talking point was that the company took the somewhat odd step of stripping out a figure for the clothing business.

by Stephen Springham (@stephenspringha)
Senior Retail Analyst

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Careful Carrefour must watch for winds of change

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