Market Outlook | March 29, 2016 Premium Online Marketplaces for Handcrafted and Vintage MerchandiseThis report provides an overview of the handcrafted & vintage goods market, key online players and a comparison of Etsy vs larger e-commerce platforms, eBay and Amazon. Read More
Insight Report | March 27, 2016 Premium Weekly Retail Promo Update Mar 27, 2016Easter came early in 2016, so stores had Easter promotions this same week last year Department stores are offering deep discounts on clearance items to make way for spring and summer items. Read More
Analyst Corner | March 25, 2016 Register for Free Access Weekly Insights Mar 25, 2016In this week’s From the Desk, we discuss Weinswig’s Hourglass Model, which illustrates where outperformance and underperformance are to be found in retail. The model is still relevant—not simply because budget retailers have seen sustained growth. At the top end of the hourglass, there is luxury, but that is not the only segment at the upper end of the market. There is another segment of the upper consumer market that continues to outperform: lifestyle brands. Read More
Insight Report | March 25, 2016 Premium Express (EXPR) 1Q16 Results: Express Offers Muted Outlook as Comps DisappointExpress reported adjusted 1Q16 EPS of $0.25 versus the consensus estimate of $0.27. Read More
Event Presentation | March 24, 2016 Premium Fashion Brands OverviewTop 10 Market of Luxury Consumer Segment…….. Read More
Insight Report | March 24, 2016 Premium Next (LON:NXT) FY16 RESULTS: SALES BEAT CONSENSUS, CAUTIOUS OUTLOOK FOR FY17British fashion retailer Next reported £4,176.9 million in group revenues, in the 53 weeks ending January 30, 2016, beating the consensus estimate of £4,141.6 million and up 4.4% from £3,999.8 million in the 52 weeks to January 24, 2015. Read More
Insight Report | March 23, 2016 Premium Kingfisher (LSE:KGF) 2015 Results: Screwfix Fixed the ResultsKingfisher reported a 2015 revenue decline of 4.8%, to £10.4 billion, above the consensus estimate of £10.3 billion. Sales were up 3.8% in constant currency and adjusted to exclude B&Q China, to £10.3 billion. Read More
Insight Report | March 23, 2016 Premium PVH (PVH) 4Q15 Results: Solid Quarter Driven by Calvin Klein Business, Results Hurt by CurrencyPVH reported 4Q15 revenues of $2.1 billion, up 2.1% year over year and slightly exceeding the consensus estimate. On a constant currency basis, revenues were up 7%. Read More
Flash Report | March 23, 2016 Register for Free Access Nordstrom (JWN) Names Private Tech-Company CEO Kumar Srinivasan as Chief Technology OfficerToday, Nordstrom announced that Kumar Srinivasan joined the company as Chief Technology Officer (CTO). Read More
Company Earnings Update | March 22, 2016 Register for Free Access Five Below (FIVE) 4Q15 Results: Continues to Execute on Long-Term GoalsFive Below reported 4Q EPS of $0.77 versus consensus of $0.76 and guidance of $0.75 to $0.76. Read More
Insight Report | March 22, 2016 Premium Nike (NKE) 3Q16 Results: Misses on Revenue, Beats on EPS, Orders Up 12%NIKE reported fiscal 3Q16 revenues of $8.0 billion, up 7.7% year over year and up 14% on a currency-neutral basis but below the $8.2 billion consensus estimate. EPS was $0.55, beating the consensus estimate by $0.06. Read More
Insight Report | March 22, 2016 Premium Jet.com UpdateIn this report, we discuss several significant developments at Jet.com since our last report on July 20, 2015. Read More
Event Presentation | March 21, 2016 Premium What Is Driving Retail in 2016 (US and Europe)BRICK & MORTAR RETAILERS CONTINUE TO EXPERIENCE TRAFFIC DECLINES- • US mall traffic has declined for 37 consecutive months and continues to be challenging • Feb. 2016 store traffic dropped by 6.6% YoY • Malls have seen an average drop in traffic of 9.3% YoY • High-end malls appear less affected – GGP traffic up 2% in 2015 – Simon traffic up 1.5% in 2015 – Taubman traffic up in 2015 Read More
Insight Report | March 18, 2016 Premium Tiffany & Co. (TIF) 4Q15 Results: Company Provides a Modest OutlookTiffany & Co. reported 4Q15 EPS of $1.46 excluding onetime items versus consensus of $1.40. Read More
Analyst Corner | March 17, 2016 Register for Free Access Weekly Insights Mar 17, 2016This week, the Fung Global Retail & Technology team attended panel discussions, met leaders from several startups and saw interesting products on display at the Interactive segment of the 2016 South by Southwest (SXSW) festival in Austin, Texas. The festival focuses on the convergence of music, film and emerging technologies. Read More
