Insight Report | April 30, 2016 Premium Lululemon (LULU) 4Q15 Results: Solid Results, Ambitious E-commerce GoalsLululemon reported fiscal 4Q2015 revenue of $704.3 million, up 16.9% year over year from $602.5 million, higher than the consensus estimate of $693.8 million. EPS was $0.85, beating the consensus estimate by $0.05. Read More
Analyst Corner | April 29, 2016 Register for Free Access Weekly Insights Apr 29, 2016The success of the dollar stores has been one element of the recent discount boom in US retail. This week, we crunched some numbers on the biggest dollar stores to assess how much share they have taken in the core grocery category. Read More
Event Presentation | April 28, 2016 Premium What is Driving Retail in 2016Use of Data Analytics Accenture: “While companies understand the value of big data analytics, they have yet to figure out the best way to use it to improve their overall business.” Embedding big data analytics in operations leads to a 4.25x improvement in order-to-cycle delivery times, and a 2.6x improvement in supply chain efficiency of 10% or greater. Read More
Event Presentation | April 28, 2016 Premium Retail Landscape Overview (Global Supply Chain Innovation Summit)Urban Outfitters acquired the Vetri Family group of restaurants in 2015 • Club Monaco collaborated Café Myriade to open an in-store coffee shop in Montreal Food & Beverage In-Store Technology • Rebecca Minkoff offers interactive mirrors as well as virtual reality headsets in stores • Tommy Hilfiger stores have virtual reality headsets that allow visitors to experience runway shows Read More
Company Earnings Update | April 28, 2016 Register for Free Access Amazon (AMZN) 1Q16 Earnings: Beats Estimates on Top and Bottom Lines; 2Q Guidance in LineAmazon reported 1Q16 revenues of $29.1 billion, up 28.2% year over year and ahead of the $28.0 billion consensus estimate. EPS was $1.07, beating the $0.60 consensus estimate and compared to a loss of $0.12 in the year-ago quarter. Read More
Flash Report | April 28, 2016 Register for Free Access Carter’s (CRI) 1Q16 Results: Beats Estimates, Driven by Retail and Wholesale SegmentsCarter’s reported 1Q16 revenue of $724.1 million, up 5.7% year over year, beating the consensus estimate of $716.0 million and above company guidance of $712.4 million. On a constant-currency basis, revenue increased by 6.4% in the quarter. Read More
Flash Report | April 26, 2016 Register for Free Access Coach (COH) 3Q16: International Division Weighs on Positive Results, Ambitious Margin GoalCoach reported third-quarter 2016 net sales of $1.0 billion, in line with the consensus estimate, and up 11.2% from last year’s $0.9 billion. Adjusted EPS was $0.44, including a contribution of $5 million, or $0.02 per share, from the acquired Stuart Weitzman brand. Read More
Company Profile | April 26, 2016 Premium Stealthy Sleeper VIV Brings New Life to the AI Personal Assistant ArenaViv is a new artificial intelligence (AI) personal assistant from the creators of Apple’s Siri. Read More
Event Presentation | April 26, 2016 Premium 16 Global Retail Trends for 2016Global Retail Trends for 2016- smart malls and silver economy to customer loyalty and Amazon becomes a force in omni-channel Read More
Flash Report | April 26, 2016 Register for Free Access Boohoo.com (LON: BOO) FY16 Results: Revenues and Profits Soar, Beating Consensusboohoo.com reported revenue growth of 39.7% for fiscal year ended February 2016. Revenue for the year reached £195.4 million, beating the consensus estimate of £191.9 million. Read More
Insight Report | April 26, 2016 Premium Walmart (WALMEX.MX) 1Q16 Results: Solid Quarter; Growth Expected to Continue in 2016Walmex reported 1Q16 revenues of MXN$126.4 billion, up 13.2% year over year and ahead of the consensus estimate of MXN$125.5 billion. EPS was MXN$0.39, beating the consensus estimate by .05 pesos and representing a 30.1% increase from 1Q15. Read More
Insight Report | April 26, 2016 Premium Supervalu (SVU) 4Q16 Results: Same-Store Sales Decline, but EPS Beat ConsensusSupervalu reported fiscal 4Q16 revenues of $4.0 billion, adjusted for the year-ago period having an additional week, down 2.9% year over year and slightly below the consensus estimate. Read More
Insight Report | April 24, 2016 Premium Weekly Retail Promo Update Apr 24, 2016Stores are offering sales on spring apparel and outdoor items. Read More
Analyst Corner | April 22, 2016 Register for Free Access Weekly Insights Apr 22, 2016This week’s note from Deborah Weinswig explores how the US retail industry will look in 2020, and includes an analysis of the segments that comprise retail, as well as their sizes and respective growth rates. Read More
Insight Report | April 22, 2016 Premium KIMBERLY CLARK (KMB) 1Q16 Results: Beats on EPS Despite Currency Headwind; 2016 on TrackKimberly Clark reported 1Q16 revenues of $4.5 billion, down 4.6% year over year and slightly missing the consensus estimate. Adjusted EPS was $1.53, beating the consensus estimate by two cents and representing a 7.7% increase. Read More
