Insight Report | October 31, 2016 Premium G-COMMERCE: LOOP COMMERCE Disrupts the Gifting IndustryRetailers (and the industry as a whole) seem to view consumers through a single lens, effectively with the mindset that there is only one customer involved during a transaction. Loop Commerce disagrees, as consumers have one of two mind-sets while they shop – depending on whether they are buying for themselves or shopping for others. This distinction is not captured or accommodated in today’s single shopping flow and checkout, and therefore a massive opportunity is gone uncaptured. Read More
Flash Report | October 31, 2016 Register for Free Access BAIDU [BIDU] 3Q16 RESULTS: REVENUE DECLINES, BUT EARNINGS BEAT ON COST SAVINGSBaidu reported 3Q16 non-GAAP diluted EPS of US$1.49, ahead of the US$1.08 consensus estimate and up 6.9% year over year. Revenues were US$2.74 billion, down 0.7% year over year and in line with estimates. Read More
Insight Report | October 30, 2016 Premium Weekly Retail Promo Update Oct 30, 2016Bloomingdale’s is offering a few more promotions this week than it did during the same week last year. The retailer is running shoe and men’s and women’s designer sales this week that are similar to last year’s. The women’s designer sale this year is in-store exclusive, while it was available online and in-store last year. During this week last year, Bloomingdale’s ran a two-day, online-only jewelry sale, but it is not offering the same sale this year. The retailer is using text message marketing this week, which it did not use during this week last year. Read More
Flash Report | October 28, 2016 Register for Free Access Debenhams (LSE: DEB) FY16 RESULTS: SALES PERFORMANCE IN LINE WITH EXPECTATIONSUK-based department-store chain Debenhams reported gross transaction value sales of £2,939 million for the 53 weeks ended September 3, 2016, slightly above the consensus estimate of £2,902 million. Read More
Analyst Corner | October 28, 2016 Register for Free Access Weekly Insights Oct 28, 2016This week’s note “From the Desk of Deborah Weinswig” discusses the WWD Apparel & Retail CEO Summit held in New York this week, and highlights the key themes covered by presenters and panelists at the event. Read More
Insight Report | October 27, 2016 Premium Apple (AAPL) 4Q16 Results: Beats on Bottom Line, Guides for 1Q17 RevenuesApple reported 4Q16 EPS of $1.67, down 14.6% year over year but beating the consensus estimate by $0.03. Revenues were $46.9 billion, down 9.0% year over year and slightly below the $47.0 billion consensus estimate. Read More
Company Earnings Update | October 26, 2016 Register for Free Access DIA (DIA) 3Q16 RESULTS: GROWTH IN EMERGING MARKETS WHILE SALES DECLINE ON HOME TURFDIA reported 3Q16 net revenues of €2,320.5 million, below the consensus estimate of €2,349.4 million, but up 0.8% year over year, including currency effects. At constant currencies, sales grew by 8.7%. Read More
Company Earnings Update | October 26, 2016 Register for Free Access Under Armour (UA) 3Q16 Results: EPS Beats Expectations; Slower Apparel Growth AheadUnder Armour reported adjusted 3Q16 EPS of $0.29, ahead of the $0.25 consensus estimate and up 26.1% year over year. Revenues were $1.42 billion, up 21.4% year over year and slightly above the consensus estimate. Read More
Insight Report | October 26, 2016 Premium Kering (ENXTPA: KER) 3Q16 Trading Results: Very Strong Sales RecoveryFrench luxury group Kering reported 3Q16 revenue of €3.2 billion, up 10% from €2.9 billion in 3Q15 and above the consensus estimate of €3.1 billion. In constant currency, revenue increased by 10.5%. Read More
Insight Report | October 25, 2016 Premium Alibaba Kicks Off Singles’ Day Global Shopping FestivalAlibaba kicked off its 11.11 Global Shopping Festival, which is now the biggest shopping day globally, and released details surrounding its marketing strategy. Read More
Insight Report | October 25, 2016 Premium Luxottica (LUX) 3Q16 Trading Update: Sales in Line, FY16 Guidance ConfirmedLuxottica reported that 3Q16 adjusted revenue increased by 1.2% (1.4% in constant currency), to €2.2 billion, in line with the consensus estimate. Sales growth was driven by solid performance in Europe and some emerging markets, as well as by acceleration in the retail segment. Read More
Deep Dive | October 25, 2016 Premium DEEP DIVE: Global Footwear E-Commerce: Growing By Leaps And BoundsFootwear e-commerce is making strides. According to Euromonitor International, global online footwear and apparel sales increased by 22% in 2015, and e-commerce accounted for 12% of total global footwear sales. By comparison, the total footwear market grew by 6% last year. Read More
Insight Report | October 23, 2016 Premium Weekly Retail Promo Update Oct 23, 2016Bloomingdale’s is running more sales this week than it did during the same week last year. The retailer is offering shoppers up to two in-store-exclusive promotions and one online-exclusive promotion this week; last year this week, it offered no in-store-exclusive promotions and four online-exclusive ones. Bloomingdale’s extended its Buy More, Save More promotion one day longer for online shoppers this year. The retailer is using text message marketing this week, which it did not use during this week last year. Read More
Company Earnings Update | October 21, 2016 Register for Free Access Walgreens (WBA) 4Q16 Results: EPS Beats Consensus, Rite Aid Merger ExtendedWalgreens reported fiscal 4Q16 adjusted EPS of $1.07, ahead of the $0.99 consensus estimate. Reported revenues were $28.64 billion, up 0.4% year over year and below the consensus estimate of $29.11 billion. Read More
Insight Report | October 21, 2016 Premium Economic Analysis: CONSUMER SPENDING TEPID; HIGHER GAS PRICES TO CURTAIL OTHER SPENDINGThe US unemployment rate was unchanged in August, versus an expected drop of 10 basis points. Total nonfarm payroll employment increased by 151,000. Read More
