Company Earnings Update | April 28, 2017 Register for Free Access Amazon (AMZN) 1Q17 Results: Beats Consensus, Guides Down for 2Q ProfitAmazon reported 1Q17 EPS of $1.48, compared with $1.07 in the year-ago quarter and beating the $1.08 consensus estimate. Net sales were $35.7 billion, up 22.6% year over year and beating the $35.3 billion consensus estimate. Read More
Company Earnings Update | April 28, 2017 Register for Free Access Under Armour (UAA) 1Q17 Results: Apparel Sales Growth Outpaces Footwear GrowthUnder Armour reported 1Q17 EPS of $(0.01), ahead of expectations of $(0.04). Read More
Analyst Corner | April 28, 2017 Register for Free Access Weekly Insights Apr 28, 2017This week’s note “From the Desk of Deborah Weinswig” discusses key takeaways from the 2017 National Association of Chain Drug Stores (NACDS) Annual Meeting in Scottsdale, Arizona. Read More
Company Earnings Update | April 27, 2017 Register for Free Access Boohoo Group (LSE: BOO) FY17 Results: A Stellar Year and More to ComeBoohoo.com grew FY17 revenues by 49% at constant exchange rates, with US revenues up 124% at constant rates. Read More
Insight Report | April 24, 2017 Premium Uniqlo Moves into the Fast Lane with Convenience Store Pick-Up in KoreaUniqlo announced that customers in South Korea will be able to pick up their online purchases at 7-Eleven stores across the country. Uniqlo has already launched similar initiatives in Japan and Taiwan, and unveiled a new uniqlo.com site in March 2017. Read More
Analyst Corner | April 21, 2017 Register for Free Access Weekly Insights Apr 21, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the state of the British consumer and how the recently announced general election on June 8 may impact consumer spending in the UK Read More
Insight Report | April 21, 2017 Premium Unilever (LSE: ULVR) 1Q17 Trading Update: Strong Start Driven by Emerging Markets, Ice Cream and Care ProductsUnilever reported 1Q17 sales of €13,319 million, ahead of the consensus estimate of €13,239 million and up 6.1% from 1Q16. The underlying sales growth was 2.9%, ahead of the consensus estimate of 1.2%. Read More
Company Earnings Update | April 21, 2017 Register for Free Access Debenhams (LSE:DEB) 1H17 Results: Continued Lackluster Sales and Profitability ErosionUK-based department store chain Debenhams reported gross transaction value sales of £1,677 million for 1H17, up 2.9% year over year, but below the consensus estimate of £1,681 million. Read More
Insight Report | April 20, 2017 Premium Zalando (XTRA: ZAL) 1Q17 Trading Update: Powering Ahead with Continued Strong SalesZalando expects to report 1Q17 revenue growth in the range of 22%–24% year over year to €971–€987 million, according to preliminary figures. Read More
Company Earnings Update | April 20, 2017 Register for Free Access Primark (LSE: ABF) 1H17 Results: Sharp Operating Margin Erosion and Lackluster CompsAssociated British Foods reported 1H17 results for the 24 weeks ended March 4, 2017. This report focuses on results for Primark, the company’s retail division. Read More
Deep Dive | April 20, 2017 Premium Is Going Direct-to- Consumer the Way Forward for Retail?More and more retailers such as G-III Apparel, Nike, Adidas and VF Corporation are rebalancing their distribution in favor of a direct-to-consumer (DTC) model. Beauty companies such as L’Oréal and Procter & Gamble have also focused more on DTC channels in recent years. Read More
Insight Report | April 20, 2017 Premium Burberry (LSE: BRBY) 2H17 Trading Update: Sales Buoyed by Accessories, Strong Performance in the UK and Mainland ChinaBurberry reported a 2H17 group revenue decline of 1% at constant currency to £1,607 million (up 14% in reported currency), below the consensus estimate of £1,617 million. Read More
Company Earnings Update | April 19, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Improving, But March Sales Still SoftH&M reported total sales rose by 6% year over year in local currencies in March 2017. This compares to year-over-year sales growth of 3% in February. Read More
Company Earnings Update | April 19, 2017 Register for Free Access L’Oréal (ENXTPA: OR) 1Q17 Update: Beats Expectations in Another Strong QuarterCosmetics giant L’Oréal saw another robust quarter in 1Q17, reporting comparable sales growth of 4.2%. This was ahead of expectations, but marked a sequential slowing from the prior quarter. Read More
Company Earnings Update | April 19, 2017 Register for Free Access Groupe Casino (EPA: CO) 1Q17 Trading Update: Business in LatAm Shines While Weakening in FranceGroupe Casino reported 1Q17 revenues of €9,321 million, up by 11.6% from the previous year and up by 3.1% on an organic basis. Comps grew by 2.5%. Read More
