Company Earnings Update | June 30, 2017 Register for Free Access H&M (STO: HM-B) 1H17 Results: Sales Growth Mainly Driven by New Store OpeningsSwedish fast-fashion retailer H&M reported SEK 98.4 billion in net sales in 1H17, slightly below the consensus estimate of SEK 98.8 billion and up 8.6% year over year. Constant-currency sales increased by 5.0% in 1H17 and UK sales increased by 6.0%. Read More
Insight Report | June 30, 2017 Premium Sycamore Partners to Acquire Staples for $6.9 BillionSycamore Partners will acquire US office supplies retailer Staples in a leveraged buyout deal for $6.9 billion. Read More
Company Earnings Update | June 30, 2017 Register for Free Access Walgreens Boots Alliance (WBA) Fiscal 3Q17 Results: Beats and Raises Guidance, Announces New Agreement with Rite AidWalgreens Boots Alliance reported fiscal 3Q17 adjusted EPS of $1.33, above the $1.30 consensus estimate. Revenues were $30.1 billion, up 2.1% year over year and above the $29.7 billion consensus estimate. Sales increased by 5.0% on a constant-currency basis in the quarter. Read More
Company Earnings Update | June 30, 2017 Register for Free Access Nike (NKE) Fiscal 4Q17 Results: Beats on Earnings, Boosted by Strong International SalesNike reported fiscal 4Q17 adjusted EPS of $0.60, ahead of the $0.50 consensus estimate and up 22.4% year over year, driven by SG&A expense leverage as well as by higher global revenue, a lower tax rate and a lower share count. Read More
Analyst Corner | June 30, 2017 Register for Free Access Weekly Insights Jun 30, 2017This week’s note “From the Desk of Deborah Weinswig” previews Amazon’s upcoming, third annual Prime Day shopping event. Read More
Deep Dive | June 29, 2017 Premium Deep Dive: Fashion Re-Commerce Update—12 Catalysts for Apparel Resale GrowthUS full-price retailers are suffering while re-commerce is thriving, and re-commerce is currently one of the fastest-growing sectors in retail. The marketplace for online fashion resale (“recommerce”) continues to evolve rapidly. Read More
Insight Report | June 29, 2017 Premium Takeaways from the Goldman Sachs Third Annual Innovation SymposiumOn June 27, the Fung Global Retail & Technology team attended the Goldman Sachs Third Annual Innovation Symposium in New York. The investor-focused event featured technology companies that are pursuing new approaches in analytics, data, artificial intelligence (AI), machine learning and more. The following are our key takeaways from the event: Read More
Deep Dive | June 28, 2017 Premium Deep Dive: Kaufland in Australia – Europe’s Biggest Retailer Heads Down UnderThe biggest retailer in Europe, Schwarz Group, is reportedly bringing its Kaufland discount hypermarket format to Australia. The company told us that it is still scoping the market. Read More
Company Earnings Update | June 28, 2017 Register for Free Access Debenhams (LSE:DEB) 3Q17 Update: Comparable Sales Growth DeterioratesUK-based department store chain Debenhams reported that gross transaction value declined by 1.0% year over year in 3Q17. Constant-currency comparable sales declined 2.4%. Read More
Deep Dive | June 27, 2017 Premium Deep Dive: An Introduction to Cybersecurity—Part ThreeHere in Part Three, we discuss new threats/threat vectors and provide an overview of cybersecurity markets and companies. Read More
Event Coverage | June 26, 2017 Register for Free Access Insights from Alibaba’s Gateway ’17 Summit: Consumer and Industry Trends in China—Fashion and Apparel PanelRoth Lai, Deputy Editorial Director, ELLE China Read More
Insight Report | June 26, 2017 Premium A Social and Sustainable Approach to Raw Material Innovation: Himalayan Wild FibersAn environmentally sustainable supply chain is becoming increasingly more important for the fashion industry, as apparel manufacturers make extensive use of resources, chemicals and energy, and often operate a global supply chain, all of which can have a big impact on the environment. Read More
Event Coverage | June 23, 2017 Register for Free Access Insights from Alibaba’s Gateway ’17 SummitLivestreaming is an effective tool for engaging with Chinese consumers. Read More
Flash Report | June 23, 2017 Register for Free Access DIA 2017 Capital Markets Day: Company Sees Growth Opportunities in LatAm Expansion and Spanish E-CommerceAt DIA’s third Capital Markets Day, management emphasized the company’s strategy of customer centricity, which has put customer data and views at the heart of decision making since 2012. Read More
Analyst Corner | June 23, 2017 Register for Free Access Weekly Insights Jun 23, 2017This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s options and opportunities for Whole Foods Market once the acquisition of the grocery chain closes in the second half of this year. Read More
