Company Earnings Update | August 31, 2017 Register for Free Access Five Below (FIVE) 2Q17 Results: Beats on Revenues and EPS, Raises Guidance in Line with ConsensusFive Below reported 2Q17 EPS of $0.30, up 69.3% from the year-ago quarter and beating the consensus estimate of $0.26. Revenues were $283.3 million, up 28.7% year over year and beating the consensus estimate of $276.6 million. Read More
Deep Dive | August 31, 2017 Premium Shanghai— A Globally Connected City with a Vibrant Startup SceneThis is the 2nd report in our series on startups in China, continuing our coverage of global ecosystems & startup hubs: India, Berlin, London, Paris and Amsterdam. Read More
Event Presentation | August 30, 2017 Premium Retail Revolution – Disrupt or Be Disrupted – The Connected Mall (ULI)There will be 100 million more people living in Chinese cities by 2019. New infrastructure projects such as metro lines create more local communities. More people living in cities means smaller livings spaces and necessitates more places where people can spend time together outside the home. Read More
Deep Dive | August 30, 2017 Premium Deep Dive: Future Proofing Department Stores in Asia—Part 1In this first report of our Asia Department Store series, we explore how the department store industry in Asia needs to evolve to navigate through the myriad of challenges currently facing the industry. Read More
Insight Report | August 29, 2017 Premium Hudson’s Bay Company (TSE: HBC) Reportedly Reviewing Strategic OptionsHudson’s Bay Company (TSE: HBC) is reportedly reviewing its options, including going private, under pressure from an activist shareholder, according to a story published by Reuters citing “people familiar with the matter.” Read More
Deep Dive | August 29, 2017 Premium Deep Dive: Blockchain Mini-Series— Retail ApplicationsThis is the second report of our Blockchain Mini-Series, in which we cover the potential applications of blockchain technology in retail and supply-chain management. Read More
Market Outlook | August 27, 2017 Premium China’s Online Fashion Recommerce Market—Part 2 China’s Top Online Fashion Recommerce PlatformsChina’s growing online recommerce industry is primarily dominated by two integrated platforms—Alibaba’s Xianyu and Tencent-backed Zhuan Zhuan—with a combined market share of over 90%. Read More
Analyst Corner | August 25, 2017 Register for Free Access Weekly Insights Aug 25, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the use of facial-recognition technology for user identification in the next generation of smartphones. Read More
Company Earnings Update | August 25, 2017 Register for Free Access PVH (PVH) 2Q17 Results: Beats Consensus and Raises EPS GuidancePVH Corp. reported 2Q17 revenues of $2.1 billion, up 7.0% year over year and slightly above the $2.03 billion consensus estimate. Adjusted EPS was $1.69, up from $1.47 in the year-ago quarter and beating both the consensus estimate of $1.64 and the company’s own guidance of $1.60–$1.63. Read More
Company Earnings Update | August 25, 2017 Register for Free Access Burlington Stores (BURL) 2Q17 Results: Beats on EPS and Revenue, Raises FY17 GuidanceBurlington Stores reported 2Q17 adjusted EPS of $0.72, up from $0.39 in the year-ago quarter and above both the $0.51 consensus estimate and the company’s own guidance. Total revenues were $1.36 billion, up 8.6% year over year and slightly above the $1.35 billion consensus estimate. Read More
Company Earnings Update | August 25, 2017 Register for Free Access Abercrombie & Fitch (ANF) 2Q17 Results: Beats on EPS, Revenues and CompsAbercrombie & Fitch reported 2Q17 adjusted EPS of $(0.16), compared with $(0.25) in the year-ago quarter and beating the consensus estimate of $(0.33). Revenues were $779 million, down 0.5% year over year but beating the consensus estimate of $759 million. Read More
Flash Report | August 25, 2017 Register for Free Access Amazon Expands Brick-and-Mortar Presence to 10 Bookstores This Week with Openings in Bellevue and San JoseLess than two years after launching its first brick-and-mortar bookstore, Amazon announced the opening of its ninth and tenth locations this week, in Bellevue, WA, and San Jose, CA. The company plans to open an additional three stores by the end of the year. Read More
Flash Report | August 24, 2017 Register for Free Access Amazon’s Bid to Acquire Whole Foods Gains FTC ApprovalOn June 16, Amazon announced the signing of a definitive agreement to acquire Whole Foods Market for $13.7 billion in cash. Read More
Company Earnings Update | August 24, 2017 Register for Free Access William Sonoma (WSM) 2Q17 Results: Beats on EPS and Reiterates GuidanceWilliams-Sonoma reported 2Q17 EPS of $0.61, up 5.6% from $0.58 in the year-ago quarter and beating the consensus estimate by two cents. Revenues were $1.20 billion, up 3.7% year over year and in line with the consensus estimate. Read More
Company Earnings Update | August 24, 2017 Register for Free Access Lowe’s (LOW) 2Q17 Results: Misses on EPS and Revenue, Sees Strong Comp MomentumLowe’s reported 2Q17 adjusted EPS of $1.57, up from $1.37 in the year-ago period and missing the $1.62 consensus estimate. The company reported revenue of $19.50 billion, which was below the $19.55 billion consensus estimate but up 6.8% from the year-ago quarter. Read More