Company Earnings Update | September 29, 2017 Register for Free Access H&M (STO: HM-B) 3Q17 Results: Sales Below ExpectationsSwedish fashion retailer H&M reported SEK 51.2 billion in net sales in 3Q17, below the consensus estimate of SEK 52.0 billion and up 4.6% year over year. Constant-currency sales increased by 4.0% in 3Q17. Read More
Analyst Corner | September 29, 2017 Register for Free Access Weinswig’s Weekly September 29, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the changes Amazon has made at Whole Foods Market since the acquisition closed on August 28, as well as the changes it is planning to make and the response from other grocers. Read More
Company Earnings Update | September 28, 2017 Register for Free Access Boohoo Group (LSE: BOO) 1H18 Results: Top-Line Beat and Guidance RaiseBoohoo.com grew 1H18 group revenues by 106.5%, ahead of the analyst consensus of a 99% increase. Read More
Flash Report | September 27, 2017 Register for Free Access Kohl’s Announces CEO Succession PlanOn September 26, Kohl’s announced that Kevin Mansell, the company’s Chairman, CEO and President, would retire in May 2018 at the company’s annual shareholders meeting. At that time, Michelle Gass will be appointed CEO and Sona Chawla, the company’s COO, will be appointed President. Read More
Analyst Corner | September 22, 2017 Register for Free Access Weinswig’s Weekly September 22, 2017Weinswig’s Weekly September 22, 2017 Read More
Company Earnings Update | September 21, 2017 Register for Free Access Inditex (BME: ITX) 1H17 Results: Solid Sales and Some Margin ErosionInditex reported 1H17 revenues of €11.7 billion, an increase of 11.5% year over year and above the analyst consensus estimate. Constant-currency sales in 1H17 increased 11.0% year over year, while comps increased 6.0% year over year. Read More
Insight Report | September 19, 2017 Premium Toys“R”Us Files for Bankruptcy, Due to Debt and Intensifying CompetitionToys“R”Us announced on Monday that it has filed for Chapter 11 bankruptcy protection in the US and Canada in an effort to restructure its debt obligations. The company’s long-term debt totals over $5.2 billion, including $444 million of debt that is due next year. Read More
Event Presentation | September 19, 2017 Premium Background on Amazon and RetailUS Retail Bankruptcies Are at Post-recession Peak • Year to date, 14 retailers have filed for bankruptcy • That is more than the number of filings over the entire year in 2016 • Retail bankruptcies are on track to reach their highest level since 2009, when 18 retailers filed for bankruptcy • And there are likely more to come Read More
Event Presentation | September 18, 2017 Premium New Retail – The Trends Driving Retail in AsiaNew Retail Trends 1. Online is Guiding Offline 2. Online to Offline (O2O): The Sharing Economy 3. C2B: Alibaba’s New Concept 4. Social Commerce and Communities 5. New Retail Digital Content Strategy Read More
Company Earnings Update | September 18, 2017 Register for Free Access H&M (STO: HM-B) Quarterly Sales Update: Continued Soft Sales GrowthH&M reported total sales rose by 4% year over year in local currencies in 3Q17, for the period June 1 to August 31, 2017. Read More
Company Earnings Update | September 15, 2017 Register for Free Access Morrisons (LSE: MRW) 1H18 Results: Strong Comp Growth Feeds into Double-Digit Profit UpliftMorrisons reported continued strong comparable store sales growth in 1H18 and it is outpacing major rivals, as measured by comparable store sales. Read More
Company Earnings Update | September 15, 2017 Register for Free Access Next (LON:NXT)1H17 Results: Very Weak Retail Sales and Further Profit DeclineBritish fashion retailer Next reported £1,888 million in group revenues in 1H17, down 2.7% year over year and above the consensus estimate. Retail store sales declined 8.3% year over year, reflecting significant sales erosion. Read More
Deep Dive | September 15, 2017 Premium Deep Dive: JD.com— A Differentiated E-Commerce PlatformOnline retailer JD.com was founded by CEO Richard Liu in 2004, focusing on 3C—computers, communications and consumer—products, but has since evolved to become China’s largest e-commerce platform by revenue, boasting an extensive product offering, as well as best-in-class, in-house fulfillment capabilities. Read More
Market Outlook | September 15, 2017 Premium Deep Dive: Outdoor Gear— A Growing Global Market with Challenges for Brick-and-Mortar StoresThe outdoor gear market—which mainly consists of apparel and footwear, but also includes products such as tents, backpacks and sleeping bags—has been growing solidly across major economic regions. Read More
Analyst Corner | September 15, 2017 Register for Free Access Weinswig’s Weekly September 15, 2017This week’s note “From the Desk of Deborah Weinswig” discusses Apple’s recent announcement of its two new smartphone models—the iPhone 8 and the iPhone X. Read More
