January 5, 2017 Event Presentation Premium 2016 Holiday Recap (Planalytics)US 2016 Holiday Wrap-up :- Holiday Wrap-Up: Season Was a Success, Driven by a Last-Minute Surge of Shoppers 2. Consumers Were Willing to Wait for the Best Deals, Which Resulted in a LastMinute Rush in Sales 3. Favorable Holiday Calendar; Day Before Christmas Was a Saturday……..
January 5, 2017 Company Earnings Update Register for Free Access B&M European Value Retail (LSE: BME) 3Q17 Update: Very Strong Christmas Sales PerformanceUK-based discount retailer B&M European Value Retail reported a very strong Christmas trading period, with 3Q17 revenues up 21.8% as reported and up 20.5% at constant currency.
December 16, 2016 Event Presentation Premium Primark Overview• Ultralow price points support Primark’s decision not to sell online, as the costs of fulfillment would erode margins • The impulse buys that are made as shoppers browse the assortments would be lost online – There is no digital equivalent of piling baskets to overflowing as shoppers walk the aisles • A short-lived experiment to sell Primark products through ASOS was abandoned in 2013 – No sign of movement toward a multichannel proposition ever since
December 16, 2016 Flash Report Register for Free Access Hudson’s Bay Company (TSE:HBC) Releases the RobotsHudson’s Bay Company (TSE:HBC) recently announced the deployment of a $60 million Perfect Pick case shuttle system that covers the entire vertical height of the building in which it has been installed. The system has the capacity to hold 1 million units of inventory and to process 4,200 customer orders per hour.
December 15, 2016 Flash Report Register for Free Access Boohoo.com (LSE: BOO) Boohoo.com Raises FY17 Revenue Guidance and Acquires PrettyLittleThingBoohoo.com announced a trading update and the acquisition of PrettyLittleThing, a smaller, fast-growing, online fashion pure play.
December 9, 2016 Flash Report Register for Free Access Costco (COST) 1Q17 Results: EPS Misses Expectations; Store Traffic UpCostco reported adjusted 1Q17 EPS of $1.17, below the $1.19 consensus estimate and up 6.8% year over year. Revenues were $28.1 billion, up 3.2% year over year and roughly in line with the consensus estimate.
December 6, 2016 Flash Report Register for Free Access What is Amazon Go, and What it Means for Amazon and its CompetitorsAmazon announced the launch of Amazon Go, an automated, checkout-free convenience store in Seattle, Washington, powered by technologies such as computer vision, sensor fusion and deep learning.
December 5, 2016 Company Earnings Update Register for Free Access Kroger (KR) 3Q16: In-Line Quarter, 2017 EPS Growth Below Target RangeKroger reported 3Q16 EPS of $0.41, in line with the consensus estimate. Revenues were $26.6 billion, up 5.9% year over year, and above the $26.3 billion consensus estimate.
December 2, 2016 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q16 Results: Overall Strong Performance; Comps Missed ExpectationsFive Below reported 3Q16 revenues of $199.5 million, up 17.6% from last year’s $169.7 million, and slightly below the consensus estimate of $200.7 million. EPS was $0.10, ahead of the $0.09 consensus estimate and up 25% year over year.
December 2, 2016 Insight Report Premium ULTA Beauty (ULTA) 3Q16 Results: Beats Expectations; Raises FY16 OutlookULTA Beauty reported 3Q16 EPS of $1.40, ahead of the $1.37 consensus estimate, and up 26.1% year over year. Revenues rose 24.3% from the year-ago quarter to $1.13 billion, also beating the consensus estimate of $1.11 billion.
December 2, 2016 Company Earnings Update Register for Free Access UNILEVER (ULVR) ANNUAL INVESTOR SEMINAR 2016: FIVE KEY TAKEAWAYSUnilever is to focus on driving sales of its core portfolio in high-growth segments and on reducing costs; the company anticipates annual core operating margin growth to rise from the current range of 20 bps–40 bps to 40 bps–80 bps between 2017 and 2019.
December 1, 2016 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) 3Q16 Results: Holiday Sales Encouraging Thus FarAmerican Eagle Outfitters reported 3Q16 EPS of $0.41, in line with the consensus estimate.
November 29, 2016 Event Presentation Premium Breakfast with the Disruptors – Supply Chain Startup PitchesJCPenny said the appliance category was strong and it has had a good start with record mobile traffic and sales, and no website interruptions. Kohl’s set record for online sales on Thanksgiving. The retailer made many Black Friday deals available online before the store opened. Walmart kicked off its Cyber Monday deals at 12:01am EST on Friday for the first time ever, as it aims to grab customers ahead of its competitors.
November 25, 2016 Flash Report Register for Free Access Vipshop (VIPS) 3Q16 RESULTS: TOP-LINE GROWTH IN LINE, WHILE EARNINGS MISS ON NEW INVESTMENTSVipshop, the Chinese online discount retailer for branded products, reported 3Q revenue of ¥12.0 billion (US$1.8 billion), up 38.4% year over year. Non-GAAP diluted earnings per ADS were ¥1.00 for the quarter, up 31.6% year over year.
November 22, 2016 Insight Report Premium Abercrombie & Fitch’s Rebranding Efforts FallAbercrombie & Fitch revamped its brand to give itself a makeover after years of struggle.
