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Flash Report | October 19, 2016

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Burberry [LSE: BRBY] 1H17 Results: Burberry Continues to Report Challenged Sales; US and Wholesale Deteriorating

Burberry reported a 1H17 total group constant-currency revenue decline of 4% to £1,159 million (up 5% in reported currency), slightly below the consensus estimate of £1,163 million. Total results were negatively impacted by weakness in the Americas region and the Beauty and Women’s Apparel categories.

Company Earnings Update | October 19, 2016

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ASOS (AIM: ASC) FY16 RESULTS: REVENUES AND EPS BEAT

British online fashion retailer ASOS reported £1,444.9 million in revenues, in the 12 months ending August 31, 2016, above the consensus estimate of £1,436.6 million and up 26% year over year. FY16 constant-currency revenues increased 26% year over year.

Event Presentation | October 18, 2016 Premium

Do or Die – Retail Imperatives for Globalization Personalization and Localization

• US food prices have fallen,
impacting revenues in all grocery
channels.
• Declining US exports have pushed
down domestic prices of fresh-food
categories such as beef and poultry,
while a surplus has depressed dairy
prices.

Company Earnings Update | October 18, 2016

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Ulta Beauty Analyst and Investor Day: Key Takeaways

Ulta Beauty, through its rigorous and thorough data collection and mining, has been able to make meaningful changes to the company. The company has focused on collecting data on its core consumers, getting to know them better than ever.

Company Earnings Update | October 14, 2016

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Unilever (LSE: ULVR) 3Q16 Results: Flat Revenue Due To Volatile Markets And Exchange Rates

Unilever reported 3Q16 revenues of €13.4 billion, down 0.1% year over year, and below the consensus estimate of €13.9 billion. The decline was primarily driven by a negative currency impact of 3.4%, which offset sales growth of 3.2% on an underlying basis.

Flash Report | October 10, 2016

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Chico’s FAS (CHS) Appoints Diane Ellis as President of the Chico’s Brand

Chico’s FAS has named Diane Ellis President of the Chico’s brand, effective November 1, 2016.

Flash Report | October 7, 2016

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Walgreens Boots Alliance Displaces CVS from Tricare Pharmacy Network

Walgreens Boots Alliance (WBA) will replace CVS as the in-network pharmacy for Tricare, the healthcare program of the US Department of Defense Military Health System.

Event Presentation | October 5, 2016 Premium

Global Retail Reinvented

Can Stores Be Something Other Than Stores?
12 things retailers going global should learn from Starbucks:
1. Coffee theater roastery
2. Localized products
3. Standardized experience
4. Fun merchandise and……..

Flash Report | September 30, 2016

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COSTCO (COST) 4Q16 Results: Costco Beats on EPS

Costco reported fiscal 4Q16 EPS of $1.77, beating the consensus estimate of $1.73.

Event Presentation | September 28, 2016 Premium

In-store Technology as Retailtainment (Retail Tech Lounge)

• Estimate of 63 million prime memberships
(CIRP)
Added 19m since last June
• Most households do not hold multiple
memberships
About 46% of US households have just one
member
Costco has 44.6 million paid members and
81.3 million cardholders

Flash Report | September 28, 2016

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Boohoo.com (LON: BOO) 1H17 RESULTS: VERY STRONG PERFORMANCE AND INCREASED GUIDANCE

British online fashion retailer boohoo.com reported £127.3 million in revenues, in the 6 months ending August 31, 2016, beating the consensus estimate of £126.6 million and up 40.2% from £90.8 million in the 6 months to August 31, 2015. 1H17 constant-currency revenues increased 41% year over year.

Flash Report | September 27, 2016

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Target’s Chief Digital Officer Departs the Company

Jason Goldberger, Target’s Chief Digital Officer and President of Target.com, departed the company late last week.

Insight Report | September 23, 2016 Premium

Nordstrom Announces President of Nordstrom.com and Strategic Shifts in Leadership Responsibilities

Nordstrom has appointed former Executive Vice President of Strategy and Development, Ken Worzel, to the position of President of Nordstrom.com.

Insight Report | September 20, 2016 Premium

Under Armour Announced Senior Management Changes in North America

Under Armour has announced Jason LaRose will assume the position of Company President for North America. He will succeed Matthew Mirchin.

Flash Report | September 19, 2016

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CHICO’S FAS ANALYST EVENT TAKEAWAYS

Retail is changing rapidly and Chico’s FAS is working to adapt to address the needs of the evolving consumer. The new consumer has gotten used to a culture of immediate access to information, the ability to shop from anywhere, instant gratification and spending on experiences.