September 28, 2016 Event Presentation 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
September 28, 2016 Flash Report Register for Free Access Boohoo.com (LON: BOO) 1H17 RESULTS: VERY STRONG PERFORMANCE AND INCREASED GUIDANCEBritish 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.
September 27, 2016 Flash Report Register for Free Access Target’s Chief Digital Officer Departs the CompanyJason Goldberger, Target’s Chief Digital Officer and President of Target.com, departed the company late last week.
September 23, 2016 Insight Report Premium Nordstrom Announces President of Nordstrom.com and Strategic Shifts in Leadership ResponsibilitiesNordstrom has appointed former Executive Vice President of Strategy and Development, Ken Worzel, to the position of President of Nordstrom.com.
September 20, 2016 Insight Report Premium Under Armour Announced Senior Management Changes in North AmericaUnder Armour has announced Jason LaRose will assume the position of Company President for North America. He will succeed Matthew Mirchin.
September 19, 2016 Flash Report Register for Free Access CHICO’S FAS ANALYST EVENT TAKEAWAYSRetail 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.
September 13, 2016 Flash Report Register for Free Access Vera Bradley Rebrands with a New York City LocationVera Bradley opens its first full-line store in Manhattan’s SoHo in New York City.
September 12, 2016 Company Earnings Update Register for Free Access Kroger (KR) 2Q16 RESULTS: MIXED QUARTER, LOWERS GUIDANCEKroger reported fiscal 2Q16 adjusted earnings per share (EPS) of $0.47 versus $0.44 a year ago and beat consensus by two pennies. Revenues were $26.6 billion, up 4% year over year and slightly below the consensus estimate of $26.8 billion.
September 9, 2016 Event Presentation Premium Fashion Immersion Program (PhilaU)• Amazon now has at least 54 million prime members, and growing at 50%+ the last 2 years. By contrast, Costco has 44.6 million paid members • Amazon’s video strategy with Twitch, Hollywood, and with original content producers is helping to drive prime membership more than originally expected. AMZN’s Cloud leadership also enables this. • The Fire – originally panned by critics – is the fastest growing tablet – $50 changed the tablet game and is allowing Prime content to be consumed easily. • Originally thought of as an April Fool’s joke, Dash, a button to order a specific product, now has 100 products at a push of a button for Prime members.
September 1, 2016 Flash Report Register for Free Access Chico’s FAS (CHS) 2Q16 RESULTS: BETTER THAN EXPECTED, COST CUTS AHEADChico’s FAS reported 2Q16 adjusted EPS of $0.25 and beat the consensus estimate of $0.22.
August 31, 2016 Company Earnings Update Register for Free Access Abercrombie & Fitch (ANF) 2Q16 RESULTS: 2H OUTLOOK SUGGESTS LITTLE TO NO IMPROVEMENT OVER 1HAbercrombie & Fitch (A&F) reported 2Q EPS of $(0.25) versus consensus of ($0.20).
August 26, 2016 Insight Report Premium TIFFANY & CO. (TIF) 2Q16 RESULTS: LOWER COSTS, HIGHER PRICES DRIVE BETTER MARGINSTiffany & Company reported 2Q16 adjusted EPS of $0.84 versus the consensus estimate of $0.72.
August 18, 2016 Company Earnings Update Register for Free Access AMERICAN EAGEL OUTFITTERS (AEO) 2Q 2016 RESULTS: STRONG RESULTS FUELED AERIE COMPS, SIGNIFICANT MARGIN IMPROVEMENTAmerican Eagle Outfitters reported 2Q 2016 EPS of $0.23 and exceeded expectations of $0.21, driven by improved margins.
August 18, 2016 Insight Report Premium Unilever to Acquire Air-Purification Brand BlueairOn August 16, consumer goods giant Unilever (LSE: ULVR) announced that it had agreed to acquire Blueair, a Swedish air-purification systems manufacturer, for an undisclosed sum.
August 17, 2016 Flash Report Register for Free Access Urban Outfitters (URBN) 2Q 2016 RESULTS: SOLID PERFORMANCE, SIGNIFICANT MARGIN IMPROVEMENTUrban Outfitters reported 2Q 2016 EPS of $0.66 versus last year’s $0.52, and beat the consensus estimate of $0.55. Reported revenues were $890.6 million, up 3% year over year and exceeded expectations of $885.9 million, driven by a wholesale net sales increase of 4%.