Event Presentation | November 29, 2016 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. Read More
Flash Report | November 25, 2016 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. Read More
Insight Report | November 22, 2016 Premium Abercrombie & Fitch’s Rebranding Efforts FallAbercrombie & Fitch revamped its brand to give itself a makeover after years of struggle. Read More
Company Earnings Update | November 18, 2016 Register for Free Access Walmart (WMT) 3Q17 Results: E-Commerce Contribution Increases at Walmart USWalmart reported 3Q17 EPS of $0.98 versus the consensus estimate of $0.96. Read More
Insight Report | November 16, 2016 Premium The TJX Companies Inc (TJX) 3Q17 Results: Another Strong QuarterThe TJX Companies reported adjusted 3Q17 EPS of $0.91 versus the consensus estimate of $0.87. Read More
Company Earnings Update | November 11, 2016 Register for Free Access Nordstrom (JWN) 3Q16 Results: Results Exceed Expectations in 3QNordstrom reported adjusted 3Q16 EPS of $0.84, ahead of the $0.52 consensus estimate, but down 52.5% year over year. Revenues were $3.54 billion, up 7.2% year over year and above the consensus estimate. Read More
Flash Report | November 10, 2016 Register for Free Access Burberry (LSE: BRBY) 1H17 RESULTS: CHALLENGED SALES AND PROFITABILITY EROSIONBurberry reported a 4% decline in 1H17 total group constant-currency revenue growth to £1,159 million (up 5% in reported currency), below the consensus estimate of £1,165 million. Total results were negatively impacted by weakness in the wholesale and licensing businesses. Read More
Company Earnings Update | November 4, 2016 Register for Free Access Adidas Group (ETR: ADS) 3Q16 RESULTS: STRONG RESULTS; FY16 GUIDANCE MAINTAINEDGerman athletic and sportswear company Adidas Group reported 3Q16 net sales of €5,413 million, up 13.8% on a reported basis and up 17.0% on a constant-currency basis. Net sales for the quarter were above the consensus estimate of £5,368 million. The strong revenue increase was underpinned by double-digit sales growth in all the group’s geographic markets except Russia. Read More
Company Earnings Update | November 4, 2016 Register for Free Access Alibaba (BABA) 2Q17 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GROWTH IN E-COMMERCE AND MEDIAAlibaba reported 2Q17 non-GAAP diluted EPS of US$0.79, ahead of the US$0.70 consensus estimate and up 45.7% year over year. Revenues were US$5.14 billion, up 54.7% year over year and above the consensus estimates. Read More
Flash Report | October 28, 2016 Register for Free Access Debenhams (LSE: DEB) FY16 RESULTS: SALES PERFORMANCE IN LINE WITH EXPECTATIONSUK-based department-store chain Debenhams reported gross transaction value sales of £2,939 million for the 53 weeks ended September 3, 2016, slightly above the consensus estimate of £2,902 million. Read More
Company Earnings Update | October 26, 2016 Register for Free Access Under Armour (UA) 3Q16 Results: EPS Beats Expectations; Slower Apparel Growth AheadUnder Armour reported adjusted 3Q16 EPS of $0.29, ahead of the $0.25 consensus estimate and up 26.1% year over year. Revenues were $1.42 billion, up 21.4% year over year and slightly above the consensus estimate. Read More
Insight Report | October 25, 2016 Premium Alibaba Kicks Off Singles’ Day Global Shopping FestivalAlibaba kicked off its 11.11 Global Shopping Festival, which is now the biggest shopping day globally, and released details surrounding its marketing strategy. Read More
Company Earnings Update | October 21, 2016 Register for Free Access Walgreens (WBA) 4Q16 Results: EPS Beats Consensus, Rite Aid Merger ExtendedWalgreens reported fiscal 4Q16 adjusted EPS of $1.07, ahead of the $0.99 consensus estimate. Reported revenues were $28.64 billion, up 0.4% year over year and below the consensus estimate of $29.11 billion. Read More
Flash Report | October 21, 2016 Register for Free Access Walmart to Fast Track China Expansion with JD Ahead of Singles’ DayWalmart and JD.com announced a series of joint initiatives to expand their offering for Chinese online shoppers ahead of Singles Day 2016. This builds upon an existing strategic alliance the two companies had formed in June 2016. Read More
Event Presentation | October 20, 2016 Premium AR VR – At an Inflection Point (RetailLoco)• AR/VR applications are becoming more commonplace, for example in virtual catalogs and Pokémon Go • Goggles such as Google Cardboard and $79 Google Daydream View put the price of AR within reach • One forecast calls for a $80 billion market in 2025, and VC funding is increasing rapidly • AR has seen broad acceptance; will VR overcome the “nerd factor”? Read More
