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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Event Presentation | May 12, 2016 Premium

6 Retail Trends and 7 Ways Amazon Is Changing Everything (Ecommerce Media Forum)

• US mall traffic has decreased for 37
consecutive months and continues to be
challenging
• Malls have seen an average 9.1% YoY
decrease in traffic since January 2015
– High-end malls appear less affected
– General Growth Properties: traffic up 2% in
2015
– Simon Malls: traffic up 1.5% in 2015
– Taubman Centers: traffic up in 2015

Company Earnings Update | May 12, 2016

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Nordstrom (JWN) 1Q16 Results: Big Earnings Miss; FY16 Guidance Lowered to Reflect Softening Industry Dynamics

Nordstrom announced 1Q16 diluted EPS of $0.26, far below the consensus estimate of $0.45. The disappointing results were driven by sales that were lower than planned and by higher markdowns intended to better align inventory positions with softening industry trends.

Company Earnings Update | May 10, 2016

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Macy’s (M) 1Q16: Guidance Reduced Due to Continued Weak Spending

Macy’s reported FY1Q16 adjusted EPS of $0.40 versus consensus of $0.38.

Event Presentation | May 6, 2016 Premium

1Q2016 Recap (Planalytics)

Q1 2016 and Spring Retail Trends
1. Selected April Sales
2. Selected Latest Quarter Earnings
3. Mixed Luxury Results
4. Online: Amazon Spotlight and More

Flash Report | May 5, 2016

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AVON (AVP) 1Q16 Results: EMEA Growth Offset by Slowdown in Asia and Latin America

Avon reported 1Q16 revenues of $1.31 billion, down 16% year over year but up 2% in constant-currency terms and up 3% in constant currency excluding referrals. Adjusted EPS was $(0.07), missing the consensus estimate of $0.03.

Insight Report | May 5, 2016 Premium

Abercrombie and Fitch’s (ANF) COO Jonathan Ramsden Steps Down

On May 5, Abercrombie and Fitch’s current COO and former CFO, Jonathan Ramsden, announced his resignation, effective June 15.

Company Earnings Update | May 5, 2016

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Abercrombie & Fitch (ANF) 1Q16 Results: Abercrombie Experiences Traffic Challenges that Are Not Expected to Improve in 2Q

Abercrombie & Fitch reported adjusted 1Q16 EPS of $(0.53) versus the consensus estimate of $(0.51).

Insight Report | May 4, 2016 Premium

Under Armour (UA) Announces the Departure of Two Key Executives

Henry Stafford, Chief Merchandising Officer at Under Armour, will leave the company in July. Kip Fulks, Chief Marketing Officer, will assume the Chief Merchandising Officer responsibility on an interim basis.

Flash Report | May 3, 2016

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Burlington (BURL) 4Q15 Results: Revenues in Line, Beats on EPS, Outlook in Line

Burlington reported 4Q15 revenues of $1.5 billion, up 3.5% and in line with the consensus estimate. Comparable store sales increased by 0.1%, which was above the flat consensus expectation and above guidance.

Flash Report | May 3, 2016

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Coty (COTY) 3Q16 Results: Color Cosmetics Gains Offset Declines in Fragrance

Coty reported 3Q16 adjusted EPS of $0.09 versus the consensus estimate of $0.12.

Insight Report | May 2, 2016 Premium

Abercrombie & Fitch (ANF) 4Q15 Results: Mixed Quarter as Same-Store Sales Turn Positive

Abercrombie & Fitch reported 4Q15 revenues of $1.1 billion, down 0.6% but slightly above the consensus estimate. On a constant-currency basis, revenues increased by 2.0%. Comparable sales increased by 1% on a constant-currency basis, the first increase in more than three years, beating the consensus estimate of flat sales.

Company Earnings Update | April 28, 2016

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Amazon (AMZN) 1Q16 Earnings: Beats Estimates on Top and Bottom Lines; 2Q Guidance in Line

Amazon reported 1Q16 revenues of $29.1 billion, up 28.2% year over year and ahead of the $28.0 billion consensus estimate. EPS was $1.07, beating the $0.60 consensus estimate and compared to a loss of $0.12 in the year-ago quarter.

Flash Report | April 28, 2016

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Carter’s (CRI) 1Q16 Results: Beats Estimates, Driven by Retail and Wholesale Segments

Carter’s reported 1Q16 revenue of $724.1 million, up 5.7% year over year, beating the consensus estimate of $716.0 million and above company guidance of $712.4 million. On a constant-currency basis, revenue increased by 6.4% in the quarter.

Event Presentation | April 26, 2016 Premium

16 Global Retail Trends for 2016

Global Retail Trends for 2016- smart malls and silver economy to customer loyalty and Amazon becomes a force in omni-channel

Flash Report | April 26, 2016

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Boohoo.com (LON: BOO) FY16 Results: Revenues and Profits Soar, Beating Consensus

boohoo.com reported revenue growth of 39.7% for fiscal year ended February 2016. Revenue for the year reached £195.4 million, beating the consensus estimate of £191.9 million.