April 26, 2016 Flash Report Register for Free Access Boohoo.com (LON: BOO) FY16 Results: Revenues and Profits Soar, Beating Consensusboohoo.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.
April 21, 2016 Company Earnings Update Register for Free Access Under Armour (UA) 1Q16 Results: Balanced Growth Drives Upside in 1QUnder Armour reported 1Q16 EPS of $0.04 versus the consensus estimate of $0.02.
April 20, 2016 Event Presentation Premium Retail UpdateObesity affects 1/3 of Americans; the number of overweight women in the UK increased from 49% to 57% between 1993 and 2013 • Beauty norms are changing—“real people” models • E-commerce and social media • Plus-size wearers crave fashionable clothing
April 15, 2016 Flash Report Register for Free Access Carrefour (ENXTPA: CA) 1Q16 Results: Sales (Incl. VAT) Down 4.5%, Hit by Weak Fuel and FXCarrefour reported 1Q16 revenue (including VAT) of €20.1 billion, down 4.5% from €21.0 billion in 1Q15.
April 14, 2016 Flash Report Register for Free Access Debenhams (LSE: DEB) 1H16 Results: Pretax Profit Up 5.5%, CEO Confirms ExitBritish department store chain Debenhams reported revenue of £1,327 million for 1H16 (ended February 2016), up 0.1% from 1H15. Gross transaction value (GTV) grew by 1.6% year over year, to £1,629 million, broadly in line with consensus.
April 14, 2016 Flash Report Register for Free Access Burberry (LSE: BRBY) 1H16 Results: In-Line Results Driven by Digital Channel Growth and Product InnovationBurberry reported 1H16 revenue of £1.4 billion, down 1% from 1H15 but in line with the consensus estimate.
April 14, 2016 Flash Report Register for Free Access Unilever (LSE: ULVR) 1Q16 Results: Solid Sales Growth and Share Gains Obscured by Currency HeadwindsUnilever reported 1Q16 revenues of €12.5 billion, down 2.0% year over year and below the consensus estimate of €12.8 billion. The decline was primarily driven by a negative currency impact of 7.1% that more than offset sales growth of 4.7%.
April 12, 2016 Company Earnings Update Register for Free Access ASOS (LON: ASC) 1H16 Results: Beats Consensus on Earnings with Strong ResultsASOS reported 1H16 revenue growth of 21.2%, to £667.3 million, which was in line with the consensus estimate. Diluted adjusted EPS was up 15.3%, to 20.3 pence, versus consensus of 19.0 pence.
April 6, 2016 Event Presentation Premium 5 Ways Amazon Is Shaking Up Retail“The growth of online retailers, especially Amazon, has made shopping trips less appealing. Just as mall traffic has decreased (Fung Business Intelligence Centre estimates that the average American now visits a mall three to four times a year, as opposed to five to six times a few years ago), visits to big-box retailers are also dropping.”
April 5, 2016 Flash Report Register for Free Access Walgreens Boots Alliance (WBA) 2Q16 Results: In-Line Results Driven by Strong Pharmacy BusinessWalgreens Boots Alliance reported fiscal 2Q16 revenues of $30.2 billion, up 13.6% from the year-ago period and slightly below the consensus estimate of $30.7 billion. Adjusted EPS was $1.31, up 10.8% year over year and slightly above the consensus estimate of $1.28.
March 24, 2016 Event Presentation Premium Fashion Brands OverviewTop 10 Market of Luxury Consumer Segment……..
March 23, 2016 Flash Report Register for Free Access Nordstrom (JWN) Names Private Tech-Company CEO Kumar Srinivasan as Chief Technology OfficerToday, Nordstrom announced that Kumar Srinivasan joined the company as Chief Technology Officer (CTO).
March 21, 2016 Event Presentation Premium What Is Driving Retail in 2016 (US and Europe)BRICK & MORTAR RETAILERS CONTINUE TO EXPERIENCE TRAFFIC DECLINES- • US mall traffic has declined for 37 consecutive months and continues to be challenging • Feb. 2016 store traffic dropped by 6.6% YoY • Malls have seen an average drop in traffic of 9.3% YoY • High-end malls appear less affected – GGP traffic up 2% in 2015 – Simon traffic up 1.5% in 2015 – Taubman traffic up in 2015
March 18, 2016 Insight Report Premium Tiffany & Co. (TIF) 4Q15 Results: Company Provides a Modest OutlookTiffany & Co. reported 4Q15 EPS of $1.46 excluding onetime items versus consensus of $1.40.
March 14, 2016 Event Presentation Premium Golden Seeds Presentation• Fung Global Retail & Technology advises retailers, real estate developers and tech companies on projects situated at the intersection of retail, tech and/or fashion • Our team offers a robust knowledge bank and significant experience in the retail, fashion and tech fields. We are involved in many areas of the business and believe this allows us to offer a unique perspective by focusing on the future and where the sector is heading
