January 28, 2016 Company Earnings Update Register for Free Access Under Armour (UA) Fourth-Quarter FY 2015 Earnings Review: Premium Footwear Drove Outsized Growth; Continued Opportunity AheadUnder Armour reported fourth-quarter EPS of $0.48 versus the consensus estimate of $0.46.
January 21, 2016 Flash Report Register for Free Access Avon (AVP) 2016 Investor Day and Full-Year 2015 OutlookAvon (AVP) announced at its Investor Day presentation today that sales from international operations rose by 3% on a constant-currency basis in 2015.
January 15, 2016 Event Presentation Premium The Future of Digital Retail• Anticipating future trends and developments • Plan for future value and avoid obsolescence – What problem are you trying to solve? – How will the solution be used? – How robust does it need to be? • Ensure flexibility to manage changing formats and deployment patterns
January 15, 2016 Flash Report Register for Free Access Burberry (BRBY): Flat Comps Beat ExpectationsBurberry reported flat comps for its third fiscal quarter ending December 31, 2015.
January 15, 2016 Flash Report Register for Free Access ASOS Sales in the US and Europe Lead GrowthASOS reported that total group revenue for the four months ending Dec. 31, 2015, was up 23% in reporting-currency terms and 27% on a constant-exchange-rate basis.
January 5, 2016 Company Earnings Update Register for Free Access Next (LON: NXT) 4Q17 Trading Update: Meaningful Top-Line Miss and Weak OutlookBritish fashion retailer Next reported that Next Brand full-price sales were down 0.4% for 4Q17. This was well below analysts’ expectations.
December 16, 2015 Company Earnings Update Register for Free Access CVS Pharmacy Analyst Day TakeawaysCVS Health held an Analyst Day in New York today. In attendance from the company were President and CEO Larry Merlo, EVP and CFO Dave Denton, President of CVS/caremark Jon Roberts, EVP of CVS/Specialty Pharmacy Alan Lotvin, President of CVS/pharmacy Helena Foulkes and President of Omnicare Rocky Kraft.
December 8, 2015 Company Earnings Update Register for Free Access The Home Depot 2015 Investor & Analyst Conference TakeawaysGrowth and productivity were the key themes running through Home Depot’s Investor and Analyst Conference on December 8, 2015.
November 15, 2015 Event Presentation Premium Disruptors – Physical and Digital– CVS Health: 37% of 2014 capex was on technology and other corporate initiatives – Nordstrom: 35% of 2014 capex; plans to spend $4.3 billion (5% of sales) over next five years – Walmart: 29% of 2014 US capex; spending “$1.2–$1.5 billion in e-commerce websites and mobile commerce applications” – Home Depot: “Tilting investments towards interconnected retail and technology
November 4, 2015 Company Earnings Update Register for Free Access MARKS & SPENCER FIRST HALF DASHES HOPES OF RECOVERY IN APPARELGroup sales were up 1.4% at constant exchange rates, or 1.0% in British pounds.
October 29, 2015 Event Presentation Premium 3Q2015 Recap and Holiday PreviewQ32015 Recap and Holiday Preview • Q3 2015 Weather Insights • Holiday 2015 Weather Outlook • Q3 Business Trends & Results & More
October 28, 2015 Flash Report Register for Free Access Walgreens to Acquire Rite Aid in $17.2 Billion DealTuesday, Oct. 27, after the market close, Walgreens Boots Alliance announced an agreement to acquire smaller drugstore chain Rite Aid for $9.4 billion in cash, offering $9 per share in cash, which represents a 48% premium to Rite Aid’s closing price of $6.08 on Monday.Including debt, the deal is valued at $17.2 billion, the company said.
October 15, 2015 Flash Report Register for Free Access Alibaba Launches Singles’ Day Global Shopping FestivalOn October 13, Alibaba Group launched its 2015 11.11 Global Shopping Festival in its Hangzhou headquarters in China.
October 14, 2015 Event Presentation Premium Top Ideas on Global Retail and TechFBIC TOP 20 RETAIL & TECH TRENDS 1. Ecommercification: More Convenient Payment 2. In-Store Shopping Becomes More Purposeful 3. Webrooming 4. Increasingly Personalized Shopping 5. At-Home Beauty Devices Limit Salon Visits 6. Geofencing and Beacons Enable Location-based Marketing
October 14, 2015 Company Earnings Update Register for Free Access Walmart Plays Catch-Up in Investing in the BusinessWalmart held its annual investor day today in New York. The presentation focused on Walmart stores in the US and e-commerce. Overall, the company is working to improve its in-store experience and developing a seamless offering through the expansion of its e-commerce/m-commerce capabilities. These efforts, though a long time coming and necessary, could ultimately take time to bear fruit, and the next several years could prove to be a period of transition.
