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 Read More
Insight Report | May 8, 2016 Premium Quick Take Profiling Scoop Retail: The In-Store Digital PlatformScoop Retail was founded in London in 2015 to help retailers provide customers with an e-commerce-like in-store experience and to better equip store associates to serve customers. Read More
Company Earnings Update | May 5, 2016 Register for Free Access Abercrombie & Fitch (ANF) 1Q16 Results: Abercrombie Experiences Traffic Challenges that Are Not Expected to Improve in 2QAbercrombie & Fitch reported adjusted 1Q16 EPS of $(0.53) versus the consensus estimate of $(0.51). Read More
Flash Report | May 3, 2016 Register for Free Access Delhaize (DEG) FY15 Results: Profitability Improves Ahead of Merger with AholdDelhaize reported FY15 EPS of €3.54, an increase of 306.8% from FY14 but below consensus of €4.37. The company reported that revenue increased by 14.2%, to €24.4 billion, just below the consensus estimate. Read More
Flash Report | April 28, 2016 Register for Free Access Carter’s (CRI) 1Q16 Results: Beats Estimates, Driven by Retail and Wholesale SegmentsCarter’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. Read More
Company Earnings Update | April 21, 2016 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. Read More
Event Presentation | April 20, 2016 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 Read More
Flash Report | April 14, 2016 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. Read More
Company Earnings Update | April 12, 2016 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. Read More
Event Presentation | March 21, 2016 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 Read More
Event Presentation | March 14, 2016 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 Read More
Flash Report | March 9, 2016 Register for Free Access Vera Bradley (VRA) 4Q15 Results: In-Line Quarter, Comps Hurt by E-Commerce PromotionsVera Bradley reported fiscal 4Q15 revenues of $154.1 million, up 1.0% year over year and slightly above the consensus estimate. EPS was $0.41, in line with the consensus. Read More
Flash Report | March 7, 2016 Register for Free Access Urban Outfitters (URBN) 4Q15 Results: Urban Outfitters Brand Markdowns ImproveUrban Outfitters reported 4Q15 EPS of $0.61 versus the consensus estimate of $0.56. Read More
Company Earnings Update | March 3, 2016 Register for Free Access Adidas Group (ETR: ADS) FY15 Results: Strong Sales Boosted by Double-Digit Growth in Key MarketsAdidas Group reported net sales of €16.9 billion in FY15, beating the consensus estimate and up 16.4% from the previous year. The growth was mainly driven by strong regional performance in Western Europe; Greater China; Latin America; and the Middle East, Africa and Asia. Read More
Flash Report | February 25, 2016 Register for Free Access Chico’s FAS (CHS) 4Q15 RESULTS: COMPS AND REVENUES DOWN; COMPS FLAT TO DOWN AND HIGHER EPS IN 2016Chico’s reported 4Q15 adjusted EPS of $0.05 versus estimated EPS of $0.00. Net revenue for the quarter was $627.4 million, down 4.5% year over year from $657.9 million in 4Q14. Read More
