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Insight Report | March 21, 2017 Premium

Adidas Investor Day 2017: Riding the Athleisure and E-Commerce Waves

In March 2015, Adidas introduced a strategic business plan named “Creating the New,” which defines the company’s strategies and objectives through 2020. Following exceptional financial results in its fiscal 2016 year, the company updated its corporate strategy and introduced an acceleration plan that outlines more ambitious growth targets than those initially set in 2015.

Deep Dive | March 16, 2017 Premium

Deep Dive: New Retail – The Key To Unlocking Pent-Up Chinese Consumer Demand

The Fung Global Retail & Technology team attended the 5th China E-commerce and Retail Innovation Summit 2017 in Shanghai.

Insight Report | March 16, 2017 Premium

Neiman Marcus Group Puts Itself Up for Sale; Hudson’s Bay Co.in Advanced Talks for a Deal

Luxury onmichannel retailerNeiman Marcus is exploring strategic options of a sale or capital restructuring, amid a swelling debt profile and a disappointing sales performance.

Deep Dive | March 15, 2017 Premium

Deep Dive: US Retail—Store Closure and Management Change Tracker

Store closure and bankruptcy announcements: BCBG will be closing all of their stores due to bankruptcy. Lucy Activewear will also close all of its stores as it is merged into the North Face brand. JCPenney will be closing 13%–14% of its stores, while Crocs will be closing 29% of its stores.

Deep Dive | March 10, 2017 Premium

Mining Silver: Identifying Opportunities in the Senior Boom

The growth in senior populations worldwide is impacting consumer spending patterns. We review the aging trend and explore commercial & economic implications.

Deep Dive | March 8, 2017 Premium

Deep Dive: Retail Revolution— US Apparel Shifts in 20 Charts

Despite some reports to the contrary, Amazon is not among the top 10 apparel retailers in the US, by revenues, if we consider what it retails in its own right.

Insight Report | March 7, 2017 Premium

Ascena Retail Group (ASNA) Fiscal 2Q17 Results: Beats by $0.02, but Guides Down for Fiscal 3Q17

Ascena Retail Group reported fiscal 2Q17 adjusted EPS of $(0.07), versus a profit of $0.01 per share in the year-ago quarter and beating the consensus estimate by two cents. Revenues were $1.75 billion, down 5.1% year over year and in line with the consensus estimate.

Deep Dive | March 6, 2017 Premium

Deep Dive: IoT in Retail—Digitalizing Brick-and-Mortar Stores

Internet of Things (IoT) technology has the potential to transform the way retailers operate brick-and-mortar stores.

Deep Dive | March 3, 2017 Premium

Deep Dive: An Overview of the Digitalization of the Apparel Supply Chain

Digital technologies are transforming the apparel supply chain by challenging old operating models and unleashing new opportunities. This is the first in a series of reports that will investigate the different aspects of the digitalization of the supply chain. As the introduction to the series, this report:

Insight Report | March 3, 2017 Premium

Abercrombie & Fitch (ANF) 4Q16 Results: Disappointing Quarter; Comps Still Challenging

Abercrombie & Fitch reported 4Q16 EPS of $0.71, missing the consensus estimate of $0.75 and down from $0.85 in the year-ago quarter. Total comps were down 5%, beating the consensus estimate of a 5.4% decline. Total revenue was $1.04 billion, down 6.9% from the year-ago period and missing the consensus estimate of $1.05 billion.

Insight Report | March 3, 2017 Premium

JD.com (JD) 4Q16 Results: Revenue Beats Consensus on Strong GMV Growth; JD Finance Spins-Off

JD.com reported 4Q16 revenues of ¥80.25 billion, up 47% year over year, and beating the consensus estimate of ¥76.70 billion. Net loss per ADS was ¥1.26, compared to a net loss of ¥5.57 for 4Q15.

Insight Report | March 2, 2017 Premium

Yoox Net-A-Porter Group (BIT: YNAP) FY16 Results: Solid Sales and Operating Margin Improvement

Italian online fashion retailer YOOX Net-a-Porter Group reported net revenues of €1,871 million for FY16, up 12.4% year over year on a reported basis and up 17.7% at constant exchange rates. Revenues were slightly below the consensus estimate of €1,875 million.

Insight Report | March 1, 2017 Premium

Who Is Buying Beauty Products on Amazon?

In this brief report, we review data from our recent US consumer survey to explore who is buying beauty and personal care products on Amazon.

Deep Dive | February 27, 2017 Premium

Deep Dive: Gen Z and Beauty—the Social Media Symbiosis

This report is part of our new series, The New Beauty Consumer, which looks at various aspects of beauty retailing and consumption.

Deep Dive | February 22, 2017 Premium

DEEP DIVE: Fashion Re-Commerce Evolution

The marketplace for online fashion resale continues to evolve rapidly. Following an initial wave of online fashion consignment startups, weaker players have gone out of business and stronger players have grown and attracted more investment funding to propel their further growth.