Event Presentation | February 16, 2017 Premium Global Retail Reinvented (Bloomberg)The Art of Decluttering • The typical American wardrobe has 120 items today vs 36 items in 1930. • 80% of them are unworn. • Marie Kondo’s “the Life Changing Magic of Tidying Up” brought minimalism to the mainstream. • Cladwell helps consumers create a minimalist wardrobe. Read More
Company Earnings Update | January 5, 2017 Register for Free Access B&M European Value Retail (LSE: BME) 3Q17 Update: Very Strong Christmas Sales PerformanceUK-based discount retailer B&M European Value Retail reported a very strong Christmas trading period, with 3Q17 revenues up 21.8% as reported and up 20.5% at constant currency. Read More
Flash Report | November 25, 2016 Register for Free Access Vipshop (VIPS) 3Q16 RESULTS: TOP-LINE GROWTH IN LINE, WHILE EARNINGS MISS ON NEW INVESTMENTSVipshop, the Chinese online discount retailer for branded products, reported 3Q revenue of ¥12.0 billion (US$1.8 billion), up 38.4% year over year. Non-GAAP diluted earnings per ADS were ¥1.00 for the quarter, up 31.6% year over year. Read More
Company Earnings Update | October 26, 2016 Register for Free Access DIA (DIA) 3Q16 RESULTS: GROWTH IN EMERGING MARKETS WHILE SALES DECLINE ON HOME TURFDIA reported 3Q16 net revenues of €2,320.5 million, below the consensus estimate of €2,349.4 million, but up 0.8% year over year, including currency effects. At constant currencies, sales grew by 8.7%. Read More
Event Presentation | October 18, 2016 Premium Do or Die – Retail Imperatives for Globalization Personalization and Localization• US food prices have fallen, impacting revenues in all grocery channels. • Declining US exports have pushed down domestic prices of fresh-food categories such as beef and poultry, while a surplus has depressed dairy prices. Read More
Event Presentation | October 5, 2016 Premium Global Retail ReinventedCan Stores Be Something Other Than Stores? 12 things retailers going global should learn from Starbucks: 1. Coffee theater roastery 2. Localized products 3. Standardized experience 4. Fun merchandise and…….. Read More
Flash Report | April 26, 2016 Register for Free Access Coach (COH) 3Q16: International Division Weighs on Positive Results, Ambitious Margin GoalCoach reported third-quarter 2016 net sales of $1.0 billion, in line with the consensus estimate, and up 11.2% from last year’s $0.9 billion. Adjusted EPS was $0.44, including a contribution of $5 million, or $0.02 per share, from the acquired Stuart Weitzman brand. Read More
Event Presentation | April 26, 2016 Premium 16 Global Retail Trends for 2016Global Retail Trends for 2016- smart malls and silver economy to customer loyalty and Amazon becomes a force in omni-channel 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 | March 9, 2016 Register for Free Access Groupe Casino (EPA: CO) FY15 Results: Weak Sales, FX and Brazil Drag Down ResultsGroupe Casino reported FY15 diluted underlying EPS of €2.80, a decline of 35.5% and below the consensus estimate of €2.81. The company reported that revenue decreased by 4.8%, to €46.1 billion, slightly above the consensus estimate. Read More
Event Presentation | February 25, 2016 Premium Retailment Driven TrendsAlchemist Accelerator is an accelerator exclusively for startups whose revenue comes from enterprises, not consumers. CoCoon is a coworking space where entrepreneurs, creative talent, successful leaders and investors meet, collaborate and deliver results together. Member companies get access to networking opportunities, work space, a photography studio and mentors. Entrepreneurs Roundtable Accelerator (ERA) provides participant companies with an intensive four-month program, with the goal of helping early-stage companies progress rapidly into exciting, viable businesses. Read More
Insight Report | December 1, 2015 Premium THE BILLION-DOLLAR THREAT TO US RIVALSUltralow-‐price fashion retailer Primark entered the US market on September 10, 2015, with plans announced for an initial eight stores in the country. We are optimistic about Primark’s chances of success in the US, given American shoppers’ reluctance to spend big on fashion. Read More
Insight Report | November 4, 2015 Premium PRIMARK TEPID COMPS AND A HIT TO MARGINS AT PRIMARKPrimark sales were up 13% at constant exchange rates and up 8% in British pounds Read More
Company Earnings Update | October 14, 2015 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. Read More
Insight Report | August 13, 2015 Premium 12 Issues That Could Impact The ClubsWarehouse club stores have enjoyed years of revenue growth, and clubs continue to post solid results despite flattish US retail sales. The state of the industry has been and continues to be prosperous, which prompts our contrarian side of our brains to wonder if we should start to identify emerging developments that could spoil the good times. Read More
