Deep Dive | May 17, 2017 Premium Deep Dive: The Evolution of Corporate InnovationThe rapid development of new retail technologies across the online, mobile and in-store channels, along with disruption from startups, is dramatically shifting consumers’ expectations and behaviors. Read More
Company Earnings Update | May 17, 2017 Register for Free Access Urban Outfitters (URBN) Fiscal 1Q18 Results: EPS Misses Expectations on Weak CompsUrban Outfitters reported fiscal 1Q18 EPS of $0.10, below the consensus estimate of $0.16. Total revenues were $761.2 million, below the consensus estimate of $769.8 million and down 0.2% from the year-ago quarter. Read More
Deep Dive | May 16, 2017 Premium Deep Dive: WeChat— From Messaging App to Profitable EcosystemWith no apparent competitors in sight, WeChat, the flagship mobile instant-messaging platform and social network of internet services giant Tencent, holds court in China. Coupled with differentiable features, WeChat is on track to continue increasing user engagement and retention. Read More
Company Earnings Update | May 15, 2017 Register for Free Access JCPenney (JCP) 1Q17 Results: March/April Comps Improved After a Tough FebruaryJCPenney reported 1Q17 adjusted EPS of $0.06 versus the consensus estimate of $(0.21). Read More
Event Presentation | May 15, 2017 Premium Latest Trends and Developments in O2O RetailingJD.com plans to open 1 million brick-and-mortar convenience stores through franchising within five years. It invested in Yonghui Superstores, a supermarket chain in China. • This follows JD.com’s announcement to open 10,000 home appliance stores across China. • The stores will use JD.com’s data analytics and logistics system to better target consumers and fulfil orders. • The stores can set up virtual stores on JD.com. Read More
Company Earnings Update | May 13, 2017 Register for Free Access Macy’s (M) 1Q17 Results: Management Reiterates FY17 Guidance, Despite Difficult EnvironmentMacy’s reported 1Q17 adjusted EPS of $0.24 compared with the consensus estimate of $0.36. Read More
Company Earnings Update | May 12, 2017 Register for Free Access Kohl’s (KSS) 1Q17 Results: EPS Beat, Revenue Miss, Guidance UnchangedKohl’s reported 1Q17 adjusted EPS (excluding nonrecurring items) of $0.37, up 23.4% year over year and beating the consensus estimate of $0.29. Revenues were $3.84 billion, down 3.2% year over year and slightly below the $3.91 billion consensus estimate. Read More
Analyst Corner | May 12, 2017 Register for Free Access Weekly Insights May 12, 2017This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s entry into Australia, previewing an upcoming Deep Dive Read More
Company Earnings Update | May 12, 2017 Register for Free Access DIA (BME: DIA) 1Q17 Results: Strong Performance in Emerging Markets Lifts SalesDIA reported 1Q17 net sales of €2,096.0 million, slightly below the consensus estimate of €2,161.8 million and up by 6.2% as reported (up 2.2% excluding currency effects). Strong performance in emerging markets drove sales. Read More
Deep Dive | May 12, 2017 Premium Stockholm— Europe’s Second- Most-Valuable Startup HubThis is the fifth report in our series on European startup capitals. Stockholm is a leading startup hub globally and one of the top European centers for startup development. The main factors that make Stockholm the second-most-valuable startup hub in Europe include: Read More
Deep Dive | May 12, 2017 Premium Deep Dive: International Apparel Retailers in India—Jumping the Hurdles in Pursuit of GrowthThis report is the first in a brief series that looks at international retailers’ operations in India. It focuses on international apparel retailers’ entry to India and considers their domestic counterparts. Read More
Event Presentation | May 11, 2017 Premium 1Q2017 Recap and Spring Retail Update (Planalytics)Spring Retail Update • Recent sales and earnings results indicate a continuing struggle in retail. • Store closures, bankruptcies and management changes are shaking up the industry. • The media barrage of the retail industry doesn’t help perception. • Uncertainty exists in terms of the forward picture; things probably get worse before they get better. Read More
Company Earnings Update | May 11, 2017 Register for Free Access Ahold Delhaize (ENXTAM: AD) 1Q17 Results: Merger Synergies On-Target, Reaffirms Outlook for FY17The merger of Ahold Delhaize in mid-2016 prompted the company’s reported leap in revenues: Ahold Delhaize reported 1Q17 revenues of €15,870 million, up by 61.4% from 1Q16 at constant exchange rates (+65.1% in reported currency). Read More
Deep Dive | May 11, 2017 Premium Deep Dive: UK Retail Real Estate—Taking Stock of Trends in Brick-and-MortarThe UK retail real estate sector is facing ongoing headwinds, including the rapid rise of e-commerce, cutthroat competition and softening apparel sales. Read More
Company Earnings Update | May 10, 2017 Register for Free Access Wayfair (W) 1Q17 Results: Beats on Revenue and EPS, 2Q Guidance Above ConsensusWayfair reported 1Q17 adjusted EPS of $(0.48), ahead of the $(0.57) consensus estimate, but down from $(0.36) in the year-ago period. Total revenues were $960.8 million, up 28.6% year over year and above the consensus estimate of $934.8 million. Read More
