Analyst Corner | March 10, 2017 Register for Free Access Weekly Insights Mar 10, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the growing need for and increasing sophistication of cybersecurity tools, given that we live in a world where all of our connected machines can be targeted by hackers and cyberthieves. Read More
Company Earnings Update | March 10, 2017 Register for Free Access Carrefour (ENXTPA: CA) FY16 Results: LatAm and S. Europe Lift Sales, While France and China WeakenCarrefour reported FY16 net sales of €76.6 billion, down slightly by 0.4% year over year (up 2.7% at constant currency) and slightly above the consensus estimate of €76.5 billion. Read More
Company Earnings Update | March 10, 2017 Register for Free Access Morrisons (LSE: MRW) FY17 Results: Ongoing Improvement in Sales and Profitability TrendsThe UK’s fourth-largest grocery retailer, Morrisons, reported FY17 revenues were up 1.2% year over year and that comparable store saleswere up 1.7%. Comps rose by 2.5% in 4Q17, representing a sequential quarterly improvement. This was the fifth consecutive quarter of positive underlying growth and marked the first fiscal year of positive comps since FY12. Read More
Company Earnings Update | March 10, 2017 Register for Free Access Ulta (ULTA) 4Q16 Results: Tops EPS and Revenue Estimates with Double-Digit Revenue GrowthUlta reported 4Q16 EPS of $2.24, up 32.5% from the year-ago quarter and above the $2.14 consensus estimate. Revenues rose 24.6% from the year-ago quarter to $1.58 billion, also beating the consensus estimate of $1.54 billion. Read More
Market Outlook | March 9, 2017 Premium Deep Dive: Global Male Grooming MarketThe global market for male grooming products is booming. It is projected to reach US$60.7 billion by 2020, according to Euromonitor. Valued at US$17.5 billion in 2015, male toiletries—which includes men’s bath and shower, deodorant, skin and hair care products—is expected to outpace that of shaving products and fragrances. Read More
Company Earnings Update | March 9, 2017 Register for Free Access Adidas (ETR: ADS) FY16 Results: Standout Sales and Margin PerformanceIn FY16, Adidas reported revenue growth of 14.0% year over year to €19,291 million, slightly below the consensus estimate of €19,307 million. Constant-currency FY16 sales increased 18% year over year. Read More
Company Earnings Update | March 9, 2017 Register for Free Access Express (EXPR) 4Q16 Results: EPS in Line with Expectations; Grim Outlook for FY17Express reported 4Q16 EPS of $0.29, down 56.7% from the year-ago quarter and in line with the consensus estimate and company guidance. The company reported revenue of $678.8 million, down 11.3% from the year-ago quarter and slightly above the $675.8 million consensus estimate. Read More
Company Earnings Update | March 9, 2017 Register for Free Access Vera Bradley (VRA) Fiscal 4Q17 Results: Revenue Down Due to Challenging Retail EnvironmentVera Bradley reported fiscal 4Q17 adjusted EPS of $0.28, beating the consensus estimate of $0.23. Revenues decreased by 12.5%, to $134.8 million, which was roughly $2.5 million below guidance. Read More
Company Earnings Update | March 8, 2017 Register for Free Access Groupe Casino (EPA: CO) FY16 Results: LatAm Business Drives Sales GrowthGroupe Casino reported FY16 revenues of €36,030 million, up by 2.0% from the previous year and up by 5.7% on an organic basis. Read More
Deep Dive | March 8, 2017 Premium Deep Dive: Retail Revolution— US Apparel Shifts in 20 ChartsDespite 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. Read More
Event Presentation | March 7, 2017 Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More…. Read More
Insight Report | March 7, 2017 Premium Ascena Retail Group (ASNA) Fiscal 2Q17 Results: Beats by $0.02, but Guides Down for Fiscal 3Q17Ascena 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. Read More
Deep Dive | March 6, 2017 Premium Deep Dive: IoT in Retail—Digitalizing Brick-and-Mortar StoresInternet of Things (IoT) technology has the potential to transform the way retailers operate brick-and-mortar stores. Read More
Deep Dive | March 3, 2017 Premium Deep Dive: An Overview of the Digitalization of the Apparel Supply ChainDigital 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: Read More
Analyst Corner | March 3, 2017 Register for Free Access Weekly Insights Mar 3, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the estimated $2.5 billion in revenue that will be freed up for other retailers to grab once JCPenney, Macy’s and Sears complete their recently announced store closures. Read More
