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Restoration Hardware (RH) 4Q16 Results: Better-than-Expected Results; Upbeat 2017 Outlook

Restoration Hardware reported 4Q16 adjusted EPS of $0.68, down from $0.98 in the year-ago quarter but above the consensus estimate of $0.65 and inline with company guidance. The retailer reported adjusted revenue of $590.1 million, down 8.8% from $647.2 million in the year-ago quarter but above the $584.2 million consensus estimate.

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US Retail Revolution

Global 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….

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AR VR – At an Inflection Point (RetailLoco)

• AR/VR applications are becoming more
commonplace, for example in virtual catalogs
and Pokémon Go
• Goggles such as Google Cardboard and $79
Google Daydream View put the price of AR
within reach
• One forecast calls for a $80 billion market in
2025, and VC funding is increasing rapidly
• AR has seen broad acceptance; will VR
overcome the “nerd factor”?

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Global Furniture and Homewares E-Commerce

This report explores global online furniture and homewares retailing, the size of the market, forecast growth rates, and the proportion of furniture and homewares sales generated online compared to total sector sales.

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Connected Home Series Wrap-up

This wrap-up of our connected home series examines smart home market drivers, explores barriers to adoption and offers thoughts on the future of the connected home.

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Retail Update

Obesity 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

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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

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