Analyst Corner | February 17, 2017 Register for Free Access Weekly Insights Feb 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses new trends in fashion retail as well as the needs and desires of the mass market Read More
Company Earnings Update | February 16, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Sequential Sales Improvement in JanuaryH&M reported total sales rose by 8% year over year in local currencies in January 2017. This compares to sales growth of 6% in December. January sales were negatively impacted by 2% due to a calendar impact. Read More
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
Insight Report | February 15, 2017 Premium Rakuten (TYO:4755) 4Q16 Results: Revenue Beat, but Earnings MissRakuten reported 4Q16 EPS of (¥4.17), down from ¥1.25 in the year-ago quarter and missing the consensus estimate of ¥13.88. Revenues were ¥222.6 billion, up 11.9% year over year,beating the consensus estimate of ¥215.1 billion. Read More
Event Presentation | February 15, 2017 Premium Australian Apparel Market PrimerAustralian retailers are relatively positive about their prospects for 2017. In Deloitte’s most recent Retailers’ Christmas Survey, 64% of respondents are expecting their earnings to increase by 5% or more in 2017, with such levels of optimism at their highest since we started this survey five years ago. However, this optimism needs to be tempered somewhat with realities of the macro-economic outlook. The ‘wealth-factor’ arising from appreciating house prices that has buoyed parts of the market is starting to slow down, whilst we continue to see low wage growth. Against this background, the retail environment in Australia is likely to remain challenging, particularly with the continued influx and expansion of global retailers in Australia. Read More
Deep Dive | February 14, 2017 Premium Paris—The Third Largest European Startup HubThis is the third report in our series on European startup capitals. Paris is a leading startup hub globally and is the third-largest European center for startup development. The main factors that make Paris one of the top startup hubs include: Read More
Company Earnings Update | February 13, 2017 Register for Free Access Kering (ENXTPA: KER) FY16 Results: Strongest Revenue Increase in Last Five YearsFrench luxury group Kering reported FY16 revenue of €12.4 billion, up 6.9% year over year and above the analyst consensus estimate of €12.3 billion. At constant currency, revenues increased 8.1% year over year. Read More
Deep Dive | February 13, 2017 Premium Millennials and Furniture in the US and the UK – Ten Characteristics That Define the MarketSince millennials range in age from 16 to 36, they constitute a consumer segment that is of growing value in most markets. These consumers are entering their peak spending years and are establishing family homes. Read More
Insight Report | February 13, 2017 Premium Infographic: Millennials And Furniture In The US And The UKThis infographic on Millennials and Furniture in the US and the UK includes key trends and changing behaviors online and offline Read More
Insight Report | February 10, 2017 Premium L’Oréal (ENXTPA: OR) FY16 Results: Solid Top-Line Growth Across All RegionsGlobal cosmetics giant L’Oréal reported total FY16 sales growth of 2.3%. The company grew revenues by a strong 5.1% at constant exchange rates and by a robust 4.7% on a comparable basis. Read More
Analyst Corner | February 10, 2017 Register for Free Access Weekly Insights Feb 10, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the recent spate of top management departures from department stores and brands. Read More
Deep Dive | February 10, 2017 Premium Deep Dive: US Retail—Store Closure and Management Change TrackerAmong the major US retailers that we track, so far this year, eight have announced store closures and another six have announced management changes. Read More
Insight Report | February 8, 2017 Premium Yoox Nex-A-Porter Group (BIT: YNAP) FY16 Trading Update: Strong Sales Growth in All Geographic RegionsItalian online fashion retailer YOOX Net-a-Porter Group reported net revenues of €1.87 billion in FY16, up 12.4% year over year on a reported basis and up 17.7% year over year at constant exchange rates. Revenues came in slightly below the consensus estimate of €1.89 billion. Read More
Company Earnings Update | February 8, 2017 Register for Free Access Michael Kors (KORS) 3Q17 Results: Company Misses Expectations; Weak Guidance Points to ChallengesMichael Kors reported 3Q17 total revenue of $1.35 billion, down 3.2% from $1.40 billion in the year-ago quarter. EPS was $1.64, beating the consensus estimate of $1.63. Read More
Deep Dive | February 7, 2017 Premium India Rising — An Overview of India’s Burgeoning Startup EcosystemThis is the first report in our series on the Indian startup ecosystem. Read More