Insight Report | January 25, 2017 Premium Alibaba (BABA) FY3Q17 Results: Another Solid Quarter Thanks to Robust Online Ad GrowthAlibaba reported FY3Q17 revenue of ¥53.3 billion, up 54.1% year over year, and beat consensus by 6%. The company attributed the strong results to robust growth of online marketing service revenue, as well as growth in commission revenue and consumer usage. Read More
Insight Report | January 24, 2017 Premium The Disruptor: Tubatu – An O2O Disruptor in the Home Décor MarketTubatu is a B2C e-commerce platform which aims to provide interior design and home décor services by linking customers to local professionals. The company is estimated to be worth US$2 billion. Read More
Insight Report | January 23, 2017 Premium UK December Retail Sales and Christmas Wrapup: A Bumper Holiday PeriodOfficial data and company updates confirm that it was a bumper holiday season. Total retail sales grew by 7.1% in December, the strongest December growth recorded in decades. Read More
Insight Report | January 23, 2017 Premium December 2016 UK Retail Sales and Christmas Wrapup: A Bumper Holiday PeriodOfficial data and company updates confirm that it was a bumper holiday season. Total retail sales grew by 7.1% in December, the strongest December growth recorded in decades. Read More
Analyst Corner | January 20, 2017 Register for Free Access Weekly Insights Jan 20, 2017This week’s note “From the Desk of Deborah Weinswig” discusses what presenters and attendees at NRF Retail’s Big Show 2017 had to say about the in-store experience and explores three core functions retailers can provide in order to drive store traffic. Read More
Company Earnings Update | January 20, 2017 Register for Free Access Ahold Delhaize (ENXTAM: AD) 4Q and FY16 Trading Update: Strong Sales in the Netherlands Boost Group PerformanceAhold Delhaize reported FY16 revenues of €62,331 million, up 3.4% from FY15 at constant currency (+3.7% in reported currency) and slightly below the consensus estimate of €62,419 million. Read More
Insight Report | January 20, 2017 Premium Carrefour (ENXTPA: CA) 4Q and FY16 Trading Update: Growth Slows in FranceCarrefour reported FY16 sales growth of 3.3% at constant currency to €85.7 billion including VAT ex fuel (down 0.7% in reported currency, including fuel). Read More
Insight Report | January 19, 2017 Premium Burberry (LSE: BRBY) 3Q17 Trading Update: Retail Sales Ahead of ExpectationsBurberry reported 3Q17 retail sales growth of 4% to £735 million in constant currency (22% growth in reported currency), above the consensus estimate of £721 million. Comparable-store sales increased 3% year over year, beating analysts’ estimates of 1%. Read More
Flash Report | January 19, 2017 Register for Free Access Baidu Appoints Microsoft Veteran Qi Lu as Group President and COOaidu has appointed former Microsoft executive Dr. Qi Lu to be its Group President and COO, and to oversee the Chinese search giant’s business, with immediate effect. Read More
Company Earnings Update | January 18, 2017 Register for Free Access Zalando (XTRA: ZAL) Q416 Trading Update: Strong Sales, but Slightly Below Analysts’ EstimatesZalando reported that it expects 4Q16 revenue to grow 25%–26% year over year to €1,086–€1,094 million, according to preliminary figures. Read More
Company Earnings Update | January 18, 2017 Register for Free Access Groupe Casino (EPA: CO) 4Q and FY16 Trading Update: LatAm Business Drives Sales GrowthGroupe Casino reported FY16 revenues of €36,030 million, up 2.0% from the previous year and up 5.7% on an organic basis. Comps grew by 3.8%. Read More
Company Earnings Update | January 17, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Lower-Than-Expected Growth in DecemberH&M reported a 6% year-over-year increase in total sales in local currencies in December 2016. This compares to sales growth of 9% in November. Read More
Company Earnings Update | January 16, 2017 Register for Free Access Fast Retailing Group (TSE:9983) 1Q17 Results: Revenues Miss Estimates; EPS Jumps on a Weaker YenFast Retailing Group reported 1Q17 consolidated revenues of ¥528.8 billion, up 1.6% year over year, and missed the consensus median estimate of ¥540.9 billion. Read More
Deep Dive | January 16, 2017 Premium Deep Dive: Millennial Lifestyles Drive Growth in Apparel RentalOnline apparel and accessory rental services are proliferating. Apparel rental models allow customers to borrow items for a set time period, typically at a meaningful discount to the products’ retail price. Read More
Company Earnings Update | January 13, 2017 Register for Free Access ASOS (AIM: ASC) 1Q17 Update: Strong Sales Prompts Upward Revision to FY17 Sales GuidanceBritish online fashion retailer ASOS reported £606 million in retail revenues in 1Q17, up 36% year over year. At constant currency, 1Q17 revenues increased 30% year over year. Read More