Insight Report | December 1, 2016 Premium PROFILING INDUO, OFFERING WATER-REPELLENT COTTONIn this report, the latest in our series of retail-tech company profiles, we look atInduo, a maker of cotton shirt fabric enhanced with invisible technology. We met Sébastien François, founder and CEO of Induo,to talk about how the idea behind thebusiness came about and discussthe opportunities, challenges and the future plans for the company. Read More
Insight Report | December 1, 2016 Premium Savvy Travelers—A Nifty Solution for Traveling LightIn this report, the latest in our series of company profiles, we look at Savvy Travelers, a company that sells individually-wrapped hygiene and beauty wipes that are travel-friendly. We recently spoke with Tina Aldatz and Margarita Floris, founders of the California-based business, which was established in 2014. Read More
Insight Report | December 1, 2016 Premium Guess (GES) 3Q17 Results: EPS Misses Consensus; US Performance Hampers ResultsGuess reported 3Q17 EPS of $0.11, below the $0.14 consensus estimate and down 27% year over year. The figure was at the low end of management’s previous guidance. Read More
Insight Report | December 1, 2016 Premium PVH Corp (PVH) 3Q16 Results: Beats on EPS; Updates FY16 OutlookPVH Corp. reported 3Q16 adjusted EPS of $2.60, ahead of the $2.35–$2.40 consensus estimate but down 2.3% year over year. Revenues were $2.24 billion, up 3.7% year over year and in line with the consensus estimate. Read More
Deep Dive | November 30, 2016 Premium The UK Apparel Handbook – 2017 OutlookThis report examines the UK apparel retail market including market size & segmentation, sales weakness, inflation and depreciation of the pound. Read More
Event Presentation | November 29, 2016 Premium Breakfast with the Disruptors – Supply Chain Startup PitchesJCPenny said the appliance category was strong and it has had a good start with record mobile traffic and sales, and no website interruptions. Kohl’s set record for online sales on Thanksgiving. The retailer made many Black Friday deals available online before the store opened. Walmart kicked off its Cyber Monday deals at 12:01am EST on Friday for the first time ever, as it aims to grab customers ahead of its competitors. Read More
Insight Report | November 29, 2016 Premium House of Fraser CEO ResignsNigel Oddy is reported to have resigned as CEO of UK department-store chain House of Fraser. Read More
Insight Report | November 27, 2016 Premium Weekly Retail Promo Update Nov 27, 2016Bloomingdale’s is offering a similar number of promotions and sales this week as it did during the same week last year. In both years, the retailer promoted Cyber Sunday and Monday sales by offering a 25% discount on a large selection of regular- and sale-priced items. Last year, Bloomingdale’s offered a bMoney promotion during this week that it is not offering this year. The retailer is using text message marketing this week, which it also used during this week last year. Read More
Analyst Corner | November 26, 2016 Register for Free Access Weekly Insights Nov 26, 2016This week’s note “From the Desk of Deborah Weinswig” provides some background on the upcoming Thanksgiving holiday and discusses the gifts that consumers are likely to purchase this holiday season. Read More
Flash Report | November 25, 2016 Register for Free Access Vipshop (VIPS) 3Q16 RESULTS: TOP-LINE GROWTH IN LINE, WHILE EARNINGS MISS ON NEW INVESTMENTSVipshop, the Chinese online discount retailer for branded products, reported 3Q revenue of ¥12.0 billion (US$1.8 billion), up 38.4% year over year. Non-GAAP diluted earnings per ADS were ¥1.00 for the quarter, up 31.6% year over year. Read More
Flash Report | November 25, 2016 Register for Free Access Ctrip (CTRP) 3Q16 RESULTS: EARNINGS BEAT ON IMPROVED OPERATING EFFICIENCY; ANNOUNCES SKYSCANNER ACQUISITIONCtrip, China’s leading online travel agent, reported strong 3Q16 revenues of ¥5.6 billion, up 75.1% year over year. Non-GAAP net profit of ¥0.58 billion beat the consensus estimate of ¥0.34 billion, but was down 77.2% year over year. Read More
Deep Dive | November 24, 2016 Premium The Silvers Series VI: The Methuselah Complex and an Industry Thriving on the Promise of LongevityIn this, the sixth in our Silvers Series of reports on consumers aged 65 and older, we look at three sectors that encompass various anti-aging and life-extension treatments and therapies. Read More
Insight Report | November 23, 2016 Premium Kingfisher (LSE: KGF) 3Q17 TRADING UPDATE: GROWTH HELD BACK BY FRANCEBritish DIY group Kingfisher reported 3Q17 total sales growth of 1.3% at constant currency, sequentially weaker than the 2.7% figure reported in 1H17. Read More
Deep Dive | November 23, 2016 Premium Online Grocery Series: France – Where Click-and-Drive Is KingThe French online grocery sector is one of the most advanced in the world: e-commerce’s share of grocery sales in France is the highest in Europe after the UK. Read More
Insight Report | November 22, 2016 Premium Abercrombie & Fitch’s Rebranding Efforts FallAbercrombie & Fitch revamped its brand to give itself a makeover after years of struggle. Read More