Insight Report | December 19, 2016 Premium H&M (STO: HM-B) Monthly Sales Update: Weakening Growth In in November And and The the Full YearTotal sales for November rose by 9% year over year in local currencies versus 10% in October. Read More
Event Coverage | December 19, 2016 Register for Free Access Notes from CVS Health 2016 Annual Analyst Day: Driving More Affordable, Accessible and Effective CareCVS Health held its annual analyst day on December 15 in New York City. The main topics of the meeting were the company’s long-term growth drivers and its three main objectives: to make care more affordable, more accessible and more effective. Read More
Event Presentation | December 16, 2016 Premium Primark Overview• Ultralow price points support Primark’s decision not to sell online, as the costs of fulfillment would erode margins • The impulse buys that are made as shoppers browse the assortments would be lost online – There is no digital equivalent of piling baskets to overflowing as shoppers walk the aisles • A short-lived experiment to sell Primark products through ASOS was abandoned in 2013 – No sign of movement toward a multichannel proposition ever since Read More
Analyst Corner | December 16, 2016 Register for Free Access Weekly Insights Dec 16, 2016This week’s note “From the Desk of Deborah Weinswig” discusses the US arrival of smaller-format grocery stores such as Amazon Go, Walmart Pickup with Fuel and Lidl, as well as their demand drivers and some of the challenges they may face. Read More
Flash Report | December 16, 2016 Register for Free Access Hudson’s Bay Company (TSE:HBC) Releases the RobotsHudson’s Bay Company (TSE:HBC) recently announced the deployment of a $60 million Perfect Pick case shuttle system that covers the entire vertical height of the building in which it has been installed. The system has the capacity to hold 1 million units of inventory and to process 4,200 customer orders per hour. Read More
Flash Report | December 15, 2016 Register for Free Access Boohoo.com (LSE: BOO) Boohoo.com Raises FY17 Revenue Guidance and Acquires PrettyLittleThingBoohoo.com announced a trading update and the acquisition of PrettyLittleThing, a smaller, fast-growing, online fashion pure play. Read More
Insight Report | December 15, 2016 Premium Profiling NearSt, a Search Engine to Find Products LocallyIn this report, the latest in our series of retail-tech company profiles, we look at NearSt, an e-commerce service that enables users to buy from shops locally. Read More
Insight Report | December 15, 2016 Premium Inditex (BME:ITX) 9M17 Results: Continued Strong Sales PerformanceInditex reported 9M17 EPS of €0.71, an increase of 9.1% over 9M16 and slightly below the consensus estimate of €0.72. The company reported that revenue (store and online) increased by 11.3%, to €16.4 billion, in line with the consensus estimate. Constant-currency 9M17 sales increased 14.5% year over year and same-store sales remained strong, with positive comps in all geographic regions. Read More
Insight Report | December 15, 2016 Premium Metro Group (DB:MEO) FY16 Results: Metro Sales Fall Slightly on Negative Currency and Portfolio EffectsMetro Group reported net sales of €58.4 billion in FY16, a fall of 1.4% from FY15 and close to the consensus estimate of €58.8 billion. Read More
Deep Dive | December 12, 2016 Premium Online Grocery Series: Germany – Playing Catch-UpThis is the fourth in our series of reports analyzing online grocery markets around the world. Germany lags other markets in grocery e-commerce despite having one of the largest grocery sectors in Europe and an advanced nonfood e-commerce market. Read More
Insight Report | December 11, 2016 Premium Weekly Retail Promo Update Dec 11, 2016Bloomingdale’s is offering fewer promotions and sales this week than it did during the same week last year. The retailer is offering up to one in-store-exclusive promotion this week, versus seven online or in-store-exclusive promotions last year during the same week. In both years, Bloomingdale’s offered mystery discounts of 20%–40% on almost all sale and clearance items, but the promotion was offered only online last year, while this year, it is available online and in-store. The retailer used text message marketing in both years. Read More
Insight Report | December 9, 2016 Premium Restoration Hardware (RH) 3Q16 Results: EPS Tops Estimate, but Company Lowers FY16 Guidance, Citing Slow Holiday Sales and Business-Model ChangesRestoration Hardware reported 3Q16 adjusted EPS of $0.20, ahead of the $0.16 consensus estimate but down 69.2% year over year. Revenues rose by 3.1% from the year-ago quarter, to $549.3 million, also beating the consensus estimate, which called for revenues of $527.7 million. Read More
Flash Report | December 9, 2016 Register for Free Access Costco (COST) 1Q17 Results: EPS Misses Expectations; Store Traffic UpCostco reported adjusted 1Q17 EPS of $1.17, below the $1.19 consensus estimate and up 6.8% year over year. Revenues were $28.1 billion, up 3.2% year over year and roughly in line with the consensus estimate. Read More
Company Earnings Update | December 9, 2016 Register for Free Access Ahold Delhaize Capital Markets Day 2016: Four Key TakeawaysAhold Delhaize expects to generate some €2.3 billion in online sales in 2016, and to double that annual total by 2020. Just over half of its sales now and in the future are from Bol.com, with the remainder from its online grocery operations. Read More
Insight Report | December 9, 2016 Premium Ocado (LON: OCDO) 4Q16 UPDATE: ANOTHER QUARTER OF SOLID GROWTHIn 4Q16, Ocado grew its group gross sales by 14.5%. Read More
