Analyst Corner | November 21, 2016 Register for Free Access Weekly Insights Oct 21, 2016This week’s note “From the Desk of Deborah Weinswig” focuses on three trends that our global teams—which are currently preparing our holiday 2016 reports—expect to have an impact on US consumers this holiday season. Read More
Insight Report | November 20, 2016 Premium Weekly Retail Promo Update Nov 20, 2016Bloomingdale’s is offering a similar amount of promotions and sales this week as it did during the same week last year. The retailer offered up to two online-exclusive promotions last year, while it promoted two in-store-exclusive sales this week. This week, it is featuring a new section for discounted items of the week, which was not seen last year. The retailer is using text message marketing this week, which was used during this week last year. Read More
Deep Dive | November 19, 2016 Premium Mobile Payments In ChinaChina leads the world in mobile payments. This report focuses on China’s most common mobile payments technologies: near-field communication (NFC) and QR codes. Read More
Flash Report | November 18, 2016 Register for Free Access B&M European Value Retail (LSE: BME) 1H17 RESULTS: IN-LINE AT THE TOP LINE, BUT UK COMPS WEAKUK-based mixed-goods discount retailer B&M European Value Retail posted an 18.9% year-over-year increase in revenues in 1H17. Revenues of £1,106 million were in line with the consensus estimate. Read More
Insight Report | November 18, 2016 Premium Tencent (0700.HK) 3Q16 RESULTS: REVENUE BEATS, WHILE EARNINGS MISS, AS INVESTMENTS IN CONTENT, CLOUD AND PAYMENT SQUEEZE MARGINTencent reported 3Q 2016 revenues of ¥40.4 billion, up 51.9% year over year. Non-GAAP diluted EPS was ¥1.24, up 40.3% year over year. Read More
Deep Dive | November 18, 2016 Premium Millennials and LeisureThis is the third report in our Millennials Series. In this report, we explore how millennials are reshaping the leisure sector. Millennials are more inclined to spend on experiences rather than on “stuff.” However, this does not mean millennials spend more than the average consumer on leisure categories: Read More
Insight Report | November 18, 2016 Premium Gap (GPS) 3Q16 Results: EPS in Line with Consensus, Merchandise Margins ImproveGap reported 3Q16 revenues of $3.80 billion, down 1.5% year over year and slightly below the consensus estimate of $3.86 billion. Reported adjusted EPS was $0.60, in line with the consensus estimate but down 5% from the year-ago period. Read More
Insight Report | November 18, 2016 Premium A Celebration of 2016 Women Leaders in Retail, Technology and FinanceRevCascade is partnering with Crate and Barrel to enable the retailer to use drop shipping, a marketplace model that is the future of retail. Read More
Company Earnings Update | November 18, 2016 Register for Free Access Walmart (WMT) 3Q17 Results: E-Commerce Contribution Increases at Walmart USWalmart reported 3Q17 EPS of $0.98 versus the consensus estimate of $0.96. Read More
Company Earnings Update | November 18, 2016 Register for Free Access Ahold Delhaize (AD) 3Q16 RESULTS: CORE SALES UP, BUT EARNINGS MISS ESTIMATES ON US WEAKNESSAhold Delhaize reported 3Q16 pro forma revenues of €14,546 million, up 2.6% from €14,176 million in 3Q15, narrowly beating the consensus estimate of €14,516.98 million. The underlying EBITDA margin grew by 8 basis points and the underlying operating margin increased by 6bps. Read More
Insight Report | November 18, 2016 Premium Economic Analysis: CONSUMER SPENDING BUOYED BY RISING WAGES AND LOWER UNEMPLOYMENTThe US unemployment rate in October edged down to 4.9%, which was in line with the consensus estimate and lower than the September reading of 5.0%. Read More
Analyst Corner | November 18, 2016 Register for Free Access Weekly Insights Nov 18, 2016This week’s note “From the Desk of Deborah Weinswig” recaps the recent Singles’ Day shopping holiday and considers how Alibaba differentiates the shopping festival from conventional retail events. Read More
Insight Report | November 17, 2016 Premium JD.com (JD) 3Q16 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GMV GROWTH; LOOKS AT JD FINANCE SPIN-OFFJD.com reported 3Q16 revenues of ¥60.7 billion, which was slightly ahead of consensus estimates and a year-over-year increase of 38%. Net loss per ADS of ¥0.64 was ahead of consensus estimates for a net loss of ¥0.86. Read More
Deep Dive | November 16, 2016 Premium Korean Innovation in BeautyKorean brands have had a growing influence on the global beauty market in recent years, leading to a K-Beauty trend. This deep dive examines the successful ascent of Korean beauty, with a focus on the product, process and technology innovations they have brought to the market. Read More
Insight Report | November 16, 2016 Premium The TJX Companies Inc (TJX) 3Q17 Results: Another Strong QuarterThe TJX Companies reported adjusted 3Q17 EPS of $0.91 versus the consensus estimate of $0.87. Read More
