Insight Report | October 21, 2016 Premium Economic Analysis: CONSUMER SPENDING TEPID; HIGHER GAS PRICES TO CURTAIL OTHER SPENDINGThe US unemployment rate was unchanged in August, versus an expected drop of 10 basis points. Total nonfarm payroll employment increased by 151,000. Read More
Insight Report | October 21, 2016 Premium eBay (EBAY) 3Q16 Results: Solid Quarter, Transformation ContinueseBay reported 3Q16 adjusted EPS of $0.45, beating the consensus estimate by a penny and up 3.3% year over year. Revenues were $2.2 billion, slightly above the consensus estimate and up 5.6% year over year. Read More
Flash Report | October 21, 2016 Register for Free Access Walmart to Fast Track China Expansion with JD Ahead of Singles’ DayWalmart and JD.com announced a series of joint initiatives to expand their offering for Chinese online shoppers ahead of Singles Day 2016. This builds upon an existing strategic alliance the two companies had formed in June 2016. Read More
Event Presentation | October 20, 2016 Premium AR VR – At an Inflection Point (RetailLoco)• AR/VR applications are becoming more commonplace, for example in virtual catalogs and Pokémon Go • Goggles such as Google Cardboard and $79 Google Daydream View put the price of AR within reach • One forecast calls for a $80 billion market in 2025, and VC funding is increasing rapidly • AR has seen broad acceptance; will VR overcome the “nerd factor”? Read More
Flash Report | October 20, 2016 Register for Free Access Carrefour (ENXTPA: CA) 3Q16 Results: Sales Lifted by Strong Performance in Latin AmericaCarrefour reported net sales of €21.8 billion in 3Q16, up 3.6% from 3Q15, at constant currency excluding fuel, and beating the consensus estimate of €21.5 billion. Read More
Insight Report | October 20, 2016 Premium Zalando (XTRA:ZAL) 3Q16 Trading Update: Strong Continued Revenue Growth and Raised FY16 EBIT Margin GuidanceZalando expects to report 3Q16 revenue growth in the range of 16-18% year over year to €827-841 million, according to preliminary figures. Read More
Insight Report | October 20, 2016 Premium Metro Group (DB:MEO) FY16 Trading Statement: Metro Reports Slight FY16 Sales Growth and Confirms EBIT GuidanceMetro Group reported net sales of €58.4 billion inFY16, down1.4% from FY15, and slightly below the consensus estimate of €58.8 billion. In local currency terms, sales grew by 0.4% and comps grew by 0.2%. Read More
Insight Report | October 20, 2016 Premium Supervalu (SVU) 2Q17 Results: Mixed Quarter, Company Transformation ContinuesSupervalu reported fiscal 2Q17 adjusted EPS of $0.13, ahead of the $0.10 consensus estimate and up 12.4% year over year. Revenues were $3.9 billion, down 4.8% year over year and slightly below the consensus estimate. Read More
Company Earnings Update | October 20, 2016 Register for Free Access STARTUP Watch: The Idle Man Store – A Multi-Channel ShowroomMenswear retailer The Idle Man opened its first store in London, where customers can try on the collection and buy it online. Read More
Flash Report | October 19, 2016 Register for Free Access Burberry [LSE: BRBY] 1H17 Results: Burberry Continues to Report Challenged Sales; US and Wholesale DeterioratingBurberry reported a 1H17 total group constant-currency revenue decline of 4% to £1,159 million (up 5% in reported currency), slightly below the consensus estimate of £1,163 million. Total results were negatively impacted by weakness in the Americas region and the Beauty and Women’s Apparel categories. Read More
Company Earnings Update | October 19, 2016 Register for Free Access ASOS (AIM: ASC) FY16 RESULTS: REVENUES AND EPS BEATBritish online fashion retailer ASOS reported £1,444.9 million in revenues, in the 12 months ending August 31, 2016, above the consensus estimate of £1,436.6 million and up 26% year over year. FY16 constant-currency revenues increased 26% year over year. Read More
Event Presentation | October 18, 2016 Premium Do or Die – Retail Imperatives for Globalization Personalization and Localization• US food prices have fallen, impacting revenues in all grocery channels. • Declining US exports have pushed down domestic prices of fresh-food categories such as beef and poultry, while a surplus has depressed dairy prices. Read More
Company Earnings Update | October 18, 2016 Register for Free Access Ulta Beauty Analyst and Investor Day: Key TakeawaysUlta Beauty, through its rigorous and thorough data collection and mining, has been able to make meaningful changes to the company. The company has focused on collecting data on its core consumers, getting to know them better than ever. Read More
Insight Report | October 18, 2016 Premium H&M (STO: HM-B) MONTHLY SALES UPDATE: SALES GROWTH SLOWS TO 1% IN SEPTEMBERH&M reported total sales grew by 1% year over year in local currencies in September 2016. August saw growth of 7%. Read More
Insight Report | October 17, 2016 Premium Supervalu (SVU) Announces Agreement to Sell Save-A-Lot for $1.4 Billion in CashToday, Supervalu announced it has signed an agreement under which Onex Corporation will acquire Supervalu’s Save-A-Lot business for $1.365 billion in cash. Read More
