Company Earnings Update | February 3, 2017 Register for Free Access Estée Lauder (EL) 2Q17 Results: Mixed Quarter, Softer Outlook Due to Currency EffectsEstée Lauder reported fiscal 2Q17 adjusted EPS of $1.22, flat year over year but beating the $1.17 consensus estimate. Net sales were $3.21 billion, up 2.7% year over year but slightly missing the $3.24 billion consensus estimate. Read More
Company Earnings Update | January 27, 2017 Register for Free Access L’Oréal (ENXTPA: OR) FY16 Results: Solid Top-Line Growth Across All RegionsLVMH Moët Hennessy Louis Vuitton increased revenues by 5.0% year over year in FY16, to €37,600 million, which was above the consensus estimate of €37,316 million. Revenues increased by 6.0% year over year on an organic basis. Read More
Company Earnings Update | December 2, 2016 Register for Free Access UNILEVER (ULVR) ANNUAL INVESTOR SEMINAR 2016: FIVE KEY TAKEAWAYSUnilever is to focus on driving sales of its core portfolio in high-growth segments and on reducing costs; the company anticipates annual core operating margin growth to rise from the current range of 20 bps–40 bps to 40 bps–80 bps between 2017 and 2019. 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
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
Flash Report | November 10, 2016 Register for Free Access Burberry (LSE: BRBY) 1H17 RESULTS: CHALLENGED SALES AND PROFITABILITY EROSIONBurberry reported a 4% decline in 1H17 total group constant-currency revenue growth to £1,159 million (up 5% in reported currency), below the consensus estimate of £1,165 million. Total results were negatively impacted by weakness in the wholesale and licensing businesses. 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 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 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
Event Presentation | October 11, 2016 Premium In-Store Technology (ICSC RECON Manila)Interactive Exhibition Space- We offer consumers a dynamic mall for them to discover new shopping experiences both online and offline. Data & Analytics Hub- Underneath the surface we capture interactions between consumers and the physical and digital space. Read More
Market Outlook | October 4, 2016 Premium Global Beauty E-Commerce – A Highly Attractive MarketThis report explores the scale, growth and shape of beauty e- commerce, with an emphasis on the market’s diversity and the role the Internet plays in product research and advice. Read More
Event Presentation | September 28, 2016 Premium In-store Technology as Retailtainment (Retail Tech Lounge)• Estimate of 63 million prime memberships (CIRP) Added 19m since last June • Most households do not hold multiple memberships About 46% of US households have just one member Costco has 44.6 million paid members and 81.3 million cardholders Read More
Insight Report | September 20, 2016 Premium Under Armour Announced Senior Management Changes in North AmericaUnder Armour has announced Jason LaRose will assume the position of Company President for North America. He will succeed Matthew Mirchin. Read More
Insight Report | August 18, 2016 Premium Unilever to Acquire Air-Purification Brand BlueairOn August 16, consumer goods giant Unilever (LSE: ULVR) announced that it had agreed to acquire Blueair, a Swedish air-purification systems manufacturer, for an undisclosed sum. Read More
Company Earnings Update | July 21, 2016 Register for Free Access Unilever (LSE: ULVR) 1H16 RESULTS: SALES BEAT ESTIMATES DESPITE VOLATILE MARKET CONDITIONSUnilever reported 1H16 revenues of €26.3 billion, down 2.6% year over year and slightly above the consensus estimate of €25.9 billion. The decline was primarily driven by a negative currency impact of 7.6%, which offset sales growth of 4.7%. Read More
