Insight Report | June 29, 2016 Premium Under Armour (UA) Turns on the Lights at New Lighthouse FacilityOn June 28, Under Armour opened the UA Lighthouse, a center for manufacturing and design leadership, in Baltimore, Maryland. Read More
Event Presentation | June 10, 2016 Premium Top Ten Trends and Disruptors in Digital Beauty (Paris)In-store tech can play a role in enhancing the experience, offering service, and bringing the information consumers are used to getting online, into stores. Read More
Event Presentation | June 9, 2016 Premium Future of Retail: Is It Coming Apart at the Seams? (RMS)• Over the next 5 years US consumer spending is forecasted to grow by 22%; non-essential categories, including vacations and dining out, will see the fastest growth, about 27% (Mintel) • More than 3 in 4 millennials would choose to spend money on a desirable experience • Experiences are what people use to define themselves across social channels Read More
Event Presentation | May 18, 2016 Premium The Shoptalk Startup Pitch• Fung Global Retail & Technology advises retailers, real estate developers, tech companies, and others on projects situated at the intersection of retail, tech and/or fashion • Our team offers a robust knowledge bank and deep-rooted experience across the retail, fashion. and tech industries. We are involved in many areas of the business, which allows us to offer a unique perspective on the future and where the sector is heading. Read More
Company Earnings Update | May 18, 2016 Register for Free Access American Eagle (AEO) 1Q16 Results: Strong Results in a Tough EnvironmentAmerican Eagle Outfitters reported 1Q16 EPS of $0.22 versus the consensus estimate of $0.18. Read More
Event Presentation | May 16, 2016 Premium Top 25 Retail TrendsTop 25 Retail Trends 1. Store Traffic 2. Experiential Retail 3. Smart Malls 4. Retail Store Closings and Openings 5. Owning Grocery 6. Moving to Omni 7. Evolving Pure Plays 8. Winner-Take-All E-Commerce & More….. Read More
Flash Report | May 5, 2016 Register for Free Access AVON (AVP) 1Q16 Results: EMEA Growth Offset by Slowdown in Asia and Latin AmericaAvon reported 1Q16 revenues of $1.31 billion, down 16% year over year but up 2% in constant-currency terms and up 3% in constant currency excluding referrals. Adjusted EPS was $(0.07), missing the consensus estimate of $0.03. Read More
Insight Report | May 4, 2016 Premium Under Armour (UA) Announces the Departure of Two Key ExecutivesHenry Stafford, Chief Merchandising Officer at Under Armour, will leave the company in July. Kip Fulks, Chief Marketing Officer, will assume the Chief Merchandising Officer responsibility on an interim basis. Read More
Flash Report | May 3, 2016 Register for Free Access Coty (COTY) 3Q16 Results: Color Cosmetics Gains Offset Declines in FragranceCoty reported 3Q16 adjusted EPS of $0.09 versus the consensus estimate of $0.12. Read More
Event Presentation | April 20, 2016 Premium Retail UpdateObesity affects 1/3 of Americans; the number of overweight women in the UK increased from 49% to 57% between 1993 and 2013 • Beauty norms are changing—“real people” models • E-commerce and social media • Plus-size wearers crave fashionable clothing Read More
Event Presentation | April 14, 2016 Premium From Wall Street to Main Street (Global Retailing Conference)• Large customer base + frequency of touchpoints = big opportunity to leverage nonfood offering. • In Europe, Tesco led the way in the 1990s –2000s • Tesco has expanded beyond its grocery base by cross-selling to its banking and mobile telecom customers Read More
Flash Report | April 14, 2016 Register for Free Access Burberry (LSE: BRBY) 1H16 Results: In-Line Results Driven by Digital Channel Growth and Product InnovationBurberry reported 1H16 revenue of £1.4 billion, down 1% from 1H15 but in line with the consensus estimate. Read More
Flash Report | April 14, 2016 Register for Free Access Unilever (LSE: ULVR) 1Q16 Results: Solid Sales Growth and Share Gains Obscured by Currency HeadwindsUnilever reported 1Q16 revenues of €12.5 billion, down 2.0% year over year and below the consensus estimate of €12.8 billion. The decline was primarily driven by a negative currency impact of 7.1% that more than offset sales growth of 4.7%. Read More
Insight Report | April 12, 2016 Premium CARAA: THE NEW HANDBAG THAT BRIDGES HIGH FASHION AND FUNCTIONALITYWe recently met with Aaron Luo, the CEO of Caraa, a luxury athletic handbag brand based in New York City. The company’s first product is a bag that fits into the metropolitan’s woman’s wardrobe by bridging high fashion and functionality. Luo spent some time with us to tell us about the vision behind Caraa and how he sees the brand evolving in the future. Read More
Company Earnings Update | April 12, 2016 Register for Free Access ASOS (LON: ASC) 1H16 Results: Beats Consensus on Earnings with Strong ResultsASOS reported 1H16 revenue growth of 21.2%, to £667.3 million, which was in line with the consensus estimate. Diluted adjusted EPS was up 15.3%, to 20.3 pence, versus consensus of 19.0 pence. Read More
