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
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
Flash Report | November 9, 2016 Register for Free Access CVS Pharmacy [CVS] 3Q16 Results: Mixed Quarter; Company Reduces and Narrows Guidance RangeCVS reported 3Q16 adjusted EPS of $1.64, up 28.0% year over year and beating the $1.57 consensus estimate. Revenues were $44.6 billion, up 15.5% year over year, missing the $45.3 billion consensus estimate. Read More
Flash Report | November 2, 2016 Register for Free Access COACH [COH] 1Q17 Results: EPS In-Line, Reports Double-Digit Earnings GrowthCoach reported adjusted 1Q17 EPS of $0.45, in-line with the $0.44 consensus estimate and up 8.9% year over year. Revenues were $1.04 billion, up 0.7% year over year but below the consensus estimate of $1.07 billion. Read More
Flash Report | October 31, 2016 Register for Free Access BAIDU [BIDU] 3Q16 RESULTS: REVENUE DECLINES, BUT EARNINGS BEAT ON COST SAVINGSBaidu reported 3Q16 non-GAAP diluted EPS of US$1.49, ahead of the US$1.08 consensus estimate and up 6.9% year over year. Revenues were US$2.74 billion, down 0.7% year over year and in line with estimates. Read More
Flash Report | October 28, 2016 Register for Free Access Debenhams (LSE: DEB) FY16 RESULTS: SALES PERFORMANCE IN LINE WITH EXPECTATIONSUK-based department-store chain Debenhams reported gross transaction value sales of £2,939 million for the 53 weeks ended September 3, 2016, slightly above the consensus estimate of £2,902 million. Read More
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
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
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
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
Flash Report | October 7, 2016 Register for Free Access Walgreens Boots Alliance Displaces CVS from Tricare Pharmacy NetworkWalgreens Boots Alliance (WBA) will replace CVS as the in-network pharmacy for Tricare, the healthcare program of the US Department of Defense Military Health System. Read More
Event Presentation | October 5, 2016 Premium Global Retail ReinventedCan Stores Be Something Other Than Stores? 12 things retailers going global should learn from Starbucks: 1. Coffee theater roastery 2. Localized products 3. Standardized experience 4. Fun merchandise and…….. Read More
Flash Report | September 30, 2016 Register for Free Access COSTCO (COST) 4Q16 Results: Costco Beats on EPSCostco reported fiscal 4Q16 EPS of $1.77, beating the consensus estimate of $1.73. 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
Flash Report | September 28, 2016 Register for Free Access Boohoo.com (LON: BOO) 1H17 RESULTS: VERY STRONG PERFORMANCE AND INCREASED GUIDANCEBritish online fashion retailer boohoo.com reported £127.3 million in revenues, in the 6 months ending August 31, 2016, beating the consensus estimate of £126.6 million and up 40.2% from £90.8 million in the 6 months to August 31, 2015. 1H17 constant-currency revenues increased 41% year over year. Read More
