Flash Report | May 26, 2016 Register for Free Access Chico’s FAS (CHS) 1Q16 Results: Sluggish Quarter; Cost Cutting Expected to Generate Significant SavingsChico’s FAS reported 1Q16 revenues of $643 million, down 7.8% year over year and below the consensus estimate of $669 million. EPS was $0.23, missing the consensus of $0.32, but was up 4.5% from $0.22 in the year-ago quarter. 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
Company Profile | May 13, 2016 Premium Quick Take : The Cambridge Satchel Company Building a British BrandThe Cambridge Satchel Company has built its success on offering a highly distinctive, quality product as well as its innately British identity. Read More
Event Presentation | May 12, 2016 Premium 6 Retail Trends and 7 Ways Amazon Is Changing Everything (Ecommerce Media Forum)• US mall traffic has decreased for 37 consecutive months and continues to be challenging • Malls have seen an average 9.1% YoY decrease in traffic since January 2015 – High-end malls appear less affected – General Growth Properties: traffic up 2% in 2015 – Simon Malls: traffic up 1.5% in 2015 – Taubman Centers: traffic up in 2015 Read More
Insight Report | May 8, 2016 Premium Quick Take Profiling Scoop Retail: The In-Store Digital PlatformScoop Retail was founded in London in 2015 to help retailers provide customers with an e-commerce-like in-store experience and to better equip store associates to serve customers. Read More
Company Earnings Update | May 5, 2016 Register for Free Access Abercrombie & Fitch (ANF) 1Q16 Results: Abercrombie Experiences Traffic Challenges that Are Not Expected to Improve in 2QAbercrombie & Fitch reported adjusted 1Q16 EPS of $(0.53) versus the consensus estimate of $(0.51). Read More
Flash Report | May 3, 2016 Register for Free Access Delhaize (DEG) FY15 Results: Profitability Improves Ahead of Merger with AholdDelhaize reported FY15 EPS of €3.54, an increase of 306.8% from FY14 but below consensus of €4.37. The company reported that revenue increased by 14.2%, to €24.4 billion, just below the consensus estimate. Read More
Flash Report | April 28, 2016 Register for Free Access Carter’s (CRI) 1Q16 Results: Beats Estimates, Driven by Retail and Wholesale SegmentsCarter’s reported 1Q16 revenue of $724.1 million, up 5.7% year over year, beating the consensus estimate of $716.0 million and above company guidance of $712.4 million. On a constant-currency basis, revenue increased by 6.4% in the quarter. Read More
Company Earnings Update | April 21, 2016 Register for Free Access Under Armour (UA) 1Q16 Results: Balanced Growth Drives Upside in 1QUnder Armour reported 1Q16 EPS of $0.04 versus the consensus estimate of $0.02. 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
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
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
Event Presentation | March 21, 2016 Premium What Is Driving Retail in 2016 (US and Europe)BRICK & MORTAR RETAILERS CONTINUE TO EXPERIENCE TRAFFIC DECLINES- • US mall traffic has declined for 37 consecutive months and continues to be challenging • Feb. 2016 store traffic dropped by 6.6% YoY • Malls have seen an average drop in traffic of 9.3% YoY • High-end malls appear less affected – GGP traffic up 2% in 2015 – Simon traffic up 1.5% in 2015 – Taubman traffic up in 2015 Read More
Event Presentation | March 14, 2016 Premium Golden Seeds Presentation• Fung Global Retail & Technology advises retailers, real estate developers and tech companies on projects situated at the intersection of retail, tech and/or fashion • Our team offers a robust knowledge bank and significant experience in the retail, fashion and tech fields. We are involved in many areas of the business and believe this allows us to offer a unique perspective by focusing on the future and where the sector is heading Read More
