Insight Report | February 1, 2017 Premium From Runway to Checkout: The See-Now-Buy-Now Trend in FashionImpacted by rising digitization, the fashion industry is currently in a state of rapid transformation. High-end fashion brands are evolving towards a see-now-buy-now business model, which consists of runway styles being available for purchase immediately after fashion shows instead of the customary six-month wait. Read More
Company Earnings Update | February 1, 2017 Register for Free Access Coach (COH) 2Q17 Results: Solid Quarter; Company Lowers Revenue Outlook Due to Currency EffectsCoach reported fiscal 2Q17 adjusted EPS of $0.75, up from $0.68 in the year-ago quarter, beating the consensus estimate by a penny. Revenues were $1.32 billion, up 3.8% year over year and in line with the consensus estimate. Read More
Company Earnings Update | January 18, 2017 Register for Free Access Zalando (XTRA: ZAL) Q416 Trading Update: Strong Sales, but Slightly Below Analysts’ EstimatesZalando reported that it expects 4Q16 revenue to grow 25%–26% year over year to €1,086–€1,094 million, according to preliminary figures. Read More
Company Earnings Update | January 17, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Lower-Than-Expected Growth in DecemberH&M reported a 6% year-over-year increase in total sales in local currencies in December 2016. This compares to sales growth of 9% in November. Read More
Company Earnings Update | January 16, 2017 Register for Free Access Fast Retailing Group (TSE:9983) 1Q17 Results: Revenues Miss Estimates; EPS Jumps on a Weaker YenFast Retailing Group reported 1Q17 consolidated revenues of ¥528.8 billion, up 1.6% year over year, and missed the consensus median estimate of ¥540.9 billion. Read More
Deep Dive | January 16, 2017 Premium Deep Dive: Millennial Lifestyles Drive Growth in Apparel RentalOnline apparel and accessory rental services are proliferating. Apparel rental models allow customers to borrow items for a set time period, typically at a meaningful discount to the products’ retail price. Read More
Company Earnings Update | January 13, 2017 Register for Free Access ASOS (AIM: ASC) 1Q17 Update: Strong Sales Prompts Upward Revision to FY17 Sales GuidanceBritish online fashion retailer ASOS reported £606 million in retail revenues in 1Q17, up 36% year over year. At constant currency, 1Q17 revenues increased 30% year over year. Read More
Company Earnings Update | January 13, 2017 Register for Free Access Primark (LSE: ABF) 1Q17 Trading Update: “Good” UK Comps While Germany and the Netherlands DisappointPrimark’s parent company, Associated British Foods (ABF), reported its 1Q17 trading statement for the 16 weeks ended January 7, 2016. This report will focus only on Primark, ABF’s retail segment. Read More
Company Earnings Update | January 11, 2017 Register for Free Access Boohoo Group (LSE: BOO) 3Q17 Results: Boohoo.com Raises Sales Guidance for Fifth TimeBritish online fashion retailer Boohoo.com reported a 52% year-over-year increase in revenues on a constant currency basis. This was ahead of consensus expectations. Strong sales were driven by a broader product range offering, growth across all geographic regions and particularly robust momentum in the US. Read More
Company Earnings Update | December 1, 2016 Register for Free Access American Eagle Outfitters (AEO) 3Q16 Results: Holiday Sales Encouraging Thus FarAmerican Eagle Outfitters reported 3Q16 EPS of $0.41, in line with the consensus estimate. Read More
Deep Dive | November 30, 2016 Premium The UK Apparel Handbook – 2017 OutlookThis report examines the UK apparel retail market including market size & segmentation, sales weakness, inflation and depreciation of the pound. 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
Company Earnings Update | November 4, 2016 Register for Free Access Adidas Group (ETR: ADS) 3Q16 RESULTS: STRONG RESULTS; FY16 GUIDANCE MAINTAINEDGerman athletic and sportswear company Adidas Group reported 3Q16 net sales of €5,413 million, up 13.8% on a reported basis and up 17.0% on a constant-currency basis. Net sales for the quarter were above the consensus estimate of £5,368 million. The strong revenue increase was underpinned by double-digit sales growth in all the group’s geographic markets except Russia. Read More
Company Earnings Update | October 26, 2016 Register for Free Access Under Armour (UA) 3Q16 Results: EPS Beats Expectations; Slower Apparel Growth AheadUnder Armour reported adjusted 3Q16 EPS of $0.29, ahead of the $0.25 consensus estimate and up 26.1% year over year. Revenues were $1.42 billion, up 21.4% year over year and slightly above the consensus estimate. Read More
Deep Dive | October 25, 2016 Premium DEEP DIVE: Global Footwear E-Commerce: Growing By Leaps And BoundsFootwear e-commerce is making strides. According to Euromonitor International, global online footwear and apparel sales increased by 22% in 2015, and e-commerce accounted for 12% of total global footwear sales. By comparison, the total footwear market grew by 6% last year. Read More
