February 18, 2019 Company Earnings Update Register for Free Access Unicharm (TYO: 8113) FY18 Results: Revenue Below Consensus, China Remains a Main MarketUnicharm reported FY18 revenue of ¥688.3 billion, slightly below the consensus estimate of ¥689.2 billion and up 7.3% from FY17.
February 18, 2019 Insight Report Premium January 2019 UK Retail Sales: Solid Growth for Grocery and ClothingJanuary was a solid month for the core sectors of grocery and clothing, though the substantial department stores/mixed-goods retailers sector turned negative; the latter may not surprise watchers of John Lewis’s weekly sales figures, which ranged from meaningfully negative to mildly positive across most of January.
February 18, 2019 Insight Report Premium December 2018 US Retail Sales: Year-Over-Year Growth Slows to Just 1.0% as Most Sectors Experience a Sluggish DecemberOur measure of core retail sales is non-seasonally-adjusted sales excluding gasoline and automobiles. This metric increased by just 1.0% year over year in December, slowing dramatically from the growth in preceding months, including a 5.2% uplift in November. This resulted in total holiday-period sales coming in at $693 billion, up by just 2.9% year over year.
February 15, 2019 Insight Report Premium London Likely to Remain Europe’s Top Tech-Startup Hub Despite Brexit UncertaintyIn the fourth quarter of 2018 the U.K. continued to lead in Europe in number of startup deals (the number of VC investments), capturing 29% of all deals in Europe, according to global VC database Dow Jones VentureSource. France and Germany came second and third during the quarter, with 13% and 12% of the total number of deals in Europe respectively.
February 15, 2019 Market Navigators/Market Outlook Premium Sector Overview: Luxury — New Customers and New Business Models Equals a New LuxuryRapidly changing consumer attitudes, sophistication and expectations have shaken the status quo in luxury, pushing purveyors into the tech-savvy 21st century. Those that don’t keep pace with the new luxury consumers will be left behind.
February 15, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY FEBRUARY 15, 2019Eight things you need to know about retail in China: Smartphones are key, cash is going away (seriously), shopping festivals are booming, smaller cities are spending – and more.
February 15, 2019 Company Earnings Update Register for Free Access Canada Goose (NYSE: GOOS) 3Q19 Results: Revenue and EPS Beat Consensus, Raises FY19 GuidanceCanada Goose revenues up 50%, EPS up 64%, revises guidance upwards, plans two new Canada manufacturing facilities, bringing total to eight.
February 15, 2019 Company Earnings Update Register for Free Access Taubman Centers (NYSE: TCO) 4Q18 Results: Beats Consensus Estimates, Lowers 2019 Guidance, Announces Sale of Half its Stake in Asia MallsTaubman Centers revenues down 2.7%, net operating revenue down 2.6%, EPS slides 84.9%. Company to sell 50% of its interests in three Asia shopping centers for $480 million.
February 15, 2019 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2019, Week 7: Payless May Shut Most of its StoresYear to date in 2019, U.S. retailers have announced 2,187 store closures and 1,503 store openings.
February 14, 2019 Company Earnings Update Register for Free Access Unibail-Rodamco-Westfield (AMS: URW) FY18 Results: Earnings Beat Guidance, Capital-Consolidation Phase Ahead in the Near TermUnibail-Rodamco-Westfield (URW) reported 2H18 gross rental income of €1.22 billion, up 33.7% year over year and FY18 gross rental income of €2.2 billion, up 21.3% year over year.
February 14, 2019 Flash Report Register for Free Access Lunar New Year Recap: China’s Retail Sales Grow at the Slowest Pace in YearsRetail and food-service sales in China during Lunar New Year (February 4-10) rose to a new high of ¥1.0 trillion (US$148.7 billion), but the 8.5% year over year growth was the slowest since 2005.
February 14, 2019 Company Earnings Update Register for Free Access Kering (ENXTPA: KER) FY18 Results: Gucci’s Momentum Sets Kering’s StrideKering reported 2018 EPS from continuing operations of €20.88, up 52.2% from €13.72 in 2017. Total revenues were €13.67 billion, up 26.3% year over year (up 29.4% on a comparable currency basis) and above the €13.59 billion consensus estimate.
February 14, 2019 Insight Report Premium First Round of US Tax Refunds Lower, Likely Due to Tax Changes and Government Shutdown: 2019 Tax Tracker #1The drop in returns filed is likely due to confusion ensuing from tax law changes, combined with reduced availability of IRS agents due to the government shutdown.
February 14, 2019 Market Navigators/Market Outlook Premium Sector Overview: Beauty Brands and Retailers — Global Companies are Innovating with Independent Brands to Expand PortfoliosThe $464 billion global beauty industry is seeing independent brands, diversification of traditional retailers, growth in men and children and new channels such as popups, medical retailers and pharmacies. Consumers are looking for “clean beauty” and dermocosmetics.
February 13, 2019 Insight Report Premium US Store Closures 2019 Outlook: No Light at the End of the TunnelStore closure announcements so far in 2019 are up 23% versus this time last year, with potentially many more on the way due to retail bankruptcies continuing at a rapid pace. The number of filings in the first six weeks of 2019 is already at one-third of last year’s total.
