September 18, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Quarterly Sales Update: Continued Soft Sales GrowthH&M reported total sales rose by 4% year over year in local currencies in 3Q17, for the period June 1 to August 31, 2017.
September 15, 2017 Company Earnings Update Register for Free Access Morrisons (LSE: MRW) 1H18 Results: Strong Comp Growth Feeds into Double-Digit Profit UpliftMorrisons reported continued strong comparable store sales growth in 1H18 and it is outpacing major rivals, as measured by comparable store sales.
September 15, 2017 Company Earnings Update Register for Free Access Next (LON:NXT)1H17 Results: Very Weak Retail Sales and Further Profit DeclineBritish fashion retailer Next reported £1,888 million in group revenues in 1H17, down 2.7% year over year and above the consensus estimate. Retail store sales declined 8.3% year over year, reflecting significant sales erosion.
September 15, 2017 Deep Dive Premium Deep Dive: JD.com— A Differentiated E-Commerce PlatformOnline retailer JD.com was founded by CEO Richard Liu in 2004, focusing on 3C—computers, communications and consumer—products, but has since evolved to become China’s largest e-commerce platform by revenue, boasting an extensive product offering, as well as best-in-class, in-house fulfillment capabilities.
September 15, 2017 Market Navigators/Market Outlook Premium Deep Dive: Outdoor Gear— A Growing Global Market with Challenges for Brick-and-Mortar StoresThe outdoor gear market—which mainly consists of apparel and footwear, but also includes products such as tents, backpacks and sleeping bags—has been growing solidly across major economic regions.
September 15, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly September 15, 2017This week’s note “From the Desk of Deborah Weinswig” discusses Apple’s recent announcement of its two new smartphone models—the iPhone 8 and the iPhone X.
September 12, 2017 Company Earnings Update Register for Free Access Primark (LSE: ABF) FY17 Pre-Close Trading Update: Soft Comps and Aggressive Store ExpansionAssociated British Foods reported an FY17 pre-close trading update for the 52 weeks ended September 16, 2017. This report focuses on the results for Primark, the company’s retail division.
September 11, 2017 Flash Report Register for Free Access A Primer on the Indian Economy— 1Q18 GDP Growth Rate the Slowest in 13 QuartersIndia has global attention for its pace of economic growth and has attracted billions of dollars in investments. This report scrutinizes key data to understand the country’s macroeconomic health and highlights two radical initiatives implemented by the government: demonetization and new GST regime.
September 6, 2017 Deep Dive Premium Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of TransformationThis is the second report in our three-part The Mall Is Not Deadseries that looks at the US mall landscape with a focus on the challenges malls face and their need for transformation. In this report, we examine the department stores and specialty stores that constitute the bulk of mall tenants to determine what is working for them and what is not.
September 5, 2017 Flash Report Register for Free Access Apax Partners Buys UK Luxury Fashion Retailer Matchesfashion.com for a Reported £800 Million September 5 2017Private equity firm Apax Partners has agreed to acquire a majority stake in UK luxury fashion retailer Matchesfashion.com for a reported £800 million ($1 billion).
September 4, 2017 Deep Dive Premium US Furniture Market 2017: Stores Face Softer Growth and E-Commerce CompetitionThe US furniture market saw growth moderate significantly in 2017. This report reviews market data, macroeconomic impacts, and demographic shifts impacting the American furniture market in the coming years.
September 4, 2017 Deep Dive Premium US Online Grocery Update—Reviewing the Shifting LandscapeThe US grocery market is estimated to be worth around $1 trillion in 2017, but only around 2% of that will be spent online.
September 2, 2017 Deep Dive Premium Deep Dive: US Consumer Survey— Can Amazon Prime Lure Lower-Income Shoppers Away from Walmart?In June 2017, Amazon announced that it would offer a 45% discount for its Prime membership to all government assistance recipients, a move that aims to lure more lower-income consumers from retail competitors such as Walmart.
September 1, 2017 Company Earnings Update Register for Free Access Carrefour (ENXTPA: CA) 1H17 Results: Profits Fall, Warns of Impact on Full-Year Results and Lowers Sales OutlookCarrefour reported 1H17 net sales up by 6.2%, or a 3.2% increase at constant currency.
August 31, 2017 Company Earnings Update Register for Free Access Five Below (FIVE) 2Q17 Results: Beats on Revenues and EPS, Raises Guidance in Line with ConsensusFive Below reported 2Q17 EPS of $0.30, up 69.3% from the year-ago quarter and beating the consensus estimate of $0.26. Revenues were $283.3 million, up 28.7% year over year and beating the consensus estimate of $276.6 million.
