August 31, 2017 Deep Dive Premium Shanghai— A Globally Connected City with a Vibrant Startup SceneThis is the 2nd report in our series on startups in China, continuing our coverage of global ecosystems & startup hubs: India, Berlin, London, Paris and Amsterdam.
August 30, 2017 Deep Dive Premium Deep Dive: Future Proofing Department Stores in Asia—Part 1In this first report of our Asia Department Store series, we explore how the department store industry in Asia needs to evolve to navigate through the myriad of challenges currently facing the industry.
August 29, 2017 Deep Dive Premium Deep Dive: Blockchain Mini-Series— Retail ApplicationsThis is the second report of our Blockchain Mini-Series, in which we cover the potential applications of blockchain technology in retail and supply-chain management.
August 27, 2017 Market Navigators/Market Outlook Premium China’s Online Fashion Recommerce Market—Part 2 China’s Top Online Fashion Recommerce PlatformsChina’s growing online recommerce industry is primarily dominated by two integrated platforms—Alibaba’s Xianyu and Tencent-backed Zhuan Zhuan—with a combined market share of over 90%.
August 25, 2017 Company Earnings Update Register for Free Access PVH (PVH) 2Q17 Results: Beats Consensus and Raises EPS GuidancePVH Corp. reported 2Q17 revenues of $2.1 billion, up 7.0% year over year and slightly above the $2.03 billion consensus estimate. Adjusted EPS was $1.69, up from $1.47 in the year-ago quarter and beating both the consensus estimate of $1.64 and the company’s own guidance of $1.60–$1.63.
August 25, 2017 Company Earnings Update Register for Free Access Burlington Stores (BURL) 2Q17 Results: Beats on EPS and Revenue, Raises FY17 GuidanceBurlington Stores reported 2Q17 adjusted EPS of $0.72, up from $0.39 in the year-ago quarter and above both the $0.51 consensus estimate and the company’s own guidance. Total revenues were $1.36 billion, up 8.6% year over year and slightly above the $1.35 billion consensus estimate.
August 25, 2017 Company Earnings Update Register for Free Access Abercrombie & Fitch (ANF) 2Q17 Results: Beats on EPS, Revenues and CompsAbercrombie & Fitch reported 2Q17 adjusted EPS of $(0.16), compared with $(0.25) in the year-ago quarter and beating the consensus estimate of $(0.33). Revenues were $779 million, down 0.5% year over year but beating the consensus estimate of $759 million.
August 25, 2017 Flash Report Register for Free Access Amazon Expands Brick-and-Mortar Presence to 10 Bookstores This Week with Openings in Bellevue and San JoseLess than two years after launching its first brick-and-mortar bookstore, Amazon announced the opening of its ninth and tenth locations this week, in Bellevue, WA, and San Jose, CA. The company plans to open an additional three stores by the end of the year.
August 24, 2017 Flash Report Register for Free Access Amazon’s Bid to Acquire Whole Foods Gains FTC ApprovalOn June 16, Amazon announced the signing of a definitive agreement to acquire Whole Foods Market for $13.7 billion in cash.
August 24, 2017 Company Earnings Update Register for Free Access Lowe’s (LOW) 2Q17 Results: Misses on EPS and Revenue, Sees Strong Comp MomentumLowe’s reported 2Q17 adjusted EPS of $1.57, up from $1.37 in the year-ago period and missing the $1.62 consensus estimate. The company reported revenue of $19.50 billion, which was below the $19.55 billion consensus estimate but up 6.8% from the year-ago quarter.
August 24, 2017 Deep Dive Premium The US Cannabis Industry and the New Green Economy— a Fast-Growing Industry Facing Regulatory ConcernsThe legal cannabis industry in the US is rapidly expanding and is expected to grow even faster in the next few years as recreational use of marijuana becomes legal in more states. This report:
August 24, 2017 Company Earnings Update Register for Free Access DSW (DSW) 2Q17 Results: Beats on EPS and Revenue, Maintains GuidanceDSW reported 2Q17 adjusted EPS of $0.38, ahead of the $0.29 consensus estimate and up 8.6% from the year-ago period. Total revenues were $680.4 million, up 3.3% year over year and beating the $666.1 million consensus estimate.
August 22, 2017 Flash Report Register for Free Access Macy’s Names New President, Announces RestructuringOn August 21 after the market close, Macy’s announced the appointment of Hal Lawton as President, effective September 8. Lawton will be responsible for the Macy’s brand, including merchandising, marketing, stores, operations, technology, and consumer insights and analytics. Lawton was previously SVP of eBay North America. He will report to CEO Jeff Gennette.
August 22, 2017 Deep Dive Premium The Clone Wars: Amazon Go–Type Stores Already Open for Business in ChinaWhile the concept of automatic or unstaffed stores goes back more than 100 years, Amazon recaptured our visions of the store with its first Amazon Go store. However several retailers in China have sprinted ahead and already robotically welcomed customers into their cashierless stores.
August 21, 2017 Company Earnings Update Register for Free Access Alibaba (BABA) 1Q FY18 Results: Beats on Earnings, Expanding Global FootprintAlibaba reported 1Q FY18 revenue of ¥50.2 billion, up 56% year over year, and beat the consensus estimate by 4.8%. The company attributed the strong results to a steady increase in revenues from its core commerce segment, as well as the strong growth in emerging businesses, including cloud computing, digital media and entertainment.
