July 25, 2017 Company Earnings Update Register for Free Access VF Corporation (VFC) 2Q17 Results: Beats Consensus Estimates and Raises GuidanceVF Corporation reported 2Q17 EPS of $0.29, above the $0.28 consensus estimate. Revenues were $2.36 billion, up 1.7% year over year and above the $2.29 billion consensus estimate. Sales increased by 3% on a constant-currency basis in the quarter.
July 24, 2017 Deep Dive Premium Deep Dive: From Digital to Physical—The Return to Nondigital ToysDespite the rapid rise of digital technologies, we are observing a return to physical non-electronic children’s toys in the US and the UK. We note toy categories that exemplify this trend: fidget spinners, tabletop board games and puzzles, Play-Doh, Lego as well as collectibles such as dolls and figurines.
July 21, 2017 Company Earnings Update Register for Free Access Unilever (LSE: ULVR) 1H17 Results: Strong First Half, Raises FY17 Margin TargetUnilever reported 1H17 sales of €27,725 million, almost on par with the consensus of €27,724 million and up by 5.5% from 1H16. At constant exchange rates, sales grew by 3.8%.
July 19, 2017 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 2Q17 and 1H17 Trading Update: Results Expected to Just Miss ConsensusZalando reported preliminary figures for 2Q17, with revenues of €1,091–€1,109 million, up 19%–21% year over year, and adjusted EBIT of €80–€86 million, versus the consensus estimates of €1,109 million and €86.7 million, respectively.
July 19, 2017 Deep Dive Premium Deep Dive: Wellness as a Luxury, Part 2— Sleeping WellOur Wellness as a Luxury series looks at wellness as the new status symbol: “wellthness” is fast replacing other signifiers of affluence as a luxury to be enjoyed and flaunted. In this report, we look closely at three aspects of the “sleep economy”:
July 18, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Final Monthly Sales Update: Sequential Sales Improvement in JuneH&M reported total sales rose by 7% year over year in local currencies in June 2017. This compares to year-over-year sales growth of 4% in May.
July 18, 2017 Deep Dive Premium Deep Dive— Blockchain Mini-Series: CryptocurrenciesThis is the first of two reports in our Blockchain Mini-Series, which covers the latest trends in cryptocurrencies and blockchain applications. In our first report, we focus on cryptocurrencies:
July 17, 2017 Company Earnings Update Register for Free Access LVMH (ENXTPA: MC) 1H17 Results: Continuation of Very Strong Sales MomentumLVMH Moët Hennessy Louis Vuitton increased revenues by 15.0% year over year in 1H17, to €19,714 million, which was above the consensus estimate of €19,492 million. Revenues increased by 12% year over year on an organic basis.
July 14, 2017 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 3Q17 Update: Pure-Play Apparel Retail Is Still in FashionASOS grew revenues by 32% in 3Q17. At constant exchange rates, revenues climbed by 26%.
July 14, 2017 Company Earnings Update Register for Free Access Groupe Casino (EPA: CO) 2Q17 Update: LatAm Continues to Boost Sales, France Sees GrowthCasino reported 2Q17 revenues up by 7.9% from the previous year, comfortably beating the consensus estimate. Comps grew by 3.0%, above the consensus estimate of 2.3%.
July 13, 2017 Company Earnings Update Register for Free Access B&M European Value Retail (LSE: BME) 1Q18 Update: Very Strong Comp Growth Continues as Grocery Demand Proves StrongB&M European Value Retail reported very strong total revenue growth of 18.3% in 1Q18.
July 13, 2017 Flash Report Register for Free Access Amazon Announces a Record Third Annual Prime DayAmazon announced that its third annual Prime Day shopping event, which ran for 30 hours, was the biggest day in Amazon history in terms of revenue, surpassing Black Friday and Cyber Monday.
July 12, 2017 Deep Dive Premium Deep Dive: Wellness as a Luxury: Part 1— Living WellFitness classes: Young consumers in particular are seeking aspirational, social experiences in their fitness regimes. This is prompting a premiumization of workouts and classes at fitness centers, growth of collegiate workout clubs (many of which take the form of park-based boot camps), and the development of the fitness events industry.
July 12, 2017 Company Earnings Update Register for Free Access Marks & Spencer (LSE: MKS) 1Q18 Update: Retailer Slows Rate of Decline in ClothingMarks & Spencer (M&S) reported UK Clothing and Home comparable sales fell 1.2% in 1Q18. This compared to a 5.9% slump in 4Q17.
July 11, 2017 Flash Report Register for Free Access Alibaba Launches Taobao Global US Merchants NetworkAlibaba has launched its Taobao Global US Merchants Network, which connects Taobao Global merchants with small- and medium-sized enterprises (SMEs) in the US that would like to sell their products to Chinese consumers.
