February 23, 2017 Company Earnings Update Register for Free Access Ctrip.com (NASDAQ:CTRP) 4Q16 Results: Strong Beat on Top Line and OPM; Eyes on Overseas ExpansionCtrip reported 4Q16 revenue of ¥5.1 billion, up 76% year over year, beating consensus by 2%. Non-GAAP operating margin was 16%, better than guidance of 8%–10%. The increase in revenue is primarily due to the consolidation of the financial results of Qunarsince December 31, 2015.
February 22, 2017 Deep Dive Premium DEEP DIVE: Fashion Re-Commerce EvolutionThe marketplace for online fashion resale continues to evolve rapidly. Following an initial wave of online fashion consignment startups, weaker players have gone out of business and stronger players have grown and attracted more investment funding to propel their further growth.
February 22, 2017 Company Earnings Update Register for Free Access Vipshop (VIPS) 4Q16 Results: Solid Performance Beats Estimates, on Jump in Active Customer Base and Expansion of Logistics ServiceVipshop reported 4Q16 revenue of ¥19.0 billion, up 36.5% year over year, beating consensus by 4%. This was primarily driven by the increase in the number of total active customers and total orders.
February 17, 2017 Analyst Corner Register for Free Access Weekly Insights Feb 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses new trends in fashion retail as well as the needs and desires of the mass market
February 14, 2017 Deep Dive Premium Paris—The Third Largest European Startup HubThis is the third report in our series on European startup capitals. Paris is a leading startup hub globally and is the third-largest European center for startup development. The main factors that make Paris one of the top startup hubs include:
February 13, 2017 Company Earnings Update Register for Free Access Kering (ENXTPA: KER) FY16 Results: Strongest Revenue Increase in Last Five YearsFrench luxury group Kering reported FY16 revenue of €12.4 billion, up 6.9% year over year and above the analyst consensus estimate of €12.3 billion. At constant currency, revenues increased 8.1% year over year.
February 13, 2017 Deep Dive Premium Millennials and Furniture in the US and the UK – Ten Characteristics That Define the MarketSince millennials range in age from 16 to 36, they constitute a consumer segment that is of growing value in most markets. These consumers are entering their peak spending years and are establishing family homes.
February 10, 2017 Deep Dive Premium Deep Dive: US Retail—Store Closure and Management Change TrackerAmong the major US retailers that we track, so far this year, eight have announced store closures and another six have announced management changes.
February 7, 2017 Deep Dive Premium India Rising — An Overview of India’s Burgeoning Startup EcosystemThis is the first report in our series on the Indian startup ecosystem.
February 7, 2017 Deep Dive Premium Deep Dive: US Consumer Survey: Amazon is Winning the Battle in the Toy SegmentWhile brick-and-mortar stores remain the main channel where consumers go to buy toys, online retailing has doubled its mind share compared with five years ago: 14.7% of consumers say they go online to purchase toys versus 7.3% five years ago.
February 3, 2017 Company Earnings Update Register for Free Access Ralph Lauren (RL) 3Q17 Earnings: CEO Departure Announcement Overshadows 3Q ResultsRalph Lauren reported 3Q17 adjusted EPS of $1.86, beating the consensus estimate of $1.64. Revenues decreased by 12%, to $1.71 billion from $1.95 billion in the year-ago period, and were in line with guidance.
February 3, 2017 Company Earnings Update Register for Free Access Luxottica (BIT: LUX) Global Empire: M&A HistoryOver the past 20 years, Italy-based Luxottica has expanded through numerous acquisitions and grown into the world’s largest consumer eyewear frame manufacturer, with US$9.7 billion in annual sales and a market capitalization of US$26 billion.
February 3, 2017 Analyst Corner Register for Free Access Weekly Insights Feb 3, 2017This week’s note “From the Desk of Deborah Weinswig” discusses social commerce and its value to consumers, as well as the value of social media to both retailers and consumers.
February 1, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) FY16 Results: Tough Year, but Better-Than-Expected January SalesSwedish fast-fashion retailer Hennes & Mauritz AB reported SEK192.3 billion in net sales excluding VAT in FY16, slightly below the consensus estimate of SEK192.8 billion and up 6.3% year over year. Net sales including VAT increased by 7% year over year on a constant currency basis. The company did not provide comparable stores sales growth rates.
February 1, 2017 Flash Report Register for Free Access Alibaba’s Ant Financial to Acquire US Payment Service MoneyGram for $880 Million in CashOn January 26, Ant Financial and MoneyGram announced that privately held Ant Financial would acquire publicly traded MoneyGram (MGI) for $13.25 per share, representing a total deal value of about $880 million. The deal is expected to close in the second half of 2017.
