January 6, 2017 Analyst Corner Register for Free Access Weekly Insights Jan 6, 2017At the start of every new year, millions of consumers resolve to join a gym and get healthy. This week’s note “From the Desk of Deborah Weinswig” discusses the US healthy-living industry and the scale of consumer spending on various categories within the sector.
January 5, 2017 Company Earnings Update Register for Free Access B&M European Value Retail (LSE: BME) 3Q17 Update: Very Strong Christmas Sales PerformanceUK-based discount retailer B&M European Value Retail reported a very strong Christmas trading period, with 3Q17 revenues up 21.8% as reported and up 20.5% at constant currency.
December 19, 2016 Event Coverage Register for Free Access Notes from CVS Health 2016 Annual Analyst Day: Driving More Affordable, Accessible and Effective CareCVS Health held its annual analyst day on December 15 in New York City. The main topics of the meeting were the company’s long-term growth drivers and its three main objectives: to make care more affordable, more accessible and more effective.
December 16, 2016 Flash Report Register for Free Access Hudson’s Bay Company (TSE:HBC) Releases the RobotsHudson’s Bay Company (TSE:HBC) recently announced the deployment of a $60 million Perfect Pick case shuttle system that covers the entire vertical height of the building in which it has been installed. The system has the capacity to hold 1 million units of inventory and to process 4,200 customer orders per hour.
December 15, 2016 Flash Report Register for Free Access Boohoo.com (LSE: BOO) Boohoo.com Raises FY17 Revenue Guidance and Acquires PrettyLittleThingBoohoo.com announced a trading update and the acquisition of PrettyLittleThing, a smaller, fast-growing, online fashion pure play.
December 12, 2016 Deep Dive Premium Online Grocery Series: Germany – Playing Catch-UpThis is the fourth in our series of reports analyzing online grocery markets around the world. Germany lags other markets in grocery e-commerce despite having one of the largest grocery sectors in Europe and an advanced nonfood e-commerce market.
December 9, 2016 Flash Report Register for Free Access Costco (COST) 1Q17 Results: EPS Misses Expectations; Store Traffic UpCostco reported adjusted 1Q17 EPS of $1.17, below the $1.19 consensus estimate and up 6.8% year over year. Revenues were $28.1 billion, up 3.2% year over year and roughly in line with the consensus estimate.
December 6, 2016 Flash Report Register for Free Access What is Amazon Go, and What it Means for Amazon and its CompetitorsAmazon announced the launch of Amazon Go, an automated, checkout-free convenience store in Seattle, Washington, powered by technologies such as computer vision, sensor fusion and deep learning.
December 5, 2016 Deep Dive Premium DEEP DIVE: International Retailers Guide To Cross-Border Ecommerce In ChinaThis report examines cross-border e-commerce platforms Tmall Global and JD Worldwide, and how they complement an international retailer’s China strategy.
December 5, 2016 Company Earnings Update Register for Free Access Kroger (KR) 3Q16: In-Line Quarter, 2017 EPS Growth Below Target RangeKroger reported 3Q16 EPS of $0.41, in line with the consensus estimate. Revenues were $26.6 billion, up 5.9% year over year, and above the $26.3 billion consensus estimate.
December 2, 2016 Insight Report Premium Discounters Go Digital: Aldi and Lidl Move into E-CommerceHard discounters Aldi and Lidl are moving into e-commerce in both the grocery and nongrocery categories. This year, Aldi announced it will move into the Chinese market purely through e-commerce, while Lidl Germany is planning to trial a grocery click-and-collect service in Berlin.
December 2, 2016 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q16 Results: Overall Strong Performance; Comps Missed ExpectationsFive Below reported 3Q16 revenues of $199.5 million, up 17.6% from last year’s $169.7 million, and slightly below the consensus estimate of $200.7 million. EPS was $0.10, ahead of the $0.09 consensus estimate and up 25% year over year.
December 2, 2016 Company Earnings Update Register for Free Access UNILEVER (ULVR) ANNUAL INVESTOR SEMINAR 2016: FIVE KEY TAKEAWAYSUnilever is to focus on driving sales of its core portfolio in high-growth segments and on reducing costs; the company anticipates annual core operating margin growth to rise from the current range of 20 bps–40 bps to 40 bps–80 bps between 2017 and 2019.
December 1, 2016 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) 3Q16 Results: Holiday Sales Encouraging Thus FarAmerican Eagle Outfitters reported 3Q16 EPS of $0.41, in line with the consensus estimate.
November 30, 2016 Deep Dive Premium The UK Apparel Handbook – 2017 OutlookThis report examines the UK apparel retail market including market size & segmentation, sales weakness, inflation and depreciation of the pound.
