November 7, 2016 Deep Dive Premium Deep Dive: The Mall Is Not Dead: Part 1This is the first report in a three-part series analyzing the US mall landscape.
November 4, 2016 Company Earnings Update Register for Free Access Adidas Group (ETR: ADS) 3Q16 RESULTS: STRONG RESULTS; FY16 GUIDANCE MAINTAINEDGerman athletic and sportswear company Adidas Group reported 3Q16 net sales of €5,413 million, up 13.8% on a reported basis and up 17.0% on a constant-currency basis. Net sales for the quarter were above the consensus estimate of £5,368 million. The strong revenue increase was underpinned by double-digit sales growth in all the group’s geographic markets except Russia.
November 4, 2016 Company Earnings Update Register for Free Access Alibaba (BABA) 2Q17 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GROWTH IN E-COMMERCE AND MEDIAAlibaba reported 2Q17 non-GAAP diluted EPS of US$0.79, ahead of the US$0.70 consensus estimate and up 45.7% year over year. Revenues were US$5.14 billion, up 54.7% year over year and above the consensus estimates.
November 2, 2016 Flash Report Register for Free Access COACH [COH] 1Q17 Results: EPS In-Line, Reports Double-Digit Earnings GrowthCoach reported adjusted 1Q17 EPS of $0.45, in-line with the $0.44 consensus estimate and up 8.9% year over year. Revenues were $1.04 billion, up 0.7% year over year but below the consensus estimate of $1.07 billion.
October 31, 2016 Flash Report Register for Free Access BAIDU [BIDU] 3Q16 RESULTS: REVENUE DECLINES, BUT EARNINGS BEAT ON COST SAVINGSBaidu reported 3Q16 non-GAAP diluted EPS of US$1.49, ahead of the US$1.08 consensus estimate and up 6.9% year over year. Revenues were US$2.74 billion, down 0.7% year over year and in line with estimates.
October 28, 2016 Flash Report Register for Free Access Debenhams (LSE: DEB) FY16 RESULTS: SALES PERFORMANCE IN LINE WITH EXPECTATIONSUK-based department-store chain Debenhams reported gross transaction value sales of £2,939 million for the 53 weeks ended September 3, 2016, slightly above the consensus estimate of £2,902 million.
October 26, 2016 Company Earnings Update Register for Free Access DIA (DIA) 3Q16 RESULTS: GROWTH IN EMERGING MARKETS WHILE SALES DECLINE ON HOME TURFDIA reported 3Q16 net revenues of €2,320.5 million, below the consensus estimate of €2,349.4 million, but up 0.8% year over year, including currency effects. At constant currencies, sales grew by 8.7%.
October 26, 2016 Company Earnings Update Register for Free Access Under Armour (UA) 3Q16 Results: EPS Beats Expectations; Slower Apparel Growth AheadUnder Armour reported adjusted 3Q16 EPS of $0.29, ahead of the $0.25 consensus estimate and up 26.1% year over year. Revenues were $1.42 billion, up 21.4% year over year and slightly above the consensus estimate.
October 25, 2016 Deep Dive Premium DEEP DIVE: Global Footwear E-Commerce: Growing By Leaps And BoundsFootwear e-commerce is making strides. According to Euromonitor International, global online footwear and apparel sales increased by 22% in 2015, and e-commerce accounted for 12% of total global footwear sales. By comparison, the total footwear market grew by 6% last year.
October 21, 2016 Company Earnings Update Register for Free Access Walgreens (WBA) 4Q16 Results: EPS Beats Consensus, Rite Aid Merger ExtendedWalgreens reported fiscal 4Q16 adjusted EPS of $1.07, ahead of the $0.99 consensus estimate. Reported revenues were $28.64 billion, up 0.4% year over year and below the consensus estimate of $29.11 billion.
October 21, 2016 Insight Report Premium Economic Analysis: CONSUMER SPENDING TEPID; HIGHER GAS PRICES TO CURTAIL OTHER SPENDINGThe US unemployment rate was unchanged in August, versus an expected drop of 10 basis points. Total nonfarm payroll employment increased by 151,000.
October 21, 2016 Flash Report Register for Free Access Walmart to Fast Track China Expansion with JD Ahead of Singles’ DayWalmart and JD.com announced a series of joint initiatives to expand their offering for Chinese online shoppers ahead of Singles Day 2016. This builds upon an existing strategic alliance the two companies had formed in June 2016.
October 20, 2016 Flash Report Register for Free Access Carrefour (ENXTPA: CA) 3Q16 Results: Sales Lifted by Strong Performance in Latin AmericaCarrefour reported net sales of €21.8 billion in 3Q16, up 3.6% from 3Q15, at constant currency excluding fuel, and beating the consensus estimate of €21.5 billion.
October 19, 2016 Flash Report Register for Free Access Burberry [LSE: BRBY] 1H17 Results: Burberry Continues to Report Challenged Sales; US and Wholesale DeterioratingBurberry reported a 1H17 total group constant-currency revenue decline of 4% to £1,159 million (up 5% in reported currency), slightly below the consensus estimate of £1,163 million. Total results were negatively impacted by weakness in the Americas region and the Beauty and Women’s Apparel categories.
October 19, 2016 Company Earnings Update Register for Free Access ASOS (AIM: ASC) FY16 RESULTS: REVENUES AND EPS BEATBritish online fashion retailer ASOS reported £1,444.9 million in revenues, in the 12 months ending August 31, 2016, above the consensus estimate of £1,436.6 million and up 26% year over year. FY16 constant-currency revenues increased 26% year over year.
