Deep Dive | September 2, 2017 Premium Deep Dive: US Consumer Survey— Can Amazon Prime Lure Lower-Income Shoppers Away from Walmart?In June 2017, Amazon announced that it would offer a 45% discount for its Prime membership to all government assistance recipients, a move that aims to lure more lower-income consumers from retail competitors such as Walmart. Read More
Company Earnings Update | August 31, 2017 Register for Free Access Five Below (FIVE) 2Q17 Results: Beats on Revenues and EPS, Raises Guidance in Line with ConsensusFive Below reported 2Q17 EPS of $0.30, up 69.3% from the year-ago quarter and beating the consensus estimate of $0.26. Revenues were $283.3 million, up 28.7% year over year and beating the consensus estimate of $276.6 million. Read More
Flash Report | August 25, 2017 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. Read More
Flash Report | August 24, 2017 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. Read More
Company Earnings Update | August 24, 2017 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. Read More
Deep Dive | August 22, 2017 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. Read More
Company Earnings Update | August 21, 2017 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. Read More
Deep Dive | August 19, 2017 Premium Deep Dive: Channel Shifts in US Beauty Retailing—Sephora, Ulta and AmazonSurvey data and company results suggest that growth in the US beauty market has been polarized, with lower-price retailers and beauty specialist stores having won share. Read More
Company Earnings Update | August 16, 2017 Register for Free Access Home Depot (HD) 2Q17 Results: Highest Quarterly Sales in Company HistoryHome Depot reported 2Q17 EPS of $2.25, up 14% from the year-ago quarter and beating the $2.21 consensus estimate. Total revenues for 2Q17 were $28.1 billion, versus expectations of $27.8 billion, and were up 6.2% year over year. The results represent the highest quarterly sales and net earnings in the company’s history. Read More
Company Earnings Update | August 16, 2017 Register for Free Access JD.com (JD) 2Q17 Results: Topline Beats; Business Partnerships to Drive GrowthJD.com reported 2Q17 revenues of ¥93.2 billion, up 43.6% year over year, to beat the consensus estimate of ¥89.65 billion. Non-GAAP diluted net loss per ADS was ¥0.20, compared to a net income per ADS of ¥0.09 for 2Q16. Read More
Company Earnings Update | August 11, 2017 Register for Free Access Zalando (XTRA: ZAL) 2Q17 and 1H17 Results: Zalando Misses Quarterly Estimates, but Maintains Positive Full-Year OutlookZalando reported 2Q17 revenues up 20.1% year over year, but below the consensus estimate. The adjusted EBIT margin for the quarter was 7.4%. Read More
Company Earnings Update | August 9, 2017 Register for Free Access Wayfair (W) 2Q17 Results: Beats on Revenue and EPS, Issues 3Q Guidance Above ConsensusWayfair reported 2Q17 adjusted EPS of $(0.26), ahead of the $(0.46) consensus estimate and up from $(0.43) in the year-ago period. Total revenues were $1.12 billion, up 42.7% year over year and above the consensus estimate of $1.06 billion. Read More
Company Earnings Update | August 9, 2017 Register for Free Access CVS Health (CVS) 2Q17 Results: Beats Consensus, Narrows Guidance RangeCVS Health reported 2Q17 adjusted EPS of $1.33, up 0.7% year over year and beating the $1.31 consensus estimate. Revenues were $45.7 billion, up 4.5% year over year, beating the $45.35 billion consensus estimate. Read More
Insight Report | August 8, 2017 Premium Amazon Pay Places: Amazon’s Next Conquest Could Be Mobile PaymentsThe US mobile payments market is highly fragmented, and leaders PayPal and Apple Pay have not yet achieved widespread public acceptance. US mobile payment platforms are hamstrung by hardware issues, proprietary systems and closed platforms as well as by a general lack of consumer enthusiasm. Read More
Deep Dive | August 5, 2017 Premium Alibaba Group: From Strength to Strength – An overview of the business units of the world’s largest e-commerce companyAlibaba was established in 1999 as a business-to-business (B2B) portal connecting Chinese manufacturers to overseas buyers. This report provides an overview of Alibaba’s different business segments, and how they all work together using its platforms and big data technology to enable small enterprises to compete more effectively. Read More
