Analyst Corner | February 3, 2017 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. Read More
Company Earnings Update | February 3, 2017 Register for Free Access Amazon (AMZN) 4Q16 Results: Earnings Beat, Revenue and Guidance Below ExpectationsAmazon reported 4Q16 EPS of $1.54, compared with $1.00 in the year-ago quarter and beating the $1.37 consensus estimate. Net sales were $43.7 billion, up 22.4% year over year but missing the $44.7 billion consensus estimate. Read More
Flash Report | February 1, 2017 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. Read More
Company Earnings Update | January 26, 2017 Register for Free Access eBay (EBAY) 2016 Results: Mixed Quarter and OutlookeBay reported 4Q16 revenues of $2.4 billion, up 3.1% year over year and in line with the consensus estimate. Gross merchandise volume (GMV) was $22.3 billion, up 2% year over year as reported and up 5% on a currency-neutral basis. Adjusted EPS was $0.54, compared with $0.50 in the year-ago quarter, beating the consensus estimate by a penny. Read More
Analyst Corner | January 20, 2017 Register for Free Access Weekly Insights Jan 20, 2017This week’s note “From the Desk of Deborah Weinswig” discusses what presenters and attendees at NRF Retail’s Big Show 2017 had to say about the in-store experience and explores three core functions retailers can provide in order to drive store traffic. Read More
Company Earnings Update | January 18, 2017 Register for Free Access Zalando (XTRA: ZAL) Q416 Trading Update: Strong Sales, but Slightly Below Analysts’ EstimatesZalando reported that it expects 4Q16 revenue to grow 25%–26% year over year to €1,086–€1,094 million, according to preliminary figures. Read More
Analyst Corner | January 13, 2017 Register for Free Access Weekly Insights Jan 13, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the cool and innovative gadgets and technology on display at this year’s CES trade show in Las Vegas. Read More
Analyst Corner | January 6, 2017 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. Read More
Event Presentation | January 5, 2017 Premium 2016 Holiday Recap (Planalytics)US 2016 Holiday Wrap-up :- Holiday Wrap-Up: Season Was a Success, Driven by a Last-Minute Surge of Shoppers 2. Consumers Were Willing to Wait for the Best Deals, Which Resulted in a LastMinute Rush in Sales 3. Favorable Holiday Calendar; Day Before Christmas Was a Saturday…….. Read More
Flash Report | December 6, 2016 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. Read More
Company Earnings Update | December 2, 2016 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. Read More
Event Presentation | November 29, 2016 Premium Breakfast with the Disruptors – Supply Chain Startup PitchesJCPenny said the appliance category was strong and it has had a good start with record mobile traffic and sales, and no website interruptions. Kohl’s set record for online sales on Thanksgiving. The retailer made many Black Friday deals available online before the store opened. Walmart kicked off its Cyber Monday deals at 12:01am EST on Friday for the first time ever, as it aims to grab customers ahead of its competitors. Read More
Analyst Corner | November 21, 2016 Register for Free Access Weekly Insights Oct 21, 2016This week’s note “From the Desk of Deborah Weinswig” focuses on three trends that our global teams—which are currently preparing our holiday 2016 reports—expect to have an impact on US consumers this holiday season. Read More
Company Earnings Update | November 4, 2016 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. Read More
Insight Report | October 25, 2016 Premium Alibaba Kicks Off Singles’ Day Global Shopping FestivalAlibaba kicked off its 11.11 Global Shopping Festival, which is now the biggest shopping day globally, and released details surrounding its marketing strategy. Read More
