November 8, 2017 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 3Q17 Results: Investment in Logistics and Technology Impacts ProfitabilityZalando reported 3Q17 revenues of €1,074.7 million, up 28.7% year over year, and in line with the consensus estimate of €1,074.0 million. Adjusted EBIT came in at €0.4 million versus the consensus estimate of €3.2 million, corresponding to an adjusted EBIT margin of 0.0%.
November 7, 2017 Deep Dive Premium Deep Dive: The Amazon Invasion – A Timeline of the E-Commerce Giant’s Global ConquestIn this report, we investigate Amazon’s offering, global expansion and the routes it has chosen to operate in. We provide timelines of key corporate announcements and events for each country in which Amazon operates.
November 7, 2017 Company Earnings Update Register for Free Access CVS (CVS) 3Q17 Results: Beats on EPS, in Line on Revenues; Raises/Narrows FY17 EPS GuidanceCVS Health reported 3Q17 adjusted EPS of $1.50, down 9.9% year over year and beating the $1.48 consensus estimate. Revenues were $46.2 billion, up 3.5% year over year and in line with the consensus estimate.
November 6, 2017 Company Earnings Update Register for Free Access Alibaba (BABA) 2Q FY18 Results: Beats on Earnings and Highest Revenue Growth Since its IPOAlibaba reported 2Q FY18 revenues of ¥55.1 billion, up 61% year over year, the highest growth since its IPO. It also beat the consensus estimate by 26%. The company attributed the strong results to the robust revenue growth from its core commerce segment, as well as the Alibaba cloud business. The company is seeing early results from efforts to integrate online and offline retail under its New Retail strategy.
October 27, 2017 Company Earnings Update Register for Free Access Amazon (AMZN) 3Q17 Results: Another Blowout Quarter, with 34% Sales GrowthAmazon reported 3Q17 EPS of $0.52, flat year over year but beating the $0.07 consensus estimate. Net sales (including Whole Foods Market) were $43.7 billion, up 33.7% year over year and beating the $41.6 billion consensus estimate.
October 19, 2017 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 3Q17 Trading Update: Strong Sales Growth, but Declining Profit Margins Due to Growth InvestmentsZalando expects to report 3Q17 revenues of €1,064–€1,081 million, according to preliminary figures, representing growth of 27.5%–29.5% year over year.
September 19, 2017 Event Presentation Premium Background on Amazon and RetailUS Retail Bankruptcies Are at Post-recession Peak • Year to date, 14 retailers have filed for bankruptcy • That is more than the number of filings over the entire year in 2016 • Retail bankruptcies are on track to reach their highest level since 2009, when 18 retailers filed for bankruptcy • And there are likely more to come
September 18, 2017 Event Presentation Premium New Retail – The Trends Driving Retail in AsiaNew Retail Trends 1. Online is Guiding Offline 2. Online to Offline (O2O): The Sharing Economy 3. C2B: Alibaba’s New Concept 4. Social Commerce and Communities 5. New Retail Digital Content Strategy
September 15, 2017 Deep Dive Premium Deep Dive: JD.com— A Differentiated E-Commerce PlatformOnline retailer JD.com was founded by CEO Richard Liu in 2004, focusing on 3C—computers, communications and consumer—products, but has since evolved to become China’s largest e-commerce platform by revenue, boasting an extensive product offering, as well as best-in-class, in-house fulfillment capabilities.
September 4, 2017 Deep Dive Premium US Online Grocery Update—Reviewing the Shifting LandscapeThe US grocery market is estimated to be worth around $1 trillion in 2017, but only around 2% of that will be spent online.
September 2, 2017 Deep Dive 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.
August 31, 2017 Company Earnings Update 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.
August 25, 2017 Flash Report 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.
August 24, 2017 Flash Report 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.
August 24, 2017 Company Earnings Update 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.
