March 27, 2017 Deep Dive Premium Deep Dive: Intime Retail- The Roadmap to New Retail with AlibabaWe attended Intime Retail Group’s analyst briefing where the Chairman (who is also Alibaba’s CEO), CEO and CFO all spoke about the implementation of the New Retail, which refers to the integration of online and offline retail, and logistics across a single value chain. They all held the view that both online and physical retailers will need to change their operating models,as the mobile internet has drastically changed the way consumers shop.
March 23, 2017 Company Earnings Update Register for Free Access Five Below (FIVE) 4Q16 Results: EPS beat, positive guidance for 2017Five Below reported 4Q16 revenues of $388.1 million, up 18.9% from $326.3 million in the year-ago period and slightly above the consensus estimate of $387.6 million. EPS was $0.90, ahead of the $0.89 consensus estimate and up 16.9% year over year.
March 7, 2017 Event Presentation Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More….
March 2, 2017 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) FY16 Results: Stellar Sales and EBIT Margin PerformanceZalando reported FY16 revenue growth of 23.0% year over year to €3,639.0 million, slightly below the consensus estimate of €3,649.5 million.
March 2, 2017 Company Earnings Update Register for Free Access Lowe’s (LOW) 4Q16 Results: Tops EPS and Revenue Expectations; Issues Strong 2017 Guidance amid Robust Housing MarketLowe’s reported 4Q16 adjusted EPS of $0.86, up 45.8% from the year-ago quarter and beating the consensus estimate of $0.79. The company reported revenue of $15.78 billion, up 19.2% from the year-ago quarter and above the $15.37 billion consensus estimate.
March 1, 2017 Insight Report Premium Who Is Buying Beauty Products on Amazon?In this brief report, we review data from our recent US consumer survey to explore who is buying beauty and personal care products on Amazon.
February 22, 2017 Company Earnings Update Register for Free Access Home Depot (HD) 4Q16 Results: Earnings Beat, Solid 2017 GuidanceHome Depot reported 4Q16 EPS of $1.44, up 23.1% from the year-ago quarter and beating the consensus estimate of $1.33. The company reported revenue of $22.21 billion, up 5.8% from $20.98 billion in the year-ago quarter and above the $21.79 billion consensus estimate.
February 17, 2017 Analyst Corner Register for Free Access Weekly Insights Feb 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses new trends in fashion retail as well as the needs and desires of the mass market
February 16, 2017 Event Presentation Premium Global Retail Reinvented (Bloomberg)The Art of Decluttering • The typical American wardrobe has 120 items today vs 36 items in 1930. • 80% of them are unworn. • Marie Kondo’s “the Life Changing Magic of Tidying Up” brought minimalism to the mainstream. • Cladwell helps consumers create a minimalist wardrobe.
February 13, 2017 Deep Dive Premium Millennials and Furniture in the US and the UK – Ten Characteristics That Define the MarketSince millennials range in age from 16 to 36, they constitute a consumer segment that is of growing value in most markets. These consumers are entering their peak spending years and are establishing family homes.
February 3, 2017 Analyst Corner 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.
February 3, 2017 Company Earnings Update 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.
February 1, 2017 Flash Report 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.
January 26, 2017 Company Earnings Update 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.
January 20, 2017 Analyst Corner 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.
