Flash Report | April 5, 2018 Register for Free Access Alibaba Takes Control of Food Delivery Startup Ele.meAlibaba announced on April 2 that it will acquire Shanghai-based online delivery and local services platform Ele.me in a transaction that values the company at US$9.5 billion. Read More
Event Presentation | March 30, 2018 Premium New Retail Inspirations – What We Can Learn from the East• Alibaba has significantly invested in or acquired various brick-and mortar businesses in China, including Suning, Intime Retail Group, Sanjiang Shopping Club and Sun Art Retail Group. • The company is already operating automated cashless retail stores in China. Read More
Analyst Corner | March 30, 2018 Register for Free Access Weinswig’s Weekly March 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what makes shopping unique in China and how Chinese shoppers’ habits differs from those of their Western counterparts. Read More
Company Earnings Update | March 29, 2018 Register for Free Access Restoration Hardware (RH) 4Q17 Results: Beats EPS Estimate, Guides Up for FY18Restoration Hardware reported 4Q17 adjusted revenues of $669.7 million, up 13.5% year over year but below the $672.4 million consensus estimate. Adjusted EPS was $1.69, above the $1.56 consensus estimate and up from $0.68 in the year-ago quarter. Read More
Company Earnings Update | March 29, 2018 Register for Free Access PVH (PVH) 4Q17 Results: Company Beats Expectations, Offers Outlook Above ConsensusPVH reported 4Q17 revenues of $2.50 billion, up 18.6% year over year and beating the $2.35 billion consensus estimate. Adjusted EPS was $1.58, above the consensus estimate of $1.47 and up 28.5% from the year-ago quarter. Read More
Insight Report | March 28, 2018 Premium Digital Red Packets: WeChat’s Successful Foray into Mobile PaymentSending and giving red packets, or red envelopes, containing cash is a long-held Chinese tradition at Lunar New Year. Leveraging on this, WeChat, China’s most-used messaging app, introduced a function to send digital red packets back in 2014. Read More
Company Earnings Update | March 28, 2018 Register for Free Access H&M (STO: HM-B) 1Q18 Results: Cold Weather and Markdowns Hamper Sales and Profit GrowthSwedish fashion group H&M announced absolute sales and profit data for 1Q18 on March 27. The company had already announced 1Q18 revenue growth on March 15. Read More
Flash Report | March 27, 2018 Register for Free Access Walmart’s Jet.com Appoints Tesco Veteran Simon Belsham as PresidentSimon Belsham, a veteran of the UK online grocery industry, has been appointed President of Walmart-owned Internet pure play Jet.com. Read More
Insight Report | March 27, 2018 Premium Beauty Tech Comes of AgeL’Oréal announced that it is acquiring ModiFace, a Canadian company that creates augmented reality and artificial intelligence technologies for the beauty industry. Read More
Analyst Corner | March 23, 2018 Register for Free Access Weinswig’s Weekly March 23, 2018This week’s note “From the Desk of Deborah Weinswig” reviews the landscape of startups that are tackling the retail returns problem. Read More
Company Earnings Update | March 22, 2018 Register for Free Access GUESS (GES) Fiscal 4Q18 Results: Beats and Guides Ahead of ConsensusGuess reported fiscal 4Q18 adjusted EPS of $0.62, up 46.3% year over year and beating the $0.54 consensus estimate. Revenues were $792.2 million, up 17.5% year over year and beating the $755.6 million consensus estimate. Read More
Company Earnings Update | March 22, 2018 Register for Free Access GUESS (GES) Fiscal 4Q18 Results: Beats and Guides Ahead of ConsensusGuess reported fiscal 4Q18 adjusted EPS of $0.62, up 46.3% year over year and beating the $0.54 consensus estimate. Revenues were $792.2 million, up 17.5% year over year and beating the $755.6 million consensus estimate. Read More
Analyst Corner | March 16, 2018 Register for Free Access Weinswig’s Weekly March 16, 2018This week’s note “From the Desk of Deborah Weinswig” discusses efforts by the apparel industry to recycle jeans, footwear and other items. Read More
Company Earnings Update | March 16, 2018 Register for Free Access H&M (STO: HM-B) 1Q18 Sales Update: Very Weak Performance Despite Solid Growth in Store NumbersH&M reported that total 1Q18 sales growth was flat in constant-currency terms. Read More
Deep Dive | March 16, 2018 Premium Deep Dive: Transforming the fashion industry through data-driven and actionable consumer insights and preferencesFashwire is launching a first-of-its-kind app that connects brands, designers and retailers. Read More
