Company Earnings Update | February 12, 2018 Register for Free Access L’Oréal (ENXTPA: OR) FY17 and 4Q17 Results: Chinese Demand for L’Oréal Luxe Products Supports Solid Comp GrowthL’Oréal reported FY17 net sales of €26,024 million, up 0.7% year over year but below the consensus estimate of €26,153 million. Comparable sales were up 4.8% at constant exchange rates. Read More
Company Earnings Update | February 12, 2018 Register for Free Access Hanesbrands (HBI) 4Q17 Results: EPS in Line, EPS Guidance Below ConsensusHanes Brands reported 4Q17 adjusted EPS of $0.52, down 1.5% from $0.53 in the year-ago quarter and in line with the consensus estimate. Revenues were $1.65 billion, up 4.4% year over year and roughly in line with the $1.63 billion consensus estimate. Read More
Analyst Corner | February 9, 2018 Register for Free Access Weinswig’s Weekly February 9, 2018This week’s note “From the Desk of Deborah Weinswig” takes a look at Amazon’s fourth-quarter and full-year earnings results, including the company’s currency-neutral sales by country and third parties’ contributions to total unit sales. Read More
Company Earnings Update | February 9, 2018 Register for Free Access Michael Kors (KORS) Fiscal 3Q18 Results: Beats on Top and Bottom Lines and Comps; Raises Guidance for Jimmy Choo AcquisitionMichael Kors reported adjusted fiscal 3Q18 EPS of $1.77, up 7.6% from $1.64 in the year-ago quarter and handily beating the $1.29 consensus estimate. Revenues were $1.44 billion, up 6.5% year over year and ahead of the $1.38 billion consensus estimate. Read More
Flash Report | February 8, 2018 Register for Free Access Walmart’s Store No 8 Acquires Virtual Reality Startup SpatialandWalmart’s technology incubator, Store No 8, has acquired virtual reality (VR) startup Spatialand.The financial terms of the deal were not disclosed. Read More
Flash Report | February 8, 2018 Register for Free Access Macy’s Launches Modest Fashion Line Verona CollectionMacy’s announced the launch of a modest clothing brand called Verona Collection. Read More
Flash Report | February 7, 2018 Register for Free Access Lululemon CEO Laurent Potdevin ResignsLululemon, the healthy lifestyle-inspired athletic apparel company announced that Laurent Potdevin has resigned as CEO and as a member of the company’s Board of Directors, effective immediately. Read More
Flash Report | February 7, 2018 Register for Free Access JD.com Partners with Fung Retailing to Transform Retail through AIOn February 2, JD.com, China’s leading online retailer, announced a partnership with Fung Retailing, the retail business arm of Hong Kong conglomerate the Fung Group, to transform the retail landscape using artificial intelligence (AI). Read More
Analyst Corner | February 2, 2018 Register for Free Access Weinswig’s Weekly February 2, 2018This week’s note “From the Desk of Deborah Weinswig” discusses developments in the cashless convenience store landscape since Amazon first announced its Amazon Go format in late 2016. Read More
Company Earnings Update | February 2, 2018 Register for Free Access H&M (STO: HM-B) FY17 Results: Sales Growth Slows and Margins Erode as Management Admits “Mistakes”H&M reported SEK 200,004 million in net sales excluding VAT in the fiscal year ended November 30, 2017, slightly below the consensus of SEK 203,277 and up by 4.0% year over year. Sales including VAT increased by 3% in local currencies. Read More
Analyst Corner | January 26, 2018 Register for Free Access Weinswig’s Weekly JAN 26, 2018This week’s note “From the Desk of Deborah Weinswig” discusses grocery chain Lidl’s changes in store formats and the outlook for grocery discounters in the US market. Read More
Company Earnings Update | January 26, 2018 Register for Free Access LVMH (ENXTPA: MC) FY17 Results: Company Enjoys a Stronger-than-Expected Final QuarterLVMH reported FY17 revenues of€42.6 billion, beating the €42.3 billion consensus estimate due to 4Q17 revenues that came in 2% ahead of expectations. Read More
Flash Report | January 24, 2018 Register for Free Access “Carrefour 2022”: Retailer Announces Redundancies and Digital Transformation in Strategic RevampCarrefour has unveiled its new strategy to 2022, which is broadly based on four goals: Read More
Analyst Corner | January 19, 2018 Register for Free Access Weinswig’s Weekly January 19, 2018This week’s note “From the Desk of Deborah Weinswig” wraps up the recent CES 2018 trade show in Las Vegas. Read More
Event Presentation | January 18, 2018 Premium How AI Is Powering Retail Growth (NRF)• AI is human-like or intelligent behavior exhibited by computers and machines. • It is enabled by a computer program or set of programs that help machines make autonomous decisions through cognitive functions similar to those typically exhibited by human beings, such as learning, decision making and problem solving. Read More
