Deep Dive | January 4, 2018 Premium Deep Dive: The Rise of Social Media Influencers and Their BrandsOver the past few years, we have witnessed the rise of bloggers and social media influencers, and influencer marketing is rapidly becoming commonplace in categories spanning beauty to fashion. Read More
Insight Report | January 3, 2018 Premium Disruption in EyewearThe global eyewear market, which includes spectacles, sunglasses and contact lenses, was valued at $121 billion in 2016. This market is forecast to grow at a compound annual growth rate (CAGR) of 2.4% to reach $136 billion by 2021, according to data from Euromonitor. Read More
Insight Report | January 2, 2018 Premium A Pure Play’s Perspective on the Online Beauty Retail Market: Interview with Feelunique CEO Joël PalixWe interviewed Joël Palix, CEO of leading beauty pure playretailer Feelunique, to get his perspective on the online beauty market. He shared a number of insights with us, including: Read More
Analyst Corner | December 29, 2017 Register for Free Access Weinswig’s Weekly December 29, 2017This week’s note “From the Desk of Deborah Weinswig” discusses post-Christmas retail activity, including gift returns, new shopping holidays and gift card redemptions. Read More
Analyst Corner | December 22, 2017 Register for Free Access Weinswig’s Weekly December 22, 2017This week’s note “From the Desk of Deborah Weinswig” is the second of two where we look back at the retail year in review. This week, we discuss 2017’s notable retail collaborations. Read More
Company Earnings Update | December 22, 2017 Register for Free Access Nike (NKE) Fiscal 2Q18 Results: Beats Consensus Estimates and Maintains GuidanceNike reported 2Q18 adjusted EPS of $0.46, beating the consensus estimate of $0.40. Revenues increased by 5% year over year to $8,554 million from $8,180 million in the year-ago period, beating the consensus estimate of $8,390 million. Read More
Company Earnings Update | December 18, 2017 Register for Free Access H&M (STO: HM-B) 4Q17 Sales Update: Constant Currency Sales Decline 2%H&M reported that total sales decreased by 2% year over year in local currencies in 4Q17, the period from September 1 to November 30, 2017. Read More
Analyst Corner | December 15, 2017 Register for Free Access Weinswig’s Weekly December 15, 2017This week’s note “From the Desk of Deborah Weinswig” is the first of two where we look back at the retail year in review. This week, we discuss 2017’s notable retail mergers, acquisitions and investments. Read More
Company Earnings Update | December 15, 2017 Register for Free Access Costco Wholesale (COST) Fiscal 1Q18 Results: Big EPS Beat, Solid RevenuesCostco reported fiscal 1Q18 EPS of $1.45, up 17.1% from the year-ago quarter and beating the consensus estimate of $1.34. Revenues were $31.8 billion, up 13.2% year over year and beating the consensus estimate of $31.1 billion. Read More
Company Earnings Update | December 14, 2017 Register for Free Access Inditex (BME: ITX) 9M17 Results: Strong Sales, but Margin ErosionInditex reported 9M17 revenues of €18.0 billion, an increase of 9.5% year over year. Comparable store sales remained strong. Read More
Event Presentation | December 11, 2017 Premium The Future of AI in RetailIn retail, AI can help with personalization, customization and localization. AI can help retailers analyze large volumes of data to come up with product and service recommendations. Read More
Analyst Corner | December 8, 2017 Register for Free Access Weinswig’s Weekly December 8, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the global expansion of Chinese electronic payment platforms, including in the US. Read More
Company Earnings Update | December 7, 2017 Register for Free Access Vera Bradley (VRA) Fiscal 3Q18 Results: Beats on EPS, Issues Mixed GuidanceVera Bradley reported fiscal 3Q18 adjusted EPS of $0.23, handily beating the $0.14 consensus estimate and up 12.1% year over year. Revenues of $114.1 million were down 9.9% year over year and shy of the $114.8 million consensus estimate. Read More
Flash Report | December 7, 2017 Register for Free Access Walgreens Boots Alliance to Acquire a 40% Stake in Chinese Pharmacy Chain GuoDaOn December 6, Walgreens Boots Alliance announced an agreement to invest in China-based Sinopharm Holding Guoda Drugstores (GuoDa) Read More
Company Earnings Update | December 6, 2017 Register for Free Access Restoration Hardware (RH) 3Q17 Results: In-Line Results; Company Guides for 2018 EPS Above ConsensusRestoration Hardware reported 3Q17 adjusted EPS of $1.04, up more than 420% year over year and beating the $1.02 consensus estimate. Revenues were $592.5 million, up 7.9% year over year and slightly ahead of consensus. Read More