Deep Dive | November 7, 2017 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. Read More
Company Earnings Update | November 6, 2017 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. Read More
Company Earnings Update | November 3, 2017 Register for Free Access L’Oréal (ENXTPA: OR) 3Q17 Update: An In-Line Quarter with Solid Comp GrowthL’Oréal reported comp growth of 5.1% in 3Q17. Read More
Analyst Corner | November 3, 2017 Register for Free Access Weinswig’s Weekly November 3, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the upcoming retail holiday season, including Black Friday, and our expectations regarding promotional activity this holiday season. Read More
Company Earnings Update | November 3, 2017 Register for Free Access Apple (AAPL) Fiscal 4Q17 Results: Beats Estimates, Meets Guidance as the iPhone 8 and iPhone X Begin ShippingApple reported fiscal 4Q17 EPS of $2.07, up 23.7% year over year and beating the consensus estimate of $1.87. Revenues were $52.6 billion, up 12.2% year over year and beating the $50.7 billion consensus estimate. Read More
Flash Report | November 3, 2017 Register for Free Access Explorium 2.0 Grand LaunchExplorium 2.0 is the Fung Group’s experimental platform in Shanghai dedicated to creating a smart supply-chain system, with the vision to strengthen China’s global economic competitiveness. Read More
Company Earnings Update | November 1, 2017 Register for Free Access Under Armour (UAA) 3Q17 Results: Revenues Miss Estimates amid Weak North American Sales; Company Lowers FY17 OutlookUnder Armour reported 3Q17 adjusted EPS of $0.22, versus consensus expectations of $0.19. Total revenues were $1.41 billion, below the $1.49 billion consensus estimate and down 4.5% year over year. Read More
Deep Dive | October 30, 2017 Premium Deep Dive: China Consumer Survey— Insights on the Positioning of the Leading Online Platforms for ApparelThis is our first report based on the ProsperChina Quarterly Survey—the largest online survey of consumers in China. Read More
Deep Dive | October 28, 2017 Premium Deep Dive: The Future Customer Experience – AI and IoT in RetailThis report explores how retailers are adopting AI & IoT to improve shopper interactions, inventory management, personalization, customer service and physical stores. Read More
Company Earnings Update | October 27, 2017 Register for Free Access Baidu (BIDU) 3Q17 Results: Revenues Grow on Higher Spending Per Customer, Earnings Rise on Disposal of Baidu DeliveriesBaidu reported 3Q17 revenues reached ¥23.5 billion, up 28.7% year over year and in line with the consensus estimate. Non-GAAP diluted earnings per ADS of ¥25.94, up 161.5% year over year, to beat the consensus of ¥13.48.. Read More
Analyst Corner | October 27, 2017 Register for Free Access Weinswig’s Weekly October 27, 2017This week’s note “From the Desk of Deborah Weinswig” discusses recent efforts by startups and large retailers to take the pain out of returning purchases. Read More
Company Earnings Update | October 27, 2017 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. Read More
Analyst Corner | October 20, 2017 Register for Free Access Weinswig’s Weekly October 20, 2017This week’s note “From the Desk of Deborah Weinswig” discusses FGRT’s top digital retail trends for the holiday season. Read More
Company Earnings Update | October 20, 2017 Register for Free Access Unilever (LSE: ULVR) 3Q17 Update: Sales Miss Estimates, Hit by Poor Weather and Natural DisastersUnilever reported 3Q17 sales of €13,166 million, well below the consensus estimate of €14,206 million and down 1.6% year over year. Read More
Company Earnings Update | October 19, 2017 Register for Free Access Carrefour (ENXTPA: CA) 3Q17 Update: Very Weak French Performance and Lower Brazilian Inflation Drag Down the Top LineCarrefour reported that 3Q17 net sales were up just 0.4%. Net sales were up 1.9% at constant currency. Read More
