October 19, 2017 Event Presentation Premium Retail Revolution – Disrupt or Be Disrupted (XSPECS) Retail Traffic Is Down • Retail traffic has continued to struggle, although it has been showing slight improvement • According to RetailNext, retail store traffic in July declined by just 5.5%, its smallest drop since January 2016 • The conversion rate, which represents how many shoppers became buyers, rose by 0.5% in both June and July, the highest rate increase in almost a year
October 13, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly October 13, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the increasingly crowded market for digital intelligent assistants and Amazon’s purpose behind Alexa.
October 11, 2017 Company Earnings Update Register for Free Access Takeaways from Walmart’s 2017 Investment Community Meeting: Moving with SpeedThe FGRT team attended Walmart’s 2017 Investment Community Meeting, held near the company’s headquarters in Bentonville, Arkansas, this week. Selected takeaways from the meeting include:
October 6, 2017 Company Earnings Update Register for Free Access TESCO (LSE: TSCO) 1H18 Results: Sustained Growth, Better Comps, Fatter MarginsTesco reported group revenues of £28.35 billion for the first half of fiscal 2018, up 3.7% year over year and ahead of consensus.
October 6, 2017 Company Earnings Update Register for Free Access Costco Wholesale (COST) Fiscal 4Q17 Results: Beats on the Top and Bottom LinesCostco reported fiscal 4Q17 EPS of $2.08, up 17.9% from the year-ago quarter and beating the consensus estimate of $2.02. Revenues were $42.3 billion, up 15.7% year over year and beating the consensus estimate of $41.63 billion.
October 6, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly October 6, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how brick-and-mortar retailers can win shoppers this holiday season as well as which trends and factors will feature most heavily in offline retailing during the period.
September 29, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) 3Q17 Results: Sales Below ExpectationsSwedish fashion retailer H&M reported SEK 51.2 billion in net sales in 3Q17, below the consensus estimate of SEK 52.0 billion and up 4.6% year over year. Constant-currency sales increased by 4.0% in 3Q17.
September 29, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly September 29, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the changes Amazon has made at Whole Foods Market since the acquisition closed on August 28, as well as the changes it is planning to make and the response from other grocers.
September 22, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly September 22, 2017Weinswig’s Weekly September 22, 2017
September 21, 2017 Company Earnings Update Register for Free Access Inditex (BME: ITX) 1H17 Results: Solid Sales and Some Margin ErosionInditex reported 1H17 revenues of €11.7 billion, an increase of 11.5% year over year and above the analyst consensus estimate. Constant-currency sales in 1H17 increased 11.0% year over year, while comps increased 6.0% year over year.
September 18, 2017 Event Presentation Premium New Retail – The Trends Driving Retail in AsiaNew Retail Trends 1. Online is Guiding Offline 2. Online to Offline (O2O): The Sharing Economy 3. C2B: Alibaba’s New Concept 4. Social Commerce and Communities 5. New Retail Digital Content Strategy
September 18, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Quarterly Sales Update: Continued Soft Sales GrowthH&M reported total sales rose by 4% year over year in local currencies in 3Q17, for the period June 1 to August 31, 2017.
September 15, 2017 Deep Dive Premium Deep Dive: JD.com— A Differentiated E-Commerce PlatformOnline retailer JD.com was founded by CEO Richard Liu in 2004, focusing on 3C—computers, communications and consumer—products, but has since evolved to become China’s largest e-commerce platform by revenue, boasting an extensive product offering, as well as best-in-class, in-house fulfillment capabilities.
September 15, 2017 Market Navigators/Market Outlook Premium Deep Dive: Outdoor Gear— A Growing Global Market with Challenges for Brick-and-Mortar StoresThe outdoor gear market—which mainly consists of apparel and footwear, but also includes products such as tents, backpacks and sleeping bags—has been growing solidly across major economic regions.
September 15, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly September 15, 2017This week’s note “From the Desk of Deborah Weinswig” discusses Apple’s recent announcement of its two new smartphone models—the iPhone 8 and the iPhone X.
