September 6, 2017 Deep Dive Premium Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of TransformationThis is the second report in our three-part The Mall Is Not Deadseries that looks at the US mall landscape with a focus on the challenges malls face and their need for transformation. In this report, we examine the department stores and specialty stores that constitute the bulk of mall tenants to determine what is working for them and what is not.
September 1, 2017 Company Earnings Update Register for Free Access Carrefour (ENXTPA: CA) 1H17 Results: Profits Fall, Warns of Impact on Full-Year Results and Lowers Sales OutlookCarrefour reported 1H17 net sales up by 6.2%, or a 3.2% increase at constant currency.
August 31, 2017 Deep Dive Premium Shanghai— A Globally Connected City with a Vibrant Startup SceneThis is the 2nd report in our series on startups in China, continuing our coverage of global ecosystems & startup hubs: India, Berlin, London, Paris and Amsterdam.
August 30, 2017 Event Presentation Premium Retail Revolution – Disrupt or Be Disrupted – The Connected Mall (ULI)There will be 100 million more people living in Chinese cities by 2019. New infrastructure projects such as metro lines create more local communities. More people living in cities means smaller livings spaces and necessitates more places where people can spend time together outside the home.
August 30, 2017 Deep Dive Premium Deep Dive: Future Proofing Department Stores in Asia—Part 1In this first report of our Asia Department Store series, we explore how the department store industry in Asia needs to evolve to navigate through the myriad of challenges currently facing the industry.
August 29, 2017 Deep Dive Premium Deep Dive: Blockchain Mini-Series— Retail ApplicationsThis is the second report of our Blockchain Mini-Series, in which we cover the potential applications of blockchain technology in retail and supply-chain management.
August 27, 2017 Market Navigators/Market Outlook Premium China’s Online Fashion Recommerce Market—Part 2 China’s Top Online Fashion Recommerce PlatformsChina’s growing online recommerce industry is primarily dominated by two integrated platforms—Alibaba’s Xianyu and Tencent-backed Zhuan Zhuan—with a combined market share of over 90%.
August 25, 2017 Company Earnings Update Register for Free Access PVH (PVH) 2Q17 Results: Beats Consensus and Raises EPS GuidancePVH Corp. reported 2Q17 revenues of $2.1 billion, up 7.0% year over year and slightly above the $2.03 billion consensus estimate. Adjusted EPS was $1.69, up from $1.47 in the year-ago quarter and beating both the consensus estimate of $1.64 and the company’s own guidance of $1.60–$1.63.
August 25, 2017 Company Earnings Update Register for Free Access Abercrombie & Fitch (ANF) 2Q17 Results: Beats on EPS, Revenues and CompsAbercrombie & Fitch reported 2Q17 adjusted EPS of $(0.16), compared with $(0.25) in the year-ago quarter and beating the consensus estimate of $(0.33). Revenues were $779 million, down 0.5% year over year but beating the consensus estimate of $759 million.
August 24, 2017 Flash Report Register for Free Access Amazon’s Bid to Acquire Whole Foods Gains FTC ApprovalOn June 16, Amazon announced the signing of a definitive agreement to acquire Whole Foods Market for $13.7 billion in cash.
August 22, 2017 Flash Report Register for Free Access Macy’s Names New President, Announces RestructuringOn August 21 after the market close, Macy’s announced the appointment of Hal Lawton as President, effective September 8. Lawton will be responsible for the Macy’s brand, including merchandising, marketing, stores, operations, technology, and consumer insights and analytics. Lawton was previously SVP of eBay North America. He will report to CEO Jeff Gennette.
August 22, 2017 Deep Dive Premium The Clone Wars: Amazon Go–Type Stores Already Open for Business in ChinaWhile the concept of automatic or unstaffed stores goes back more than 100 years, Amazon recaptured our visions of the store with its first Amazon Go store. However several retailers in China have sprinted ahead and already robotically welcomed customers into their cashierless stores.
August 21, 2017 Company Earnings Update Register for Free Access Alibaba (BABA) 1Q FY18 Results: Beats on Earnings, Expanding Global FootprintAlibaba reported 1Q FY18 revenue of ¥50.2 billion, up 56% year over year, and beat the consensus estimate by 4.8%. The company attributed the strong results to a steady increase in revenues from its core commerce segment, as well as the strong growth in emerging businesses, including cloud computing, digital media and entertainment.
August 18, 2017 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 2Q18 Results: Beats Consensus and Raises GuidanceWalmart reported fiscal 2Q18 adjusted EPS of $1.08, up from $1.07 in the year-ago quarter and beating the $1.07 consensus estimate. Total revenues were $123.4 billion, up 2.1% year over year and beating the consensus estimate of $122.8 billion.
August 18, 2017 Insight Report Premium Infographic: China’s Online Fashion Recommerce Market—Part 1: The Next Frontier for E-CommerceThis infographic on China’s Fashion Recommerce Market includes market penetration for China vs US, market share for key players, growth drivers and key challenges
