August 18, 2017 Market Navigators/Market Outlook Premium China’s Online Fashion Recommerce Market—Part 1: The Next Frontier for E-CommerceChina’s online luxury fashion recommerce market is in a nascent phase—with a penetration rate of less than 5% compared to 10%–15% in the US—and is growing rapidly.
August 18, 2017 Company Earnings Update Register for Free Access Tencent (0700.HK) 2Q17 Results: Strong Beat on Both Top and Bottom Line, Driven by Strong Performance of Gaming and WeChatTencent reported 2Q17 revenues of ¥56.6 billion, up 58.6% year over year. Non-GAAP diluted EPS was ¥1.72, largely driven by gaming and Weixin (WeChat).
August 16, 2017 Company Earnings Update Register for Free Access JD.com (JD) 2Q17 Results: Topline Beats; Business Partnerships to Drive GrowthJD.com reported 2Q17 revenues of ¥93.2 billion, up 43.6% year over year, to beat the consensus estimate of ¥89.65 billion. Non-GAAP diluted net loss per ADS was ¥0.20, compared to a net income per ADS of ¥0.09 for 2Q16.
August 16, 2017 Company Earnings Update Register for Free Access Coach (COH) Fiscal 4Q17 Results: Weak Quarter, Sales Miss ExpectationsCoach reported fiscal 4Q17 adjusted EPS of $0.50, beating the consensus estimate by a penny and up from $0.45 in the year-ago quarter. Revenues were $1.13 billion, down slightly from $1.15 billion in the year-ago period and below the consensus estimate of $1.15 billion.
August 11, 2017 Deep Dive Premium Deep Dive: How Direct Selling Remains Relevant in the Digital AgeThe global direct selling market rebounded to US$134.2 billion in 2016, up 2.8% from the previous year. China follows the US closely as the second largest direct selling market, valued at US$33.9, and the country is expected to overtake the US as the largest direct selling market in the next few years.
August 11, 2017 Company Earnings Update Register for Free Access Macy’s (M) 2Q17 Results: Beats Expectations and Is on Track to Meet Full-Year GuidanceMacy’s reported 2Q17 adjusted EPS of $0.48, beating the consensus estimate of $0.46. Total revenues declined by 5.4% year over year, to $5.55 billion, reflecting announced store closures.
August 10, 2017 Deep Dive Premium Deep Dive: Chinese Outbound Tourists – More Diverse, More SophisticatedChinese outbound tourists have evolved into experienced and sophisticated travelers – some 67% of surveyed tourists have traveled more than once in the past 12 months, visiting an average of 2.3 destinations. Apart from shopping, they crave lifestyle and experiences when they travel abroad.
August 9, 2017 Company Earnings Update Register for Free Access RALPH LAUREN (RL) Fiscal 1Q18 Results: Beats Consensus Estimates and Maintains GuidanceRalph Lauren reported 1Q18 adjusted EPS of $1.11, beating the consensus estimate of $0.95. Revenues decreased by 12.9%, to $1.35 billion from $1.55 billion in the year-ago period, beating the consensus estimate of $1.34 billion.
August 9, 2017 Company Earnings Update Register for Free Access Michael Kors (KORS) Fiscal 1Q18 Results: Beats Expectations, Boosted by Better-than-Expected CompsMichael Kors reported fiscal 1Q18 revenues of $952.4 million, down 3.6% year over year and ahead of the $918.7 million consensus estimate. EPS was $0.80, beating the consensus estimate of $0.62.
August 8, 2017 Insight Report Premium Amazon Pay Places: Amazon’s Next Conquest Could Be Mobile PaymentsThe US mobile payments market is highly fragmented, and leaders PayPal and Apple Pay have not yet achieved widespread public acceptance. US mobile payment platforms are hamstrung by hardware issues, proprietary systems and closed platforms as well as by a general lack of consumer enthusiasm.
August 5, 2017 Deep Dive Premium Alibaba Group: From Strength to Strength – An overview of the business units of the world’s largest e-commerce companyAlibaba was established in 1999 as a business-to-business (B2B) portal connecting Chinese manufacturers to overseas buyers. This report provides an overview of Alibaba’s different business segments, and how they all work together using its platforms and big data technology to enable small enterprises to compete more effectively.
August 4, 2017 Company Earnings Update Register for Free Access Adidas (ETR: ADS) 2Q17 Results: Company Raises Guidance Thanks to Strong ResultsAs announced preliminarily last week, Adidas reported stronger-than-expected revenue and profit growth for 2Q17. Revenues were up 20%, to €5,038 million. Revenues were up 19% on a constant-currency basis. EBIT grew by 18% and net income from continuing operations grew by 16%, to €347 million.
August 4, 2017 Market Navigators/Market Outlook Premium Reviewing Trends in the Global Fragrance MarketThis report analyzes the global fragrance market including market size, sales growth, segmentation, distribution channels and key trends.
August 4, 2017 Analyst Corner Register for Free Access Weekly Insights Aug 4, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how Walmart and JD.com are strengthening their partnership, including through the launch of a new shopping festival to be held on August 8.
August 3, 2017 Deep Dive Premium Deep Dive: Urban Lifestyles Driving Shifts in SpendingAcross the globe, more and more people are turning to city-center living. This trend spans developing economies and Western markets. In this report, we explore the trend’s impact on retail product categories and retail formats.
