July 18, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Final Monthly Sales Update: Sequential Sales Improvement in JuneH&M reported total sales rose by 7% year over year in local currencies in June 2017. This compares to year-over-year sales growth of 4% in May.
July 18, 2017 Deep Dive Premium Deep Dive— Blockchain Mini-Series: CryptocurrenciesThis is the first of two reports in our Blockchain Mini-Series, which covers the latest trends in cryptocurrencies and blockchain applications. In our first report, we focus on cryptocurrencies:
July 17, 2017 Company Earnings Update Register for Free Access LVMH (ENXTPA: MC) 1H17 Results: Continuation of Very Strong Sales MomentumLVMH Moët Hennessy Louis Vuitton increased revenues by 15.0% year over year in 1H17, to €19,714 million, which was above the consensus estimate of €19,492 million. Revenues increased by 12% year over year on an organic basis.
July 14, 2017 Analyst Corner Register for Free Access Weekly Insights Jul 14, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the importance of Amazon Prime Day in boosting awareness of Amazon’s fashion, beauty and grocery offerings and encouraging customers to try its private-label products
July 13, 2017 Flash Report Register for Free Access Amazon Announces a Record Third Annual Prime DayAmazon announced that its third annual Prime Day shopping event, which ran for 30 hours, was the biggest day in Amazon history in terms of revenue, surpassing Black Friday and Cyber Monday.
July 12, 2017 Deep Dive Premium Deep Dive: Wellness as a Luxury: Part 1— Living WellFitness classes: Young consumers in particular are seeking aspirational, social experiences in their fitness regimes. This is prompting a premiumization of workouts and classes at fitness centers, growth of collegiate workout clubs (many of which take the form of park-based boot camps), and the development of the fitness events industry.
July 11, 2017 Flash Report Register for Free Access Alibaba Launches Taobao Global US Merchants NetworkAlibaba has launched its Taobao Global US Merchants Network, which connects Taobao Global merchants with small- and medium-sized enterprises (SMEs) in the US that would like to sell their products to Chinese consumers.
July 11, 2017 Deep Dive Premium Deep Dive: Artificial Intelligence in Retail—Offering Data-Driven Personalization and Customer ServiceArtificial Intelligence (AI) enables computers to make autonomous decisions, and is a step forward in automation that is changing the retail industry. This report provides an overview of the impact of AI on retail and includes a Q&A with Professor Michael Feindt from AI firm Blue Yonder.
July 10, 2017 Deep Dive Premium Deep Dive: Retail X Factor— Supply ChainThis is the third report in our X Factor series on the major factors impacting the US retail industry. We believe supply-chain efficiency will be a key factor that will make or break a retailer going forward.
July 7, 2017 Company Earnings Update Register for Free Access Carrefour (ENXTPA: CA) 2Q17 Sales Update: Improving Sales MomentumCarrefour reported that sales including VAT increased by 6.1% year over year in 2Q17, to €21.8 billion, and that comparable group sales rose by 2.8% year over year.
June 30, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) 1H17 Results: Sales Growth Mainly Driven by New Store OpeningsSwedish fast-fashion retailer H&M reported SEK 98.4 billion in net sales in 1H17, slightly below the consensus estimate of SEK 98.8 billion and up 8.6% year over year. Constant-currency sales increased by 5.0% in 1H17 and UK sales increased by 6.0%.
June 30, 2017 Company Earnings Update Register for Free Access Walgreens Boots Alliance (WBA) Fiscal 3Q17 Results: Beats and Raises Guidance, Announces New Agreement with Rite AidWalgreens Boots Alliance reported fiscal 3Q17 adjusted EPS of $1.33, above the $1.30 consensus estimate. Revenues were $30.1 billion, up 2.1% year over year and above the $29.7 billion consensus estimate. Sales increased by 5.0% on a constant-currency basis in the quarter.
June 30, 2017 Company Earnings Update Register for Free Access Nike (NKE) Fiscal 4Q17 Results: Beats on Earnings, Boosted by Strong International SalesNike reported fiscal 4Q17 adjusted EPS of $0.60, ahead of the $0.50 consensus estimate and up 22.4% year over year, driven by SG&A expense leverage as well as by higher global revenue, a lower tax rate and a lower share count.
June 29, 2017 Deep Dive Premium Deep Dive: Fashion Re-Commerce Update—12 Catalysts for Apparel Resale GrowthUS full-price retailers are suffering while re-commerce is thriving, and re-commerce is currently one of the fastest-growing sectors in retail. The marketplace for online fashion resale (“recommerce”) continues to evolve rapidly.
June 27, 2017 Deep Dive Premium Deep Dive: An Introduction to Cybersecurity—Part ThreeHere in Part Three, we discuss new threats/threat vectors and provide an overview of cybersecurity markets and companies.
