June 12, 2017 Deep Dive Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 3In Part Three of this Deep Dive, we provide an overview of the warehouse-club sector.
June 9, 2017 Company Earnings Update Register for Free Access Takeaways from Walmart’s 47th Annual Shareholders’ MeetingThe Fung Global Retail & Technology team attended Walmart’s 47th Annual Shareholders’ Meeting, held in Fayetteville, Arkansas. Below are takeaways from the meeting:
June 6, 2017 Deep Dive Premium Deep Dive: An Introduction to Cybersecurity—Part TwoPart One provided an overview of the current cybersecurity environment. Now in Part Two, we look at an advanced attack, including components and characteristics of the attacks, vulnerabilities, and the different types of hackers.
June 5, 2017 Deep Dive Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 2In Part Two of this Deep Dive, we provide an overview of the warehouse-club sector.
June 1, 2017 Deep Dive Premium Deep Dive: Amazon in 20 Charts— the Rise and Rise of the E-Commerce GiantAmazon Web Services is driving growth in Amazon’s operating margins. This business division yielded a 25% operating margin in 2016, up from 19% in 2015. And the division is growing its share of Amazon’s total revenues.
June 1, 2017 Company Earnings Update Register for Free Access Michael Kors (KORS) Fiscal 4Q17 Results: Beats Expectations, but Guides Down for FY18 and Plans to Close StoresMichael Kors reported fiscal4Q17adjusted EPS of $0.73, down28.8% from $1.02 in the year-ago quarter,butahead of the $0.70 consensus estimate. Revenues were $1.06 billion, down 11.2% year over year,butslightly ahead of the $1.05 billion consensus estimate.
May 29, 2017 Deep Dive Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 1In Part One of this Deep Dive, we provide an overview of the warehouse-club sector.
May 26, 2017 Company Earnings Update Register for Free Access Costco Wholesale (COST) Fiscal 3Q17 Results: Beats on Top and Bottom LinesCostco reported fiscal 3Q17 adjusted EPS of $1.40, up 13.3% from $1.24 in the year-ago quarter and beating the $1.31 consensus estimate. Revenues were $28.9 billion, up 7.8% year over year and beating the $28.6 billion consensus estimate.
May 25, 2017 Deep Dive Premium Deep Dive: An Introduction to Cybersecurity—Part OneIn Part One of this Deep Dive, we provide a summary of the current environment and discuss the components of cybersecurity.
May 25, 2017 Company Earnings Update Register for Free Access PVH (PVH) 1Q17 Results: Beats Consensus and Raises EPS GuidancePVH Corp. reported 1Q17 adjusted EPS of $1.65, ahead of the $1.60 consensus estimate and up 9.9% year over year. Revenues were $2.0 billion, up 3.7% year over year and slightly ahead of the $1.96 billion consensus estimate.
May 25, 2017 Company Earnings Update Register for Free Access Guess (GES) Fiscal 1Q18 Results: Beats Expectations; North America Comps Still WeakGuess reported fiscal 1Q18 adjusted EPS of $(0.24), down slightly from $(0.23) in the year-ago quarter but above the $(0.32) consensus estimate.
May 19, 2017 Deep Dive Premium Fast Fashion Speeding Toward Ultrafast FashionZara and H&M, the two largest global fast-fashion retailers, pioneered the fast-fashion business model. Now, the two companies are competing head to head with a new set of younger online-only competitors.
May 19, 2017 Company Earnings Update Register for Free Access Ralph Lauren (RL) Fiscal 4Q17 Results: EPS Beats Expectations on Reduced MarkdownsRalph Lauren reported fiscal 4Q17 adjusted EPS of $0.89, above the $0.78 consensus estimate and in line with guidance.
May 19, 2017 Company Earnings Update Register for Free Access Alibaba (BABA) 4Q FY17 Results: Earnings Beat, Highest Revenue Growth Since IPO; “Very Excited” about FY18 ProspectsAlibaba reported 4Q FY17 revenue of ¥38.6 billion, up 60% year over year, and beat consensus estimates by 7%. The company attributed the strong results to solid growth of its core commerce segment, as well as accelerating growth in emerging businesses, including cloud computing, digital media and entertainment.
May 19, 2017 Deep Dive Premium Deep Dive: Retail Spending Review—Breaking Down Retail Sales in the US, the UK, Germany and ChinaOf these countries, the US sees clothing and footwear capture the smallest share of retail sales. The category accounted for only 10.9% of US retail sales in 2016, which was down from 11.7% in 2012.
