Flash Report | February 19, 2016 Register for Free Access VF Corporation (VFC) 4Q15 Results: Warmer Winter Weighed on ResultsVF Corp. reported adjusted 4Q15 EPS of $0.95 versus the consensus estimate of $1.01. Read More
Company Earnings Update | February 18, 2016 Register for Free Access Unicharm (TYO: 8113) FY15 Results: Performance Weaker than ExpectedUnicharm reported a 10.9% increase in adjusted revenue and a 4.9% increase in adjusted operating income for the 12 months ending December 31, 2015. Read More
Flash Report | February 4, 2016 Register for Free Access Clorox (CLX) 2Q16 Results: Mixed Quarter, Company Raises EPS GuidanceClorox reported fiscal 2Q16 revenues of $1.3 billion, flat year over year and slightly below the consensus estimate. Read More
Flash Report | February 4, 2016 Register for Free Access Coty (COTY) 2Q16 Results: Sales Beat as Demand for Cosmetics RisesCoty reported 2Q16 revenues of $1.21 billion, representing a 1% like-for-like decline from the year-ago quarter but topping consensus expectations of $1.20 billion. Read More
Flash Report | January 29, 2016 Register for Free Access Colgate-Palmolive (CL) Fourth-Quarter FY2015 Results: Solid Organic Growth in a Difficult EnvironmentColgate-Palmolive reported solid 5.0% organic fourth-quarter 2015 revenue growth, led by emerging markets, however sales were a shade below the consensus estimate. Read More
Company Earnings Update | January 28, 2016 Register for Free Access Amazon (AMZN) Fourth-Quarter 2015 Results: Earnings Disappoint as Heavy Spending ContinuesAmazon reported EPS of $1.00 for the fourth quarter of 2015, well below the consensus estimate of $1.55. Higher fulfillment expenses and technology and content expenses weighed on profits. Read More
Company Earnings Update | January 22, 2016 Register for Free Access Ahold (AH) Beats ExpectationsAhold reported healthy net sales growth of 4.3% in the fourth quarter (excluding fuel, at constant rates adjusted for an extra week) and growth of 3.8% for the fiscal year through December 31, 2015, beating expectations. Read More
Event Presentation | January 16, 2016 Premium The Future Customer and Opportunities for StartupsCharacteristics and Trends Driving Opportunity in the Silvers Market. Read More
Event Presentation | January 15, 2016 Premium The Future of Digital Retail• Anticipating future trends and developments • Plan for future value and avoid obsolescence – What problem are you trying to solve? – How will the solution be used? – How robust does it need to be? • Ensure flexibility to manage changing formats and deployment patterns Read More
Company Earnings Update | January 5, 2016 Register for Free Access Next (LON: NXT) 4Q17 Trading Update: Meaningful Top-Line Miss and Weak OutlookBritish fashion retailer Next reported that Next Brand full-price sales were down 0.4% for 4Q17. This was well below analysts’ expectations. Read More
Analyst Corner | December 31, 2015 Register for Free Access Weekly Insights Dec 31, 2015Retail’s best performers continue to be concentrated at the high and low-ends, while the middle market remains pinched, as illustrated by the Weinswig Hourglass Model. We expect 2016 to remain another “hourglass year”, with the midmarket segment squeezed by discount chain expansion and a reduction in discretionary spending. Read More
Deep Dive | December 28, 2015 Premium Retail Loyalty Programs: A Global ViewMany retailers offer loyalty programs to attract new customers and satisfy loyal ones. With rewards ranging from coupon offers to regular savings to exclusive, personalized experiences, loyalty programs provide perks and value to members. Read More
Analyst Corner | December 25, 2015 Register for Free Access Weekly Insights Dec 25, 2015The Star Wars franchise is a multibillion-dollar business and revenue generator, with nearly three times as much spent on Star Wars themed toys as on movie tickets. Read More
Analyst Corner | December 18, 2015 Register for Free Access Weekly Insights Dec 18, 2015Signs are pointing to a disappointing holiday season for apparel retailers due to unusually warm temperatures on both sides of the Atlantic, which has significantly reduced demand for winterwear, such as knitwear, jackets, coats and boots. Read More
Analyst Corner | December 5, 2015 Register for Free Access Weekly Insights Dec 5, 2015Black Friday is no longer a one-day affair and Thanksgiving holiday spending is clearly moving online, with mobile playing a major role Read More
