Company Earnings Update | July 13, 2018 Register for Free Access ASOS (LSE: ASC) 3Q18 Update: Steady Growth in Sales with the UK Leading the WayASOS reported 3Q18 group revenue growth of 22% to £823.9 million in the four months ended June 30, 2018. Read More
Analyst Corner | July 13, 2018 Register for Free Access Weinswig’s Weekly July 13, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the current state of UK retail, which has seen a steady stream of store closure announcements despite growing consumer demand. Read More
Analyst Corner | July 6, 2018 Register for Free Access Weinswig’s Weekly July 6, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how Amazon is positioning its expanding line of private-label products to capitalize on this year’s Prime Day shopping event, which is taking place July 16–17. Read More
Analyst Corner | June 22, 2018 Register for Free Access Weinswig’s Weekly June 22, 2018This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s relatively recent move into the plus-size women’s apparel market. Read More
Company Earnings Update | June 18, 2018 Register for Free Access H&M (STO: HM-B) 2Q18 Sales Update: Growing Store Numbers Fail to Push Sales HigherH&M reported that total sales growth for 2Q18 was flat in constant-currency terms. Read More
Analyst Corner | June 15, 2018 Register for Free Access Weinswig’s Weekly June 15, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what Amazon has done with Whole Foods in the year since it announced it was acquiring the grocery chain and other changes in the US grocery sector over the last 12 months. Read More
Flash Report | June 14, 2018 Register for Free Access Fujitsu Launches a Blockchain-Based Reward System for Retail and HospitalityJapanese multinational firm Fujitsu announced the launch of Fujitsu Intelligent Society Solution Blockchain Asset Service, a cloud service, blockchain-based reward system for retail and hospitality operators. Read More
Company Earnings Update | June 13, 2018 Register for Free Access Restoration Hardware (RH) Fiscal 1Q18 Results: Beats on EPS and Comps, Raises GuidanceRestoration Hardware reported 1Q18 adjusted EPS of $1.33, up from $0.05 in the year-ago period and above the $1.01 consensus estimate. Revenues were $557.4 million, down 0.8% year over year and below the $563 million consensus estimate. Read More
Company Earnings Update | June 13, 2018 Register for Free Access Boohoo Group (LSE: BOO) 1Q19 UpdateBoohoo.com reported 1Q19 group revenue growth of 53.0% to £183.6 million in the three months ended May 31, 2018. Read More
Analyst Corner | June 8, 2018 Register for Free Access Weinswing’s Weekly Jun 8, 2018Amazon is hiking the cost of Prime membership in the US from $99 to $119. The company has already increased the cost for new members and it will begin charging the higher rate for renewals next month. We see this as a risk, and in this week’s note, we outline why. Read More
Flash Report | June 5, 2018 Register for Free Access Walmart Launches Jetblack, a Concierge-Style Personal Shopping ServiceWalmart launched a members-only personal shopping service called Jetblack on May 31. The service was incubated under Walmart’s tech incubator Store No. 8. Read More
Company Earnings Update | June 5, 2018 Register for Free Access Ascena (ASNA) Fiscal 3Q18 Results: Beats Expectations, Provides Mixed GuidanceAscena reported fiscal 3Q18EPS of $(0.08),down from $0.05a year ago, but beating the consensus estimate by a penny.Adjusted revenues were $1.50 billion, down 4.0% year over year,but above the $1.47 billion consensus estimate. Read More
Insight Report | June 4, 2018 Premium Amazon Prime Day 2018 Preview: Echo Devices and Private-Label Products Look Set to Take Center StageAmazon Prime Day 2018 will start on July 16, 2018. This year, the company has announced a bigger-than-ever promotional event, which will see more deals and more products on offer for a longer period of time. Read More
Company Earnings Update | June 1, 2018 Register for Free Access American Eagle Outfitters (AEO) 1Q18 Results: Beats Estimates, Reports Solid Comps Across Brands and ChannelsAmerican Eagle Outfitters reported 1Q18 revenues of $823 million, up 8.0% year over year and beating the $811 million consensus estimate. Adjusted EPS was $0.23, above the $0.22 consensus estimate and up 43.8% from the year-ago quarter. Read More
Flash Report | May 31, 2018 Register for Free Access LVMH Continues Digital Push, Invests in Fashion Search Platform LystLVMH has led an investment in global fashion search platform Lyst. Read More