Analyst Corner | April 13, 2018 Register for Free Access Weinswig’s Weekly April 13, 2018This week’s note “From the Desk of Deborah Weinswig” discusses order-collection options such as lockers and towers that Amazon, Walmart and others are installing to ease product pickup. Read More
Company Earnings Update | April 12, 2018 Register for Free Access TESCO (LSE: TSCO) FY18 Results: Profits Surge as Turnaround Efforts ContinueTesco announced a net profit of £1,208 million for FY18, representing a significant rebound from last year’s loss of £54.0 million. Revenues increased by 2.8% to £57,491 million. Read More
Company Earnings Update | April 12, 2018 Register for Free Access Carrefour (ENXTPA: CA) 1Q18 Trading Update: Very Weak Quarter as Growth Slows in All Regions and French Comps Turn NegativeCarrefour grew first-quarter sales by just 0.4% on a comparable basis. Total sales fell by 2.4% at current exchange rates. Read More
Company Earnings Update | April 12, 2018 Register for Free Access ASOS (AIM: ASC) 1H18 Results: Revenues and Profits Surge as Site Visits Pass Billion MarkASOS reported 1H18 group revenue growth of 27.1%. At constant currency, revenues grew by 25.0%. Read More
Company Earnings Update | April 10, 2018 Register for Free Access LVMH (ENXTPA: MC) 1Q18 Trading Update: Organic Growth Accelerates as Shoppers Flock to Power BrandsLVMH Moët Hennessy Louis Vuitton reported adjusted organic revenue growth of 15% in 1Q18, a marked acceleration from 11% organic growth in 4Q17. Read More
Flash Report | April 10, 2018 Register for Free Access Quick Take: Prime Members Drive Amazon Sales Across All CategoriesThis brief report looks at the results of our recent survey which asked US consumers what they had bought on Amazon in the past year. We split out Amazon Prime members to chart how significant these shoppers are to Amazon’s overall shopper penetration. Read More
Analyst Corner | April 6, 2018 Register for Free Access Weinswig’s Weekly April 06, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how brick-and-mortar stores are set to lead the battle for millennial, multichannel grocery shoppers. Read More
Analyst Corner | March 30, 2018 Register for Free Access Weinswig’s Weekly March 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what makes shopping unique in China and how Chinese shoppers’ habits differs from those of their Western counterparts. Read More
Company Earnings Update | March 29, 2018 Register for Free Access Restoration Hardware (RH) 4Q17 Results: Beats EPS Estimate, Guides Up for FY18Restoration Hardware reported 4Q17 adjusted revenues of $669.7 million, up 13.5% year over year but below the $672.4 million consensus estimate. Adjusted EPS was $1.69, above the $1.56 consensus estimate and up from $0.68 in the year-ago quarter. Read More
Company Earnings Update | March 29, 2018 Register for Free Access PVH (PVH) 4Q17 Results: Company Beats Expectations, Offers Outlook Above ConsensusPVH reported 4Q17 revenues of $2.50 billion, up 18.6% year over year and beating the $2.35 billion consensus estimate. Adjusted EPS was $1.58, above the consensus estimate of $1.47 and up 28.5% from the year-ago quarter. Read More
Company Earnings Update | March 28, 2018 Register for Free Access H&M (STO: HM-B) 1Q18 Results: Cold Weather and Markdowns Hamper Sales and Profit GrowthSwedish fashion group H&M announced absolute sales and profit data for 1Q18 on March 27. The company had already announced 1Q18 revenue growth on March 15. Read More
Flash Report | March 27, 2018 Register for Free Access Walmart’s Jet.com Appoints Tesco Veteran Simon Belsham as PresidentSimon Belsham, a veteran of the UK online grocery industry, has been appointed President of Walmart-owned Internet pure play Jet.com. Read More
Insight Report | March 27, 2018 Premium Beauty Tech Comes of AgeL’Oréal announced that it is acquiring ModiFace, a Canadian company that creates augmented reality and artificial intelligence technologies for the beauty industry. Read More
Flash Report | March 26, 2018 Register for Free Access Marks & Spencer Appoints Retail Veteran Stuart Machin as Managing Director of FoodMarks & Spencer (M&S) announced that it has appointed retail veteran Stuart Machin to the newly created role of Managing Director of Food. Read More
Analyst Corner | March 23, 2018 Register for Free Access Weinswig’s Weekly March 23, 2018This week’s note “From the Desk of Deborah Weinswig” reviews the landscape of startups that are tackling the retail returns problem. Read More