Company Earnings Update | December 5, 2017 Register for Free Access Ascena (ASNA) Fiscal 1Q18 Results: In-Line EPS, Weak Compsyear over year. Adjusted EPS was $0.11, in line with consensus expectations. Read More
Flash Report | December 5, 2017 Register for Free Access CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to HealthcareOn December 3, CVS Health announced its long-anticipated plan to acquire Aetna for $69 billion in cash and stock. The transaction, expected to close in the second half of 2018, requires shareholder and regulatory approvals and must meet customary closing conditions. Read More
Analyst Corner | December 1, 2017 Register for Free Access Weinswig’s Weekly December 1, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the intensifying battle between retail giants Amazon and Walmart for share of consumers’ e-commerce wallets. Read More
Market Navigators/Market Outlook | November 25, 2017 Premium The Face Mask Market Is Booming, But So Is Competition – Unique Ingredients and Product Innovations to Capture the Lucrative Chinese MarketThe global face mask market was worth $5.7 billion in 2016. It is forecast to grow at a compound annual growth rate (CAGR) of 9.1% from 2016 to 2021, to reach $6.3 billion in 2017 and $8.8 billion by 2021, according to data from Euromonitor International. Read More
Analyst Corner | November 24, 2017 Register for Free Access Weinswig’s Weekly November 24, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the imminent start of the official holiday shopping season this weekend. Read More
Deep Dive | November 23, 2017 Premium Deep Dive: NFC Technology—Helping Retailers Think Like BrandsRetailers can deploy near-field communication (NFC) tags in stores to better engage with shoppers on-site. The tags can be used to send customers product information and links and to create a more personalized shopping experience. Read More
Analyst Corner | November 17, 2017 Register for Free Access Weinswig’s Weekly November 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the future of automated stores and includes highlights from the FGRT team’s recent visit to one of Alibaba’s Hema automated grocery stores in China. Read More
Company Earnings Update | November 17, 2017 Register for Free Access Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS GuidanceWalmart reported fiscal 3Q18 adjusted EPS of $1.00, up 2% from the year-ago quarter and beating the $0.97 consensus estimate. Total revenues were $123.2 billion, up 4.2% year over year and beating the consensus estimate of $121.05 billion. Read More
Company Earnings Update | November 10, 2017 Register for Free Access Adidas (ETR: ADS) 3Q17 Results: Profitability Beats Estimates, Revenue Growth DisappointsAdidas reported that 3Q17 revenue was up 12.0% year over year on a currency-neutral basis and up 8.7% year over year in euro terms, to €5,677 million, which was below the consensus estimate of €5,910 million. Read More
Analyst Corner | November 10, 2017 Register for Free Access Weinswig’s Weekly November 10, 2017This week’s note “From the Desk of Deborah Weinswig” discusses a potential entry into the pharmacy business by Amazon Read More
Deep Dive | November 7, 2017 Premium Deep Dive: The Amazon Invasion – A Timeline of the E-Commerce Giant’s Global ConquestIn this report, we investigate Amazon’s offering, global expansion and the routes it has chosen to operate in. We provide timelines of key corporate announcements and events for each country in which Amazon operates. Read More
Company Earnings Update | November 7, 2017 Register for Free Access CVS (CVS) 3Q17 Results: Beats on EPS, in Line on Revenues; Raises/Narrows FY17 EPS GuidanceCVS Health reported 3Q17 adjusted EPS of $1.50, down 9.9% year over year and beating the $1.48 consensus estimate. Revenues were $46.2 billion, up 3.5% year over year and in line with the consensus estimate. Read More
Company Earnings Update | November 6, 2017 Register for Free Access Alibaba (BABA) 2Q FY18 Results: Beats on Earnings and Highest Revenue Growth Since its IPOAlibaba reported 2Q FY18 revenues of ¥55.1 billion, up 61% year over year, the highest growth since its IPO. It also beat the consensus estimate by 26%. The company attributed the strong results to the robust revenue growth from its core commerce segment, as well as the Alibaba cloud business. The company is seeing early results from efforts to integrate online and offline retail under its New Retail strategy. Read More
Company Earnings Update | November 3, 2017 Register for Free Access L’Oréal (ENXTPA: OR) 3Q17 Update: An In-Line Quarter with Solid Comp GrowthL’Oréal reported comp growth of 5.1% in 3Q17. Read More
Analyst Corner | November 3, 2017 Register for Free Access Weinswig’s Weekly November 3, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the upcoming retail holiday season, including Black Friday, and our expectations regarding promotional activity this holiday season. Read More
