Company Earnings Update | November 3, 2017 Register for Free Access Apple (AAPL) Fiscal 4Q17 Results: Beats Estimates, Meets Guidance as the iPhone 8 and iPhone X Begin ShippingApple reported fiscal 4Q17 EPS of $2.07, up 23.7% year over year and beating the consensus estimate of $1.87. Revenues were $52.6 billion, up 12.2% year over year and beating the $50.7 billion consensus estimate. Read More
Company Earnings Update | November 2, 2017 Register for Free Access Next (LON: NXT) 3Q17 Trading Update: Continued Weak Sales in Retail SegmentBritish fashion retailer Next reported that total full-price sales increased by 1.3% in 3Q17. Full-price sales in the Next Retail segment declined by 7.7% year over year, while Next Directory full-price sales increased by 13.2%. Read More
Company Earnings Update | November 1, 2017 Register for Free Access Under Armour (UAA) 3Q17 Results: Revenues Miss Estimates amid Weak North American Sales; Company Lowers FY17 OutlookUnder Armour reported 3Q17 adjusted EPS of $0.22, versus consensus expectations of $0.19. Total revenues were $1.41 billion, below the $1.49 billion consensus estimate and down 4.5% year over year. Read More
Deep Dive | October 28, 2017 Premium Deep Dive: The Future Customer Experience – AI and IoT in RetailThis report explores how retailers are adopting AI & IoT to improve shopper interactions, inventory management, personalization, customer service and physical stores. Read More
Analyst Corner | October 27, 2017 Register for Free Access Weinswig’s Weekly October 27, 2017This week’s note “From the Desk of Deborah Weinswig” discusses recent efforts by startups and large retailers to take the pain out of returning purchases. Read More
Company Earnings Update | October 27, 2017 Register for Free Access Amazon (AMZN) 3Q17 Results: Another Blowout Quarter, with 34% Sales GrowthAmazon reported 3Q17 EPS of $0.52, flat year over year but beating the $0.07 consensus estimate. Net sales (including Whole Foods Market) were $43.7 billion, up 33.7% year over year and beating the $41.6 billion consensus estimate. Read More
Company Earnings Update | October 26, 2017 Register for Free Access Hudson’s Bay Company and WeWork Redefine the Traditional Department StoreHudson’s Bay Company (HBC) entered into a strategic partnership with WeWork Companies to sell its New York City flagship Lord & Taylor store to WeWork Property Advisors in a transaction valued at $850 million. The Lord & Taylor flagship,located on FifthAvenue at38thStreet, is expected to continue operations in the entire building through the 2018 holiday season. After that, the building will be converted into a combined space housing WeWork’s New York headquarters and a redesigned, smaller Lord & Taylor retail store of approximately 150,000 square feet(down from its current size of 650,000 square feet). Read More
Analyst Corner | October 20, 2017 Register for Free Access Weinswig’s Weekly October 20, 2017This week’s note “From the Desk of Deborah Weinswig” discusses FGRT’s top digital retail trends for the holiday season. Read More
Company Earnings Update | October 20, 2017 Register for Free Access Unilever (LSE: ULVR) 3Q17 Update: Sales Miss Estimates, Hit by Poor Weather and Natural DisastersUnilever reported 3Q17 sales of €13,166 million, well below the consensus estimate of €14,206 million and down 1.6% year over year. Read More
Company Earnings Update | October 19, 2017 Register for Free Access Carrefour (ENXTPA: CA) 3Q17 Update: Very Weak French Performance and Lower Brazilian Inflation Drag Down the Top LineCarrefour reported that 3Q17 net sales were up just 0.4%. Net sales were up 1.9% at constant currency. Read More
Event Presentation | October 19, 2017 Premium Retail Revolution – Disrupt or Be Disrupted (XSPECS) Retail Traffic Is Down • Retail traffic has continued to struggle, although it has been showing slight improvement • According to RetailNext, retail store traffic in July declined by just 5.5%, its smallest drop since January 2016 • The conversion rate, which represents how many shoppers became buyers, rose by 0.5% in both June and July, the highest rate increase in almost a year Read More
Company Earnings Update | October 18, 2017 Register for Free Access Groupe Casino (EPA: CO) 3Q17 Trading Update: Sales Beat Consensus, but Growth Stymied by Inflation in BrazilGroupe Casino reported that 3Q17 revenues were up 1.9% from the year-ago period and ahead of the consensus estimate. Comparable sales increased by 2.2%. Read More
Company Earnings Update | October 18, 2017 Register for Free Access ASOS (LSE: ASC) FY17 Results: Strong, Largely In-Line GrowthASOS grew revenues by 33% in the year ended August 31. Read More
Analyst Corner | October 13, 2017 Register for Free Access Weinswig’s Weekly October 13, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the increasingly crowded market for digital intelligent assistants and Amazon’s purpose behind Alexa. Read More
Company Earnings Update | October 11, 2017 Register for Free Access Takeaways from Walmart’s 2017 Investment Community Meeting: Moving with SpeedThe FGRT team attended Walmart’s 2017 Investment Community Meeting, held near the company’s headquarters in Bentonville, Arkansas, this week. Selected takeaways from the meeting include: Read More
