Company Earnings Update | October 6, 2017 Register for Free Access TESCO (LSE: TSCO) 1H18 Results: Sustained Growth, Better Comps, Fatter MarginsTesco reported group revenues of £28.35 billion for the first half of fiscal 2018, up 3.7% year over year and ahead of consensus. Read More
Company Earnings Update | October 6, 2017 Register for Free Access Costco Wholesale (COST) Fiscal 4Q17 Results: Beats on the Top and Bottom LinesCostco reported fiscal 4Q17 EPS of $2.08, up 17.9% from the year-ago quarter and beating the consensus estimate of $2.02. Revenues were $42.3 billion, up 15.7% year over year and beating the consensus estimate of $41.63 billion. Read More
Analyst Corner | October 6, 2017 Register for Free Access Weinswig’s Weekly October 6, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how brick-and-mortar retailers can win shoppers this holiday season as well as which trends and factors will feature most heavily in offline retailing during the period. Read More
Company Earnings Update | September 29, 2017 Register for Free Access H&M (STO: HM-B) 3Q17 Results: Sales Below ExpectationsSwedish fashion retailer H&M reported SEK 51.2 billion in net sales in 3Q17, below the consensus estimate of SEK 52.0 billion and up 4.6% year over year. Constant-currency sales increased by 4.0% in 3Q17. Read More
Analyst Corner | September 29, 2017 Register for Free Access Weinswig’s Weekly September 29, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the changes Amazon has made at Whole Foods Market since the acquisition closed on August 28, as well as the changes it is planning to make and the response from other grocers. Read More
Company Earnings Update | September 28, 2017 Register for Free Access Boohoo Group (LSE: BOO) 1H18 Results: Top-Line Beat and Guidance RaiseBoohoo.com grew 1H18 group revenues by 106.5%, ahead of the analyst consensus of a 99% increase. Read More
Analyst Corner | September 22, 2017 Register for Free Access Weinswig’s Weekly September 22, 2017Weinswig’s Weekly September 22, 2017 Read More
Company Earnings Update | September 21, 2017 Register for Free Access Inditex (BME: ITX) 1H17 Results: Solid Sales and Some Margin ErosionInditex reported 1H17 revenues of €11.7 billion, an increase of 11.5% year over year and above the analyst consensus estimate. Constant-currency sales in 1H17 increased 11.0% year over year, while comps increased 6.0% year over year. Read More
Event Presentation | September 18, 2017 Premium New Retail – The Trends Driving Retail in AsiaNew Retail Trends 1. Online is Guiding Offline 2. Online to Offline (O2O): The Sharing Economy 3. C2B: Alibaba’s New Concept 4. Social Commerce and Communities 5. New Retail Digital Content Strategy Read More
Company Earnings Update | September 18, 2017 Register for Free Access H&M (STO: HM-B) Quarterly Sales Update: Continued Soft Sales GrowthH&M reported total sales rose by 4% year over year in local currencies in 3Q17, for the period June 1 to August 31, 2017. Read More
Company Earnings Update | September 15, 2017 Register for Free Access Next (LON:NXT)1H17 Results: Very Weak Retail Sales and Further Profit DeclineBritish fashion retailer Next reported £1,888 million in group revenues in 1H17, down 2.7% year over year and above the consensus estimate. Retail store sales declined 8.3% year over year, reflecting significant sales erosion. Read More
Market Navigators/Market Outlook | September 15, 2017 Premium Deep Dive: Outdoor Gear— A Growing Global Market with Challenges for Brick-and-Mortar StoresThe outdoor gear market—which mainly consists of apparel and footwear, but also includes products such as tents, backpacks and sleeping bags—has been growing solidly across major economic regions. Read More
Analyst Corner | September 15, 2017 Register for Free Access Weinswig’s Weekly September 15, 2017This week’s note “From the Desk of Deborah Weinswig” discusses Apple’s recent announcement of its two new smartphone models—the iPhone 8 and the iPhone X. Read More
Flash Report | September 11, 2017 Register for Free Access A Primer on the Indian Economy— 1Q18 GDP Growth Rate the Slowest in 13 QuartersIndia has global attention for its pace of economic growth and has attracted billions of dollars in investments. This report scrutinizes key data to understand the country’s macroeconomic health and highlights two radical initiatives implemented by the government: demonetization and new GST regime. Read More
Deep Dive | September 6, 2017 Premium Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of TransformationThis is the second report in our three-part The Mall Is Not Deadseries that looks at the US mall landscape with a focus on the challenges malls face and their need for transformation. In this report, we examine the department stores and specialty stores that constitute the bulk of mall tenants to determine what is working for them and what is not. Read More
