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
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
