Analyst Corner | July 28, 2017 Register for Free Access Weekly Insights Jul 28, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the part Amazon is playing in the changing back-to-school shopping season. Read More
Company Earnings Update | July 28, 2017 Register for Free Access Groupe Casino (EPA:CO) 1H17 Results: Strong Growth in Revenues Lifts Full-Year Trading Profit TargetCasino reported 1H17 revenues of €18,598 million, up by 9.7% from 1H16 and up by 3.1% on an organic basis, and slightly below the consensus estimate of €18,875 million. Read More
Company Earnings Update | July 28, 2017 Register for Free Access Amazon (AMZN) 2Q17 Results: Strong Revenues, but 2Q and Guidance for 3Q Operating Income Below ConsensusAmazon reported 2Q17 EPS of $0.40, compared with $1.78 in the year-ago quarter and missing the $1.41 consensus estimate. Net sales were $38.0 billion, up 24.8% year over year and beating the $37.2 billion consensus estimate. Read More
Company Earnings Update | July 28, 2017 Register for Free Access DIA (BME: DIA) 1H17 Results: Strong Performance in Emerging Markets Lifts SalesDIA reported 1H17 sales of €4,288 million, below the consensus estimate of €4,316.9 million, up by 3.4% as reported, and by 1.0% excluding currency effects. Read More
Company Earnings Update | July 28, 2017 Register for Free Access Carter’s (CRI) 2Q17 Results: Beats Estimates, Driven by Retail and International BusinessesCarter’s reported 2Q17 revenue of $692.1 million, up 8.2% year over year, beating the consensus estimate of $681.1 million. Read More
Deep Dive | July 26, 2017 Premium Wellness as a Luxury, Part 3—Eating WellThis is the third in our Wellness as a Luxury series of reports, where we examine wellness as the new status symbol: this “wellthness” is fast replacing more traditional signifiers of affluence as a luxury to be enjoyed and flaunted. Read More
Company Earnings Update | July 25, 2017 Register for Free Access VF Corporation (VFC) 2Q17 Results: Beats Consensus Estimates and Raises GuidanceVF Corporation reported 2Q17 EPS of $0.29, above the $0.28 consensus estimate. Revenues were $2.36 billion, up 1.7% year over year and above the $2.29 billion consensus estimate. Sales increased by 3% on a constant-currency basis in the quarter. Read More
Deep Dive | July 24, 2017 Premium Deep Dive: From Digital to Physical—The Return to Nondigital ToysDespite the rapid rise of digital technologies, we are observing a return to physical non-electronic children’s toys in the US and the UK. We note toy categories that exemplify this trend: fidget spinners, tabletop board games and puzzles, Play-Doh, Lego as well as collectibles such as dolls and figurines. Read More
Analyst Corner | July 21, 2017 Register for Free Access Weekly Insights Jul 21, 2017This week’s note “From the Desk of Deborah Weinswig” offers a review of WeChat, a communication, connection and commerce ecosystem. Read More
Company Earnings Update | July 21, 2017 Register for Free Access Unilever (LSE: ULVR) 1H17 Results: Strong First Half, Raises FY17 Margin TargetUnilever reported 1H17 sales of €27,725 million, almost on par with the consensus of €27,724 million and up by 5.5% from 1H16. At constant exchange rates, sales grew by 3.8%. Read More
Deep Dive | July 19, 2017 Premium Deep Dive: Wellness as a Luxury, Part 2— Sleeping WellOur Wellness as a Luxury series looks at wellness as the new status symbol: “wellthness” is fast replacing other signifiers of affluence as a luxury to be enjoyed and flaunted. In this report, we look closely at three aspects of the “sleep economy”: Read More
Company Earnings Update | July 18, 2017 Register for Free Access H&M (STO: HM-B) Final Monthly Sales Update: Sequential Sales Improvement in JuneH&M reported total sales rose by 7% year over year in local currencies in June 2017. This compares to year-over-year sales growth of 4% in May. Read More
Deep Dive | July 18, 2017 Premium Deep Dive— Blockchain Mini-Series: CryptocurrenciesThis is the first of two reports in our Blockchain Mini-Series, which covers the latest trends in cryptocurrencies and blockchain applications. In our first report, we focus on cryptocurrencies: Read More
Company Earnings Update | July 17, 2017 Register for Free Access LVMH (ENXTPA: MC) 1H17 Results: Continuation of Very Strong Sales MomentumLVMH Moët Hennessy Louis Vuitton increased revenues by 15.0% year over year in 1H17, to €19,714 million, which was above the consensus estimate of €19,492 million. Revenues increased by 12% year over year on an organic basis. Read More
Analyst Corner | July 14, 2017 Register for Free Access Weekly Insights Jul 14, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the importance of Amazon Prime Day in boosting awareness of Amazon’s fashion, beauty and grocery offerings and encouraging customers to try its private-label products Read More