Deep Dive | August 3, 2017 Premium Deep Dive: Urban Lifestyles Driving Shifts in SpendingAcross the globe, more and more people are turning to city-center living. This trend spans developing economies and Western markets. In this report, we explore the trend’s impact on retail product categories and retail formats. Read More
Company Earnings Update | August 2, 2017 Register for Free Access Hanesbrands (HBI) 2Q17 Results: Company Meets Expectations, Reaffirms GuidanceHanesbrands reported 2Q17 adjusted EPS of $0.53, up 3.9% year over year and in line with the consensus estimate. Revenues were also in line with consensus, at $1.65 billion, up 11.8% year over year. Read More
Company Earnings Update | August 2, 2017 Register for Free Access Under Armour (UAA) 2Q17 Results: Company Lowers Outlook, Announces Restructuring Plan to Increase Digital Capability and Speed to MarketUnder Armour reported 2Q17 adjusted EPS of $(0.03), versus consensus expectations of $(0.06). Total revenues were $1.09 billion, ahead of the $1.08 billion consensus estimate, and were up 8.7% year over year. Read More
Flash Report | August 1, 2017 Register for Free Access Walmart and JD.com Expand Strategic Partnership in ChinaWalmart and JD.com, China’s largest e-commerce company by revenues, announced that they are expanding the strategic partnership formed last year by further integrating their respective platforms, supply chains and customer resources. Read More
Deep Dive | August 1, 2017 Premium Deep Dive: Adapting to Changing Media Consumption and the Digital Channel’s Influence on RetailConsumers’ media consumption preferences and habits have changed rapidly. In this report, we examine what these changes could mean for the retail sector. Read More
Company Earnings Update | July 31, 2017 Register for Free Access Adidas (ETR: ADS) Adidas 2Q17: Beats and Raises GuidanceAdidas pre-announced stronger-than-expected revenue growth for 2Q17. Revenues were up 20%, versus the 12% growth expected by analysts, and up by 19% on a constant-currency basis. Read More
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