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
Company Earnings Update | July 14, 2017 Register for Free Access ASOS (LSE: ASC) 3Q17 Update: Pure-Play Apparel Retail Is Still in FashionASOS grew revenues by 32% in 3Q17. At constant exchange rates, revenues climbed by 26%. Read More
Company Earnings Update | July 14, 2017 Register for Free Access Groupe Casino (EPA: CO) 2Q17 Update: LatAm Continues to Boost Sales, France Sees GrowthCasino reported 2Q17 revenues up by 7.9% from the previous year, comfortably beating the consensus estimate. Comps grew by 3.0%, above the consensus estimate of 2.3%. Read More
Flash Report | July 13, 2017 Register for Free Access Amazon Announces a Record Third Annual Prime DayAmazon announced that its third annual Prime Day shopping event, which ran for 30 hours, was the biggest day in Amazon history in terms of revenue, surpassing Black Friday and Cyber Monday. Read More
Deep Dive | July 12, 2017 Premium Deep Dive: Wellness as a Luxury: Part 1— Living WellFitness classes: Young consumers in particular are seeking aspirational, social experiences in their fitness regimes. This is prompting a premiumization of workouts and classes at fitness centers, growth of collegiate workout clubs (many of which take the form of park-based boot camps), and the development of the fitness events industry. Read More
Company Earnings Update | July 12, 2017 Register for Free Access Marks & Spencer (LSE: MKS) 1Q18 Update: Retailer Slows Rate of Decline in ClothingMarks & Spencer (M&S) reported UK Clothing and Home comparable sales fell 1.2% in 1Q18. This compared to a 5.9% slump in 4Q17. Read More
Flash Report | July 11, 2017 Register for Free Access Alibaba Launches Taobao Global US Merchants NetworkAlibaba has launched its Taobao Global US Merchants Network, which connects Taobao Global merchants with small- and medium-sized enterprises (SMEs) in the US that would like to sell their products to Chinese consumers. Read More
Deep Dive | July 11, 2017 Premium Deep Dive: Artificial Intelligence in Retail—Offering Data-Driven Personalization and Customer ServiceArtificial Intelligence (AI) enables computers to make autonomous decisions, and is a step forward in automation that is changing the retail industry. This report provides an overview of the impact of AI on retail and includes a Q&A with Professor Michael Feindt from AI firm Blue Yonder. Read More
Deep Dive | July 10, 2017 Premium Deep Dive: Retail X Factor— Supply ChainThis is the third report in our X Factor series on the major factors impacting the US retail industry. We believe supply-chain efficiency will be a key factor that will make or break a retailer going forward. Read More
Company Earnings Update | July 7, 2017 Register for Free Access Carrefour (ENXTPA: CA) 2Q17 Sales Update: Improving Sales MomentumCarrefour reported that sales including VAT increased by 6.1% year over year in 2Q17, to €21.8 billion, and that comparable group sales rose by 2.8% year over year. Read More
