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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Event Presentation | June 20, 2017 Premium

Global Retail Revolution Brings Threats as well as Opportunities

M&A chatter:
• Nordstrom announced it is exploring a “going private” transaction
(June 8, company press release)
• American Eagle Outfitters is reported to be bidding for
Abercrombie & Fitch with private equity firm Cerberus Capital
Management
(May 25, Reuters.com)
• Deckers Brands announced that it is reviewing strategic alternatives
(April 25, company press release)
• The parent company of Jimmy Choo announced that it is reviewing
strategic alternatives for the shoe brand
(April 25, Bloomberg.com)
• BJ’s Wholesale Club put itself up for sale in April
(April 14, New York Post)

Event Coverage | June 20, 2017

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Takeaways from Lululemon Athletica’s Presentation at the 2017 William Blair & Company Growth Stock Conference

At the 2017 William Blair & Company Growth Stock Conference in Chicago, Stuart Haselden, COO and CFO of Lululemon Athletica, outlined the company’s plan to reach revenues of $4 billion by 2020, doubling both revenues and earnings. The key growth drivers for reaching this goal include:

Flash Report | June 20, 2017

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Amazon to Acquire Whole Foods Market for $13.7 Billion in Cash

Amazon announced the signing of a definitive agreement to acquire Whole Foods Market, including the company’s net debt, for $13.7 billion in cash. The transaction is expected to close in the second half of 2017.

Company Earnings Update | June 19, 2017

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TESCO (LSE: TSCO) 1Q18 Update: Sixth Consecutive Quarter of UK Comp Growth

Tesco reported total group sales (ex fuel) of 3.6% in 1Q18, or 0.8% at constant exchange rates.

Flash Report | June 19, 2017

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Walmart to Acquire Bonobos for $310 Million in Cash

Walmart announced the signing of an agreement to acquire Bonobos, Inc., a leading apparel brand built on the Internet, for $310 million in cash.

Company Earnings Update | June 16, 2017

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H&M (STO: HM-B) Monthly Sales Update: Weak Sales in May

H&M reported total sales rose by 4% year over year in local currencies in May 2017. This compares to year-over-year sales growth of 7% in April.

Company Earnings Update | June 15, 2017

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Inditex (BME: ITX) 1Q17 Results: Continued Sales and Margin Strength

Inditex reported 1Q17 revenues of €5.6 billion, an increase of 14.1% year over year and above analyst estimates. Constant currency sales increased 12.5% year over year in 1Q17, which ended April 30.

Deep Dive | June 12, 2017 Premium

Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 3

In Part Three of this Deep Dive, we provide an overview of the warehouse-club sector.

Company Earnings Update | June 9, 2017

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Takeaways from Walmart’s 47th Annual Shareholders’ Meeting

The Fung Global Retail & Technology team attended Walmart’s 47th Annual Shareholders’ Meeting, held in Fayetteville, Arkansas. Below are takeaways from the meeting:

Insight Report | June 9, 2017 Premium

Walmart Taps Store Employees to Test Last-Mile Delivery Initiative

Walmart’s latest initiative in its ongoing competition with Amazon is to test a new delivery program that sends store employees to deliver online orders to customers’ homes at the end of their shifts.

Company Earnings Update | June 8, 2017

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Boohoo Group (LSE: BOO) 1Q18 Update: Revenues Double, Comps Up 78%, Top-Line Guidance Raised

Boohoo.com grew 1Q18 revenues by 106%, or 98% at constant exchange rates, helped by the acquisition of PrettyLittleThing and the Nasty Gal brand.

Deep Dive | June 6, 2017 Premium

Deep Dive: An Introduction to Cybersecurity—Part Two

Part One provided an overview of the current cybersecurity environment. Now in Part Two, we look at an advanced attack, including components and characteristics of the attacks, vulnerabilities, and the different types of hackers.

Deep Dive | June 5, 2017 Premium

Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 2

In Part Two of this Deep Dive, we provide an overview of the warehouse-club sector.

Deep Dive | June 1, 2017 Premium

Deep Dive: Amazon in 20 Charts— the Rise and Rise of the E-Commerce Giant

Amazon Web Services is driving growth in Amazon’s operating margins. This business division yielded a 25% operating margin in 2016, up from 19% in 2015. And the division is growing its share of Amazon’s total revenues.

Company Earnings Update | June 1, 2017

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Michael Kors (KORS) Fiscal 4Q17 Results: Beats Expectations, but Guides Down for FY18 and Plans to Close Stores

Michael Kors reported fiscal4Q17adjusted EPS of $0.73, down28.8% from $1.02 in the year-ago quarter,butahead of the $0.70 consensus estimate. Revenues were $1.06 billion, down 11.2% year over year,butslightly ahead of the $1.05 billion consensus estimate.