Event Presentation | May 15, 2017 Premium Latest Trends and Developments in O2O RetailingJD.com plans to open 1 million brick-and-mortar convenience stores through franchising within five years. It invested in Yonghui Superstores, a supermarket chain in China. • This follows JD.com’s announcement to open 10,000 home appliance stores across China. • The stores will use JD.com’s data analytics and logistics system to better target consumers and fulfil orders. • The stores can set up virtual stores on JD.com. Read More
Company Earnings Update | May 13, 2017 Register for Free Access Macy’s (M) 1Q17 Results: Management Reiterates FY17 Guidance, Despite Difficult EnvironmentMacy’s reported 1Q17 adjusted EPS of $0.24 compared with the consensus estimate of $0.36. Read More
Company Earnings Update | May 12, 2017 Register for Free Access DIA (BME: DIA) 1Q17 Results: Strong Performance in Emerging Markets Lifts SalesDIA reported 1Q17 net sales of €2,096.0 million, slightly below the consensus estimate of €2,161.8 million and up by 6.2% as reported (up 2.2% excluding currency effects). Strong performance in emerging markets drove sales. Read More
Deep Dive | May 12, 2017 Premium Deep Dive: International Apparel Retailers in India—Jumping the Hurdles in Pursuit of GrowthThis report is the first in a brief series that looks at international retailers’ operations in India. It focuses on international apparel retailers’ entry to India and considers their domestic counterparts. Read More
Company Earnings Update | May 10, 2017 Register for Free Access Wayfair (W) 1Q17 Results: Beats on Revenue and EPS, 2Q Guidance Above ConsensusWayfair reported 1Q17 adjusted EPS of $(0.48), ahead of the $(0.57) consensus estimate, but down from $(0.36) in the year-ago period. Total revenues were $960.8 million, up 28.6% year over year and above the consensus estimate of $934.8 million. Read More
Company Earnings Update | May 9, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Slight Sales Improvement in AprilH&M reported that total sales rose by 7% year over year in local currencies in April 2017. This compares to growth of 6% in March. Read More
Flash Report | May 9, 2017 Register for Free Access Coach to Acquire Kate Spade for $2.4 BillionCoach announced on Monday, May 8, that it has signed a definitive agreement to acquire Kate Spade for $2.4 billion in an all-cash transaction. The transaction is equal to $18.50 per share, a 27.5% premium to the unaffected closing price of Kate Spade shares on December 27, 2016. Read More
Company Earnings Update | May 5, 2017 Register for Free Access Adidas (ETR: ADS) 1Q17 Results: North America and Greater China Deliver Strong PerformanceAdidas reported 1Q17 net sales of €5,671 million, up 18.9% on a reported basis and up 16.0% on a constant-currency basis. Net sales for the quarter were above the consensus estimate of €5,387 million. Revenue growth was underpinned by strong performance in North America and Greater China. Read More
Company Earnings Update | May 5, 2017 Register for Free Access Next (LON:NXT) 1Q17 Update: Weak Sales and Lower FY17 GuidanceBritish fashion retailer Next reported a decline in total full price sales of 3.0%. Next Retail full price sales declined 8.1% year over year, while Next Directory sales increased 3.3%. Sales from new retail space accounted for a full price sales increase of 1.6%. Read More
Company Earnings Update | May 4, 2017 Register for Free Access Apple (AAPL) 2Q17 Results: Beats on EPS, 3Q Guidance Below ConsensusApple reported 2Q17 EPS of $2.10, up 10.4% year over year and beating the consensus estimate of $2.02. Revenues were $52.9 billion, up 4.6% year over year and slightly below the $53.1 billion consensus estimate. Read More
Company Earnings Update | May 2, 2017 Register for Free Access Luxottica (MIL:LUX) 1Q17 Trading Update: North American Sales UnderperformingLuxottica reported that its adjusted revenue in 1Q17 increased to €2,384 million, up 5.2% year over year and up 1.9% at constant currency. The result was slightly above the consensus estimate of €2,377 million. Read More
Company Earnings Update | May 2, 2017 Register for Free Access VF Corp. (VFC) 1Q17 Results- Broadly In-Line Against a Backdrop of “Retail Dislocation”, Guides For Low Single Digit Revenue Growth in FY17VF Corp. reported 1Q17 EPS of $0.52, which includes a $0.55 contribution from the licensing business that the company agreed to sell on April 4; consensus called for EPS of $0.55. Read More
Deep Dive | May 1, 2017 Premium Deep Dive: Active M&A in the Beauty Space Fuels Future GrowthMany global beauty companies have chosen to focus on acquisitions as a key strategy to drive growth. As a result, we have seen a steady rise in merger and acquisition (M&A) activity since 2013. In 2016, there were 91 beauty industry deals announced globally, up 25% from 75 deals in 2013. Read More
Company Earnings Update | April 28, 2017 Register for Free Access Amazon (AMZN) 1Q17 Results: Beats Consensus, Guides Down for 2Q ProfitAmazon reported 1Q17 EPS of $1.48, compared with $1.07 in the year-ago quarter and beating the $1.08 consensus estimate. Net sales were $35.7 billion, up 22.6% year over year and beating the $35.3 billion consensus estimate. Read More
Company Earnings Update | April 28, 2017 Register for Free Access Under Armour (UAA) 1Q17 Results: Apparel Sales Growth Outpaces Footwear GrowthUnder Armour reported 1Q17 EPS of $(0.01), ahead of expectations of $(0.04). Read More
