Company Earnings Update | April 27, 2017 Register for Free Access Boohoo Group (LSE: BOO) FY17 Results: A Stellar Year and More to ComeBoohoo.com grew FY17 revenues by 49% at constant exchange rates, with US revenues up 124% at constant rates. Read More
Deep Dive | April 20, 2017 Premium Is Going Direct-to- Consumer the Way Forward for Retail?More and more retailers such as G-III Apparel, Nike, Adidas and VF Corporation are rebalancing their distribution in favor of a direct-to-consumer (DTC) model. Beauty companies such as L’Oréal and Procter & Gamble have also focused more on DTC channels in recent years. Read More
Company Earnings Update | April 19, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Improving, But March Sales Still SoftH&M reported total sales rose by 6% year over year in local currencies in March 2017. This compares to year-over-year sales growth of 3% in February. Read More
Company Earnings Update | April 19, 2017 Register for Free Access L’Oréal (ENXTPA: OR) 1Q17 Update: Beats Expectations in Another Strong QuarterCosmetics giant L’Oréal saw another robust quarter in 1Q17, reporting comparable sales growth of 4.2%. This was ahead of expectations, but marked a sequential slowing from the prior quarter. Read More
Company Earnings Update | April 19, 2017 Register for Free Access Groupe Casino (EPA: CO) 1Q17 Trading Update: Business in LatAm Shines While Weakening in FranceGroupe Casino reported 1Q17 revenues of €9,321 million, up by 11.6% from the previous year and up by 3.1% on an organic basis. Comps grew by 2.5%. Read More
Company Earnings Update | April 18, 2017 Register for Free Access Carrefour (ENXTPA: CA) 1Q17 Update: In-Line Top Line but Meaningful Weakening Across RegionsCarrefour reported comparable group sales rose 1.4% in 1Q17, marking a significant sequential weakening from 2.9% comparable sales growth in 4Q16. Read More
Company Earnings Update | April 13, 2017 Register for Free Access TESCO (LSE: TSCO) FY17 Results: Exceptional Costs Lead to Net LossExceptional items led Tesco to report a net loss of £54 million and a loss per share of 0.49 pence in FY17. Exceptional items included a £235 million charge over historical profit misstatements. Read More
Company Earnings Update | April 13, 2017 Register for Free Access Prada (HK:1913) FY16 Results: Very Tough Year, Although Trends Improved in Second HalfPrada reported revenue of €3,184 million for FY16, down 10.3% year over year and slightly higher than the consensus estimate of €3,182 million. Read More
Deep Dive | April 11, 2017 Premium Deep Dive: Building Customer Engagement Through NFC TechnologyThere are two ways near field communication (NFC) tags can help retailers gain competitiveness: 1) by building customer engagement throughout the product lifecycle; and 2) by creating a more interactive and personal shopping experience for shoppers visiting the store. Read More
Deep Dive | April 7, 2017 Premium Deep Dive: India Rising Part 3— E-Commerce Enablers in IndiaThis is the third report in our India Rising series focusing on the Indian startup ecosystem. In this report, we look at various e-commerce enablers—firms such as logistics providers and software solution providers that provide support functions in the online retail process. Read More
Deep Dive | April 7, 2017 Premium Deep Dive: Luxury E-Commerce EvolutionWe are witnessing the proliferation of online multibrand retailers and aspirational fashion platforms. These companies provide global infrastructure and distribution for luxury brands such as YooxNet-A-Porter, Matchesfashion.com, Farfetch, and Mytheresa.com. Read More
Flash Report | April 5, 2017 Register for Free Access Burberry Abandons In-House Strategy and Licenses Beauty Business to CotyBurberry announced that it will once again license its makeup and fragrance brands, this time to Coty, following four years of in-house management. The move marks another major strategy reversal for the group. Read More
Company Earnings Update | April 5, 2017 Register for Free Access Hudson’s Bay Company (HBC) Fiscal 4Q16 Results: Weak Comps, Merchandising Improvement in ProgressHudson’s Bay Company reported fiscal 4Q16 normalized EPS of C$0.01, versus C$0.79 in the prior-year quarter. Revenue was C$4.6 billion, up 2.5% year over year. Read More
Company Earnings Update | April 5, 2017 Register for Free Access ASOS (AIM: ASC) 1H17 Results: Weak Pound, Strong International Sales Drive Growth; Company Raises FY17 Revenue ForecastASOS reported 1H17 revenue growth of 37.5% to £911.5 million. At constant currency, revenue grew by 31%. Read More
Company Earnings Update | April 4, 2017 Register for Free Access Next (LON: NXT) 2Q17 Update: FY17 Guidance Narrowed on Improving SalesBritish fashion retailer Next reported £1,888 million in group revenues in 1H17, down 2.7% year over year and above the consensus estimate. Retail store sales declined 8.3% year over year, reflecting significant sales erosion. Read More
