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Company Earnings Update | March 31, 2017

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H&M (STO: HM-B) 1Q17 Results: Below Target Sales Growth; New Concept To Be Launched in Early Fall 2017

Swedish fast-fashion retailer Hennes & Mauritz AB reported SEK47.0 billion in net sales in 1Q17, slightly below the consensus estimate of SEK48.1 billion and up 8.0% year over year. Constant-currency sales increased by 4.0% in the quarter and UK sales increased 5.0%.

Insight Report | March 31, 2017 Premium

Walmart on an Acquisition Spree: A Move to Strengthen its Online Presence

We believe Walmart—after acquiring a capable e-commerce team from Jet.com—is trying to build an online retail network with Jet.com in the center and other smaller e-commerce brands and retailers at the peripheral.

Company Earnings Update | March 29, 2017

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Restoration Hardware (RH) 4Q16 Results: Better-than-Expected Results; Upbeat 2017 Outlook

Restoration Hardware reported 4Q16 adjusted EPS of $0.68, down from $0.98 in the year-ago quarter but above the consensus estimate of $0.65 and inline with company guidance. The retailer reported adjusted revenue of $590.1 million, down 8.8% from $647.2 million in the year-ago quarter but above the $584.2 million consensus estimate.

Deep Dive | March 24, 2017 Premium

Deep Dive: India Rising Part 2— E-Commerce Disruptors in India

This is the second report in our India Rising series focusing on the Indian startup ecosystem. We identify the following four retailers as the main disruptors in Indian e-commerce: Flipkart, Snapdeal, Quikr, and Bigbasket.

Company Earnings Update | March 24, 2017

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PVH (PVH) 4Q16 Results: International Sales Growth Helps Offset More Challenging US

PVH Corp. reported 4Q16 adjusted EPS of $1.23, above the consensus estimate of $1.19.

Company Earnings Update | March 24, 2017

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Next (LON: NXT) FY16 Results: Retail Store Comparable Sales Fall 5.4%; Weak Guidance for FY17

British fashion retailer Next reported £4,097 million in group revenues in FY16, down 1.9% year over year and below the consensus estimate of £4,157 million. Retail store comparable sales declined 5.4% year over year, reflecting meaningful sales erosion.

Company Earnings Update | March 22, 2017

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Nike (NKE) Fiscal 3Q17 Results: Beats on Earnings, Slightly Misses on Revenue

Nike reported fiscal 3Q17 adjusted EPS of $0.68, ahead of the $0.53 consensus estimate and up 24.0% year over year, driven by SG&A expense leverage as well as by higher other income, a lower tax rate and a lower share count.

Company Earnings Update | March 20, 2017

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Tiffany & Co. (TIF) Fiscal 4Q16 Results: Revenue in Line With Guidance

Tiffany & Co. reported fiscal 4Q16 adjusted EPS of $1.45, beating the consensus estimate of $1.38. Revenues increased by 1.3%, to $1.2 billion, which was in line with guidance.

Company Earnings Update | March 16, 2017

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Inditex (BME: ITX) FY16 Results: Continued Comp Strength Offset by Margin Erosion

Inditex reported FY16 revenues of €23.3 billion, an increase of 11.5% over FY15 and broadly in line with analysts’ estimates. Comparable store sales in FY16 increased a strong 10% year over year.

Company Earnings Update | March 16, 2017

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H&M (STO: HM-B) Monthly Sales Update: Sales Slow Down in February

H&M reported total sales rose by 3% year over year in local currencies in February 2017. This compares to year-over-year sales growth of 8% in January. Sales in February were negatively impacted by 4% due to a calendar impact, since 2016 was a leap year.

Deep Dive | March 16, 2017 Premium

Deep Dive: New Retail – The Key To Unlocking Pent-Up Chinese Consumer Demand

The Fung Global Retail & Technology team attended the 5th China E-commerce and Retail Innovation Summit 2017 in Shanghai.

Company Earnings Update | March 15, 2017

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Salvatore Ferragamo (BIT: SFER) FY16 Results: Underpaces Luxury Rivals at the Top Line, Tax Benefit Boosts the Bottom Line

Italian luxury leather goods and apparel firm Salvatore Ferragamo posted FY16 revenue growth of just 0.6%, broadly in line with consensus expectations.

Company Earnings Update | March 10, 2017

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Carrefour (ENXTPA: CA) FY16 Results: LatAm and S. Europe Lift Sales, While France and China Weaken

Carrefour reported FY16 net sales of €76.6 billion, down slightly by 0.4% year over year (up 2.7% at constant currency) and slightly above the consensus estimate of €76.5 billion.

Market Navigators/Market Outlook | March 9, 2017 Premium

Deep Dive: Global Male Grooming Market

The global market for male grooming products is booming. It is projected to reach US$60.7 billion by 2020, according to Euromonitor. Valued at US$17.5 billion in 2015, male toiletries—which includes men’s bath and shower, deodorant, skin and hair care products—is expected to outpace that of shaving products and fragrances.

Company Earnings Update | March 9, 2017

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Adidas (ETR: ADS) FY16 Results: Standout Sales and Margin Performance

In FY16, Adidas reported revenue growth of 14.0% year over year to €19,291 million, slightly below the consensus estimate of €19,307 million. Constant-currency FY16 sales increased 18% year over year.