Company Earnings Update | February 22, 2017 Register for Free Access Walmart (WMT) Fiscal 4Q17 Results: Solid Quarter and Comps, Strong E-CommerceWalmart reported fiscal 4Q17 adjusted EPS of $1.30, down from $1.43 in the year-ago quarter but above the $1.28 consensus estimate. Total revenues were $130.9 billion, up 1.0% year over year and slightly below the $131.1 billion consensus estimate. Read More
Company Earnings Update | February 22, 2017 Register for Free Access Macy’s (M) 4Q16 Results: Restructuring amid Disappointing ResultsMacy’s reported 4Q16 total revenues of $8.5 billion, down 4% year over year and missing the consensus estimate of $8.6 billion. EPS was $2.02, beating the consensus estimate of $1.95. Read More
Company Earnings Update | February 22, 2017 Register for Free Access Vipshop (VIPS) 4Q16 Results: Solid Performance Beats Estimates, on Jump in Active Customer Base and Expansion of Logistics ServiceVipshop reported 4Q16 revenue of ¥19.0 billion, up 36.5% year over year, beating consensus by 4%. This was primarily driven by the increase in the number of total active customers and total orders. Read More
Analyst Corner | February 17, 2017 Register for Free Access Weekly Insights Feb 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses new trends in fashion retail as well as the needs and desires of the mass market Read More
Company Earnings Update | February 16, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Sequential Sales Improvement in JanuaryH&M reported total sales rose by 8% year over year in local currencies in January 2017. This compares to sales growth of 6% in December. January sales were negatively impacted by 2% due to a calendar impact. Read More
Event Presentation | February 15, 2017 Premium Australian Apparel Market PrimerAustralian retailers are relatively positive about their prospects for 2017. In Deloitte’s most recent Retailers’ Christmas Survey, 64% of respondents are expecting their earnings to increase by 5% or more in 2017, with such levels of optimism at their highest since we started this survey five years ago. However, this optimism needs to be tempered somewhat with realities of the macro-economic outlook. The ‘wealth-factor’ arising from appreciating house prices that has buoyed parts of the market is starting to slow down, whilst we continue to see low wage growth. Against this background, the retail environment in Australia is likely to remain challenging, particularly with the continued influx and expansion of global retailers in Australia. Read More
Company Earnings Update | February 13, 2017 Register for Free Access Kering (ENXTPA: KER) FY16 Results: Strongest Revenue Increase in Last Five YearsFrench luxury group Kering reported FY16 revenue of €12.4 billion, up 6.9% year over year and above the analyst consensus estimate of €12.3 billion. At constant currency, revenues increased 8.1% year over year. Read More
Company Earnings Update | February 8, 2017 Register for Free Access Michael Kors (KORS) 3Q17 Results: Company Misses Expectations; Weak Guidance Points to ChallengesMichael Kors reported 3Q17 total revenue of $1.35 billion, down 3.2% from $1.40 billion in the year-ago quarter. EPS was $1.64, beating the consensus estimate of $1.63. Read More
Deep Dive | February 7, 2017 Premium India Rising — An Overview of India’s Burgeoning Startup EcosystemThis is the first report in our series on the Indian startup ecosystem. Read More
Deep Dive | February 7, 2017 Premium Deep Dive: US Consumer Survey: Amazon is Winning the Battle in the Toy SegmentWhile brick-and-mortar stores remain the main channel where consumers go to buy toys, online retailing has doubled its mind share compared with five years ago: 14.7% of consumers say they go online to purchase toys versus 7.3% five years ago. Read More
Company Earnings Update | February 3, 2017 Register for Free Access Ralph Lauren (RL) 3Q17 Earnings: CEO Departure Announcement Overshadows 3Q ResultsRalph Lauren reported 3Q17 adjusted EPS of $1.86, beating the consensus estimate of $1.64. Revenues decreased by 12%, to $1.71 billion from $1.95 billion in the year-ago period, and were in line with guidance. Read More
Company Earnings Update | February 3, 2017 Register for Free Access Luxottica (BIT: LUX) Global Empire: M&A HistoryOver the past 20 years, Italy-based Luxottica has expanded through numerous acquisitions and grown into the world’s largest consumer eyewear frame manufacturer, with US$9.7 billion in annual sales and a market capitalization of US$26 billion. Read More
Analyst Corner | February 3, 2017 Register for Free Access Weekly Insights Feb 3, 2017This week’s note “From the Desk of Deborah Weinswig” discusses social commerce and its value to consumers, as well as the value of social media to both retailers and consumers. Read More
Company Earnings Update | February 3, 2017 Register for Free Access Estée Lauder (EL) 2Q17 Results: Mixed Quarter, Softer Outlook Due to Currency EffectsEstée Lauder reported fiscal 2Q17 adjusted EPS of $1.22, flat year over year but beating the $1.17 consensus estimate. Net sales were $3.21 billion, up 2.7% year over year but slightly missing the $3.24 billion consensus estimate. Read More
Company Earnings Update | February 3, 2017 Register for Free Access Amazon (AMZN) 4Q16 Results: Earnings Beat, Revenue and Guidance Below ExpectationsAmazon reported 4Q16 EPS of $1.54, compared with $1.00 in the year-ago quarter and beating the $1.37 consensus estimate. Net sales were $43.7 billion, up 22.4% year over year but missing the $44.7 billion consensus estimate. Read More
