Analyst Corner | January 27, 2017 Register for Free Access Weekly Insights Jan 27, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the whirlwind of policies and executive orders US President Donald Trump has launched since taking office on January 20 Read More
Company Earnings Update | January 27, 2017 Register for Free Access L’Oréal (ENXTPA: OR) FY16 Results: Solid Top-Line Growth Across All RegionsLVMH Moët Hennessy Louis Vuitton increased revenues by 5.0% year over year in FY16, to €37,600 million, which was above the consensus estimate of €37,316 million. Revenues increased by 6.0% year over year on an organic basis. Read More
Company Earnings Update | January 27, 2017 Register for Free Access Unilever (LSE: ULVR) FY16 Results: Top and Bottom Line Beat Estimates, But Tough Start to FY17Unilever reported FY16 sales of €52,713 million, ahead of consensus of €52,373 million, but down 1.0% from FY15. At constant exchange rates, sales increased by 4.3%. Read More
Company Earnings Update | January 26, 2017 Register for Free Access eBay (EBAY) 2016 Results: Mixed Quarter and OutlookeBay reported 4Q16 revenues of $2.4 billion, up 3.1% year over year and in line with the consensus estimate. Gross merchandise volume (GMV) was $22.3 billion, up 2% year over year as reported and up 5% on a currency-neutral basis. Adjusted EPS was $0.54, compared with $0.50 in the year-ago quarter, beating the consensus estimate by a penny. Read More
Analyst Corner | January 20, 2017 Register for Free Access Weekly Insights Jan 20, 2017This week’s note “From the Desk of Deborah Weinswig” discusses what presenters and attendees at NRF Retail’s Big Show 2017 had to say about the in-store experience and explores three core functions retailers can provide in order to drive store traffic. Read More
Company Earnings Update | January 18, 2017 Register for Free Access Groupe Casino (EPA: CO) 4Q and FY16 Trading Update: LatAm Business Drives Sales GrowthGroupe Casino reported FY16 revenues of €36,030 million, up 2.0% from the previous year and up 5.7% on an organic basis. Comps grew by 3.8%. Read More
Company Earnings Update | January 17, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Lower-Than-Expected Growth in DecemberH&M reported a 6% year-over-year increase in total sales in local currencies in December 2016. This compares to sales growth of 9% in November. Read More
Company Earnings Update | January 16, 2017 Register for Free Access Fast Retailing Group (TSE:9983) 1Q17 Results: Revenues Miss Estimates; EPS Jumps on a Weaker YenFast Retailing Group reported 1Q17 consolidated revenues of ¥528.8 billion, up 1.6% year over year, and missed the consensus median estimate of ¥540.9 billion. Read More
Deep Dive | January 16, 2017 Premium Deep Dive: Millennial Lifestyles Drive Growth in Apparel RentalOnline apparel and accessory rental services are proliferating. Apparel rental models allow customers to borrow items for a set time period, typically at a meaningful discount to the products’ retail price. Read More
Company Earnings Update | January 13, 2017 Register for Free Access ASOS (AIM: ASC) 1Q17 Update: Strong Sales Prompts Upward Revision to FY17 Sales GuidanceBritish online fashion retailer ASOS reported £606 million in retail revenues in 1Q17, up 36% year over year. At constant currency, 1Q17 revenues increased 30% year over year. Read More
Analyst Corner | January 13, 2017 Register for Free Access Weekly Insights Jan 13, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the cool and innovative gadgets and technology on display at this year’s CES trade show in Las Vegas. Read More
Company Earnings Update | January 13, 2017 Register for Free Access Marks & Spencer (LSE: MKS) 3Q17 Update: Improved Sales Beat ExpectationsUK clothing-and-food retailer Marks & Spencer (M&S) reported that 3Q17 sales were up 5.9% as reported and up 4.3% on a constant currency basis. Read More
Company Earnings Update | January 13, 2017 Register for Free Access Tesco (LSE: TSCO) 3Q17 and Christmas Update: Solid End to the YearThe UK’s largest retailer, Tesco, reported 3Q17 group comps of 1.5%, slightly ahead of the consensus estimate of 1.3%. In the UK, 3Q17 comps came in at a robust 1.8%. Read More
Company Earnings Update | January 11, 2017 Register for Free Access Boohoo Group (LSE: BOO) 3Q17 Results: Boohoo.com Raises Sales Guidance for Fifth TimeBritish online fashion retailer Boohoo.com reported a 52% year-over-year increase in revenues on a constant currency basis. This was ahead of consensus expectations. Strong sales were driven by a broader product range offering, growth across all geographic regions and particularly robust momentum in the US. Read More
Analyst Corner | January 6, 2017 Register for Free Access Weekly Insights Jan 6, 2017At the start of every new year, millions of consumers resolve to join a gym and get healthy. This week’s note “From the Desk of Deborah Weinswig” discusses the US healthy-living industry and the scale of consumer spending on various categories within the sector. Read More