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
Flash Report | December 6, 2016 Register for Free Access What is Amazon Go, and What it Means for Amazon and its CompetitorsAmazon announced the launch of Amazon Go, an automated, checkout-free convenience store in Seattle, Washington, powered by technologies such as computer vision, sensor fusion and deep learning. Read More
Deep Dive | November 24, 2016 Premium The Silvers Series VI: The Methuselah Complex and an Industry Thriving on the Promise of LongevityIn this, the sixth in our Silvers Series of reports on consumers aged 65 and older, we look at three sectors that encompass various anti-aging and life-extension treatments and therapies. Read More
Analyst Corner | November 21, 2016 Register for Free Access Weekly Insights Oct 21, 2016This week’s note “From the Desk of Deborah Weinswig” focuses on three trends that our global teams—which are currently preparing our holiday 2016 reports—expect to have an impact on US consumers this holiday season. Read More
Deep Dive | November 18, 2016 Premium Millennials and LeisureThis is the third report in our Millennials Series. In this report, we explore how millennials are reshaping the leisure sector. Millennials are more inclined to spend on experiences rather than on “stuff.” However, this does not mean millennials spend more than the average consumer on leisure categories: Read More
Deep Dive | November 16, 2016 Premium Korean Innovation in BeautyKorean brands have had a growing influence on the global beauty market in recent years, leading to a K-Beauty trend. This deep dive examines the successful ascent of Korean beauty, with a focus on the product, process and technology innovations they have brought to the market. Read More
Deep Dive | November 7, 2016 Premium Deep Dive: The Mall Is Not Dead: Part 1This is the first report in a three-part series analyzing the US mall landscape. Read More
Company Earnings Update | November 4, 2016 Register for Free Access Alibaba (BABA) 2Q17 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GROWTH IN E-COMMERCE AND MEDIAAlibaba reported 2Q17 non-GAAP diluted EPS of US$0.79, ahead of the US$0.70 consensus estimate and up 45.7% year over year. Revenues were US$5.14 billion, up 54.7% year over year and above the consensus estimates. Read More
Deep Dive | October 25, 2016 Premium DEEP DIVE: Global Footwear E-Commerce: Growing By Leaps And BoundsFootwear e-commerce is making strides. According to Euromonitor International, global online footwear and apparel sales increased by 22% in 2015, and e-commerce accounted for 12% of total global footwear sales. By comparison, the total footwear market grew by 6% last year. Read More
Flash Report | October 11, 2016 Register for Free Access Samsung Joins the AI Race with Acquisition of Viv, an AI Assistant Platform DeveloperSamsung Electronics has acquired Viv Labs, a US-based startup that has developed an open artificial intelligence (AI) assistant platform. The startup was co-founded by the creators of Siri. Read More
