October 18, 2017 Company Earnings Update Register for Free Access ASOS (LSE: ASC) FY17 Results: Strong, Largely In-Line GrowthASOS grew revenues by 33% in the year ended August 31.
October 16, 2017 Insight Report Premium September 2017 US Retail Sales and TrafficUS retail sales fell unexpectedly in August. On a month-over-month basis, total retail sales decreased by 0.2% in August and amounted to $474.8 billion.
October 13, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly October 13, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the increasingly crowded market for digital intelligent assistants and Amazon’s purpose behind Alexa.
October 11, 2017 Company Earnings Update Register for Free Access Takeaways from Walmart’s 2017 Investment Community Meeting: Moving with SpeedThe FGRT team attended Walmart’s 2017 Investment Community Meeting, held near the company’s headquarters in Bentonville, Arkansas, this week. Selected takeaways from the meeting include:
October 6, 2017 Company Earnings Update Register for Free Access Costco Wholesale (COST) Fiscal 4Q17 Results: Beats on the Top and Bottom LinesCostco reported fiscal 4Q17 EPS of $2.08, up 17.9% from the year-ago quarter and beating the consensus estimate of $2.02. Revenues were $42.3 billion, up 15.7% year over year and beating the consensus estimate of $41.63 billion.
October 6, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly October 6, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how brick-and-mortar retailers can win shoppers this holiday season as well as which trends and factors will feature most heavily in offline retailing during the period.
September 29, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) 3Q17 Results: Sales Below ExpectationsSwedish fashion retailer H&M reported SEK 51.2 billion in net sales in 3Q17, below the consensus estimate of SEK 52.0 billion and up 4.6% year over year. Constant-currency sales increased by 4.0% in 3Q17.
September 29, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly September 29, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the changes Amazon has made at Whole Foods Market since the acquisition closed on August 28, as well as the changes it is planning to make and the response from other grocers.
September 28, 2017 Company Earnings Update Register for Free Access Boohoo Group (LSE: BOO) 1H18 Results: Top-Line Beat and Guidance RaiseBoohoo.com grew 1H18 group revenues by 106.5%, ahead of the analyst consensus of a 99% increase.
September 27, 2017 Flash Report Register for Free Access Kohl’s Announces CEO Succession PlanOn September 26, Kohl’s announced that Kevin Mansell, the company’s Chairman, CEO and President, would retire in May 2018 at the company’s annual shareholders meeting. At that time, Michelle Gass will be appointed CEO and Sona Chawla, the company’s COO, will be appointed President.
September 22, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly September 22, 2017Weinswig’s Weekly September 22, 2017
September 21, 2017 Company Earnings Update Register for Free Access Inditex (BME: ITX) 1H17 Results: Solid Sales and Some Margin ErosionInditex reported 1H17 revenues of €11.7 billion, an increase of 11.5% year over year and above the analyst consensus estimate. Constant-currency sales in 1H17 increased 11.0% year over year, while comps increased 6.0% year over year.
September 19, 2017 Event Presentation Premium Background on Amazon and RetailUS Retail Bankruptcies Are at Post-recession Peak • Year to date, 14 retailers have filed for bankruptcy • That is more than the number of filings over the entire year in 2016 • Retail bankruptcies are on track to reach their highest level since 2009, when 18 retailers filed for bankruptcy • And there are likely more to come
September 18, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Quarterly Sales Update: Continued Soft Sales GrowthH&M reported total sales rose by 4% year over year in local currencies in 3Q17, for the period June 1 to August 31, 2017.
September 15, 2017 Market Navigators/Market Outlook Premium Deep Dive: Outdoor Gear— A Growing Global Market with Challenges for Brick-and-Mortar StoresThe outdoor gear market—which mainly consists of apparel and footwear, but also includes products such as tents, backpacks and sleeping bags—has been growing solidly across major economic regions.
