July 19, 2017 Deep Dive Premium Deep Dive: Wellness as a Luxury, Part 2— Sleeping WellOur Wellness as a Luxury series looks at wellness as the new status symbol: “wellthness” is fast replacing other signifiers of affluence as a luxury to be enjoyed and flaunted. In this report, we look closely at three aspects of the “sleep economy”:
July 18, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Final Monthly Sales Update: Sequential Sales Improvement in JuneH&M reported total sales rose by 7% year over year in local currencies in June 2017. This compares to year-over-year sales growth of 4% in May.
July 18, 2017 Deep Dive Premium Deep Dive— Blockchain Mini-Series: CryptocurrenciesThis is the first of two reports in our Blockchain Mini-Series, which covers the latest trends in cryptocurrencies and blockchain applications. In our first report, we focus on cryptocurrencies:
July 17, 2017 Company Earnings Update Register for Free Access LVMH (ENXTPA: MC) 1H17 Results: Continuation of Very Strong Sales MomentumLVMH Moët Hennessy Louis Vuitton increased revenues by 15.0% year over year in 1H17, to €19,714 million, which was above the consensus estimate of €19,492 million. Revenues increased by 12% year over year on an organic basis.
July 14, 2017 Analyst Corner Register for Free Access Weekly Insights Jul 14, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the importance of Amazon Prime Day in boosting awareness of Amazon’s fashion, beauty and grocery offerings and encouraging customers to try its private-label products
July 14, 2017 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 3Q17 Update: Pure-Play Apparel Retail Is Still in FashionASOS grew revenues by 32% in 3Q17. At constant exchange rates, revenues climbed by 26%.
July 13, 2017 Flash Report Register for Free Access Amazon Announces a Record Third Annual Prime DayAmazon announced that its third annual Prime Day shopping event, which ran for 30 hours, was the biggest day in Amazon history in terms of revenue, surpassing Black Friday and Cyber Monday.
July 12, 2017 Deep Dive Premium Deep Dive: Wellness as a Luxury: Part 1— Living WellFitness classes: Young consumers in particular are seeking aspirational, social experiences in their fitness regimes. This is prompting a premiumization of workouts and classes at fitness centers, growth of collegiate workout clubs (many of which take the form of park-based boot camps), and the development of the fitness events industry.
July 11, 2017 Flash Report Register for Free Access Alibaba Launches Taobao Global US Merchants NetworkAlibaba has launched its Taobao Global US Merchants Network, which connects Taobao Global merchants with small- and medium-sized enterprises (SMEs) in the US that would like to sell their products to Chinese consumers.
July 11, 2017 Deep Dive Premium Deep Dive: Artificial Intelligence in Retail—Offering Data-Driven Personalization and Customer ServiceArtificial Intelligence (AI) enables computers to make autonomous decisions, and is a step forward in automation that is changing the retail industry. This report provides an overview of the impact of AI on retail and includes a Q&A with Professor Michael Feindt from AI firm Blue Yonder.
July 10, 2017 Deep Dive Premium Deep Dive: Retail X Factor— Supply ChainThis is the third report in our X Factor series on the major factors impacting the US retail industry. We believe supply-chain efficiency will be a key factor that will make or break a retailer going forward.
July 7, 2017 Deep Dive Premium Market Trends in US and European FootwearIn the US and in European countries, athleisure and health and wellness trends buoyed footwear sales growth in 2016. This report explores footwear retailing trends in the US and leading European markets such as the UK, France and Germany.
July 7, 2017 Deep Dive Premium Deep Dive: The US Retail Revolution SolutionThe US retail industry is experiencing a period of revolution rather than evolution. Three things characterize the current transformation: traditional retailers such as department stores and specialty retailers are undergoing huge disruption, emerging players in different segments are intensifying competition and higher e-commerce penetration is challenging brick-and-mortar retailers.
July 7, 2017 Company Earnings Update Register for Free Access Primark (LSE: ABF) 9M17 Trading Update: Sequential Sales Improvement and Containment of Profit Margin ErosionAssociated British Foods reported 9M17 results for the 40 weeks ended June 24, 2017. This report focuses on the results for Primark, the company’s retail division.
July 6, 2017 Deep Dive Premium Deep Dive: US Consumer Survey— Amazon Yet to Become the Go-To Place for WomenswearThe majority of womenswear consumers are omnichannel shoppers, with 73.0% of surveyed women purchasing apparel from both online and offline channels in April 2017.
