February 22, 2017 Company Earnings Update 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.
February 22, 2017 Insight Report Premium Infographic: Fashion Re-Commerce EvolutionThis infographic on fashion’s Recommerce evolution includes market revenues, key players, membership numbers and investor funding
February 17, 2017 Analyst Corner 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
February 16, 2017 Company Earnings Update 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.
February 16, 2017 Event Presentation Premium Global Retail Reinvented (Bloomberg)The Art of Decluttering • The typical American wardrobe has 120 items today vs 36 items in 1930. • 80% of them are unworn. • Marie Kondo’s “the Life Changing Magic of Tidying Up” brought minimalism to the mainstream. • Cladwell helps consumers create a minimalist wardrobe.
February 13, 2017 Company Earnings Update 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.
February 13, 2017 Deep Dive Premium Millennials and Furniture in the US and the UK – Ten Characteristics That Define the MarketSince millennials range in age from 16 to 36, they constitute a consumer segment that is of growing value in most markets. These consumers are entering their peak spending years and are establishing family homes.
February 13, 2017 Insight Report Premium Infographic: Millennials And Furniture In The US And The UKThis infographic on Millennials and Furniture in the US and the UK includes key trends and changing behaviors online and offline
February 10, 2017 Deep Dive Premium Deep Dive: US Retail—Store Closure and Management Change TrackerAmong the major US retailers that we track, so far this year, eight have announced store closures and another six have announced management changes.
February 8, 2017 Company Earnings Update 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.
February 7, 2017 Deep Dive 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.
February 3, 2017 Company Earnings Update 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.
February 3, 2017 Company Earnings Update 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.
February 3, 2017 Analyst Corner 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.
February 3, 2017 Company Earnings Update 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.
