September 23, 2016 Insight Report Premium Nordstrom Announces President of Nordstrom.com and Strategic Shifts in Leadership ResponsibilitiesNordstrom has appointed former Executive Vice President of Strategy and Development, Ken Worzel, to the position of President of Nordstrom.com.
September 20, 2016 Insight Report Premium Under Armour Announced Senior Management Changes in North AmericaUnder Armour has announced Jason LaRose will assume the position of Company President for North America. He will succeed Matthew Mirchin.
September 19, 2016 Flash Report Register for Free Access CHICO’S FAS ANALYST EVENT TAKEAWAYSRetail is changing rapidly and Chico’s FAS is working to adapt to address the needs of the evolving consumer. The new consumer has gotten used to a culture of immediate access to information, the ability to shop from anywhere, instant gratification and spending on experiences.
September 13, 2016 Flash Report Register for Free Access Vera Bradley Rebrands with a New York City LocationVera Bradley opens its first full-line store in Manhattan’s SoHo in New York City.
September 13, 2016 Company Earnings Update Register for Free Access Primark (LSE: ABF) FY16 PRE-CLOSE TRADING STATEMENT: NEGATIVE COMPS AND MARGIN COMPRESSION EXPECTED AT PRIMARKPrimark’s owner, Associated British Foods (ABF), reported a pre-close trading statement for its FY16 results, the period ending September 17, 2016. Detailed full-year results are expected to be announced on November 8, 2016.
September 12, 2016 Company Earnings Update Register for Free Access Kroger (KR) 2Q16 RESULTS: MIXED QUARTER, LOWERS GUIDANCEKroger reported fiscal 2Q16 adjusted earnings per share (EPS) of $0.47 versus $0.44 a year ago and beat consensus by two pennies. Revenues were $26.6 billion, up 4% year over year and slightly below the consensus estimate of $26.8 billion.
September 11, 2016 Event Presentation Premium Israel Technology Trends of InterestTechnology Trends: 1. Virtual Reality 2. Augmented Reality 3. AI and Voice Recognition 4. Online Social Commerce 5. Facial Recognition
September 9, 2016 Event Presentation Premium Fashion Immersion Program (PhilaU)• Amazon now has at least 54 million prime members, and growing at 50%+ the last 2 years. By contrast, Costco has 44.6 million paid members • Amazon’s video strategy with Twitch, Hollywood, and with original content producers is helping to drive prime membership more than originally expected. AMZN’s Cloud leadership also enables this. • The Fire – originally panned by critics – is the fastest growing tablet – $50 changed the tablet game and is allowing Prime content to be consumed easily. • Originally thought of as an April Fool’s joke, Dash, a button to order a specific product, now has 100 products at a push of a button for Prime members.
September 9, 2016 Analyst Corner Register for Free Access Weekly Insights Sep 9, 2016This week’s note “From the Desk of Deborah Weinswig” discusses the situation of multi-channel retailers on both sides of the Atlantic, along with some possible actions that brick-and-mortar retailers can take in order to compete more effectively with online pure plays.
September 8, 2016 Insight Report Premium Dollar Stores and Grocery: New ChallengesThis fiscal year, we expect the top five US dollar-store chains to turn over some $47 billion. Our estimates are based principally on consensus estimates from S&P Capital IQ. Throughout this report, fiscal years refer to years ending January.
September 2, 2016 Company Earnings Update Register for Free Access Five Below (FIVE) 2Q16 Results: Beats Estimates; Issues Mixed FY16 Guidance ANnd 3Q16 Guidance Below ConsensusFive Below reported 2Q16 EPS of $0.18, up 38.7% year over year. The result beat the consensus estimate by a penny and was ahead of guidance of $0.16–$0.17.
September 1, 2016 Flash Report Register for Free Access Chico’s FAS (CHS) 2Q16 RESULTS: BETTER THAN EXPECTED, COST CUTS AHEADChico’s FAS reported 2Q16 adjusted EPS of $0.25 and beat the consensus estimate of $0.22.
August 22, 2016 Deep Dive Premium Introduction to Deep Learning and Neural NetworksDeep learning and neural networks are techniques used in computer science to analyze data. They are especially useful in pattern and image recognition.
August 18, 2016 Company Earnings Update Register for Free Access AMERICAN EAGEL OUTFITTERS (AEO) 2Q 2016 RESULTS: STRONG RESULTS FUELED AERIE COMPS, SIGNIFICANT MARGIN IMPROVEMENTAmerican Eagle Outfitters reported 2Q 2016 EPS of $0.23 and exceeded expectations of $0.21, driven by improved margins.
August 17, 2016 Flash Report Register for Free Access Urban Outfitters (URBN) 2Q 2016 RESULTS: SOLID PERFORMANCE, SIGNIFICANT MARGIN IMPROVEMENTUrban Outfitters reported 2Q 2016 EPS of $0.66 versus last year’s $0.52, and beat the consensus estimate of $0.55. Reported revenues were $890.6 million, up 3% year over year and exceeded expectations of $885.9 million, driven by a wholesale net sales increase of 4%.
