Event Coverage | June 6, 2019 Register for Free Access Capri Holdings 2019 Investor Day: Brand Growth Expected to Drive Revenues to $6 Billion in FY2020Capri Holdings 2019 Investor Day: Brand Growth Expected to Drive Revenues to $6 Billion in FY2020 Read More
Insight Report | May 31, 2019 Premium April 2019 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Event Coverage | May 31, 2019 Register for Free Access World Retail Congress 2019 Wrap-UpLuxury in 2019 is capturing young consumers with beauty, wellness and exclusivity in the form of “drops,” creating a sense of exclusivity while remaining inclusive. Read More
Company Earnings Update | May 31, 2019 Register for Free Access Capri Holdings (NYSE: CPRI) 4Q19 Results: Strong Revenue Growth Driven by Versace and Jimmy ChooRevenues in the 4th quarter increased 13.6% to $1.34 billion on a reported basis, driven by strong sales in Versace (acquired on Dec 31, 2018) and Jimmy Choo, and above the $1.33 billion estimate. Read More
Insight Report | May 24, 2019 Premium April 2019 UK Retail Sales: Late Easter and Warm Weather Drive Jump in SalesThe Office for National Statistics (ONS) reported a strengthening of year-over-year retail sales growth to 7.2% in April, with a 7.4% increase in volumes. Read More
Insight Report | May 23, 2019 Premium Insights from China: China’s Economic Growth SlowsThis week, we look at China’s slowing economic growth. Read More
Insight Report | May 23, 2019 Premium April 2019 US Monthly Retail Traffic and In-Store Metrics Report: Easter Week Boosts TrafficUS store traffic declined 5.0% year over year in April. The conversion rate advanced 0.1 percentage points, average transaction value (ATV) fell 3.2% and the product return rate was flat year over year. Read More
Insight Report | May 17, 2019 Premium April 2019 US Retail Sales: Growth Decelerates in Most Sectors with Major Slowdown in Home Improvement and Clothing StoresTotal US retail sales excluding gasoline and automobiles increased 5.1% year over year in April, strengthening from the revised 0.9% year-over-year rise in March. A late Easter pulled some spending from March into April. Read More
Company Earnings Update | May 16, 2019 Register for Free Access Farfetch (NYSE: FTCH) 1Q19 Results: Strong Growth Driven by Platform GMVFarfetch’s 1Q19 revenues grew 38.6% to $174.1 million, beating the $171.1 million consensus estimate, primarily driven by 43.2% growth in Platform Services Revenue to $141.8 million. Read More
Insight Report | May 16, 2019 Premium Insights from China: China’s Nasdaq-Style Tech Board and Its Implications for BusinessesChina’s new tech board with its relaxed IPO rules will likely draw more domestic tech startups to go public at home. The move is part of China’s effort to develop its tech sector and boost economic growth in general. Read More
Company Earnings Update | May 15, 2019 Register for Free Access Ralph Lauren (NYSE: RL) 4Q19 Results: EPS Beats ExpectationsRalph Lauren reported fiscal 4Q19 adjusted EPS of $1.07, above the $0.89 consensus estimate. Read More
Insight Report | May 14, 2019 Premium April 2019 US Same-Store Sales: Costco Comps Ahead of Consensus, Buckle’s Men’s Segment Outperforms Women’s, Cato Posts Robust CompsCostco’s same-store sales growth beat the consensus estimate. Its e-commerce segment continued to post strong growth. Read More
Company Earnings Update | May 13, 2019 Register for Free Access Tapestry (NYSE: TPR) 3Q19 Results: Revenue Misses Expectations, Opening Stores in ChinaRevenue increased vs last year but missed expectations. Successful China initiatives have led to increased brand awareness and new store openings in China are planned across multiple brands. Read More
Market Outlook | May 9, 2019 Premium US Furniture Market 2019This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies. Read More
Insight Report | May 9, 2019 Premium Insights from China: The Second Belt and Road ForumAt the second Belt and Road Forum, China’s president Xi sought to emphasize the country’s desire to open to the outside world, and listed outcomes of the Belt and Road Initiative. Read More
