Flash Report | September 19, 2016 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. Read More
Flash Report | September 13, 2016 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. Read More
Event Presentation | September 9, 2016 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. Read More
Flash Report | September 1, 2016 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. Read More
Company Profile | August 22, 2016 Premium D’AUCHEL: A NEW WAY FOR CUSTOMERS TO EXPERIENCE PERSONAL LUXURY GOODSD’Auchel was founded by Olivier Dauchez, CEO, who launched the luxury French leather goods company in Hong Kong in August 2015. Read More
Flash Report | August 17, 2016 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%. Read More
Event Presentation | August 11, 2016 Premium 3Q2016 Recap and Back-to-School Outlook (Planalytics)2016 Back2School Outlook 1. Overview – Retail Sales Looking Brighter for Back-to-School 2. 2Q Update – Earnings Scorecards; Consumer Discretionary Leads Growth 3. July Same-Stores Sales Somewhat Mixed 4. Back-to-School Drives July Traffic to Best Month of Calendar Year and Much More Read More
Insight Report | August 4, 2016 Premium AMAZON DEVICES ARE BACK AT TARGETTarget (TGT) has resumed selling Amazon (AMZN) electronic devices such as Fire tablets, Fire TV video devices and Kindle e-readers on target.com. The products are scheduled to return to shelves in October 2016. Read More
Flash Report | August 2, 2016 Register for Free Access CVS Pharmacy (CVS) 2Q16 Results: Mixed Quarter, but Company Raises GuidanceCVS reported 2Q16 adjusted EPS of $1.32, up 8.3% year over year and ahead of guidance of $1.28–$1.31, beating the consensus estimate by two cents. The company reported revenues of $43.7 billion, up 17.6% year over year but missing the $44.3 billion consensus estimate. Read More
Flash Report | July 28, 2016 Register for Free Access Carrefour (ENXTPA: CA) 1H16 Results: Group Sees Growth in Latin America, While Sales Weaken in France and ChinaCarrefour reported net sales of €36.3 billion in 1H16, down 3.8% from 1H15 and missing the consensus estimate of €37.1 billion. At constant currency, sales grew by 2.2%. Recurring operating income fell by 3.0%, to €706 million, but beat the consensus estimate of €686.4 million. Read More
Flash Report | July 26, 2016 Register for Free Access VF Corporation (VFC) 2Q16 Results: Lowers Full-Year Guidance, Noting Challenging Environment in the USVF Corporation reported 2Q16 EPS of $0.35, beating the consensus estimate by a penny and representing a 9.8% decrease from EPS of $0.39 in the year-ago quarter. Read More
Insight Report | July 25, 2016 Premium June 2016 UK Retail Sales: Growth Softens, Apparel SlumpsTotal UK retail sales rose by 1.1% year over year in June; the figure was below the 12-month average of 1.6% and marked a slowdown from solid growth in April and May. Read More
Event Presentation | July 15, 2016 Premium Meeting Tech Talk (ICSC NARTF)• Affluent Consumers are expected to take a greater hit • Younger Consumers without mortgage or stock market exposure are less affected • Middle-Aged & Retired Consumers are the most cautious and anxious group, with the most exposure to the consumer finance metrics Read More
Event Presentation | July 13, 2016 Premium Lunch & Learn• Fung Global Retail & Technology advises retailers, real estate developers, tech companies, and others on projects situated at the intersection of retail, tech and/or fashion. • Our team offers a robust knowledge bank and deep-rooted experience across the retail, fashion, and tech industries. We are involved in many areas of the business, which allows us to offer a unique perspective on the future and where the sector is heading. Read More
Flash Report | July 13, 2016 Register for Free Access Burberry (LSE: BRBY) 1Q17 Results: Weak Tourist Spending Pressures RevenuesBurberry reported fiscal 1Q17 retail revenue of £423 million, unchanged year over year at constant currency. Read More