October 28, 2016 Flash Report Register for Free Access Debenhams (LSE: DEB) FY16 RESULTS: SALES PERFORMANCE IN LINE WITH EXPECTATIONSUK-based department-store chain Debenhams reported gross transaction value sales of £2,939 million for the 53 weeks ended September 3, 2016, slightly above the consensus estimate of £2,902 million.
October 21, 2016 Insight Report Premium Economic Analysis: CONSUMER SPENDING TEPID; HIGHER GAS PRICES TO CURTAIL OTHER SPENDINGThe US unemployment rate was unchanged in August, versus an expected drop of 10 basis points. Total nonfarm payroll employment increased by 151,000.
October 20, 2016 Flash Report Register for Free Access Carrefour (ENXTPA: CA) 3Q16 Results: Sales Lifted by Strong Performance in Latin AmericaCarrefour reported net sales of €21.8 billion in 3Q16, up 3.6% from 3Q15, at constant currency excluding fuel, and beating the consensus estimate of €21.5 billion.
October 19, 2016 Flash Report Register for Free Access Burberry [LSE: BRBY] 1H17 Results: Burberry Continues to Report Challenged Sales; US and Wholesale DeterioratingBurberry reported a 1H17 total group constant-currency revenue decline of 4% to £1,159 million (up 5% in reported currency), slightly below the consensus estimate of £1,163 million. Total results were negatively impacted by weakness in the Americas region and the Beauty and Women’s Apparel categories.
October 18, 2016 Event Presentation Premium Do or Die – Retail Imperatives for Globalization Personalization and Localization• US food prices have fallen, impacting revenues in all grocery channels. • Declining US exports have pushed down domestic prices of fresh-food categories such as beef and poultry, while a surplus has depressed dairy prices.
October 7, 2016 Flash Report Register for Free Access Walgreens Boots Alliance Displaces CVS from Tricare Pharmacy NetworkWalgreens Boots Alliance (WBA) will replace CVS as the in-network pharmacy for Tricare, the healthcare program of the US Department of Defense Military Health System.
October 5, 2016 Event Presentation Premium Global Retail ReinventedCan Stores Be Something Other Than Stores? 12 things retailers going global should learn from Starbucks: 1. Coffee theater roastery 2. Localized products 3. Standardized experience 4. Fun merchandise and……..
September 30, 2016 Flash Report Register for Free Access COSTCO (COST) 4Q16 Results: Costco Beats on EPSCostco reported fiscal 4Q16 EPS of $1.77, beating the consensus estimate of $1.73.
September 28, 2016 Event Presentation Premium In-store Technology as Retailtainment (Retail Tech Lounge)• Estimate of 63 million prime memberships (CIRP) Added 19m since last June • Most households do not hold multiple memberships About 46% of US households have just one member Costco has 44.6 million paid members and 81.3 million cardholders
September 28, 2016 Flash Report Register for Free Access Boohoo.com (LON: BOO) 1H17 RESULTS: VERY STRONG PERFORMANCE AND INCREASED GUIDANCEBritish online fashion retailer boohoo.com reported £127.3 million in revenues, in the 6 months ending August 31, 2016, beating the consensus estimate of £126.6 million and up 40.2% from £90.8 million in the 6 months to August 31, 2015. 1H17 constant-currency revenues increased 41% year over year.
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 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 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 Insight Report 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.
