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%.
August 11, 2016 Event Presentation 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
August 4, 2016 Insight Report 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.
August 2, 2016 Flash Report 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.
July 28, 2016 Flash Report 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.
July 26, 2016 Flash Report 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.
July 25, 2016 Insight Report 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.
July 15, 2016 Event Presentation 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
July 13, 2016 Event Presentation 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.
July 13, 2016 Flash Report 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.
July 13, 2016 Flash Report Register for Free Access Groupe Casino (EPA: CO) 2Q16 Results: Groupe Casino Revenues Slide on Weak Foreign ExchangeGroupe Casino reported 2Q16 group revenue of €9.97 billion, a decline of 7.0% from 2Q15’s restated revenue.
June 29, 2016 Insight Report Premium Under Armour (UA) Turns on the Lights at New Lighthouse FacilityOn June 28, Under Armour opened the UA Lighthouse, a center for manufacturing and design leadership, in Baltimore, Maryland.
June 16, 2016 Event Presentation Premium The Stores of the Future (ULI)It’s about discovery: brands are using showrooms and fitting rooms to replace traditional stores • A fun and engaging experience: technology is enabling interactive experiences and new ways to connect with the consumer • A new level of personalization: more companies are using data to offer a personalized experience online as well as offline
June 15, 2016 Event Presentation Premium Identifying Whitespaces in a Difficult Retail Environment (RetailExpoHK)•78% of millennials prefer to spend money on an experience rather than buying something desirable • 69% believe attending live experiences helps them connect better with their friends and community and people around the world
June 9, 2016 Event Presentation Premium Future of Retail: Is It Coming Apart at the Seams? (RMS)• Over the next 5 years US consumer spending is forecasted to grow by 22%; non-essential categories, including vacations and dining out, will see the fastest growth, about 27% (Mintel) • More than 3 in 4 millennials would choose to spend money on a desirable experience • Experiences are what people use to define themselves across social channels
