May 3, 2016 Flash Report Register for Free Access Delhaize (DEG) FY15 Results: Profitability Improves Ahead of Merger with AholdDelhaize reported FY15 EPS of €3.54, an increase of 306.8% from FY14 but below consensus of €4.37. The company reported that revenue increased by 14.2%, to €24.4 billion, just below the consensus estimate.
May 3, 2016 Flash Report Register for Free Access Burlington (BURL) 4Q15 Results: Revenues in Line, Beats on EPS, Outlook in LineBurlington reported 4Q15 revenues of $1.5 billion, up 3.5% and in line with the consensus estimate. Comparable store sales increased by 0.1%, which was above the flat consensus expectation and above guidance.
May 3, 2016 Flash Report Register for Free Access Coty (COTY) 3Q16 Results: Color Cosmetics Gains Offset Declines in FragranceCoty reported 3Q16 adjusted EPS of $0.09 versus the consensus estimate of $0.12.
April 28, 2016 Event Presentation Premium Retail Landscape Overview (Global Supply Chain Innovation Summit)Urban Outfitters acquired the Vetri Family group of restaurants in 2015 • Club Monaco collaborated Café Myriade to open an in-store coffee shop in Montreal Food & Beverage In-Store Technology • Rebecca Minkoff offers interactive mirrors as well as virtual reality headsets in stores • Tommy Hilfiger stores have virtual reality headsets that allow visitors to experience runway shows
April 28, 2016 Flash Report Register for Free Access Carter’s (CRI) 1Q16 Results: Beats Estimates, Driven by Retail and Wholesale SegmentsCarter’s reported 1Q16 revenue of $724.1 million, up 5.7% year over year, beating the consensus estimate of $716.0 million and above company guidance of $712.4 million. On a constant-currency basis, revenue increased by 6.4% in the quarter.
April 26, 2016 Flash Report Register for Free Access Coach (COH) 3Q16: International Division Weighs on Positive Results, Ambitious Margin GoalCoach reported third-quarter 2016 net sales of $1.0 billion, in line with the consensus estimate, and up 11.2% from last year’s $0.9 billion. Adjusted EPS was $0.44, including a contribution of $5 million, or $0.02 per share, from the acquired Stuart Weitzman brand.
April 26, 2016 Event Presentation Premium 16 Global Retail Trends for 2016Global Retail Trends for 2016- smart malls and silver economy to customer loyalty and Amazon becomes a force in omni-channel
April 26, 2016 Flash Report Register for Free Access Boohoo.com (LON: BOO) FY16 Results: Revenues and Profits Soar, Beating Consensusboohoo.com reported revenue growth of 39.7% for fiscal year ended February 2016. Revenue for the year reached £195.4 million, beating the consensus estimate of £191.9 million.
April 20, 2016 Event Presentation Premium Retail UpdateObesity affects 1/3 of Americans; the number of overweight women in the UK increased from 49% to 57% between 1993 and 2013 • Beauty norms are changing—“real people” models • E-commerce and social media • Plus-size wearers crave fashionable clothing
April 20, 2016 Insight Report Premium About Love, BonitoAbout the Company Love, Bonito is a Singapore-based women’s fast-fashion platform that was started by a local entrepreneur, Rachel Lim, in 2010.
April 15, 2016 Flash Report Register for Free Access Carrefour (ENXTPA: CA) 1Q16 Results: Sales (Incl. VAT) Down 4.5%, Hit by Weak Fuel and FXCarrefour reported 1Q16 revenue (including VAT) of €20.1 billion, down 4.5% from €21.0 billion in 1Q15.
April 14, 2016 Event Presentation Premium From Wall Street to Main Street (Global Retailing Conference)• Large customer base + frequency of touchpoints = big opportunity to leverage nonfood offering. • In Europe, Tesco led the way in the 1990s –2000s • Tesco has expanded beyond its grocery base by cross-selling to its banking and mobile telecom customers
April 14, 2016 Flash Report Register for Free Access Debenhams (LSE: DEB) 1H16 Results: Pretax Profit Up 5.5%, CEO Confirms ExitBritish department store chain Debenhams reported revenue of £1,327 million for 1H16 (ended February 2016), up 0.1% from 1H15. Gross transaction value (GTV) grew by 1.6% year over year, to £1,629 million, broadly in line with consensus.
April 14, 2016 Flash Report Register for Free Access Burberry (LSE: BRBY) 1H16 Results: In-Line Results Driven by Digital Channel Growth and Product InnovationBurberry reported 1H16 revenue of £1.4 billion, down 1% from 1H15 but in line with the consensus estimate.
April 14, 2016 Flash Report Register for Free Access Unilever (LSE: ULVR) 1Q16 Results: Solid Sales Growth and Share Gains Obscured by Currency HeadwindsUnilever reported 1Q16 revenues of €12.5 billion, down 2.0% year over year and below the consensus estimate of €12.8 billion. The decline was primarily driven by a negative currency impact of 7.1% that more than offset sales growth of 4.7%.
