Company Earnings Update | July 25, 2017 Register for Free Access VF Corporation (VFC) 2Q17 Results: Beats Consensus Estimates and Raises GuidanceVF Corporation reported 2Q17 EPS of $0.29, above the $0.28 consensus estimate. Revenues were $2.36 billion, up 1.7% year over year and above the $2.29 billion consensus estimate. Sales increased by 3% on a constant-currency basis in the quarter. Read More
Company Earnings Update | July 19, 2017 Register for Free Access Zalando (XTRA: ZAL) 2Q17 and 1H17 Trading Update: Results Expected to Just Miss ConsensusZalando reported preliminary figures for 2Q17, with revenues of €1,091–€1,109 million, up 19%–21% year over year, and adjusted EBIT of €80–€86 million, versus the consensus estimates of €1,109 million and €86.7 million, respectively. Read More
Company Earnings Update | July 18, 2017 Register for Free Access H&M (STO: HM-B) Final Monthly Sales Update: Sequential Sales Improvement in JuneH&M reported total sales rose by 7% year over year in local currencies in June 2017. This compares to year-over-year sales growth of 4% in May. Read More
Company Earnings Update | July 14, 2017 Register for Free Access ASOS (LSE: ASC) 3Q17 Update: Pure-Play Apparel Retail Is Still in FashionASOS grew revenues by 32% in 3Q17. At constant exchange rates, revenues climbed by 26%. Read More
Deep Dive | July 7, 2017 Premium Market Trends in US and European FootwearIn the US and in European countries, athleisure and health and wellness trends buoyed footwear sales growth in 2016. This report explores footwear retailing trends in the US and leading European markets such as the UK, France and Germany. Read More
Company Earnings Update | July 7, 2017 Register for Free Access Primark (LSE: ABF) 9M17 Trading Update: Sequential Sales Improvement and Containment of Profit Margin ErosionAssociated British Foods reported 9M17 results for the 40 weeks ended June 24, 2017. This report focuses on the results for Primark, the company’s retail division. Read More
Insight Report | July 6, 2017 Premium US Consumer Survey— Amazon Yet to Become the Go-To Place for WomenswearThis infographic is about Amazon’s growth in womenswear. Amazon is gaining customers, but the majority of womenswear consumers are shopping omnichannel. Read More
Insight Report | July 6, 2017 Premium US Consumer Survey – Amazon Yet to Crack Menswear Market Read More
Company Earnings Update | June 30, 2017 Register for Free Access H&M (STO: HM-B) 1H17 Results: Sales Growth Mainly Driven by New Store OpeningsSwedish fast-fashion retailer H&M reported SEK 98.4 billion in net sales in 1H17, slightly below the consensus estimate of SEK 98.8 billion and up 8.6% year over year. Constant-currency sales increased by 5.0% in 1H17 and UK sales increased by 6.0%. Read More
Company Earnings Update | June 30, 2017 Register for Free Access Nike (NKE) Fiscal 4Q17 Results: Beats on Earnings, Boosted by Strong International SalesNike reported fiscal 4Q17 adjusted EPS of $0.60, ahead of the $0.50 consensus estimate and up 22.4% year over year, driven by SG&A expense leverage as well as by higher global revenue, a lower tax rate and a lower share count. Read More
Deep Dive | June 29, 2017 Premium Deep Dive: Fashion Re-Commerce Update—12 Catalysts for Apparel Resale GrowthUS full-price retailers are suffering while re-commerce is thriving, and re-commerce is currently one of the fastest-growing sectors in retail. The marketplace for online fashion resale (“recommerce”) continues to evolve rapidly. Read More
Company Earnings Update | June 22, 2017 Register for Free Access Zalando (XTRA: ZAL) 2017 Capital Markets Day and Warehouse Tour: Moving Beyond RetailingAt Zalando’s 2017 Capital Markets Day event, held in Berlin, Germany, management emphasized that the company is moving beyond its traditional model of retailing owned inventory. The company’s Partner Program allows brands and retailers to list and dispatch their own inventory. Read More
Insight Report | June 21, 2017 Premium Amazon Ramps Up Its Effort in ApparelAmazon announced on June 20 that it is launching a new service called Prime Wardrobe, which lets customers try on clothes before they buy them and return them for free if they decide they do not want them. Read More
Event Coverage | June 20, 2017 Register for Free Access Takeaways from Lululemon Athletica’s Presentation at the 2017 William Blair & Company Growth Stock ConferenceAt the 2017 William Blair & Company Growth Stock Conference in Chicago, Stuart Haselden, COO and CFO of Lululemon Athletica, outlined the company’s plan to reach revenues of $4 billion by 2020, doubling both revenues and earnings. The key growth drivers for reaching this goal include: Read More
Company Earnings Update | June 16, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Weak Sales in MayH&M reported total sales rose by 4% year over year in local currencies in May 2017. This compares to year-over-year sales growth of 7% in April. Read More
