March 31, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) 1Q17 Results: Below Target Sales Growth; New Concept To Be Launched in Early Fall 2017Swedish fast-fashion retailer Hennes & Mauritz AB reported SEK47.0 billion in net sales in 1Q17, slightly below the consensus estimate of SEK48.1 billion and up 8.0% year over year. Constant-currency sales increased by 4.0% in the quarter and UK sales increased 5.0%.
March 29, 2017 Deep Dive Premium US Consumer Survey— Amazon Yet to Crack the Menswear MarketBrick-and-mortar stores remain the main channel where consumers buy. Two-thirds of surveyed men have bought menswear online, and only 2.6% say they buy most often online.
March 27, 2017 Company Earnings Update Register for Free Access Finish Line (FINL) Fiscal 4Q17 Results: EPS Misses Consensus; Comps WeakFinish Line reported fiscal 4Q17 adjusted EPS of $0.50, missing the consensus estimate of $0.70.
March 24, 2017 Company Earnings Update Register for Free Access PVH (PVH) 4Q16 Results: International Sales Growth Helps Offset More Challenging USPVH Corp. reported 4Q16 adjusted EPS of $1.23, above the consensus estimate of $1.19.
March 24, 2017 Company Earnings Update Register for Free Access Next (LON: NXT) FY16 Results: Retail Store Comparable Sales Fall 5.4%; Weak Guidance for FY17British fashion retailer Next reported £4,097 million in group revenues in FY16, down 1.9% year over year and below the consensus estimate of £4,157 million. Retail store comparable sales declined 5.4% year over year, reflecting meaningful sales erosion.
March 22, 2017 Company Earnings Update Register for Free Access Nike (NKE) Fiscal 3Q17 Results: Beats on Earnings, Slightly Misses on RevenueNike reported fiscal 3Q17 adjusted EPS of $0.68, ahead of the $0.53 consensus estimate and up 24.0% year over year, driven by SG&A expense leverage as well as by higher other income, a lower tax rate and a lower share count.
March 16, 2017 Company Earnings Update Register for Free Access Inditex (BME: ITX) FY16 Results: Continued Comp Strength Offset by Margin ErosionInditex reported FY16 revenues of €23.3 billion, an increase of 11.5% over FY15 and broadly in line with analysts’ estimates. Comparable store sales in FY16 increased a strong 10% year over year.
March 16, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Sales Slow Down in FebruaryH&M reported total sales rose by 3% year over year in local currencies in February 2017. This compares to year-over-year sales growth of 8% in January. Sales in February were negatively impacted by 4% due to a calendar impact, since 2016 was a leap year.
March 9, 2017 Company Earnings Update Register for Free Access Adidas (ETR: ADS) FY16 Results: Standout Sales and Margin PerformanceIn FY16, Adidas reported revenue growth of 14.0% year over year to €19,291 million, slightly below the consensus estimate of €19,307 million. Constant-currency FY16 sales increased 18% year over year.
March 9, 2017 Company Earnings Update Register for Free Access Express (EXPR) 4Q16 Results: EPS in Line with Expectations; Grim Outlook for FY17Express reported 4Q16 EPS of $0.29, down 56.7% from the year-ago quarter and in line with the consensus estimate and company guidance. The company reported revenue of $678.8 million, down 11.3% from the year-ago quarter and slightly above the $675.8 million consensus estimate.
March 9, 2017 Company Earnings Update Register for Free Access Vera Bradley (VRA) Fiscal 4Q17 Results: Revenue Down Due to Challenging Retail EnvironmentVera Bradley reported fiscal 4Q17 adjusted EPS of $0.28, beating the consensus estimate of $0.23. Revenues decreased by 12.5%, to $134.8 million, which was roughly $2.5 million below guidance.
March 8, 2017 Deep Dive Premium Deep Dive: Retail Revolution— US Apparel Shifts in 20 ChartsDespite some reports to the contrary, Amazon is not among the top 10 apparel retailers in the US, by revenues, if we consider what it retails in its own right.
March 7, 2017 Event Presentation Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More….
March 3, 2017 Deep Dive Premium Deep Dive: An Overview of the Digitalization of the Apparel Supply ChainDigital technologies are transforming the apparel supply chain by challenging old operating models and unleashing new opportunities. This is the first in a series of reports that will investigate the different aspects of the digitalization of the supply chain. As the introduction to the series, this report:
March 2, 2017 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) FY16 Results: Stellar Sales and EBIT Margin PerformanceZalando reported FY16 revenue growth of 23.0% year over year to €3,639.0 million, slightly below the consensus estimate of €3,649.5 million.
