May 5, 2016 Flash Report Register for Free Access AVON (AVP) 1Q16 Results: EMEA Growth Offset by Slowdown in Asia and Latin AmericaAvon reported 1Q16 revenues of $1.31 billion, down 16% year over year but up 2% in constant-currency terms and up 3% in constant currency excluding referrals. Adjusted EPS was $(0.07), missing the consensus estimate of $0.03.
May 4, 2016 Insight Report Premium Under Armour (UA) Announces the Departure of Two Key ExecutivesHenry Stafford, Chief Merchandising Officer at Under Armour, will leave the company in July. Kip Fulks, Chief Marketing Officer, will assume the Chief Merchandising Officer responsibility on an interim basis.
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 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 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 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%.
April 12, 2016 Insight Report Premium CARAA: THE NEW HANDBAG THAT BRIDGES HIGH FASHION AND FUNCTIONALITYWe recently met with Aaron Luo, the CEO of Caraa, a luxury athletic handbag brand based in New York City. The company’s first product is a bag that fits into the metropolitan’s woman’s wardrobe by bridging high fashion and functionality. Luo spent some time with us to tell us about the vision behind Caraa and how he sees the brand evolving in the future.
April 12, 2016 Company Earnings Update Register for Free Access ASOS (LON: ASC) 1H16 Results: Beats Consensus on Earnings with Strong ResultsASOS reported 1H16 revenue growth of 21.2%, to £667.3 million, which was in line with the consensus estimate. Diluted adjusted EPS was up 15.3%, to 20.3 pence, versus consensus of 19.0 pence.
March 10, 2016 Company Earnings Update Register for Free Access Ulta Beauty 4Q15 Results: Solid Beat on EPS, 2016 Outlook at or Above Consensus EstimatesUlta Beauty reported 4Q15 revenues of $1.3 billion, up 21.1% year over year and ahead of the consensus estimate. EPS was $1.69, beating the consensus estimate by 15 cents.
February 4, 2016 Flash Report Register for Free Access Coty (COTY) 2Q16 Results: Sales Beat as Demand for Cosmetics RisesCoty reported 2Q16 revenues of $1.21 billion, representing a 1% like-for-like decline from the year-ago quarter but topping consensus expectations of $1.20 billion.
January 21, 2016 Flash Report Register for Free Access Avon (AVP) 2016 Investor Day and Full-Year 2015 OutlookAvon (AVP) announced at its Investor Day presentation today that sales from international operations rose by 3% on a constant-currency basis in 2015.
January 15, 2016 Flash Report Register for Free Access Burberry (BRBY): Flat Comps Beat ExpectationsBurberry reported flat comps for its third fiscal quarter ending December 31, 2015.
September 10, 2015 Flash Report Register for Free Access China Puts a Damper on the Beauty CategoryOn Friday, September 4, L’Oréal lowered its forecasted growth for the cosmetics category in 2015 to around 3.5%, down from its previous expectations of 3.5%–4%. That said, the company did not adjust its expectations for its own sales performance for the second half of the year.
May 28, 2015 Event Presentation Premium Top Ideas on Global Retail & TechFBIC TOP 15 RETAIL & TECH TRENDS 1. Apps are dominating smartphones 2. Gamification reaches fast adoption 3. Smartphones are becoming the hub for digital beauty 4. Social media becomes robust source of consumer data 5. Digital advertising to dominate next year & More…..
