Market Outlook | March 29, 2016 Premium Online Marketplaces for Handcrafted and Vintage MerchandiseThis report provides an overview of the handcrafted & vintage goods market, key online players and a comparison of Etsy vs larger e-commerce platforms, eBay and Amazon. Read More
Flash Report | March 10, 2016 Register for Free Access Carrefour (EPA: CA) FY15 Results: Southern Europe and Latin America Strengthen ResultsCarrefour reported that net sales increased by 3.0% in FY15, to €76.9 billion, which was below the consensus estimate of €77.6 billion. Recurring operating income increased by 2.4%, to €2.4 billion, just below consensus. Adjusted net income also grew, by 7.1%, to €1.1 billion, slightly below consensus. Read More
Flash Report | March 9, 2016 Register for Free Access Vera Bradley (VRA) 4Q15 Results: In-Line Quarter, Comps Hurt by E-Commerce PromotionsVera Bradley reported fiscal 4Q15 revenues of $154.1 million, up 1.0% year over year and slightly above the consensus estimate. EPS was $0.41, in line with the consensus. Read More
Flash Report | March 7, 2016 Register for Free Access Urban Outfitters (URBN) 4Q15 Results: Urban Outfitters Brand Markdowns ImproveUrban Outfitters reported 4Q15 EPS of $0.61 versus the consensus estimate of $0.56. Read More
Flash Report | March 4, 2016 Register for Free Access Big Lots (BIG) 4Q15 Results: Steady Comp Growth, Store Closures and Launch of E-CommerceBig Lots reported 4Q15 revenues of $1.6 billion, down 0.6% year over year and slightly missing the consensus estimate. Comps increased by 0.7%, despite the negative impact of Winter Storm Jonas and a later start to the tax-refund season, representing the eighth consecutive quarter of growth. Read More
Flash Report | February 26, 2016 Register for Free Access Baidu (BIDU) 4Q15 Results: Strong Revenue Growth with a Higher Contribution from MobileBaidu’s gross merchandise value totaled ¥14.7 billion (US$2.3 billion) for 4Q15, an increase of 397% year over year. Total revenues rose by 33.1% year over year. 4Q15 declined 15.7% year over year, excluding an exchange of Qunar shares with Ctrip. Read More
Flash Report | February 25, 2016 Register for Free Access Carter’s (CRI) 4Q15 Results: Beats Forecasts, but Issues Mixed GuidanceCarter’s reported 4Q15 revenue of $866.5 million, down 0.3% year over year but beating the consensus estimate of $854.4 million. (There was an additional week in 2014, so 4Q15 revenue was up 5.0% on a 13-week aligned basis.) On a constant-currency basis, revenue increased by 1.0% in the quarter. Read More
Flash Report | February 19, 2016 Register for Free Access VF Corporation (VFC) 4Q15 Results: Warmer Winter Weighed on ResultsVF Corp. reported adjusted 4Q15 EPS of $0.95 versus the consensus estimate of $1.01. Read More
Insight Report | February 16, 2016 Premium Buy ButtonsBuy buttons are not brand new—Amazon patented one in 1999—and in recent years, as they have proliferated on social media; most major platforms have tested them in some form. However, buy button technology has not been widely adopted by platforms and consumer adoption has also been slow. Read More
Flash Report | February 10, 2016 Register for Free Access CVS Health (CVS) 4Q15 Results: Strong Growth Aided by AcquisitionsCVS Health reported that 4Q15 net sales rose by 11.0% year over year, to $41.1 billion, slightly above the consensus estimate of $41.0 billion. Read More
Flash Report | February 4, 2016 Register for Free Access Clorox (CLX) 2Q16 Results: Mixed Quarter, Company Raises EPS GuidanceClorox reported fiscal 2Q16 revenues of $1.3 billion, flat year over year and slightly below the consensus estimate. Read More
Company Earnings Update | January 28, 2016 Register for Free Access Amazon (AMZN) Fourth-Quarter 2015 Results: Earnings Disappoint as Heavy Spending ContinuesAmazon reported EPS of $1.00 for the fourth quarter of 2015, well below the consensus estimate of $1.55. Higher fulfillment expenses and technology and content expenses weighed on profits. Read More
Company Earnings Update | January 28, 2016 Register for Free Access Alibaba (BABA) Third-Quarter FY2016 Results: Beats on EPS and Revenue Thanks to Increase in Users and Surge in Mobile RevenueChinese e-commerce giant Alibaba reported that fiscal-third-quarter net sales were up 32% year over year, to ¥34.5 billion (US$5.33 billion), beating consensus estimates of ¥33.2 billion (US$5.13 billion). Read More
Flash Report | January 21, 2016 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. Read More
Flash Report | January 15, 2016 Register for Free Access Burberry (BRBY): Flat Comps Beat ExpectationsBurberry reported flat comps for its third fiscal quarter ending December 31, 2015. Read More
