Event Presentation | December 14, 2017 Premium 4Q2017 Recap and Holiday Homestretch (Planalytics)US 2017 Holiday Homestretch: Performance to Date Bodes Well for Holiday Season Overall:- 1.Holiday Shopping 2.Major Shopping Days Still Ahead 3.More Favorable Holiday Calendar 4.Black Friday Weekend and Cyber Week Roundup 5. Predictions for the Rest of the Holiday Season Are Mostly Cheery Read More
Flash Report | September 5, 2017 Register for Free Access Apax Partners Buys UK Luxury Fashion Retailer Matchesfashion.com for a Reported £800 Million September 5 2017Private equity firm Apax Partners has agreed to acquire a majority stake in UK luxury fashion retailer Matchesfashion.com for a reported £800 million ($1 billion). Read More
Company Earnings Update | August 9, 2017 Register for Free Access RALPH LAUREN (RL) Fiscal 1Q18 Results: Beats Consensus Estimates and Maintains GuidanceRalph Lauren reported 1Q18 adjusted EPS of $1.11, beating the consensus estimate of $0.95. Revenues decreased by 12.9%, to $1.35 billion from $1.55 billion in the year-ago period, beating the consensus estimate of $1.34 billion. Read More
Company Earnings Update | August 9, 2017 Register for Free Access Michael Kors (KORS) Fiscal 1Q18 Results: Beats Expectations, Boosted by Better-than-Expected CompsMichael Kors reported fiscal 1Q18 revenues of $952.4 million, down 3.6% year over year and ahead of the $918.7 million consensus estimate. EPS was $0.80, beating the consensus estimate of $0.62. Read More
Company Earnings Update | July 17, 2017 Register for Free Access LVMH (ENXTPA: MC) 1H17 Results: Continuation of Very Strong Sales MomentumLVMH Moët Hennessy Louis Vuitton increased revenues by 15.0% year over year in 1H17, to €19,714 million, which was above the consensus estimate of €19,492 million. Revenues increased by 12% year over year on an organic basis. Read More
Company Earnings Update | June 1, 2017 Register for Free Access Michael Kors (KORS) Fiscal 4Q17 Results: Beats Expectations, but Guides Down for FY18 and Plans to Close StoresMichael Kors reported fiscal4Q17adjusted EPS of $0.73, down28.8% from $1.02 in the year-ago quarter,butahead of the $0.70 consensus estimate. Revenues were $1.06 billion, down 11.2% year over year,butslightly ahead of the $1.05 billion consensus estimate. Read More
Company Earnings Update | May 19, 2017 Register for Free Access Ralph Lauren (RL) Fiscal 4Q17 Results: EPS Beats Expectations on Reduced MarkdownsRalph Lauren reported fiscal 4Q17 adjusted EPS of $0.89, above the $0.78 consensus estimate and in line with guidance. Read More
Company Earnings Update | May 2, 2017 Register for Free Access Luxottica (MIL:LUX) 1Q17 Trading Update: North American Sales UnderperformingLuxottica reported that its adjusted revenue in 1Q17 increased to €2,384 million, up 5.2% year over year and up 1.9% at constant currency. The result was slightly above the consensus estimate of €2,377 million. Read More
Company Earnings Update | April 13, 2017 Register for Free Access Prada (HK:1913) FY16 Results: Very Tough Year, Although Trends Improved in Second HalfPrada reported revenue of €3,184 million for FY16, down 10.3% year over year and slightly higher than the consensus estimate of €3,182 million. Read More
Deep Dive | April 7, 2017 Premium Deep Dive: Luxury E-Commerce EvolutionWe are witnessing the proliferation of online multibrand retailers and aspirational fashion platforms. These companies provide global infrastructure and distribution for luxury brands such as YooxNet-A-Porter, Matchesfashion.com, Farfetch, and Mytheresa.com. Read More
Flash Report | April 5, 2017 Register for Free Access Burberry Abandons In-House Strategy and Licenses Beauty Business to CotyBurberry announced that it will once again license its makeup and fragrance brands, this time to Coty, following four years of in-house management. The move marks another major strategy reversal for the group. Read More
Company Earnings Update | March 20, 2017 Register for Free Access Tiffany & Co. (TIF) Fiscal 4Q16 Results: Revenue in Line With GuidanceTiffany & Co. reported fiscal 4Q16 adjusted EPS of $1.45, beating the consensus estimate of $1.38. Revenues increased by 1.3%, to $1.2 billion, which was in line with guidance. Read More
Company Earnings Update | March 15, 2017 Register for Free Access Salvatore Ferragamo (BIT: SFER) FY16 Results: Underpaces Luxury Rivals at the Top Line, Tax Benefit Boosts the Bottom LineItalian luxury leather goods and apparel firm Salvatore Ferragamo posted FY16 revenue growth of just 0.6%, broadly in line with consensus expectations. Read More
Event Presentation | March 7, 2017 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…. Read More
Company Earnings Update | March 2, 2017 Register for Free Access Luxottica (BIT: LUX) FY16 Results: Operating Profits Decline, But EPS Beats ExpectationsItalian eyewear manufacturer Luxottica reported FY16 adjusted EPS of €1.84, up 3.4% year over year and ahead of the consensus estimate of €1.80. Read More
