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Sector Overview: Apparel & Footwear — Consumer Connectivity Changing Sector Landscape
Free
Market Outlooks
Apparel and…
Recent Report | February 20, 2019

Sector Overview: Apparel & Footwear — Consumer Connectivity Changing Sector Landscape

Whats inside

New digital marketplaces have made the apparel and footwear market truly global, giving consumers access to brands and products once …

Sector Overview: US Department Stores — Off-Price Formats and Marketplaces are Winning (and Millennials are Shopping Department Stores)
Free
Market Outlooks
Department …
Recent Report | February 19, 2019

Sector Overview: US Department Stores — Off-Price Formats and Marketplaces are Winning (and Millennials are Shopping Department Stores)

Whats inside

U.S. department store sales will shrink 5.8% per year to 2023. In response department stores are expanding off-price, pairing with …

Who Is Benefiting from the Absence of Toys “R” Us?
Free
Question of the Week
Recent Report | February 18, 2019

Who Is Benefiting from the Absence of Toys “R” Us?

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Question of the Week February 18 2019 - Who Is Benefiting from the Absence of Toys “R” Us?

Unicharm (TYO: 8113) FY18 Results: Revenue Below Consensus, China Remains a Main Market
Free
Company Earning Updates
Beauty Bran… Drugstores
Recent Report | February 18, 2019

Unicharm (TYO: 8113) FY18 Results: Revenue Below Consensus, China Remains a Main Market

Whats inside

Unicharm reported FY18 revenue of ¥688.3 billion, slightly below the consensus estimate of ¥689.2 billion and up 7.3% from FY17.

January 2019 UK Retail Sales: Solid Growth for Grocery and Clothing
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Insight Reports
Recent Report | February 18, 2019

January 2019 UK Retail Sales: Solid Growth for Grocery and Clothing

Whats inside

January was a solid month for the core sectors of grocery and clothing, though the substantial department stores/mixed-goods retailers sector …

December 2018 US Retail Sales: Year-Over-Year Growth Slows to Just 1.0% as Most Sectors Experience a Sluggish December
Free
Insight Reports
Apparel and… Department …
Recent Report | February 18, 2019

December 2018 US Retail Sales: Year-Over-Year Growth Slows to Just 1.0% as Most Sectors Experience a Sluggish December

Whats inside

Our measure of core retail sales is non-seasonally-adjusted sales excluding gasoline and automobiles. This metric increased by just 1.0% year …

London Likely to Remain Europe's Top Tech-Startup Hub Despite Brexit Uncertainty
Free
Insight Reports
Recent Report | February 15, 2019

London Likely to Remain Europe's Top Tech-Startup Hub Despite Brexit Uncertainty

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In the fourth quarter of 2018 the U.K. continued to lead in Europe in number of startup deals (the number …

Sector Overview: Luxury — New Customers and New Business Models Equals a New Luxury
Free
Market Outlooks
Luxury Bran…
Recent Report | February 15, 2019

Sector Overview: Luxury — New Customers and New Business Models Equals a New Luxury

Whats inside

Rapidly changing consumer attitudes, sophistication and expectations have shaken the status quo in luxury, pushing purveyors into the tech-savvy 21st …

WEINSWIG’S WEEKLY FEBRUARY 15, 2019
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Weinswig’s Weekly
Recent Report | February 15, 2019

WEINSWIG’S WEEKLY FEBRUARY 15, 2019

Whats inside

Eight things you need to know about retail in China: Smartphones are key, cash is going away (seriously), shopping festivals …

Canada Goose (NYSE: GOOS) 3Q19 Results: Revenue and EPS Beat Consensus, Raises FY19 Guidance
Free
Company Earning Updates
Apparel and…
Recent Report | February 15, 2019

Canada Goose (NYSE: GOOS) 3Q19 Results: Revenue and EPS Beat Consensus, Raises FY19 Guidance

Whats inside

Canada Goose revenues up 50%, EPS up 64%, revises guidance upwards, plans two new Canada manufacturing facilities, bringing total to …

Taubman Centers (NYSE: TCO) 4Q18 Results: Beats Consensus Estimates, Lowers 2019 Guidance, Announces Sale of Half its Stake in Asia Malls
Free
Company Earning Updates
Real Estate…
Recent Report | February 15, 2019

Taubman Centers (NYSE: TCO) 4Q18 Results: Beats Consensus Estimates, Lowers 2019 Guidance, Announces Sale of Half its Stake in Asia Malls

Whats inside

Taubman Centers revenues down 2.7%, net operating revenue down 2.6%, EPS slides 84.9%. Company to sell 50% of its interests …

Weekly Store Openings and Closures Tracker 2019, Week 7: Payless May Shut Most of its Stores
Free
Store Trackers
Recent Report | February 15, 2019

Weekly Store Openings and Closures Tracker 2019, Week 7: Payless May Shut Most of its Stores

Whats inside

Year to date in 2019, U.S. retailers have announced 2,187 store closures and 1,503 store openings.

Unibail-Rodamco-Westfield (AMS: URW) FY18 Results: Earnings Beat Guidance, Capital-Consolidation Phase Ahead in the Near Term
Free
Company Earning Updates
Recent Report | February 14, 2019

Unibail-Rodamco-Westfield (AMS: URW) FY18 Results: Earnings Beat Guidance, Capital-Consolidation Phase Ahead in the Near Term

Whats inside

Unibail-Rodamco-Westfield (URW) reported 2H18 gross rental income of €1.22 billion, up 33.7% year over year and FY18 gross rental income …

Lunar New Year Recap: China’s Retail Sales Grow at the Slowest Pace in Years
Free
Flash Reports
Recent Report | February 14, 2019

Lunar New Year Recap: China’s Retail Sales Grow at the Slowest Pace in Years

Whats inside

Retail and food-service sales in China during Lunar New Year (February 4-10) rose to a new high of ¥1.0 trillion …

Kering (ENXTPA: KER) FY18 Results: Gucci’s Momentum Sets Kering’s Stride
Free
Company Earning Updates
Recent Report | February 14, 2019

Kering (ENXTPA: KER) FY18 Results: Gucci’s Momentum Sets Kering’s Stride

Whats inside

Kering reported 2018 EPS from continuing operations of €20.88, up 52.2% from €13.72 in 2017. Total revenues were €13.67 billion, …

First Round of US Tax Refunds Lower, Likely Due to Tax Changes and Government Shutdown: 2019 Tax Tracker #1
Free
Insight Reports
Recent Report | February 14, 2019

First Round of US Tax Refunds Lower, Likely Due to Tax Changes and Government Shutdown: 2019 Tax Tracker #1

Whats inside

The drop in returns filed is likely due to confusion ensuing from tax law changes, combined with reduced availability of …

Sector Overview: Beauty Brands and Retailers — Global Companies are Innovating with Independent Brands to Expand Portfolios
Free
Market Outlooks
Beauty Bran…
Recent Report | February 14, 2019

Sector Overview: Beauty Brands and Retailers — Global Companies are Innovating with Independent Brands to Expand Portfolios

Whats inside

The $464 billion global beauty industry is seeing independent brands, diversification of traditional retailers, growth in men and children and …

RETAIL-TECH LANDSCAPE CHINA
Free
Insight Reports
Recent Report | February 13, 2019

RETAIL-TECH LANDSCAPE CHINA

Whats inside