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Marks & Spencer (LSE: MKS) 1H18 Results: Clothing Better, Food Weak and a Five-Year Plan to “Make M&S Special Again”
Free
Insight Reports
Recent Report | November 9, 2017

Marks & Spencer (LSE: MKS) 1H18 Results: Clothing Better, Food Weak and a Five-Year Plan to “Make M&S Special Again”

Whats inside

Marks & Spencer (M&S) reported group revenues of £5.13 billion for the first half of fiscal 2018, up 2.6% year …

Macy’s Flagship Creates a New Retail Experience with Samsung Smart Store
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Flash Reports
Department …
Recent Report | November 9, 2017

Macy’s Flagship Creates a New Retail Experience with Samsung Smart Store

Whats inside

The Macy’s flagship in Herald’s Square has gone digital, with more than 1,000 square feet dedicated to a Samsung smart …

PRIMARK (LSE: ABF) FY17 Results: Soft Comps and Margin Erosion
Free
Company Earning Updates
Apparel and…
Recent Report | November 8, 2017

PRIMARK (LSE: ABF) FY17 Results: Soft Comps and Margin Erosion

Whats inside

Associated British Foods reported FY17 results for the 52 weeks ended September 16, 2017. This report focuses on results for …

Zalando (XTRA: ZAL) 3Q17 Results: Investment in Logistics and Technology Impacts Profitability
Free
Company Earning Updates
Apparel and…
Recent Report | November 8, 2017

Zalando (XTRA: ZAL) 3Q17 Results: Investment in Logistics and Technology Impacts Profitability

Whats inside

Zalando reported 3Q17 revenues of €1,074.7 million, up 28.7% year over year, and in line with the consensus estimate of …

Kroger (KR) to Launch Private-Label Apparel in Fall 2018
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Company Earning Updates
Grocery Ret…
Recent Report | November 8, 2017

Kroger (KR) to Launch Private-Label Apparel in Fall 2018

Whats inside

Kroger, the largest US grocery chain, announced plans to launch its own fashion brand in the fall of 2018. The …

Deep Dive: The Amazon Invasion - A Timeline of the E-Commerce Giant’s Global Conquest
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Deep Dives
E-Commerce …
Recent Report | November 7, 2017

Deep Dive: The Amazon Invasion - A Timeline of the E-Commerce Giant’s Global Conquest

Whats inside

In this report, we investigate Amazon’s offering, global expansion and the routes it has chosen to operate in. We provide …

CVS (CVS) 3Q17 Results: Beats on EPS, in Line on Revenues; Raises/Narrows FY17 EPS Guidance
Free
Company Earning Updates
Drugstores
Recent Report | November 7, 2017

CVS (CVS) 3Q17 Results: Beats on EPS, in Line on Revenues; Raises/Narrows FY17 EPS Guidance

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CVS Health reported 3Q17 adjusted EPS of $1.50, down 9.9% year over year and beating the $1.48 consensus estimate. Revenues …

Alibaba (BABA) 2Q FY18 Results: Beats on Earnings and Highest Revenue Growth Since its IPO
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Company Earning Updates
E-Commerce …
Recent Report | November 6, 2017

Alibaba (BABA) 2Q FY18 Results: Beats on Earnings and Highest Revenue Growth Since its IPO

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Alibaba reported 2Q FY18 revenues of ¥55.1 billion, up 61% year over year, the highest growth since its IPO. It …

L'Oréal (ENXTPA: OR) 3Q17 Update: An In-Line Quarter with Solid Comp Growth
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Company Earning Updates
Beauty Bran…
Recent Report | November 3, 2017

L'Oréal (ENXTPA: OR) 3Q17 Update: An In-Line Quarter with Solid Comp Growth

Whats inside

L’Oréal reported comp growth of 5.1% in 3Q17.

Weinswig's Weekly November 3, 2017
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Weinswig’s Weekly
Recent Report | November 3, 2017

Weinswig's Weekly November 3, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses the upcoming retail holiday season, including Black Friday, and our …

Apple (AAPL) Fiscal 4Q17 Results: Beats Estimates, Meets Guidance as the iPhone 8 and iPhone X Begin Shipping
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Company Earning Updates
Recent Report | November 3, 2017

Apple (AAPL) Fiscal 4Q17 Results: Beats Estimates, Meets Guidance as the iPhone 8 and iPhone X Begin Shipping

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Apple reported fiscal 4Q17 EPS of $2.07, up 23.7% year over year and beating the consensus estimate of $1.87. Revenues …

Explorium 2.0 Grand Launch
Free
Flash Reports
Supply Chain
Recent Report | November 3, 2017

Explorium 2.0 Grand Launch

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Explorium 2.0 is the Fung Group’s experimental platform in Shanghai dedicated to creating a smart supply-chain system, with the vision …

Morrisons (LSE: MRW) 3Q18 Update: Continued Solid Comp Growth
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Company Earning Updates
Grocery Ret…
Recent Report | November 3, 2017

Morrisons (LSE: MRW) 3Q18 Update: Continued Solid Comp Growth

Whats inside

Morrisons reported solid comp growth of 2.5% in 3Q18, with retail comps of 2.1%.

Next (LON: NXT) 3Q17 Trading Update: Continued Weak Sales in Retail Segment
Free
Company Earning Updates
Apparel and…
Recent Report | November 2, 2017

Next (LON: NXT) 3Q17 Trading Update: Continued Weak Sales in Retail Segment

Whats inside

British fashion retailer Next reported that total full-price sales increased by 1.3% in 3Q17. Full-price sales in the Next Retail …

Under Armour (UAA) 3Q17 Results: Revenues Miss Estimates amid Weak North American Sales; Company Lowers FY17 Outlook
Free
Company Earning Updates
Apparel and…
Recent Report | November 1, 2017

Under Armour (UAA) 3Q17 Results: Revenues Miss Estimates amid Weak North American Sales; Company Lowers FY17 Outlook

Whats inside

Under Armour reported 3Q17 adjusted EPS of $0.22, versus consensus expectations of $0.19. Total revenues were $1.41 billion, below the …

Huawei Eco-Connect Europe 2017: Huawei Partnering with Specialist Retail Technology Firms to Drive Digitalization of Stores
Free
Insight Reports
Recent Report | October 31, 2017

Huawei Eco-Connect Europe 2017: Huawei Partnering with Specialist Retail Technology Firms to Drive Digitalization of Stores

Whats inside

Huawei sees retailers adopting smart logistics platforms, automatic inventory management, autopayment options for shoppers and smart interactive selling methods.

Deep Dive: China Consumer Survey— Insights on the Positioning of the Leading Online Platforms for Apparel
Free
Deep Dives
Apparel and…
Recent Report | October 31, 2017

Deep Dive: China Consumer Survey— Insights on the Positioning of the Leading Online Platforms for Apparel

Whats inside

This is our first report based on the ProsperChina Quarterly Survey—the largest online survey of consumers in China.

Deep Dive: The Future Customer Experience - AI and IoT in Retail
Free
Deep Dives
Recent Report | October 28, 2017

Deep Dive: The Future Customer Experience - AI and IoT in Retail

Whats inside

This report explores how retailers are adopting AI & IoT to improve shopper interactions, inventory management, personalization, customer service and …