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Baidu (BIDU) 3Q17 Results: Revenues Grow on Higher Spending Per Customer, Earnings Rise on Disposal of Baidu Deliveries
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Company Earning Updates
E-Commerce …
Recent Report | October 27, 2017

Baidu (BIDU) 3Q17 Results: Revenues Grow on Higher Spending Per Customer, Earnings Rise on Disposal of Baidu Deliveries

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Baidu reported 3Q17 revenues reached ¥23.5 billion, up 28.7% year over year and in line with the consensus estimate. Non-GAAP …

Weinswig's Weekly October 27, 2017
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Weinswig’s Weekly
Recent Report | October 27, 2017

Weinswig's Weekly October 27, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses recent efforts by startups and large retailers to take the …

Amazon (AMZN) 3Q17 Results: Another Blowout Quarter, with 34% Sales Growth
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Company Earning Updates
E-Commerce …
Recent Report | October 27, 2017

Amazon (AMZN) 3Q17 Results: Another Blowout Quarter, with 34% Sales Growth

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Amazon reported 3Q17 EPS of $0.52, flat year over year but beating the $0.07 consensus estimate. Net sales (including Whole …

Debenhams (LSE:DEB) FY17 Results: Weak Sales and Margin Performance
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Company Earning Updates
Department …
Recent Report | October 27, 2017

Debenhams (LSE:DEB) FY17 Results: Weak Sales and Margin Performance

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UK-based department store chain Debenhams reported gross transaction value sales of £2,954 million for FY17, up 2.0% year over year, …

Hudson’s Bay Company and WeWork Redefine the Traditional Department Store
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Company Earning Updates
Department …
Recent Report | October 26, 2017

Hudson’s Bay Company and WeWork Redefine the Traditional Department Store

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Hudson’s Bay Company (HBC) entered into a strategic partnership with WeWork Companies to sell its New York City flagship Lord …

Target Herald Square Grand Opening and Store Tour
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Flash Reports
Food, Drug,…
Recent Report | October 23, 2017

Target Herald Square Grand Opening and Store Tour

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The New York FGRT team attended the grand opening celebration of Target’s new store in Herald Square in New York …

Weinswig's Weekly October 20, 2017
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Weinswig’s Weekly
Recent Report | October 20, 2017

Weinswig's Weekly October 20, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses FGRT’s top digital retail trends for the holiday season.

Unilever (LSE: ULVR) 3Q17 Update: Sales Miss Estimates, Hit by Poor Weather and Natural Disasters
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Company Earning Updates
Consumer Pa…
Recent Report | October 20, 2017

Unilever (LSE: ULVR) 3Q17 Update: Sales Miss Estimates, Hit by Poor Weather and Natural Disasters

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Unilever reported 3Q17 sales of €13,166 million, well below the consensus estimate of €14,206 million and down 1.6% year over …

Deep Dive: Private Label in US Grocery - Five Drivers of Growth
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Deep Dives
Grocery Ret…
Recent Report | October 20, 2017

Deep Dive: Private Label in US Grocery - Five Drivers of Growth

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Private-label goods capture a minority share of the US grocery market, but there are five specific factors that could boost …

Carrefour (ENXTPA: CA) 3Q17 Update: Very Weak French Performance and Lower Brazilian Inflation Drag Down the Top Line
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Company Earning Updates
Grocery Ret…
Recent Report | October 19, 2017

Carrefour (ENXTPA: CA) 3Q17 Update: Very Weak French Performance and Lower Brazilian Inflation Drag Down the Top Line

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Carrefour reported that 3Q17 net sales were up just 0.4%. Net sales were up 1.9% at constant currency.

Retail Revolution - Disrupt or Be Disrupted (XSPECS)
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Event Presentations
Discount St…
Recent Report | October 19, 2017

Retail Revolution - Disrupt or Be Disrupted (XSPECS)

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Retail Traffic Is Down • Retail traffic has continued to struggle, although it has been showing slight improvement • According …

Zalando (XTRA: ZAL) 3Q17 Trading Update: Strong Sales Growth, but Declining Profit Margins Due to Growth Investments
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Company Earning Updates
Apparel and…
Recent Report | October 19, 2017

Zalando (XTRA: ZAL) 3Q17 Trading Update: Strong Sales Growth, but Declining Profit Margins Due to Growth Investments

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Zalando expects to report 3Q17 revenues of €1,064–€1,081 million, according to preliminary figures, representing growth of 27.5%–29.5% year over year.

Groupe Casino (EPA: CO) 3Q17 Trading Update: Sales Beat Consensus, but Growth Stymied by Inflation in Brazil
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Company Earning Updates
Grocery Ret…
Recent Report | October 18, 2017

Groupe Casino (EPA: CO) 3Q17 Trading Update: Sales Beat Consensus, but Growth Stymied by Inflation in Brazil

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Groupe Casino reported that 3Q17 revenues were up 1.9% from the year-ago period and ahead of the consensus estimate. Comparable …

ASOS (LSE: ASC) FY17 Results: Strong, Largely In-Line Growth
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Company Earning Updates
Apparel and…
Recent Report | October 18, 2017

ASOS (LSE: ASC) FY17 Results: Strong, Largely In-Line Growth

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ASOS grew revenues by 33% in the year ended August 31.

September 2017 US Retail Sales and Traffic
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Insight Reports
Recent Report | October 16, 2017

September 2017 US Retail Sales and Traffic

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US retail sales fell unexpectedly in August. On a month-over-month basis, total retail sales decreased by 0.2% in August and …

Punchh: A Personalized Marketing Platform for the Restaurant Industry
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Insight Reports
Recent Report | October 13, 2017

Punchh: A Personalized Marketing Platform for the Restaurant Industry

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Historically, owners of large restaurant chains have had limited knowledge about their customers, which means they have often missed the …

Weinswig's Weekly October 13, 2017
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Weinswig’s Weekly
Recent Report | October 13, 2017

Weinswig's Weekly October 13, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses the increasingly crowded market for digital intelligent assistants and Amazon’s …

Takeaways from the 2017 Kroger Investment Conference: Restocking Kroger
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Insight Reports
Recent Report | October 12, 2017

Takeaways from the 2017 Kroger Investment Conference: Restocking Kroger

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The FGRT team attended Kroger’s 2017 Investment Conference, held at the New York Stock Exchange on Wednesday. Selected takeaways from …