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Takeaways from Walmart’s 2017 Investment Community Meeting: Moving with Speed
Free
Company Earning Updates
Food, Drug,…
Recent Report | October 11, 2017

Takeaways from Walmart’s 2017 Investment Community Meeting: Moving with Speed

Whats inside

The FGRT team attended Walmart’s 2017 Investment Community Meeting, held near the company’s headquarters in Bentonville, Arkansas, this week. Selected …

LVMH (ENXTPA: MC) 3Q17 Trading Results: Maintaining Very Strong Revenue Momentum
Free
Insight Reports
Recent Report | October 10, 2017

LVMH (ENXTPA: MC) 3Q17 Trading Results: Maintaining Very Strong Revenue Momentum

Whats inside

LVMH Moët Hennessy Louis Vuitton increased revenues by 14% year over year in 3Q17, to €10,381 million, ahead of the …

TESCO (LSE: TSCO) 1H18 Results: Sustained Growth, Better Comps, Fatter Margins
Free
Company Earning Updates
Grocery Ret…
Recent Report | October 6, 2017

TESCO (LSE: TSCO) 1H18 Results: Sustained Growth, Better Comps, Fatter Margins

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Tesco reported group revenues of £28.35 billion for the first half of fiscal 2018, up 3.7% year over year and …

Costco Wholesale (COST) Fiscal 4Q17 Results: Beats on the Top and Bottom Lines
Free
Company Earning Updates
Food, Drug,…
Recent Report | October 6, 2017

Costco Wholesale (COST) Fiscal 4Q17 Results: Beats on the Top and Bottom Lines

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Costco reported fiscal 4Q17 EPS of $2.08, up 17.9% from the year-ago quarter and beating the consensus estimate of $2.02. …

Weinswig's Weekly October 6, 2017
Free
Weinswig’s Weekly
Recent Report | October 6, 2017

Weinswig's Weekly October 6, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses how brick-and-mortar retailers can win shoppers this holiday season as …

H&M (STO: HM-B) 3Q17 Results: Sales Below Expectations
Free
Company Earning Updates
Apparel and…
Recent Report | September 29, 2017

H&M (STO: HM-B) 3Q17 Results: Sales Below Expectations

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Swedish fashion retailer H&M reported SEK 51.2 billion in net sales in 3Q17, below the consensus estimate of SEK 52.0 …

Weinswig's Weekly September 29, 2017
Free
Weinswig’s Weekly
Recent Report | September 29, 2017

Weinswig's Weekly September 29, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses the changes Amazon has made at Whole Foods Market since …

Boohoo Group (LSE: BOO) 1H18 Results: Top-Line Beat and Guidance Raise
Free
Company Earning Updates
Apparel and…
Recent Report | September 28, 2017

Boohoo Group (LSE: BOO) 1H18 Results: Top-Line Beat and Guidance Raise

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Boohoo.com grew 1H18 group revenues by 106.5%, ahead of the analyst consensus of a 99% increase.

Kohl’s Announces CEO Succession Plan
Free
Flash Reports
Department …
Recent Report | September 27, 2017

Kohl’s Announces CEO Succession Plan

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On September 26, Kohl’s announced that Kevin Mansell, the company’s Chairman, CEO and President, would retire in May 2018 at …

US Retail Sales and Traffic - September 2017
Free
Insight Reports
Recent Report | September 22, 2017

US Retail Sales and Traffic - September 2017

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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 …

Weinswig's Weekly September 22, 2017
Free
Weinswig’s Weekly
Recent Report | September 22, 2017

Weinswig's Weekly September 22, 2017

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Weinswig's Weekly September 22, 2017

Inditex (BME: ITX) 1H17 Results: Solid Sales and Some Margin Erosion
Free
Company Earning Updates
Apparel Spe…
Recent Report | September 21, 2017

Inditex (BME: ITX) 1H17 Results: Solid Sales and Some Margin Erosion

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Inditex reported 1H17 revenues of €11.7 billion, an increase of 11.5% year over year and above the analyst consensus estimate. …

Toys“R”Us Files for Bankruptcy, Due to Debt and Intensifying Competition
Free
Insight Reports
Recent Report | September 20, 2017

Toys“R”Us Files for Bankruptcy, Due to Debt and Intensifying Competition

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Toys“R”Us announced on Monday that it has filed for Chapter 11 bankruptcy protection in the US and Canada in an …

Background on Amazon and Retail
Free
Event Presentations
Recent Report | September 19, 2017

Background on Amazon and Retail

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US Retail Bankruptcies Are at Post-recession Peak • Year to date, 14 retailers have filed for bankruptcy • That is …

New Retail - The Trends Driving Retail in Asia
Free
Event Presentations
Recent Report | September 18, 2017

New Retail - The Trends Driving Retail in Asia

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New Retail Trends 1. Online is Guiding Offline 2. Online to Offline (O2O): The Sharing Economy 3. C2B: Alibaba’s New …

H&M (STO: HM-B) Quarterly Sales Update: Continued Soft Sales Growth
Free
Company Earning Updates
Apparel and…
Recent Report | September 18, 2017

H&M (STO: HM-B) Quarterly Sales Update: Continued Soft Sales Growth

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H&M reported total sales rose by 4% year over year in local currencies in 3Q17, for the period June 1 …

Deep Dive: JD.com— A Differentiated E-Commerce Platform
Free
Deep Dives
E-Commerce …
Recent Report | September 15, 2017

Deep Dive: JD.com— A Differentiated E-Commerce Platform

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Online retailer JD.com was founded by CEO Richard Liu in 2004, focusing on 3C—computers, communications and consumer—products, but has since …

Deep Dive: Outdoor Gear— A Growing Global Market with Challenges for Brick-and-Mortar Stores
Free
Market Outlooks
Apparel and…
Recent Report | September 15, 2017

Deep Dive: Outdoor Gear— A Growing Global Market with Challenges for Brick-and-Mortar Stores

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The outdoor gear market—which mainly consists of apparel and footwear, but also includes products such as tents, backpacks and sleeping …