Deep Dive: Blockchain Mini-Series— Retail Applications
Whats inside
This is the second report of our Blockchain Mini-Series, in which we cover the potential applications of blockchain technology in …
China’s Online Fashion Recommerce Market—Part 2 China’s Top Online Fashion Recommerce Platforms
China’s growing online recommerce industry is primarily dominated by two integrated platforms—Alibaba’s Xianyu and Tencent-backed Zhuan Zhuan—with a combined market …
Weekly Insights Aug 25, 2017
This week’s note “From the Desk of Deborah Weinswig” discusses the use of facial-recognition technology for user identification in the …
PVH (PVH) 2Q17 Results: Beats Consensus and Raises EPS Guidance
PVH Corp. reported 2Q17 revenues of $2.1 billion, up 7.0% year over year and slightly above the $2.03 billion consensus …
Burlington Stores (BURL) 2Q17 Results: Beats on EPS and Revenue, Raises FY17 Guidance
Burlington Stores reported 2Q17 adjusted EPS of $0.72, up from $0.39 in the year-ago quarter and above both the $0.51 …
Abercrombie & Fitch (ANF) 2Q17 Results: Beats on EPS, Revenues and Comps
Abercrombie & Fitch reported 2Q17 adjusted EPS of $(0.16), compared with $(0.25) in the year-ago quarter and beating the consensus …
Amazon Expands Brick-and-Mortar Presence to 10 Bookstores This Week with Openings in Bellevue and San Jose
Less than two years after launching its first brick-and-mortar bookstore, Amazon announced the opening of its ninth and tenth locations …
The US Cannabis Industry and the New Green Economy— a Fast-Growing Industry Facing Regulatory Concerns
The legal cannabis industry in the US is rapidly expanding and is expected to grow even faster in the next …
Amazon’s Bid to Acquire Whole Foods Gains FTC Approval
On June 16, Amazon announced the signing of a definitive agreement to acquire Whole Foods Market for $13.7 billion in …
William Sonoma (WSM) 2Q17 Results: Beats on EPS and Reiterates Guidance
Williams-Sonoma reported 2Q17 EPS of $0.61, up 5.6% from $0.58 in the year-ago quarter and beating the consensus estimate by …
Lowe’s (LOW) 2Q17 Results: Misses on EPS and Revenue, Sees Strong Comp Momentum
Lowe’s reported 2Q17 adjusted EPS of $1.57, up from $1.37 in the year-ago period and missing the $1.62 consensus estimate. …
DSW (DSW) 2Q17 Results: Beats on EPS and Revenue, Maintains Guidance
DSW reported 2Q17 adjusted EPS of $0.38, ahead of the $0.29 consensus estimate and up 8.6% from the year-ago period. …
The Clone Wars: Amazon Go–Type Stores Already Open for Business in China
While the concept of automatic or unstaffed stores goes back more than 100 years, Amazon recaptured our visions of the …
Macy’s Names New President, Announces Restructuring
On August 21 after the market close, Macy’s announced the appointment of Hal Lawton as President, effective September 8. Lawton …
Alibaba (BABA) 1Q FY18 Results: Beats on Earnings, Expanding Global Footprint
Alibaba reported 1Q FY18 revenue of ¥50.2 billion, up 56% year over year, and beat the consensus estimate by 4.8%. …
Deep Dive: Channel Shifts in US Beauty Retailing—Sephora, Ulta and Amazon
Survey data and company results suggest that growth in the US beauty market has been polarized, with lower-price retailers and …
Ross Stores (ROST) 2Q17 Results: Beats Estimates and Raises Guidance
Ross Stores reported 2Q17 EPS of $0.82, up 15.3% from $0.71 in the year-ago quarter and beating the $0.77 consensus …
Weekly Insights Aug 18, 2017
This week’s note “From the Desk of Deborah Weinswig” discusses the FGRT team’s recent visit to the Magic trade show …