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Deep Dive: Blockchain Mini-Series— Retail Applications
Free
Deep Dives
Recent Report | August 29, 2017

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
Free
Market Outlooks
Recommerce
Recent Report | August 27, 2017

China’s Online Fashion Recommerce Market—Part 2 China’s Top Online Fashion Recommerce Platforms

Whats inside

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
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Weinswig’s Weekly
Recent Report | August 25, 2017

Weekly Insights Aug 25, 2017

Whats inside

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
Free
Company Earning Updates
Apparel and…
Recent Report | August 25, 2017

PVH (PVH) 2Q17 Results: Beats Consensus and Raises EPS Guidance

Whats inside

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
Free
Company Earning Updates
Apparel Spe…
Recent Report | August 25, 2017

Burlington Stores (BURL) 2Q17 Results: Beats on EPS and Revenue, Raises FY17 Guidance

Whats inside

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
Free
Company Earning Updates
Apparel Spe…
Recent Report | August 25, 2017

Abercrombie & Fitch (ANF) 2Q17 Results: Beats on EPS, Revenues and Comps

Whats inside

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
Free
Flash Reports
E-Commerce …
Recent Report | August 25, 2017

Amazon Expands Brick-and-Mortar Presence to 10 Bookstores This Week with Openings in Bellevue and San Jose

Whats inside

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
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Deep Dives
Apparel Spe…
Recent Report | August 24, 2017

The US Cannabis Industry and the New Green Economy— a Fast-Growing Industry Facing Regulatory Concerns

Whats inside

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
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Flash Reports
E-Commerce … Grocery Ret…
Recent Report | August 24, 2017

Amazon’s Bid to Acquire Whole Foods Gains FTC Approval

Whats inside

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
Free
Company Earning Updates
Apparel Spe…
Recent Report | August 24, 2017

William Sonoma (WSM) 2Q17 Results: Beats on EPS and Reiterates Guidance

Whats inside

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
Free
Company Earning Updates
Home and Ho…
Recent Report | August 24, 2017

Lowe’s (LOW) 2Q17 Results: Misses on EPS and Revenue, Sees Strong Comp Momentum

Whats inside

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
Free
Company Earning Updates
Apparel and…
Recent Report | August 24, 2017

DSW (DSW) 2Q17 Results: Beats on EPS and Revenue, Maintains Guidance

Whats inside

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
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Deep Dives
Convenience…
Recent Report | August 22, 2017

The Clone Wars: Amazon Go–Type Stores Already Open for Business in China

Whats inside

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
Free
Flash Reports
Recent Report | August 22, 2017

Macy’s Names New President, Announces Restructuring

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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
Free
Company Earning Updates
E-Commerce …
Recent Report | August 21, 2017

Alibaba (BABA) 1Q FY18 Results: Beats on Earnings, Expanding Global Footprint

Whats inside

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
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Deep Dives
Beauty Bran…
Recent Report | August 20, 2017

Deep Dive: Channel Shifts in US Beauty Retailing—Sephora, Ulta and Amazon

Whats inside

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
Free
Company Earning Updates
Apparel Spe…
Recent Report | August 18, 2017

Ross Stores (ROST) 2Q17 Results: Beats Estimates and Raises Guidance

Whats inside

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
Free
Weinswig’s Weekly
Recent Report | August 18, 2017

Weekly Insights Aug 18, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses the FGRT team’s recent visit to the Magic trade show …