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Subscription Commerce:  A Box for Everything and Everyone
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Deep Dives
Recent Report | July 31, 2017

Subscription Commerce: A Box for Everything and Everyone

Whats inside

Recent years have seen a proliferation of online subscription box service companies offering a variety of products including food, personal …

Baidu (BIDU) 2Q17 Results: Strong Beat on Disciplined Cost Control
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Company Earning Updates
E-Commerce …
Recent Report | July 31, 2017

Baidu (BIDU) 2Q17 Results: Strong Beat on Disciplined Cost Control

Whats inside

Baidu reported 2Q17 non-GAAP diluted earnings per ADS of ¥16.00, up 98.0% year over year, to beat the consensus of …

Adidas (ETR: ADS) Adidas 2Q17: Beats and Raises Guidance
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Company Earning Updates
Apparel and…
Recent Report | July 31, 2017

Adidas (ETR: ADS) Adidas 2Q17: Beats and Raises Guidance

Whats inside

Adidas pre-announced stronger-than-expected revenue growth for 2Q17. Revenues were up 20%, versus the 12% growth expected by analysts, and up …

Weekly Insights Jul 28, 2017
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Weinswig’s Weekly
Recent Report | July 28, 2017

Weekly Insights Jul 28, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses the part Amazon is playing in the changing back-to-school shopping …

(ENXTPA: OR) 1H17 Results: Robust Growth Despite a Second-Quarter Slowdown
Free
Insight Reports
Recent Report | July 28, 2017

(ENXTPA: OR) 1H17 Results: Robust Growth Despite a Second-Quarter Slowdown

Whats inside

Cosmetics giant L’Oréal grew 1H17 sales by 7.3% year over year, once we exclude figures for the now-divested The Body …

Groupe Casino (EPA:CO) 1H17 Results: Strong Growth in Revenues Lifts Full-Year Trading Profit Target
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Company Earning Updates
Grocery Ret…
Recent Report | July 28, 2017

Groupe Casino (EPA:CO) 1H17 Results: Strong Growth in Revenues Lifts Full-Year Trading Profit Target

Whats inside

Casino reported 1H17 revenues of €18,598 million, up by 9.7% from 1H16 and up by 3.1% on an organic basis, …

Amazon (AMZN) 2Q17 Results: Strong Revenues, but 2Q and Guidance for 3Q Operating Income Below Consensus
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Company Earning Updates
E-Commerce …
Recent Report | July 28, 2017

Amazon (AMZN) 2Q17 Results: Strong Revenues, but 2Q and Guidance for 3Q Operating Income Below Consensus

Whats inside

Amazon reported 2Q17 EPS of $0.40, compared with $1.78 in the year-ago quarter and missing the $1.41 consensus estimate. Net …

DIA (BME: DIA) 1H17 Results: Strong Performance in Emerging Markets Lifts Sales
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Company Earning Updates
Grocery Ret…
Recent Report | July 28, 2017

DIA (BME: DIA) 1H17 Results: Strong Performance in Emerging Markets Lifts Sales

Whats inside

DIA reported 1H17 sales of €4,288 million, below the consensus estimate of €4,316.9 million, up by 3.4% as reported, and …

Carter's (CRI) 2Q17 Results: Beats Estimates, Driven by Retail and International Businesses
Free
Company Earning Updates
Apparel and…
Recent Report | July 28, 2017

Carter's (CRI) 2Q17 Results: Beats Estimates, Driven by Retail and International Businesses

Whats inside

Carter’s reported 2Q17 revenue of $692.1 million, up 8.2% year over year, beating the consensus estimate of $681.1 million.

Whole Foods Market (WFM) Fiscal 3Q17 Results: Same-Store Sales Declines Persist Ahead of Pending Takeover by Amazon
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Company Earning Updates
Grocery Ret…
Recent Report | July 27, 2017

Whole Foods Market (WFM) Fiscal 3Q17 Results: Same-Store Sales Declines Persist Ahead of Pending Takeover by Amazon

Whats inside

Whole Foods Market reported fiscal 3Q17 adjusted EPS of $0.36, ahead of the $0.33 consensus estimate but down 2.7% year …

Startup Xenoma Announces Camera-Free, Gesture-Tracking, E-Skin Smart Apparel
Free
Insight Reports
Recent Report | July 25, 2017

Startup Xenoma Announces Camera-Free, Gesture-Tracking, E-Skin Smart Apparel

Whats inside

Smart apparel company Xenoma is planning to launch a preconsumer version of its e-skin,sensor-embedded smart shirt on Kickstarter in Augustat …

VF Corporation (VFC) 2Q17 Results: Beats Consensus Estimates and Raises Guidance
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Company Earning Updates
Apparel and…
Recent Report | July 25, 2017

VF Corporation (VFC) 2Q17 Results: Beats Consensus Estimates and Raises Guidance

Whats inside

VF Corporation reported 2Q17 EPS of $0.29, above the $0.28 consensus estimate. Revenues were $2.36 billion, up 1.7% year over …

Deep Dive: From Digital to Physical—The Return to Nondigital Toys
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Deep Dives
Recent Report | July 25, 2017

Deep Dive: From Digital to Physical—The Return to Nondigital Toys

Whats inside

Despite the rapid rise of digital technologies, we are observing a return to physical non-electronic children’s toys in the US …

QUICK TAKE: Telefónica’s Digital Transformation— Lessons for  Non-Digitally  Native Retailers
Free
Insight Reports
Recent Report | July 23, 2017

QUICK TAKE: Telefónica’s Digital Transformation— Lessons for Non-Digitally Native Retailers

Whats inside

This report gives an overview of the digital transformation of Telefónica, the Spanish multinational broadband and telecommunications service provider. It …

Weekly Insights Jul 21, 2017
Free
Weinswig’s Weekly
Recent Report | July 21, 2017

Weekly Insights Jul 21, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” offers a review of WeChat, a communication, connection and commerce ecosystem.

Unilever (LSE: ULVR) 1H17 Results: Strong First Half, Raises FY17 Margin Target
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Company Earning Updates
Consumer Pa…
Recent Report | July 21, 2017

Unilever (LSE: ULVR) 1H17 Results: Strong First Half, Raises FY17 Margin Target

Whats inside

Unilever reported 1H17 sales of €27,725 million, almost on par with the consensus of €27,724 million and up by 5.5% …

Deep Dive: Wellness as a Luxury, Part 2— Sleeping Well
Free
Deep Dives
Recent Report | July 19, 2017

Deep Dive: Wellness as a Luxury, Part 2— Sleeping Well

Whats inside

Our Wellness as a Luxuryseries looks atwellness asthe new status symbol: “wellthness” is fast replacing other signifiers of affluenceas aluxury …

Zalando (XTRA: ZAL) 2Q17 and 1H17 Trading Update: Results Expected to Just Miss Consensus
Free
Company Earning Updates
Apparel and…
Recent Report | July 19, 2017

Zalando (XTRA: ZAL) 2Q17 and 1H17 Trading Update: Results Expected to Just Miss Consensus

Whats inside

Zalando reported preliminary figures for 2Q17, with revenues of €1,091–€1,109 million, up 19%–21% year over year, and adjusted EBIT of …