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Deep Dive: The US Retail Revolution Solution
Free
Deep Dives
Recent Report | July 7, 2017

Deep Dive: The US Retail Revolution Solution

Whats inside

The US retail industry is experiencing a period of revolution rather than evolution. Three things characterize the current transformation: traditional …

Primark (LSE: ABF) 9M17 Trading Update: Sequential Sales Improvement and Containment of Profit Margin Erosion
Free
Company Earning Updates
Apparel and…
Recent Report | July 7, 2017

Primark (LSE: ABF) 9M17 Trading Update: Sequential Sales Improvement and Containment of Profit Margin Erosion

Whats inside

Associated British Foods reported 9M17 results for the 40 weeks ended June 24, 2017. This report focuses on the results …

Deep Dive: US Consumer Survey— Amazon Yet to Become the Go-To Place for Womenswear
Free
Deep Dives
Recent Report | July 7, 2017

Deep Dive: US Consumer Survey— Amazon Yet to Become the Go-To Place for Womenswear

Whats inside

The majority of womenswear consumers are omnichannel shoppers, with 73.0% of surveyed women purchasing apparel from both online and offline …

Weekly Insights Jul 7, 2017
Free
Weinswig’s Weekly
Recent Report | July 7, 2017

Weekly Insights Jul 7, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses Alibaba’s recent entry into the seemingly crowded intelligent digital assistant …

US Consumer Survey— Amazon Yet to Become the Go-To Place for Womenswear
Free
Insight Reports
Apparel and…
Recent Report | July 6, 2017

US Consumer Survey— Amazon Yet to Become the Go-To Place for Womenswear

Whats inside

This infographic is about Amazon's growth in womenswear. Amazon is gaining customers, but the majority of womenswear consumers are shopping …

US Consumer Survey - Amazon Yet to Crack Menswear Market
Free
Insight Reports
Apparel and…
Recent Report | July 6, 2017

US Consumer Survey - Amazon Yet to Crack Menswear Market

Whats inside

Ocado (LSE: OCDO) 1H17 Results: Solid Sales Growth Continues
Free
Company Earning Updates
Grocery Ret…
Recent Report | July 6, 2017

Ocado (LSE: OCDO) 1H17 Results: Solid Sales Growth Continues

Whats inside

British online grocery retailer Ocado Group announced a 12.5% year-over-year increase in revenues for 1H17, above consensus analyst estimates.

Sainsbury’s (LSE: SBRY) 1Q18 Update: Sales Lifted by Warm Summer
Free
Company Earning Updates
Grocery Ret…
Recent Report | July 5, 2017

Sainsbury’s (LSE: SBRY) 1Q18 Update: Sales Lifted by Warm Summer

Whats inside

The UK’s second-biggest grocery retailer, Sainsbury’s, posted 1Q18compsof 2.3%, excluding fuel and including Argos in the prior year base.

May 2019 Monthly Consumer Update: Charts
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Insight Reports
Recent Report | July 3, 2017

May 2019 Monthly Consumer Update: Charts

Whats inside

H&M (STO: HM-B) 1H17 Results: Sales Growth Mainly Driven by New Store Openings
Free
Company Earning Updates
Apparel and…
Recent Report | June 30, 2017

H&M (STO: HM-B) 1H17 Results: Sales Growth Mainly Driven by New Store Openings

Whats inside

Swedish fast-fashion retailer H&M reported SEK 98.4 billion in net sales in 1H17, slightly below the consensus estimate of SEK …

Sycamore Partners to Acquire Staples for $6.9 Billion
Free
Insight Reports
Recent Report | June 30, 2017

Sycamore Partners to Acquire Staples for $6.9 Billion

Whats inside

Sycamore Partners will acquire US office supplies retailer Staples in a leveraged buyout deal for $6.9 billion.

Walgreens Boots Alliance (WBA) Fiscal 3Q17 Results: Beats and Raises Guidance, Announces New Agreement with Rite Aid
Free
Company Earning Updates
Drugstores
Recent Report | June 30, 2017

Walgreens Boots Alliance (WBA) Fiscal 3Q17 Results: Beats and Raises Guidance, Announces New Agreement with Rite Aid

Whats inside

Walgreens Boots Alliance reported fiscal 3Q17 adjusted EPS of $1.33, above the $1.30 consensus estimate. Revenues were $30.1 billion, up …

Nike (NKE) Fiscal 4Q17 Results: Beats on Earnings, Boosted by Strong International Sales
Free
Company Earning Updates
Apparel and…
Recent Report | June 30, 2017

Nike (NKE) Fiscal 4Q17 Results: Beats on Earnings, Boosted by Strong International Sales

Whats inside

Nike reported fiscal 4Q17 adjusted EPS of $0.60, ahead of the $0.50 consensus estimate and up 22.4% year over year, …

Weekly Insights Jun 30, 2017
Free
Weinswig’s Weekly
Recent Report | June 30, 2017

Weekly Insights Jun 30, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” previews Amazon’s upcoming, third annual Prime Day shopping event.

Deep Dive: Fashion Re-Commerce Update—12 Catalysts for Apparel Resale Growth
Free
Deep Dives
Apparel and… Recommerce
Recent Report | June 30, 2017

Deep Dive: Fashion Re-Commerce Update—12 Catalysts for Apparel Resale Growth

Whats inside

US full-price retailers are suffering while re-commerce is thriving, and re-commerce is currently one of the fastest-growing sectors in retail. …

Takeaways from the Goldman Sachs Third Annual Innovation Symposium
Free
Insight Reports
Recent Report | June 29, 2017

Takeaways from the Goldman Sachs Third Annual Innovation Symposium

Whats inside

On June 27, the Fung Global Retail & Technology team attended the Goldman Sachs Third Annual Innovation Symposium in New …

Deep Dive: Kaufland in Australia - Europe’s Biggest Retailer Heads Down Under
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Deep Dives
Recent Report | June 28, 2017

Deep Dive: Kaufland in Australia - Europe’s Biggest Retailer Heads Down Under

Whats inside

The biggest retailer in Europe, Schwarz Group, is reportedly bringing its Kaufland discount hypermarket format to Australia. The company told …

Debenhams (LSE:DEB) 3Q17 Update: Comparable Sales Growth Deteriorates
Free
Company Earning Updates
Department …
Recent Report | June 28, 2017

Debenhams (LSE:DEB) 3Q17 Update: Comparable Sales Growth Deteriorates

Whats inside

UK-based department store chain Debenhams reported that gross transaction value declined by 1.0% year over year in 3Q17. Constant-currency comparable …