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Luxottica (MIL:LUX) 1Q17 Trading Update: North American Sales Underperforming
Free
Company Earning Updates
Luxury Bran…
Recent Report | May 2, 2017

Luxottica (MIL:LUX) 1Q17 Trading Update: North American Sales Underperforming

Whats inside

Luxottica reported that its adjusted revenue in 1Q17 increased to €2,384 million, up 5.2% year over year and up 1.9% …

VF Corp. (VFC) 1Q17 Results- Broadly In-Line Against a Backdrop of “Retail Dislocation”, Guides For Low Single Digit Revenue Growth in FY17
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Company Earning Updates
Apparel and…
Recent Report | May 2, 2017

VF Corp. (VFC) 1Q17 Results- Broadly In-Line Against a Backdrop of “Retail Dislocation”, Guides For Low Single Digit Revenue Growth in FY17

Whats inside

VF Corp. reported 1Q17 EPS of $0.52, which includes a $0.55 contribution from the licensing business that the company agreed …

Deep Dive: Active M&A in the Beauty Space Fuels Future Growth
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Deep Dives
Beauty Bran…
Recent Report | May 1, 2017

Deep Dive: Active M&A in the Beauty Space Fuels Future Growth

Whats inside

Many global beauty companies have chosen to focus on acquisitions as a key strategy to drive growth. As a result, …

Amazon (AMZN) 1Q17 Results: Beats Consensus, Guides Down for 2Q Profit
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Company Earning Updates
E-Commerce …
Recent Report | April 28, 2017

Amazon (AMZN) 1Q17 Results: Beats Consensus, Guides Down for 2Q Profit

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Amazon reported 1Q17 EPS of $1.48, compared with $1.07 in the year-ago quarter and beating the $1.08 consensus estimate. Net …

Under Armour (UAA) 1Q17 Results: Apparel Sales Growth Outpaces Footwear Growth
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Company Earning Updates
Apparel and…
Recent Report | April 28, 2017

Under Armour (UAA) 1Q17 Results: Apparel Sales Growth Outpaces Footwear Growth

Whats inside

Under Armour reported 1Q17 EPS of $(0.01), ahead of expectations of $(0.04).

Weekly Insights Apr 28, 2017
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Weinswig’s Weekly
Recent Report | April 28, 2017

Weekly Insights Apr 28, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses key takeaways from the 2017 National Association of Chain Drug …

Boohoo Group (LSE: BOO) FY17 Results: A Stellar Year and More to Come
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Company Earning Updates
Apparel and…
Recent Report | April 27, 2017

Boohoo Group (LSE: BOO) FY17 Results: A Stellar Year and More to Come

Whats inside

Boohoo.com grew FY17 revenues by 49% at constant exchange rates, with US revenues up 124% at constant rates.

Uniqlo Moves into the Fast Lane with Convenience Store Pick-Up in Korea
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Insight Reports
Recent Report | April 24, 2017

Uniqlo Moves into the Fast Lane with Convenience Store Pick-Up in Korea

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Uniqlo announced that customers in South Korea will be able to pick up their online purchases at 7-Eleven stores across …

Weekly Insights Apr 21, 2017
Free
Weinswig’s Weekly
Recent Report | April 21, 2017

Weekly Insights Apr 21, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses the state of the British consumer and how the recently …

Unilever (LSE: ULVR) 1Q17 Trading Update: Strong Start Driven by Emerging Markets, Ice Cream and Care Products
Free
Insight Reports
Recent Report | April 21, 2017

Unilever (LSE: ULVR) 1Q17 Trading Update: Strong Start Driven by Emerging Markets, Ice Cream and Care Products

Whats inside

Unilever reported 1Q17 sales of €13,319 million, ahead of the consensus estimate of €13,239 million and up 6.1% from 1Q16. …

Debenhams  (LSE:DEB) 1H17 Results: Continued Lackluster Sales and Profitability Erosion
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Company Earning Updates
Department …
Recent Report | April 21, 2017

Debenhams (LSE:DEB) 1H17 Results: Continued Lackluster Sales and Profitability Erosion

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UK-based department store chain Debenhams reported gross transaction value sales of £1,677 million for 1H17, up 2.9% year over year, …

Zalando (XTRA: ZAL) 1Q17 Trading Update: Powering Ahead with Continued Strong Sales
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Insight Reports
Recent Report | April 20, 2017

Zalando (XTRA: ZAL) 1Q17 Trading Update: Powering Ahead with Continued Strong Sales

Whats inside

Zalando expects to report 1Q17 revenue growth in the range of 22%–24% year over year to €971–€987 million, according to …

Is Going Direct-to- Consumer the Way Forward for Retail?
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Deep Dives
Apparel and… Beauty Bran…
Recent Report | April 20, 2017

Is Going Direct-to- Consumer the Way Forward for Retail?

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More and more retailers such as G-III Apparel, Nike, Adidas and VF Corporation are rebalancing their distribution in favor of …

Primark (LSE: ABF) 1H17 Results: Sharp Operating Margin Erosion and Lackluster Comps
Free
Company Earning Updates
Apparel and…
Recent Report | April 20, 2017

Primark (LSE: ABF) 1H17 Results: Sharp Operating Margin Erosion and Lackluster Comps

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Associated British Foods reported 1H17 results for the 24 weeks ended March 4, 2017. This report focuses on results for …

Burberry (LSE: BRBY) 2H17 Trading Update: Sales Buoyed by Accessories, Strong Performance in the UK and Mainland China
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Insight Reports
Recent Report | April 20, 2017

Burberry (LSE: BRBY) 2H17 Trading Update: Sales Buoyed by Accessories, Strong Performance in the UK and Mainland China

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Burberry reported a 2H17 group revenue decline of 1% at constant currency to £1,607 million (up 14% in reported currency), …

H&M (STO: HM-B) Monthly Sales Update: Improving, But March Sales Still Soft
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Company Earning Updates
Apparel and…
Recent Report | April 19, 2017

H&M (STO: HM-B) Monthly Sales Update: Improving, But March Sales Still Soft

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H&M reported total sales rose by 6% year over year in local currencies in March 2017. This compares to year-over-year …

L'Oréal (ENXTPA: OR) 1Q17 Update: Beats Expectations in Another Strong Quarter
Free
Company Earning Updates
Beauty Bran…
Recent Report | April 19, 2017

L'Oréal (ENXTPA: OR) 1Q17 Update: Beats Expectations in Another Strong Quarter

Whats inside

Cosmetics giant L’Oréal saw another robust quarter in 1Q17, reporting comparable sales growth of 4.2%. This was ahead of expectations, …

Groupe Casino (EPA: CO) 1Q17 Trading Update: Business in LatAm Shines While Weakening in France
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Company Earning Updates
Grocery Ret…
Recent Report | April 19, 2017

Groupe Casino (EPA: CO) 1Q17 Trading Update: Business in LatAm Shines While Weakening in France

Whats inside

Groupe Casino reported 1Q17 revenues of €9,321 million, up by 11.6% from the previous year and up by 3.1% on …