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Carrefour (ENXTPA: CA) 1Q17 Update: In-Line Top Line but Meaningful Weakening Across Regions
Free
Company Earning Updates
Grocery Ret…
Recent Report | April 18, 2017

Carrefour (ENXTPA: CA) 1Q17 Update: In-Line Top Line but Meaningful Weakening Across Regions

Whats inside

Carrefour reported comparable group sales rose 1.4% in 1Q17, marking a significant sequential weakening from 2.9% comparable sales growth in …

Weekly Insights Apr 14, 2017
Free
Weinswig’s Weekly
Recent Report | April 14, 2017

Weekly Insights Apr 14, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses the deluge of negative headlines that have been published recently …

TESCO (LSE: TSCO) FY17 Results: Exceptional Costs Lead to Net Loss
Free
Company Earning Updates
Grocery Ret…
Recent Report | April 13, 2017

TESCO (LSE: TSCO) FY17 Results: Exceptional Costs Lead to Net Loss

Whats inside

Exceptional items led Tesco to report a net loss of £54 million and a loss per share of 0.49 pence …

Prada (HK:1913) FY16 Results: Very Tough Year, Although Trends Improved in Second Half
Free
Company Earning Updates
Luxury Bran…
Recent Report | April 13, 2017

Prada (HK:1913) FY16 Results: Very Tough Year, Although Trends Improved in Second Half

Whats inside

Prada reported revenue of €3,184 million for FY16, down 10.3% year over year and slightly higher than the consensus estimate …

Deep Dive: Building Customer Engagement Through NFC Technology
Free
Deep Dives
Recent Report | April 11, 2017

Deep Dive: Building Customer Engagement Through NFC Technology

Whats inside

There are two ways near field communication (NFC) tags can help retailers gain competitiveness: 1) by building customer engagement throughout …

LVMH (ENXTPA: MC) 1Q17 Results: Standout Quarterly Sales
Free
Insight Reports
Recent Report | April 11, 2017

LVMH (ENXTPA: MC) 1Q17 Results: Standout Quarterly Sales

Whats inside

LVMH Moët Hennessy Louis Vuitton increased its revenues by 15% year over year in 1Q17, to €9,884 million, ahead of …

Walgreens Boots Alliance (WBA) FY2Q17 Results: WBA Misses on EPS and Revenues, Though Maintains FY Guidance
Free
Insight Reports
Recent Report | April 10, 2017

Walgreens Boots Alliance (WBA) FY2Q17 Results: WBA Misses on EPS and Revenues, Though Maintains FY Guidance

Whats inside

Walgreens Boots Alliance reported FY2Q17 EPS of $1.36 versus expectations of $1.37.

Deep Dive: India Rising Part 3— E-Commerce Enablers in India
Free
Deep Dives
Recent Report | April 8, 2017

Deep Dive: India Rising Part 3— E-Commerce Enablers in India

Whats inside

This is the third report in our India Rising series focusing on the Indian startup ecosystem. In this report, we …

Deep Dive: Luxury  E-Commerce Evolution
Free
Deep Dives
Luxury Bran…
Recent Report | April 8, 2017

Deep Dive: Luxury E-Commerce Evolution

Whats inside

We are witnessing the proliferation of online multibrand retailers and aspirational fashion platforms. These companies provide global infrastructure and distribution …

Weekly Insights Apr 7, 2017
Free
Weinswig’s Weekly
Recent Report | April 7, 2017

Weekly Insights Apr 7, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” recounts the retail insights shared by Macy’s Executive Chairman Terry Lundgren …

Burberry Abandons In-House Strategy and Licenses Beauty Business to Coty
Free
Flash Reports
Beauty Bran… Luxury Bran…
Recent Report | April 5, 2017

Burberry Abandons In-House Strategy and Licenses Beauty Business to Coty

Whats inside

Burberry announced that it will once again license its makeup and fragrance brands, this time to Coty, following four years …

Hudson’s Bay Company (HBC) Fiscal 4Q16 Results: Weak Comps, Merchandising Improvement in Progress
Free
Company Earning Updates
Department …
Recent Report | April 5, 2017

Hudson’s Bay Company (HBC) Fiscal 4Q16 Results: Weak Comps, Merchandising Improvement in Progress

Whats inside

Hudson’s Bay Company reported fiscal 4Q16 normalized EPS of C$0.01, versus C$0.79 in the prior-year quarter. Revenue was C$4.6 billion, …

ASOS (AIM: ASC) 1H17 Results: Weak Pound, Strong International Sales Drive Growth; Company Raises FY17 Revenue Forecast
Free
Company Earning Updates
Apparel and…
Recent Report | April 5, 2017

ASOS (AIM: ASC) 1H17 Results: Weak Pound, Strong International Sales Drive Growth; Company Raises FY17 Revenue Forecast

Whats inside

ASOS reported 1H17 revenue growth of 37.5% to £911.5 million. At constant currency, revenue grew by 31%.

Next (LON: NXT) 2Q17 Update: FY17 Guidance Narrowed on Improving Sales
Free
Company Earning Updates
Apparel and…
Recent Report | April 4, 2017

Next (LON: NXT) 2Q17 Update: FY17 Guidance Narrowed on Improving Sales

Whats inside

British fashion retailer Next reported £1,888 million in group revenues in 1H17, down 2.7% year over year and above the …

UK Value Clothing Market— Pure Plays Drive Market Growth
Free
Market Outlooks
Apparel and…
Recent Report | April 3, 2017

UK Value Clothing Market— Pure Plays Drive Market Growth

Whats inside

This report explores value clothing retailing in the UK, including market size, growth drivers, key players, market share, and likely …

Takeaways from VF Corp.’s 2017 Investor Day
Free
Insight Reports
Recent Report | April 3, 2017

Takeaways from VF Corp.’s 2017 Investor Day

Whats inside

The theme of VF Corp.’s Investor Day 2017 was “diversified growth.” The company outlined its five-year plan for growth, which …

Golden Eagle (3308 HK) Analyst Briefing Takeaways: Gross Margin Steady; Guides for Expansion of Lifestyle Stores
Free
Company Earning Updates
Department …
Recent Report | April 3, 2017

Golden Eagle (3308 HK) Analyst Briefing Takeaways: Gross Margin Steady; Guides for Expansion of Lifestyle Stores

Whats inside

At the analyst briefing in Hong Kong on March 31, Golden Eagle’s management team discussed the FY16 results and outlined …

Walmart on an Acquisition Spree: A Move to Strengthen its Online Presence
Free
Insight Reports
Food, Drug,…
Recent Report | March 31, 2017

Walmart on an Acquisition Spree: A Move to Strengthen its Online Presence

Whats inside

We believe Walmart—after acquiring a capable e-commerce team from Jet.com—is trying to build an online retail network with Jet.com in …