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H&M (STO: HM-B) 1Q17 Results: Below Target Sales Growth; New Concept To Be Launched in Early Fall 2017
Free
Company Earning Updates
Apparel and…
Recent Report | March 31, 2017

H&M (STO: HM-B) 1Q17 Results: Below Target Sales Growth; New Concept To Be Launched in Early Fall 2017

Whats inside

Swedish fast-fashion retailer Hennes & Mauritz AB reported SEK47.0 billion in net sales in 1Q17, slightly below the consensus estimate …

Weekly Insights Mar 31, 2017
Free
Weinswig’s Weekly
Recent Report | March 31, 2017

Weekly Insights Mar 31, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” provides an update on the entry of German grocery discounter Lidl …

Restoration Hardware (RH) 4Q16 Results: Better-than-Expected Results; Upbeat 2017 Outlook
Free
Company Earning Updates
Home and Ho…
Recent Report | March 29, 2017

Restoration Hardware (RH) 4Q16 Results: Better-than-Expected Results; Upbeat 2017 Outlook

Whats inside

Restoration Hardware reported 4Q16 adjusted EPS of $0.68, down from $0.98 in the year-ago quarter but above the consensus estimate …

Ahold Delhaize Updates on Store Divestments and Belgium Strategy
Free
Company Earning Updates
Grocery Ret…
Recent Report | March 29, 2017

Ahold Delhaize Updates on Store Divestments and Belgium Strategy

Whats inside

The Belgian Competition Authority (BCA) approved the merger of Ahold and Delhaize Group on March 15, 2016. The approval was …

US Consumer Survey— Amazon Yet to Crack the Menswear Market
Free
Deep Dives
Apparel and… E-Commerce …
Recent Report | March 29, 2017

US Consumer Survey— Amazon Yet to Crack the Menswear Market

Whats inside

Brick-and-mortar stores remain the main channel where consumers buy. Two-thirds of surveyed men have bought menswear online, and only 2.6% …

Amsterdam— A Leading European Startup Hub
Free
Deep Dives
Recent Report | March 28, 2017

Amsterdam— A Leading European Startup Hub

Whats inside

Access to capital: Amsterdam-based technology startups have ample access to early-stage funding, crowdfunding and business angel funding.

Finish Line (FINL) Fiscal 4Q17 Results: EPS Misses Consensus; Comps Weak
Free
Company Earning Updates
Apparel Spe…
Recent Report | March 27, 2017

Finish Line (FINL) Fiscal 4Q17 Results: EPS Misses Consensus; Comps Weak

Whats inside

Finish Line reported fiscal 4Q17 adjusted EPS of $0.50, missing the consensus estimate of $0.70.

Deep Dive: Intime Retail- The Roadmap to New Retail with Alibaba
Free
Deep Dives
Supply Chain
Recent Report | March 27, 2017

Deep Dive: Intime Retail- The Roadmap to New Retail with Alibaba

Whats inside

We attended Intime Retail Group’s analyst briefing where the Chairman (who is also Alibaba’s CEO), CEO and CFO all spoke …

Deep Dive: India Rising Part 2— E-Commerce Disruptors in India
Free
Deep Dives
Recent Report | March 25, 2017

Deep Dive: India Rising Part 2— E-Commerce Disruptors in India

Whats inside

This is the second report in our India Rising series focusing on the Indian startup ecosystem. We identify the following …

PVH (PVH) 4Q16 Results: International Sales Growth Helps Offset More Challenging US
Free
Company Earning Updates
Apparel and…
Recent Report | March 24, 2017

PVH (PVH) 4Q16 Results: International Sales Growth Helps Offset More Challenging US

Whats inside

PVH Corp. reported 4Q16 adjusted EPS of $1.23, above the consensus estimate of $1.19.

Next (LON: NXT) FY16 Results: Retail Store Comparable Sales Fall 5.4%; Weak Guidance for FY17
Free
Company Earning Updates
Apparel and…
Recent Report | March 24, 2017

Next (LON: NXT) FY16 Results: Retail Store Comparable Sales Fall 5.4%; Weak Guidance for FY17

Whats inside

British fashion retailer Next reported £4,097 million in group revenues in FY16, down 1.9% year over year and below the …

Weekly Insights Mar 24, 2017
Free
Weinswig’s Weekly
Recent Report | March 24, 2017

Weekly Insights Mar 24, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses takeaways from the second annual Shoptalk conference that was held …

Kingfisher (LSE: KGF) FY17 Results: Profits Jump Against Weak Comparatives
Free
Insight Reports
Recent Report | March 23, 2017

Kingfisher (LSE: KGF) FY17 Results: Profits Jump Against Weak Comparatives

Whats inside

UK-based DIY giant Kingfisher reported a 7.5% jump in FY17 statutory total sales, helped by the depreciation of the British …

Five Below (FIVE) 4Q16 Results: EPS beat, positive guidance for 2017
Free
Company Earning Updates
Dollar Stor… Discount St…
Recent Report | March 23, 2017

Five Below (FIVE) 4Q16 Results: EPS beat, positive guidance for 2017

Whats inside

Five Below reported 4Q16 revenues of $388.1 million, up 18.9% from $326.3 million in the year-ago period and slightly above …

Takeaways from Marriott’s 2017 Security Analyst Meeting
Free
Insight Reports
Recent Report | March 22, 2017

Takeaways from Marriott’s 2017 Security Analyst Meeting

Whats inside

The Fung Global Retail & Technology team attended Marriott’s 2017 Security Analyst Meeting in New York City today.

Nike (NKE) Fiscal 3Q17 Results: Beats on Earnings, Slightly Misses on Revenue
Free
Company Earning Updates
Apparel and…
Recent Report | March 22, 2017

Nike (NKE) Fiscal 3Q17 Results: Beats on Earnings, Slightly Misses on Revenue

Whats inside

Nike reported fiscal 3Q17 adjusted EPS of $0.68, ahead of the $0.53 consensus estimate and up 24.0% year over year, …

Adidas Investor Day 2017: Riding the Athleisure and E-Commerce Waves
Free
Insight Reports
Recent Report | March 21, 2017

Adidas Investor Day 2017: Riding the Athleisure and E-Commerce Waves

Whats inside

In March 2015, Adidas introduced a strategic business plan named “Creating the New,” which defines the company’s strategies and objectives …

Tiffany & Co. (TIF) Fiscal 4Q16 Results: Revenue in Line With Guidance
Free
Company Earning Updates
Luxury Bran…
Recent Report | March 20, 2017

Tiffany & Co. (TIF) Fiscal 4Q16 Results: Revenue in Line With Guidance

Whats inside

Tiffany & Co. reported fiscal 4Q16 adjusted EPS of $1.45, beating the consensus estimate of $1.38. Revenues increased by 1.3%, …