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Sainsbury (LSE: SBRY) 4Q17 Update Comps Return to Negative Territory
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Company Earning Updates
Grocery Ret…
Recent Report | March 17, 2017

Sainsbury (LSE: SBRY) 4Q17 Update Comps Return to Negative Territory

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The UK’s second-biggest grocery retailer, Sainsbury’s, reported comparable sales excluding fuel fell by 0.5% in 4Q17.

Weekly Insights Mar 17, 2017
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Weinswig’s Weekly
Recent Report | March 17, 2017

Weekly Insights Mar 17, 2017

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This week’s note “From the Desk of Deborah Weinswig” covers our top takeaways from this week’s SXSW Conference in Austin, …

Inditex (BME: ITX) FY16 Results: Continued Comp Strength Offset by Margin Erosion
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Company Earning Updates
Apparel Spe…
Recent Report | March 16, 2017

Inditex (BME: ITX) FY16 Results: Continued Comp Strength Offset by Margin Erosion

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Inditex reported FY16 revenues of €23.3 billion, an increase of 11.5% over FY15 and broadly in line with analysts’ estimates. …

H&M (STO: HM-B) Monthly Sales Update: Sales Slow Down in February
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Company Earning Updates
Apparel and…
Recent Report | March 16, 2017

H&M (STO: HM-B) Monthly Sales Update: Sales Slow Down in February

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H&M reported total sales rose by 3% year over year in local currencies in February 2017. This compares to year-over-year …

Deep Dive: New Retail - The Key To Unlocking Pent-Up Chinese Consumer Demand
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Deep Dives
Recent Report | March 16, 2017

Deep Dive: New Retail - The Key To Unlocking Pent-Up Chinese Consumer Demand

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The Fung Global Retail & Technology team attended the 5th China E-commerce and Retail Innovation Summit 2017 in Shanghai.

Neiman Marcus Group Puts Itself Up for Sale; Hudson’s Bay Co.in Advanced Talks for a Deal
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Insight Reports
Recent Report | March 16, 2017

Neiman Marcus Group Puts Itself Up for Sale; Hudson’s Bay Co.in Advanced Talks for a Deal

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Luxury onmichannel retailerNeiman Marcus is exploring strategic options of a sale or capital restructuring, amid a swelling debt profile and …

Ocado (LSE: OCDO) 1Q17 Update: Strong Growth Maintained as Inflationary Effects Creep In
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Company Earning Updates
Grocery Ret…
Recent Report | March 15, 2017

Ocado (LSE: OCDO) 1Q17 Update: Strong Growth Maintained as Inflationary Effects Creep In

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UK grocery pure-play Ocado reported total gross sales growth of 13.3% in its first quarter, ended February 26. Ocado’s own …

Deep Dive: US Retail—Store Closure and Management Change Tracker
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Deep Dives
Recent Report | March 15, 2017

Deep Dive: US Retail—Store Closure and Management Change Tracker

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Store closure and bankruptcy announcements: BCBG will be closing all of their stores due to bankruptcy. Lucy Activewear will also …

Salvatore Ferragamo (BIT: SFER) FY16 Results: Underpaces Luxury Rivals at the Top Line, Tax Benefit Boosts the Bottom Line
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Company Earning Updates
Luxury Bran…
Recent Report | March 15, 2017

Salvatore Ferragamo (BIT: SFER) FY16 Results: Underpaces Luxury Rivals at the Top Line, Tax Benefit Boosts the Bottom Line

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Italian luxury leather goods and apparel firm Salvatore Ferragamo posted FY16 revenue growth of just 0.6%, broadly in line with …

Nordstrom (JWN) 1Q17 Results: Comps Negative, but Better than Peers’
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Company Earning Updates
Department …
Recent Report | March 12, 2017

Nordstrom (JWN) 1Q17 Results: Comps Negative, but Better than Peers’

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Nordstrom reported 1Q17 EPS of $0.37, up 42.3% from $0.26 in the year-ago period.

Mining Silver: Identifying Opportunities in the Senior Boom
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Deep Dives
Recent Report | March 10, 2017

Mining Silver: Identifying Opportunities in the Senior Boom

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The growth in senior populations worldwide is impacting consumer spending patterns. We review the aging trend and explore commercial & …

Carrefour (ENXTPA: CA) FY16 Results: LatAm and S. Europe Lift Sales, While France and China Weaken
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Company Earning Updates
Grocery Ret…
Recent Report | March 10, 2017

Carrefour (ENXTPA: CA) FY16 Results: LatAm and S. Europe Lift Sales, While France and China Weaken

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Carrefour reported FY16 net sales of €76.6 billion, down slightly by 0.4% year over year (up 2.7% at constant currency) …

Weekly Insights Mar 10, 2017
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Weinswig’s Weekly
Recent Report | March 10, 2017

Weekly Insights Mar 10, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses the growing need for and increasing sophistication of cybersecurity tools, …

Morrisons (LSE: MRW) FY17 Results: Ongoing Improvement in Sales and Profitability Trends
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Company Earning Updates
Grocery Ret…
Recent Report | March 10, 2017

Morrisons (LSE: MRW) FY17 Results: Ongoing Improvement in Sales and Profitability Trends

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The UK’s fourth-largest grocery retailer, Morrisons, reported FY17 revenues were up 1.2% year over year and that comparable store saleswere …

Ulta (ULTA) 4Q16 Results: Tops EPS and Revenue Estimates with Double-Digit Revenue Growth
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Company Earning Updates
Beauty Bran…
Recent Report | March 10, 2017

Ulta (ULTA) 4Q16 Results: Tops EPS and Revenue Estimates with Double-Digit Revenue Growth

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Ulta reported 4Q16 EPS of $2.24, up 32.5% from the year-ago quarter and above the $2.14 consensus estimate. Revenues rose …

Deep Dive: Global Male Grooming Market
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Market Outlooks
Recent Report | March 10, 2017

Deep Dive: Global Male Grooming Market

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The global market for male grooming products is booming. It is projected to reach US$60.7 billion by 2020, according to …

Adidas (ETR: ADS) FY16 Results: Standout Sales and Margin Performance
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Company Earning Updates
Apparel and…
Recent Report | March 9, 2017

Adidas (ETR: ADS) FY16 Results: Standout Sales and Margin Performance

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In FY16, Adidas reported revenue growth of 14.0% year over year to €19,291 million, slightly below the consensus estimate of …

Express (EXPR) 4Q16 Results: EPS in Line with Expectations; Grim Outlook for FY17
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Company Earning Updates
Apparel Spe…
Recent Report | March 9, 2017

Express (EXPR) 4Q16 Results: EPS in Line with Expectations; Grim Outlook for FY17

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Express reported 4Q16 EPS of $0.29, down 56.7% from the year-ago quarter and in line with the consensus estimate and …