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Yoox Nex-A-Porter Group (BIT: YNAP) FY16 Trading Update: Strong Sales Growth in All Geographic Regions
Free
Insight Reports
Recent Report | February 8, 2017

Yoox Nex-A-Porter Group (BIT: YNAP) FY16 Trading Update: Strong Sales Growth in All Geographic Regions

Whats inside

Italian online fashion retailer YOOX Net-a-Porter Group reported net revenues of €1.87 billion in FY16, up 12.4% year over year …

Michael Kors (KORS) 3Q17 Results: Company Misses Expectations; Weak Guidance Points to Challenges
Free
Company Earning Updates
Luxury Bran…
Recent Report | February 8, 2017

Michael Kors (KORS) 3Q17 Results: Company Misses Expectations; Weak Guidance Points to Challenges

Whats inside

Michael Kors reported 3Q17 total revenue of $1.35 billion, down 3.2% from $1.40 billion in the year-ago quarter. EPS was …

India Rising — An Overview of India’s Burgeoning Startup Ecosystem
Free
Deep Dives
Recent Report | February 8, 2017

India Rising — An Overview of India’s Burgeoning Startup Ecosystem

Whats inside

This is the first report in our series on the Indian startup ecosystem.

Deep Dive: US Consumer Survey: Amazon is Winning the Battle in the Toy Segment
Free
Deep Dives
Recent Report | February 7, 2017

Deep Dive: US Consumer Survey: Amazon is Winning the Battle in the Toy Segment

Whats inside

While brick-and-mortar stores remain the main channel where consumers go to buy toys, online retailing has doubled its mind share …

Walgreens (WBA) and Rite Aid (RAD) Merger Saga
Free
Insight Reports
Recent Report | February 6, 2017

Walgreens (WBA) and Rite Aid (RAD) Merger Saga

Whats inside

The largest drugstore chain in the US, Walgreens Boots Alliance, has extended and amended its agreement to acquire the country’s …

Ralph Lauren (RL) 3Q17 Earnings: CEO Departure Announcement Overshadows 3Q Results
Free
Company Earning Updates
Luxury Bran…
Recent Report | February 3, 2017

Ralph Lauren (RL) 3Q17 Earnings: CEO Departure Announcement Overshadows 3Q Results

Whats inside

Ralph Lauren reported 3Q17 adjusted EPS of $1.86, beating the consensus estimate of $1.64. Revenues decreased by 12%, to $1.71 …

Luxottica (BIT: LUX) Global Empire: M&A History
Free
Company Earning Updates
Luxury Bran…
Recent Report | February 3, 2017

Luxottica (BIT: LUX) Global Empire: M&A History

Whats inside

Over the past 20 years, Italy-based Luxottica has expanded through numerous acquisitions and grown into the world’s largest consumer eyewear …

Weekly Insights Feb 3, 2017
Free
Weinswig’s Weekly
Recent Report | February 3, 2017

Weekly Insights Feb 3, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses social commerce and its value to consumers, as well as …

Estée Lauder (EL) 2Q17 Results: Mixed Quarter, Softer Outlook Due to Currency Effects
Free
Company Earning Updates
Beauty Bran…
Recent Report | February 3, 2017

Estée Lauder (EL) 2Q17 Results: Mixed Quarter, Softer Outlook Due to Currency Effects

Whats inside

Estée Lauder reported fiscal 2Q17 adjusted EPS of $1.22, flat year over year but beating the $1.17 consensus estimate. Net …

Amazon (AMZN) 4Q16 Results: Earnings Beat, Revenue and Guidance Below Expectations
Free
Company Earning Updates
E-Commerce …
Recent Report | February 3, 2017

Amazon (AMZN) 4Q16 Results: Earnings Beat, Revenue and Guidance Below Expectations

Whats inside

Amazon reported 4Q16 EPS of $1.54, compared with $1.00 in the year-ago quarter and beating the $1.37 consensus estimate. Net …

H&M (STO: HM-B) FY16 Results: Tough Year, but Better-Than-Expected January Sales
Free
Company Earning Updates
Apparel and…
Recent Report | February 1, 2017

H&M (STO: HM-B) FY16 Results: Tough Year, but Better-Than-Expected January Sales

Whats inside

Swedish fast-fashion retailer Hennes & Mauritz AB reported SEK192.3 billion in net sales excluding VAT in FY16, slightly below the …

Alibaba’s Ant Financial to Acquire US Payment Service MoneyGram for $880 Million in Cash
Free
Flash Reports
E-Commerce …
Recent Report | February 1, 2017

Alibaba’s Ant Financial to Acquire US Payment Service MoneyGram for $880 Million in Cash

Whats inside

On January 26, Ant Financial and MoneyGram announced that privately held Ant Financial would acquire publicly traded MoneyGram (MGI) for …

Luxottica (BIT: LUX) FY16 Trading Update: Solid Performance in Retail Segment Outweighs Weakness in Wholesale
Free
Company Earning Updates
Luxury Bran…
Recent Report | February 1, 2017

Luxottica (BIT: LUX) FY16 Trading Update: Solid Performance in Retail Segment Outweighs Weakness in Wholesale

Whats inside

Luxottica reported that adjusted revenue in FY16 increased by 0.8% (1.9% at constant currency), to €9,086 million, which was slightly …

Ocado (LSE: OCDO) FY16 Results: Strong Revenue Growth, But Costs Weigh On Margins
Free
Company Earning Updates
Grocery Ret…
Recent Report | February 1, 2017

Ocado (LSE: OCDO) FY16 Results: Strong Revenue Growth, But Costs Weigh On Margins

Whats inside

British online grocery retailer Ocado Group announced a 14.8% increase in revenues for the year ended November 27, 2016, marginally …

From Runway to Checkout: The See-Now-Buy-Now Trend in Fashion
Free
Insight Reports
Apparel and…
Recent Report | February 1, 2017

From Runway to Checkout: The See-Now-Buy-Now Trend in Fashion

Whats inside

Impacted by rising digitization, the fashion industry is currently in a state of rapid transformation. High-end fashion brands are evolving …

Under Armour (UAA) 4Q16 Results: Big Miss, Slowing Growth, CFO Departure
Free
Company Earning Updates
Apparel and…
Recent Report | February 1, 2017

Under Armour (UAA) 4Q16 Results: Big Miss, Slowing Growth, CFO Departure

Whats inside

Under Armour reported 4Q16 adjusted EPS of $0.23, down from $0.24 in the year-ago quarter and missing the consensus estimate …

Coach (COH) 2Q17 Results: Solid Quarter; Company Lowers Revenue Outlook Due to Currency Effects
Free
Company Earning Updates
Apparel Spe…
Recent Report | February 1, 2017

Coach (COH) 2Q17 Results: Solid Quarter; Company Lowers Revenue Outlook Due to Currency Effects

Whats inside

Coach reported fiscal 2Q17 adjusted EPS of $0.75, up from $0.68 in the year-ago quarter, beating the consensus estimate by …

Tesco-Booker Merger: Uniting Food Retail and Wholesale
Free
Flash Reports
Grocery Ret…
Recent Report | January 30, 2017

Tesco-Booker Merger: Uniting Food Retail and Wholesale

Whats inside

Tesco, the UK’s biggest grocery retailer, and Booker, the UK’s largest cash-and-carry wholesale supplier, have announced an agreement to merge. …