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Weekly Insights Dec 9, 2016
Free
Weinswig’s Weekly
Recent Report | December 9, 2016

Weekly Insights Dec 9, 2016

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s new grocery store of the future, Amazon Go, which …

Lowe’s 2016 Investor Meeting: Never Stop Improving
Free
Insight Reports
Recent Report | December 8, 2016

Lowe’s 2016 Investor Meeting: Never Stop Improving

Whats inside

Lowe’s held an investor meeting on December 7, two years after its last investor meeting. The major themes of the …

China - Tapping into New Opportunities
Free
Event Presentations
Recent Report | December 8, 2016

China - Tapping into New Opportunities

Whats inside

● Fung Global Retail & Technology publishes research available on www.FungGlobalRetailTech.com ● We advise retailers, real estate developers and tech …

Hudson’s Bay Company (HBC) 3Q16 Results: Weak Comps Due to Challenging Environment; Optimistic Holiday Outlook
Free
Insight Reports
Recent Report | December 7, 2016

Hudson’s Bay Company (HBC) 3Q16 Results: Weak Comps Due to Challenging Environment; Optimistic Holiday Outlook

Whats inside

Hudson’s Bay Company reported 3Q16 revenues of C$3.3 billion, up 28.6% year over year but below the consensus estimate of …

Cross Border E-Commerce in China - Infographic
Free
Insight Reports
E-Commerce …
Recent Report | December 6, 2016

Cross Border E-Commerce in China - Infographic

Whats inside

This is an infographic about cross-border e-commerce into China and covers the size & growth of imports, key drivers and …

What is Amazon Go, and What it Means for Amazon and its Competitors
Free
Flash Reports
E-Commerce …
Recent Report | December 6, 2016

What is Amazon Go, and What it Means for Amazon and its Competitors

Whats inside

Amazon announced the launch of Amazon Go, an automated, checkout-free convenience store in Seattle, Washington, powered by technologies such as …

DEEP DIVE: International Retailers Guide To Cross-Border Ecommerce In China
Free
Deep Dives
E-Commerce …
Recent Report | December 6, 2016

DEEP DIVE: International Retailers Guide To Cross-Border Ecommerce In China

Whats inside

This report examines cross-border e-commerce platforms Tmall Global and JD Worldwide, and how they complement an international retailer’s China strategy.

Kroger (KR) 3Q16: In-Line Quarter, 2017 EPS Growth Below Target Range
Free
Company Earning Updates
Grocery Ret…
Recent Report | December 5, 2016

Kroger (KR) 3Q16: In-Line Quarter, 2017 EPS Growth Below Target Range

Whats inside

Kroger reported 3Q16 EPS of $0.41, in line with the consensus estimate. Revenues were $26.6 billion, up 5.9% year over …

Dollar General (DG) 3Q16: Misses Estimates, 2016 EPS Growth Now Expected at Low End of Range
Free
Insight Reports
Recent Report | December 5, 2016

Dollar General (DG) 3Q16: Misses Estimates, 2016 EPS Growth Now Expected at Low End of Range

Whats inside

Dollar General reported 3Q16 EPS of $0.84, including $0.05 of expenses and charges, and missing the $0.93 consensus estimate. Revenues …

Weekly Retail Promo Update Dec 04, 2016
Free
Insight Reports
Recent Report | December 4, 2016

Weekly Retail Promo Update Dec 04, 2016

Whats inside

Bloomingdale’s is offering a similar number of promotions and sales this week as it did during the same week last …

Discounters Go Digital: Aldi and Lidl Move into E-Commerce
Free
Insight Reports
Recent Report | December 2, 2016

Discounters Go Digital: Aldi and Lidl Move into E-Commerce

Whats inside

Hard discounters Aldi and Lidl are moving into e-commerce in both the grocery and nongrocery categories. This year, Aldi announced …

ULTA Beauty (ULTA) 3Q16 Results: Beats Expectations; Raises FY16 Outlook
Free
Insight Reports
Recent Report | December 2, 2016

ULTA Beauty (ULTA) 3Q16 Results: Beats Expectations; Raises FY16 Outlook

Whats inside

ULTA Beauty reported 3Q16 EPS of $1.40, ahead of the $1.37 consensus estimate, and up 26.1% year over year. Revenues …

Weekly Insights Dec 2, 2016
Free
Weinswig’s Weekly
Recent Report | December 2, 2016

Weekly Insights Dec 2, 2016

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses the startup companies focused on supply chain solutions that gave …

Five Below (FIVE) 3Q16 Results: Overall Strong Performance; Comps Missed Expectations
Free
Company Earning Updates
Recent Report | December 2, 2016

Five Below (FIVE) 3Q16 Results: Overall Strong Performance; Comps Missed Expectations

Whats inside

Five Below reported 3Q16 revenues of $199.5 million, up 17.6% from last year’s $169.7 million, and slightly below the consensus …

UNILEVER (ULVR) ANNUAL INVESTOR SEMINAR 2016: FIVE KEY TAKEAWAYS
Free
Company Earning Updates
Beauty Bran… Food, Drug,…
Recent Report | December 2, 2016

UNILEVER (ULVR) ANNUAL INVESTOR SEMINAR 2016: FIVE KEY TAKEAWAYS

Whats inside

Unilever is to focus on driving sales of its core portfolio in high-growth segments and on reducing costs; the company …

Express (EXPR) 3Q16 Results: Company Sees Challenging Holiday Season Ahead
Free
Insight Reports
Recent Report | December 2, 2016

Express (EXPR) 3Q16 Results: Company Sees Challenging Holiday Season Ahead

Whats inside

Express reported adjusted 3Q16 EPS of $0.11, below the $0.13 consensus estimate and down 64.5% year over year. Revenues totaled …

American Eagle Outfitters (AEO) 3Q16 Results: Holiday Sales Encouraging Thus Far
Free
Company Earning Updates
Apparel and…
Recent Report | December 1, 2016

American Eagle Outfitters (AEO) 3Q16 Results: Holiday Sales Encouraging Thus Far

Whats inside

American Eagle Outfitters reported 3Q16 EPS of $0.41, in line with the consensus estimate.

PROFILING INDUO, OFFERING WATER-REPELLENT COTTON
Free
Insight Reports
Recent Report | December 1, 2016

PROFILING INDUO, OFFERING WATER-REPELLENT COTTON

Whats inside

In this report, the latest in our series of retail-tech company profiles, we look atInduo, a maker of cotton shirt …