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NetEase (NTES.US) 3Q16 RESULTS: REVENUE MISSES ON SLIGHTLY WEAKER MOBILE GAME REVENUE, EPS BEATS
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Insight Reports
Recent Report | November 11, 2016

NetEase (NTES.US) 3Q16 RESULTS: REVENUE MISSES ON SLIGHTLY WEAKER MOBILE GAME REVENUE, EPS BEATS

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NetEase, a leading online game service provider in China, reported 3Q16 revenues of ¥9.21 billion (US$1.38 billion), up 38% year …

Zalando [XTRA: ZAL] 3Q16 TRADING RESULTS: STRONG REVENUE AND PROFITABILITY GROWTH
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Insight Reports
Recent Report | November 11, 2016

Zalando [XTRA: ZAL] 3Q16 TRADING RESULTS: STRONG REVENUE AND PROFITABILITY GROWTH

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Zalando reported 3Q16 revenue growth of 17.1% year over year to €834.8 million, slightly below the consensus estimate of €844.3 …

Supergroup [LSE: SGP] 1H17 PRE-CLOSE TRADING RESULTS: STRONG REVENUE GROWTH
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Insight Reports
Recent Report | November 11, 2016

Supergroup [LSE: SGP] 1H17 PRE-CLOSE TRADING RESULTS: STRONG REVENUE GROWTH

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Supergroup reported 1H17 revenue growth of +31.1% year over year to £334.0 million, in line with the consensus estimate. New …

Macy’s (M) 3Q16 Results: 3Q Trends Positive Indicator for Holiday
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Insight Reports
Recent Report | November 11, 2016

Macy’s (M) 3Q16 Results: 3Q Trends Positive Indicator for Holiday

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Macy’s reported adjusted 3Q16 EPS of $0.17 versus the consensus estimate of $0.41. The miss was driven by SG&A expenses. …

Nordstrom (JWN) 3Q16 Results: Results Exceed Expectations in 3Q
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Company Earning Updates
Department …
Recent Report | November 11, 2016

Nordstrom (JWN) 3Q16 Results: Results Exceed Expectations in 3Q

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Nordstrom reported adjusted 3Q16 EPS of $0.84, ahead of the $0.52 consensus estimate, but down 52.5% year over year. Revenues …

Ralph Lauren [RL] 2Q17 Results: Beats Consensus with “Way Forward” Plan
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Insight Reports
Recent Report | November 11, 2016

Ralph Lauren [RL] 2Q17 Results: Beats Consensus with “Way Forward” Plan

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Ralph Lauren reported 2Q17 adjusted EPS of$1.90, beating the consensus estimate of $1.71.

Weekly Insights Nov 11, 2016
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Weinswig’s Weekly
Recent Report | November 11, 2016

Weekly Insights Nov 11, 2016

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This week’s note “From the Desk of Deborah Weinswig” takes a look at the Singles’ Day shopping fever that will …

Sainsbury’s (LSE: SBRY) 1H17 RESULTS: BEATS CONSENSUS, GAINS SCALE FROM ARGOS
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Insight Reports
Recent Report | November 10, 2016

Sainsbury’s (LSE: SBRY) 1H17 RESULTS: BEATS CONSENSUS, GAINS SCALE FROM ARGOS

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The UK’s second-biggest grocery retailer, Sainsbury’s, reported 1H17 comparable sales growth of (1.0)%.

Burberry (LSE: BRBY) 1H17 RESULTS: CHALLENGED SALES AND PROFITABILITY EROSION
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Flash Reports
Apparel and… E-Commerce …
Recent Report | November 10, 2016

Burberry (LSE: BRBY) 1H17 RESULTS: CHALLENGED SALES AND PROFITABILITY EROSION

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Burberry reported a 4% decline in 1H17 total group constant-currency revenue growth to £1,159 million (up 5% in reported currency), …

YOOX Net-a-Porter (BIT: YNAP) 3Q16 Trading Results: Strong Top-Line Growth
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Insight Reports
Recent Report | November 10, 2016

YOOX Net-a-Porter (BIT: YNAP) 3Q16 Trading Results: Strong Top-Line Growth

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Italian online fashion retailer YOOX Net-a-Porter reported net revenues of €435.4 million in 3Q16, up 11.7% year over year on …

Wayfair (W) 3Q16 Results: Despite Solid Quarter, Softer Consumer Spending Has Sales Outlook Below Expectations
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Insight Reports
Recent Report | November 9, 2016

Wayfair (W) 3Q16 Results: Despite Solid Quarter, Softer Consumer Spending Has Sales Outlook Below Expectations

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Boston-based online home goods retailer Wayfair reported adjusted 3Q16 EPS of $(0.54), ahead of the $(0.59) consensus estimate, but down …

Marks & Spencer (LSE: MKS) 1H17 Results: Beats Expectations, but Comp Decline Continues
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Insight Reports
Recent Report | November 9, 2016

Marks & Spencer (LSE: MKS) 1H17 Results: Beats Expectations, but Comp Decline Continues

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UK clothing-and-food retailer Marks & Spencer (M&S) reported 1H17 sales up 0.9% in total. The closely watched UK Clothing and …

CVS Pharmacy [CVS] 3Q16 Results: Mixed Quarter; Company Reduces and Narrows Guidance Range
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Flash Reports
E-Commerce … Drugstores
Recent Report | November 9, 2016

CVS Pharmacy [CVS] 3Q16 Results: Mixed Quarter; Company Reduces and Narrows Guidance Range

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CVS reported 3Q16 adjusted EPS of $1.64, up 28.0% year over year and beating the $1.57 consensus estimate. Revenues were …

Primark (LSE: ABF) FY16 RESULTS: SOFT COMPARABLE SALES AND RAPID SPACE EXPANSION
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Insight Reports
Recent Report | November 9, 2016

Primark (LSE: ABF) FY16 RESULTS: SOFT COMPARABLE SALES AND RAPID SPACE EXPANSION

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Primark’s owner Associated British Foods (ABF), reported its FY16 results for the year ended September 17, 2016. This flash report …

Deep Dive: The Mall Is Not Dead: Part 1
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Deep Dives
Real Estate…
Recent Report | November 8, 2016

Deep Dive: The Mall Is Not Dead: Part 1

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This is the first report in a three-part series analyzing the US mall landscape.

Weekly Retail Promo Update Nov 06, 2016
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Insight Reports
Recent Report | November 6, 2016

Weekly Retail Promo Update Nov 06, 2016

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Bloomingdale’s is offering fewer promotions this week than it did during the same week last year. The retailer offered up …

Weekly Insights Nov 4, 2016
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Weinswig’s Weekly
Recent Report | November 4, 2016

Weekly Insights Nov 4, 2016

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This week’s note “From the Desk of Deborah Weinswig” discusses the likelihood of Amazon becoming a majority marketplace, in terms …

Morrisons (LSE: MRW) 3Q17 Trading Update: 4th Consecutive Quarter of Positive Comps
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Insight Reports
Recent Report | November 4, 2016

Morrisons (LSE: MRW) 3Q17 Trading Update: 4th Consecutive Quarter of Positive Comps

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The UK’s fourth-largest grocery chain posted 3Q17 comps of 1.6%. This marked a slight sequential weakening from 2.0% growth in …