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The Home Depot (HD) 2Q 2016 Results: Quarter In Line, Raises EPS Guidance on Better Expense Management
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Company Earning Updates
Home and Ho…
Recent Report | August 16, 2016

The Home Depot (HD) 2Q 2016 Results: Quarter In Line, Raises EPS Guidance on Better Expense Management

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EPS was $1.97, up 13.9% and in line with consensus on record net income of $2.4 billion. Revenues were a …

JC PENNEY (JCP) 2Q 2016 RESULTS: COMPS TURN POSITIVE, SEQUENTIAL IMPROVEMENT THROUGHOUT THE PERIOD
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Insight Reports
Recent Report | August 15, 2016

JC PENNEY (JCP) 2Q 2016 RESULTS: COMPS TURN POSITIVE, SEQUENTIAL IMPROVEMENT THROUGHOUT THE PERIOD

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JC Penney reported 2Q 2016 EPS of ($0.05) versus consensus of ($0.14). EBITDA was $233.0 million, above consensus of $200.9 …

H&M (STO: HM-B) MONTHLY SALES UPDATE: SALES GROWTH ACCELERATES TO 10% IN JULY
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Insight Reports
Recent Report | August 15, 2016

H&M (STO: HM-B) MONTHLY SALES UPDATE: SALES GROWTH ACCELERATES TO 10% IN JULY

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H&M reported total sales grew by 10% year over year in local currencies in July 2016. Growth in June was …

Weekly Retail Promo Update Aug 14, 2016
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Insight Reports
Recent Report | August 14, 2016

Weekly Retail Promo Update Aug 14, 2016

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Bloomingdale’s is promoting more items this week than it did during the same week last year. This year, the retailer …

Weekly Insights Aug 12, 2016
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Weinswig’s Weekly
Recent Report | August 12, 2016

Weekly Insights Aug 12, 2016

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This week’s note “From the Desk of Deborah Weinswig” considers the value that operating physical stores brings to retailers, particularly …

INNOVATIVE MARKETING IN CHINA: DIOR LAUNCHES HANDBAG ON WECHAT
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Insight Reports
Luxury Bran…
Recent Report | August 12, 2016

INNOVATIVE MARKETING IN CHINA: DIOR LAUNCHES HANDBAG ON WECHAT

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Dior (EPA: CDI) opened an online boutique shop on WeChat and rolled out a new, limited-edition Lady Dior small handbag …

3Q2016 Recap and Back-to-School Outlook (Planalytics)
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Event Presentations
Recent Report | August 11, 2016

3Q2016 Recap and Back-to-School Outlook (Planalytics)

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2016 Back2School Outlook 1. Overview – Retail Sales Looking Brighter for Back-to-School 2. 2Q Update – Earnings Scorecards; Consumer Discretionary …

Zalando (XETRA: ZAL) 1H16 RESULTS: IMPRESSIVE REVENUE GROWTH AND MARGIN EXPANSION
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Insight Reports
Recent Report | August 11, 2016

Zalando (XETRA: ZAL) 1H16 RESULTS: IMPRESSIVE REVENUE GROWTH AND MARGIN EXPANSION

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Zalando reported revenue growth of 24.4% year over year to €1,712.6 million in 1H16, slightly below the consensus estimate of …

Macy’s Accelerates Store Closures; Will Focus on Fewer, Better-Performing Stores
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Insight Reports
Recent Report | August 11, 2016

Macy’s Accelerates Store Closures; Will Focus on Fewer, Better-Performing Stores

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Macy’s (M) announced that it will close 100 of its 675 full-line stores at the end of its current fiscal …

Office Depot Closing 300 Stores
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Insight Reports
Recent Report | August 11, 2016

Office Depot Closing 300 Stores

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Office Depot (ODP) announced the expansion of its US retail store optimization program, which started in 2014; the company plans …

TRIVVER: THE NEW PLATFORM THAT PUTS ADVERTISING INTO VIRTUAL REALITY
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Insight Reports
Recent Report | August 8, 2016

TRIVVER: THE NEW PLATFORM THAT PUTS ADVERTISING INTO VIRTUAL REALITY

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The company is building a technology that allows brands to bid for advertising opportunities and advertise their products on multiple …

Walmart To Acquire Jet.com for Up To $3.3 Billion in Cash and Stock
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Insight Reports
Recent Report | August 8, 2016

Walmart To Acquire Jet.com for Up To $3.3 Billion in Cash and Stock

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Walmart (WMT) and Jet.com announced today they have signed of a definitive agreement under which Walmart will acquire Jet.com for …

June 2016 Travel Briefing: Air Passenger Traffic | Hotel Occupancy
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Insight Reports
Recent Report | August 8, 2016

June 2016 Travel Briefing: Air Passenger Traffic | Hotel Occupancy

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Key Trends in Air Passenger Traffic and Hotel Occupancy in June 2016

Weekly Retail Promo Update Aug 07, 2016
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Insight Reports
Recent Report | August 7, 2016

Weekly Retail Promo Update Aug 07, 2016

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Bloomingdale’s is promoting more items this week than it did during the same week last year. This week’s 16-hour, online-only …

Weekly Insights Aug 5, 2016
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Weinswig’s Weekly
Recent Report | August 5, 2016

Weekly Insights Aug 5, 2016

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This week’s note “From the Desk of Deborah Weinswig” looks at the Pokéconomy, the multibillion-dollar businesses and opportunities that have …

AMAZON DEVICES ARE BACK AT TARGET
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Insight Reports
E-Commerce …
Recent Report | August 4, 2016

AMAZON DEVICES ARE BACK AT TARGET

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Target (TGT) has resumed selling Amazon (AMZN) electronic devices such as Fire tablets, Fire TV video devices and Kindle e-readers …

Next (LON:NXT) 1H17 SALES SHOW RESILIENCE: SEQUENTIAL QUARTERLY SALES IMPROVEMENT
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Insight Reports
Recent Report | August 3, 2016

Next (LON:NXT) 1H17 SALES SHOW RESILIENCE: SEQUENTIAL QUARTERLY SALES IMPROVEMENT

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British fashion retailer Next reported 1H17 full-price sales decreased 0.3%, with new space adding 1.5% to sales. However, total sales, …

Walmart in Talks to Acquire or Invest in E-Commerce Upstart Jet.com
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Insight Reports
Recent Report | August 3, 2016

Walmart in Talks to Acquire or Invest in E-Commerce Upstart Jet.com

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This morning, The Wall Street Journal broke the story that Walmart (WMT) is in talks to acquire e-retailer Jet.com for …