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Weekly Insights Jun 17, 2016
Free
Weinswig’s Weekly
Recent Report | June 17, 2016

Weekly Insights Jun 17, 2016

Whats inside

In New York this week, the Fung Global Retail & Technology team hosted an event called Breakfast with the Disruptors: …

The Stores of the Future (ULI)
Free
Event Presentations
Recent Report | June 16, 2016

The Stores of the Future (ULI)

Whats inside

It’s about discovery: brands are using showrooms and fitting rooms to replace traditional stores • A fun and engaging experience: …

Kroger 1Q16 Results: Beats on Earnings on Strong Margins; Reaffirms Full-Year Guidance
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Company Earning Updates
Grocery Ret…
Recent Report | June 16, 2016

Kroger 1Q16 Results: Beats on Earnings on Strong Margins; Reaffirms Full-Year Guidance

Whats inside

Kroger reported 1Q16 EPS of $0.70 versus the consensus estimate of $0.69.

Rite Aid (RAD) 1Q17 Results: Rite Aid Misses Estimates as It Approaches Merger with Walgreens
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Insight Reports
Recent Report | June 16, 2016

Rite Aid (RAD) 1Q17 Results: Rite Aid Misses Estimates as It Approaches Merger with Walgreens

Whats inside

Rite Aid reported adjusted fiscal 1Q17 EPS of $0.01 versus the consensus estimate of $0.05.

Identifying Whitespaces in a Difficult Retail Environment (RetailExpoHK)
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Event Presentations
Recent Report | June 15, 2016

Identifying Whitespaces in a Difficult Retail Environment (RetailExpoHK)

Whats inside

•78% of millennials prefer to spend money on an experience rather than buying something desirable • 69% believe attending live …

Breakfast with Disruptors - Investing in Women-Led Startups
Free
Event Presentations
Recent Report | June 15, 2016

Breakfast with Disruptors - Investing in Women-Led Startups

Whats inside

About Fung Global • Fung Global Retail & Technology advises retailers, real estate developers and tech companies on projects situated …

INDITEX (BME: ITX) 1Q17 Results: Revenue and Profits Beat Estimates
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Insight Reports
Recent Report | June 15, 2016

INDITEX (BME: ITX) 1Q17 Results: Revenue and Profits Beat Estimates

Whats inside

Inditex reported fiscal 1Q17 revenue of €4.9 billion, up 11.5% year over year and above the consensus estimate of €4.8 …

Weekly Retail Promo Update Jun 12, 2016
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Insight Reports
Recent Report | June 12, 2016

Weekly Retail Promo Update Jun 12, 2016

Whats inside

Stores are offering sales on Father’s Day gifts such as men’s T-shirts and shorts, and tech gadgets.

Top Ten Trends and Disruptors in Digital Beauty (Paris)
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Event Presentations
Beauty Bran…
Recent Report | June 10, 2016

Top Ten Trends and Disruptors in Digital Beauty (Paris)

Whats inside

In-store tech can play a role in enhancing the experience, offering service, and bringing the information consumers are used to …

Weekly Insights Jun 10, 2016
Free
Weinswig’s Weekly
Recent Report | June 10, 2016

Weekly Insights Jun 10, 2016

Whats inside

This week, we introduced our new concept regarding opportunities in the retail industry: the Four-Quadrant Disruptors Framework, which identifies four …

Future of Retail: Is It Coming Apart at the Seams? (RMS)
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Event Presentations
Beauty Bran… Grocery Ret…
Recent Report | June 9, 2016

Future of Retail: Is It Coming Apart at the Seams? (RMS)

Whats inside

• Over the next 5 years US consumer spending is forecasted to grow by 22%; non-essential categories, including vacations and …

Hudson’s Bay (TSE: HBC) 1Q16 Results: Increased Real Estate Investments Hurt Earnings; Still on Track for FY16 Outlook
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Insight Reports
Recent Report | June 9, 2016

Hudson’s Bay (TSE: HBC) 1Q16 Results: Increased Real Estate Investments Hurt Earnings; Still on Track for FY16 Outlook

Whats inside

Hudson’s Bay Company reported 1Q16 revenues of C$3.3 billion up 59.4% year over year and in line with the consensus …

Investing in Women-Led Startups
Free
Event Presentations
Recent Report | June 8, 2016

Investing in Women-Led Startups

Whats inside

Drivers 1. INSTITUTIONAL AND ORGANIZATIONAL 2. THOUGHT LEADERSHIP 3. GLOBAL WOMEN ENTREPRENEURSHIP EVENTS 4. INCREASING VC FUNDING 5. IMPROVED ANGEL …

Lululemon Athletica (LULU) 1Q16 Results: Inventory More Aligned with Sales than in Prior Quarters, but Outlook Is Muted
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Insight Reports
Recent Report | June 8, 2016

Lululemon Athletica (LULU) 1Q16 Results: Inventory More Aligned with Sales than in Prior Quarters, but Outlook Is Muted

Whats inside

Lululemon Athletica reported adjusted 1Q16 EPS of $0.30 versus the consensus estimate of $0.31.

Restoration Hardware (RH) 1Q16 Results: Headwinds Weigh on Outlook
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Insight Reports
Recent Report | June 8, 2016

Restoration Hardware (RH) 1Q16 Results: Headwinds Weigh on Outlook

Whats inside

Restoration Hardware reported adjusted 1Q16 EPS of $(0.05), below the consensus estimate of $0.05.

Ralph Lauren (RL) Analyst Day Takeaways: The Consumer Is in Charge
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Insight Reports
Recent Report | June 7, 2016

Ralph Lauren (RL) Analyst Day Takeaways: The Consumer Is in Charge

Whats inside

Ralph Lauren held an analyst day in New York on June 7. Presenting from the management team were Stefan Larsson, …

On the Ground With: Skin Laundry
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Insight Reports
Recent Report | June 6, 2016

On the Ground With: Skin Laundry

Whats inside

Innovation in the beauty industry is a topic of interest at Fung Global Retail & Technology. When we saw Skin …

Walmart’s 46th Annual Shareholders’ Meeting: “Reimagine Retail Again”
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Insight Reports
Recent Report | June 5, 2016

Walmart’s 46th Annual Shareholders’ Meeting: “Reimagine Retail Again”

Whats inside

Last week, Walmart (WMT) held a weeklong company meeting, culminating in its 46th annual shareholders’ meeting, which 14,000 people attended.