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