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Carrefour (ENXTPA: CA) 1Q16 Results: Sales (Incl. VAT) Down 4.5%, Hit by Weak Fuel and FX
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Flash Reports
E-Commerce … Food, Drug,…
Recent Report | April 15, 2016

Carrefour (ENXTPA: CA) 1Q16 Results: Sales (Incl. VAT) Down 4.5%, Hit by Weak Fuel and FX

Whats inside

Carrefour reported 1Q16 revenue (including VAT) of €20.1 billion, down 4.5% from €21.0 billion in 1Q15.

Weekly Insights Apr 15, 2016
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Weinswig’s Weekly
Recent Report | April 15, 2016

Weekly Insights Apr 15, 2016

Whats inside

This week, the Fung Global Retail & Technology team attended the World Retail Congress 2016 in Dubai, and we published …

From Wall Street to Main Street (Global Retailing Conference)
Free
Event Presentations
Beauty Bran… Grocery Ret…
Recent Report | April 14, 2016

From Wall Street to Main Street (Global Retailing Conference)

Whats inside

• Large customer base + frequency of touchpoints = big opportunity to leverage nonfood offering. • In Europe, Tesco led …

Debenhams (LSE: DEB) 1H16 Results: Pretax Profit Up 5.5%, CEO Confirms Exit
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Flash Reports
Department … Supply Chain
Recent Report | April 14, 2016

Debenhams (LSE: DEB) 1H16 Results: Pretax Profit Up 5.5%, CEO Confirms Exit

Whats inside

British department store chain Debenhams reported revenue of £1,327 million for 1H16 (ended February 2016), up 0.1% from 1H15. Gross …

Burberry (LSE: BRBY) 1H16 Results: In-Line Results Driven by Digital Channel Growth and Product Innovation
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Flash Reports
Apparel and… Beauty Bran…
Recent Report | April 14, 2016

Burberry (LSE: BRBY) 1H16 Results: In-Line Results Driven by Digital Channel Growth and Product Innovation

Whats inside

Burberry reported 1H16 revenue of £1.4 billion, down 1% from 1H15 but in line with the consensus estimate.

Unilever (LSE: ULVR) 1Q16 Results: Solid Sales Growth and Share Gains Obscured by Currency Headwinds
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Flash Reports
E-Commerce … Beauty Bran…
Recent Report | April 14, 2016

Unilever (LSE: ULVR) 1Q16 Results: Solid Sales Growth and Share Gains Obscured by Currency Headwinds

Whats inside

Unilever reported 1Q16 revenues of €12.5 billion, down 2.0% year over year and below the consensus estimate of €12.8 billion. …

Groupe Casino (EPA: CO) 1Q16 Results: Sales Rise in France, but Foreign Exchange Weighs on Revenues
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Insight Reports
Recent Report | April 14, 2016

Groupe Casino (EPA: CO) 1Q16 Results: Sales Rise in France, but Foreign Exchange Weighs on Revenues

Whats inside

Groupe Casino reported revenue of €9.7 billion in 1Q16, a decline of 10.6% from 1Q15’s restated revenue.

Sonia Syngal Appointed to Lead Old Navy
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Insight Reports
Recent Report | April 14, 2016

Sonia Syngal Appointed to Lead Old Navy

Whats inside

Gap Inc. announced the appointment of Sonia Syngal as Global President of the Old Navy division.

CARAA: THE NEW HANDBAG THAT BRIDGES HIGH FASHION AND FUNCTIONALITY
Free
Insight Reports
E-Commerce … Beauty Bran…
Recent Report | April 12, 2016

CARAA: THE NEW HANDBAG THAT BRIDGES HIGH FASHION AND FUNCTIONALITY

Whats inside

We recently met with Aaron Luo, the CEO of Caraa, a luxury athletic handbag brand based in New York City. …

ASOS (LON: ASC) 1H16 Results: Beats Consensus on Earnings with Strong Results
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Company Earning Updates
Apparel and… E-Commerce …
Recent Report | April 12, 2016

ASOS (LON: ASC) 1H16 Results: Beats Consensus on Earnings with Strong Results

Whats inside

ASOS reported 1H16 revenue growth of 21.2%, to £667.3 million, which was in line with the consensus estimate. Diluted adjusted …

LVMH (ENXTPA:MC) 1Q16 Results: Revenues Grow by 3.6%, but Miss Estimates
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Insight Reports
Recent Report | April 11, 2016

LVMH (ENXTPA:MC) 1Q16 Results: Revenues Grow by 3.6%, but Miss Estimates

Whats inside

LVMH reported revenues of €8,620 million in 1Q16, up 3.6% from €8,323 million in 1Q15 but missing the consensus estimate …

Weekly Retail Promo Update Apr 10, 2016
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Insight Reports
Recent Report | April 10, 2016

Weekly Retail Promo Update Apr 10, 2016

Whats inside

To take advantage of the changing season, CVS is offering a promotion on allergy medications.

Prada (SEHK: 1913) FY16 Results: Asian Markets Hit Profits Hard at Prada
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Insight Reports
Recent Report | April 8, 2016

Prada (SEHK: 1913) FY16 Results: Asian Markets Hit Profits Hard at Prada

Whats inside

Prada reported revenue of €3,548 million in the year ending January 31, 2016, down 0.1% from €3,552 million in FY15 …

Weekly Insights April 8, 2016
Free
Weinswig’s Weekly
Recent Report | April 8, 2016

Weekly Insights April 8, 2016

Whats inside

This week’s From the Desk of letter discusses untapped opportunities in the European off-price space, which was long the exclusive …

Fast Retailing (TYO: 9983) 1H16 Results: Company Revises Guidance Downward Due to Weak Performance in Key Regions
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Insight Reports
Recent Report | April 7, 2016

Fast Retailing (TYO: 9983) 1H16 Results: Company Revises Guidance Downward Due to Weak Performance in Key Regions

Whats inside

Fast Retailing reported fiscal 1H16 revenues of ¥1,011.6 billion, up 6.5% year over year but missing the consensus estimate of …

Rite Aid (RAD) 4Q15 Results: Double-Digit Revenue Increase Driven by Envision Acquisition
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Insight Reports
Recent Report | April 7, 2016

Rite Aid (RAD) 4Q15 Results: Double-Digit Revenue Increase Driven by Envision Acquisition

Whats inside

Rite Aid reported 4Q15 revenues of $8.3 billion, up 20.8% year over year but slightly below the consensus estimate of …

H&M (STO: HM-B) 1Q16 RESULTS: STRONG US DOLLAR AND MILD WEATHER HURT PROFITS
Free
Insight Reports
Recent Report | April 6, 2016

H&M (STO: HM-B) 1Q16 RESULTS: STRONG US DOLLAR AND MILD WEATHER HURT PROFITS

Whats inside

Swedish fast-fashion chain H&M reported revenue of SEK 43,691 million for 1Q16, which ended February 29, 2016. This was up …

5 Ways Amazon Is Shaking Up Retail
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Event Presentations
Recent Report | April 6, 2016

5 Ways Amazon Is Shaking Up Retail

Whats inside

“The growth of online retailers, especially Amazon, has made shopping trips less appealing. Just as mall traffic has decreased (Fung …