Deep Dive | May 12, 2017 Premium Stockholm— Europe’s Second- Most-Valuable Startup HubThis is the fifth report in our series on European startup capitals. Stockholm is a leading startup hub globally and one of the top European centers for startup development. The main factors that make Stockholm the second-most-valuable startup hub in Europe include: Read More
Deep Dive | May 12, 2017 Premium Deep Dive: International Apparel Retailers in India—Jumping the Hurdles in Pursuit of GrowthThis report is the first in a brief series that looks at international retailers’ operations in India. It focuses on international apparel retailers’ entry to India and considers their domestic counterparts. Read More
Event Presentation | May 11, 2017 Premium 1Q2017 Recap and Spring Retail Update (Planalytics)Spring Retail Update • Recent sales and earnings results indicate a continuing struggle in retail. • Store closures, bankruptcies and management changes are shaking up the industry. • The media barrage of the retail industry doesn’t help perception. • Uncertainty exists in terms of the forward picture; things probably get worse before they get better. Read More
Company Earnings Update | May 11, 2017 Register for Free Access Ahold Delhaize (ENXTAM: AD) 1Q17 Results: Merger Synergies On-Target, Reaffirms Outlook for FY17The merger of Ahold Delhaize in mid-2016 prompted the company’s reported leap in revenues: Ahold Delhaize reported 1Q17 revenues of €15,870 million, up by 61.4% from 1Q16 at constant exchange rates (+65.1% in reported currency). Read More
Deep Dive | May 11, 2017 Premium Deep Dive: UK Retail Real Estate—Taking Stock of Trends in Brick-and-MortarThe UK retail real estate sector is facing ongoing headwinds, including the rapid rise of e-commerce, cutthroat competition and softening apparel sales. Read More
Company Earnings Update | May 10, 2017 Register for Free Access Wayfair (W) 1Q17 Results: Beats on Revenue and EPS, 2Q Guidance Above ConsensusWayfair reported 1Q17 adjusted EPS of $(0.48), ahead of the $(0.57) consensus estimate, but down from $(0.36) in the year-ago period. Total revenues were $960.8 million, up 28.6% year over year and above the consensus estimate of $934.8 million. Read More
Company Earnings Update | May 10, 2017 Register for Free Access Zalando (XTRA: ZAL) 1Q17 Results: Strong Revenue Growth Driven by Expanding Customer BaseZalando reported 1Q17 group revenue of €980.2 million, up 23.1% on a reported basis and above the consensus estimate of €978.8 million. The company’s gross margin contracted by 50 basis points year over year, to 41.4%, and its adjusted EBIT margin declined to 2.1%. Diluted EPS remained stable at €0.02 in 1Q17. Read More
Company Earnings Update | May 10, 2017 Register for Free Access JD.com (JD) 1Q17 Results: Earnings Beat; JD Logistics Established as Separate Business GroupJD.com reported 1Q17 revenues of ¥76.23 billion, up 41% year over year, and beating the consensus estimate of ¥73.60 billion. Non-GAAP diluted earnings per ADS was ¥1.01, compared to a net loss per ADS of ¥0.15 for 1Q16. Read More
Company Earnings Update | May 9, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Slight Sales Improvement in AprilH&M reported that total sales rose by 7% year over year in local currencies in April 2017. This compares to growth of 6% in March. Read More
Flash Report | May 9, 2017 Register for Free Access Coach to Acquire Kate Spade for $2.4 BillionCoach announced on Monday, May 8, that it has signed a definitive agreement to acquire Kate Spade for $2.4 billion in an all-cash transaction. The transaction is equal to $18.50 per share, a 27.5% premium to the unaffected closing price of Kate Spade shares on December 27, 2016. Read More
Insight Report | May 5, 2017 Premium Lidl US Update: Answers to Four Key QuestionsLidl will open its first US stores in the summer of 2017 across three eastern states: North Carolina, South Carolina and Virginia. The company is hiring for store-based roles in a total of 38 towns in eight eastern states. This report provides an update on what we know so far, and provides some answers to four questions: Read More
Company Earnings Update | May 5, 2017 Register for Free Access Adidas (ETR: ADS) 1Q17 Results: North America and Greater China Deliver Strong PerformanceAdidas reported 1Q17 net sales of €5,671 million, up 18.9% on a reported basis and up 16.0% on a constant-currency basis. Net sales for the quarter were above the consensus estimate of €5,387 million. Revenue growth was underpinned by strong performance in North America and Greater China. Read More
Company Earnings Update | May 5, 2017 Register for Free Access Morrisons (LSE: MRW) 1Q18 Update: Comps Strengthen FurtherThe UK’s fourth-biggest grocery retailer, Morrisons, reported comps ex fuel of 3.4% for 1Q18. Read More
Company Earnings Update | May 5, 2017 Register for Free Access Next (LON:NXT) 1Q17 Update: Weak Sales and Lower FY17 GuidanceBritish fashion retailer Next reported a decline in total full price sales of 3.0%. Next Retail full price sales declined 8.1% year over year, while Next Directory sales increased 3.3%. Sales from new retail space accounted for a full price sales increase of 1.6%. Read More
Company Earnings Update | May 4, 2017 Register for Free Access Sainsbury’s (LSE: SBRY) FY17 Results: Growing Scale Fails to Prevent Disappointing Erosion of ProfitabilitySainsbury’s reported that group sales were up 11.6% in the year ended March 2017. Revenues were boosted by the acquisition of general merchandiser Argos as well as by growth in clothing and general merchandise, implying meaningful declines in Sainsbury’s grocery sales. Read More
