Neil Saunders - Inside Retail Asia
Macy’s second quarter figures a relief after torrid prequel
After a torrid opening quarter, Macy’s second quarter figures come as a relief, writes Neil Saunders.
Michael Kors results illustrate long ‘to-do list’
The latest Michael Kors results show is has a long “to-do list” ahead, writes Neil Saunders.
Ralph Lauren’s severe declines continue across the company
Ralph Lauren starts its new fiscal year in much the same way as it ended the last one, writes Neil Saunders.
Walgreens sales rise as company drops Rite Aid bid
After a period of soft performance, Walgreens sales rose by 2.1 per cent in the latest quarter.
Lululemon sales come down with a bump
After ending its last fiscal year with a flourish, Lululemon sales came down to earth with a bit of a bump during the first quarter.
‘Lack of direction’ behind another A&F sales decline
Same-store A&F sales fell another 10 per cent in the first quarter, driving a US$61 million loss.
Walmart: Yes, you can teach an old dog new tricks
Walmart is retail’s proof that you can teach an old dog new tricks.
Struggling Gap ‘in search of purpose and identity’
With comparable group sales increasing by 2 per cent this has been a quarter of progress for Gap.
How the US retail industry is in crisis – and yet not…
Neil Saunders explains how strong US retail industry sales growth is giving a conflicting view of an industry otherwise in crisis.
Macy’s future ‘on a slippery slope’
The first set of results under Macy’s new CEO, Jeff Gennette, are not good: Macy’s future is a slippery slope.
Currency impacts Amazon’s sales growth
Although Amazon’s sales advanced by a respectable 23 per cent over the latest quarter, the pace of growth has slowed compared with last year.
Walgreens sales decline as Boots performance worsens
There is both good and bad news from the second quarter Walgreens sales data.
