Insight Report | February 26, 2016 Premium JCPenny (JCP) 4Q15 Results: Begins to Gain Back Some of Its Lost Market ShareJCPenney reported 4Q15 adjusted EPS of $0.39 versus the consensus estimate of $0.22. Adjusted EBITDA was $381.0 million versus consensus of $324.3 million. Read More
Insight Report | February 26, 2016 Premium Loblaw (TSE: L) 4Q15 Results: Earnings Hit by Write-Downs, Aims for Positive Comps and Stable Margins in 2016Loblaw reported 4Q15 adjusted EPS of C$0.88, an increase of 6.0% and below the consensus estimate of C$0.90. The company reported that 4Q15 revenue increased by 2.3%, to C$10.9 billion, beating the consensus estimate of C$10.8 billion. Read More
Insight Report | February 26, 2016 Premium Foot Locker Inc (FL) 4Q15 Results: Strong Sales Benefited from Nike and Under ArmourFoot Locker reported 4Q15 revenue of $2.0 billion, up 5.0% year over year, in line with the consensus estimate. Read More
Flash Report | February 26, 2016 Register for Free Access Baidu (BIDU) 4Q15 Results: Strong Revenue Growth with a Higher Contribution from MobileBaidu’s gross merchandise value totaled ¥14.7 billion (US$2.3 billion) for 4Q15, an increase of 397% year over year. Total revenues rose by 33.1% year over year. 4Q15 declined 15.7% year over year, excluding an exchange of Qunar shares with Ctrip. Read More
Insight Report | February 26, 2016 Premium GPA (PCAR4) 4Q15 Results: Grupo Pão de Açúcar’s 4Q Revenues Flattish but with Lower Margins, Price Competition to Continue in 2016Grupo Pão de Açúcar reported flat 4Q15 revenues of BRL$19.7 billion, slightly below the consensus estimate of BRL$19.9 billion. EPS was BRL$0.55, falling far short of the consensus estimate of BRL$0.99. Read More
Insight Report | February 26, 2016 Premium Woolworths (ASX: WOW) 1H16 Results: Slight EPS Miss, Rebuilding the Business Comes at a CostWoolworths reported 1H16 EPS of A$0.73 before significant items, a decrease of 33.5% and below the consensus estimate of A$0.76. EPS, after significant items, was A$(0.77). Read More
Insight Report | February 26, 2016 Premium Gap Inc. (GPS) 4Q15 Results: Results in Line, but Guidance LightGap reported 4Q15 EPS of $0.57 versus the consensus estimate of $0.56. On February 8, management updated its quarterly earnings guidance to $0.56–$0.57. Read More
Insight Report | February 25, 2016 Premium Kohl’s (KSS) 4Q15 Results: New Stores and Online Demand to Drive Future GrowthKohl’s reported 4Q15 revenues of $6.4 billion, up 0.8% from $6.3 billion in the year-ago period and slightly above the consensus estimate. Reported adjusted EPS was $1.58, down 13.8% from $1.83 in 4Q14 but $0.02 above consensus. Read More
Event Presentation | February 25, 2016 Premium Retailment Driven TrendsAlchemist Accelerator is an accelerator exclusively for startups whose revenue comes from enterprises, not consumers. CoCoon is a coworking space where entrepreneurs, creative talent, successful leaders and investors meet, collaborate and deliver results together. Member companies get access to networking opportunities, work space, a photography studio and mentors. Entrepreneurs Roundtable Accelerator (ERA) provides participant companies with an intensive four-month program, with the goal of helping early-stage companies progress rapidly into exciting, viable businesses. Read More
Flash Report | February 25, 2016 Register for Free Access Chico’s FAS (CHS) 4Q15 RESULTS: COMPS AND REVENUES DOWN; COMPS FLAT TO DOWN AND HIGHER EPS IN 2016Chico’s reported 4Q15 adjusted EPS of $0.05 versus estimated EPS of $0.00. Net revenue for the quarter was $627.4 million, down 4.5% year over year from $657.9 million in 4Q14. Read More
Insight Report | February 25, 2016 Premium Soriana (BMV: SORIANAB) 4Q15 Results: Revenues in Line, Consumers Confident as Labor Market Improves and Inflation Stays LowSoriana reported 4Q15 revenues of MXN$30.8 billion, in line with the consensus estimate and up 7.3% year over year. Bloomberg calculates EPS of MXN$0.73, flat with the consensus estimate and up just MXN$.01 from last year. Read More
Flash Report | February 25, 2016 Register for Free Access Carter’s (CRI) 4Q15 Results: Beats Forecasts, but Issues Mixed GuidanceCarter’s reported 4Q15 revenue of $866.5 million, down 0.3% year over year but beating the consensus estimate of $854.4 million. (There was an additional week in 2014, so 4Q15 revenue was up 5.0% on a 13-week aligned basis.) On a constant-currency basis, revenue increased by 1.0% in the quarter. Read More
Insight Report | February 25, 2016 Premium Sears Holdings (SHLD) 4Q15 Results: Sales and Margins Hurt by Promotions, Weather; Management Committed to Profitability in 2016Sears reported 4Q15 revenues of $7.3 billion, down 9.8% year over year and beating the consensus estimate by about $50 million. Adjusted EPS, excluding significant items, was $(1.70), ahead of the $(2.62) consensus estimate, compared to $(0.34) a year ago. Read More
Company Earnings Update | February 25, 2016 Register for Free Access Tumi (TUMI) 4Q15 Results: Solid Quarter and Outlook Despite Soft CompsTumi reported 4Q15 revenues of $167.7 million, up 2.3% year over year and slightly above the consensus estimate of $164.1 million. Revenues increased by 4.4% on a constant-currency basis. Adjusted EPS was $0.37, up 5.7% year over year and ahead of the consensus estimate of $0.32. Read More
Insight Report | February 25, 2016 Premium MercadoLibre (MELI) 4Q15 Results: Beats Consensus Estimates, Expands Into Four Additional Latam CountriesMercadoLibre reported 4Q15 revenues of US$180.7 million, up 12.0% in USD and 69% in local currencies, beating the consensus estimate of US$170.0 million. EPS was US$0.88, up 15.8% and beating the consensus estimate of US$0.67. Read More
