August 2016 | Coresight Research

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Company Earnings Update | August 31, 2016

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Abercrombie & Fitch (ANF) 2Q16 RESULTS: 2H OUTLOOK SUGGESTS LITTLE TO NO IMPROVEMENT OVER 1H

Abercrombie & Fitch (A&F) reported 2Q EPS of $(0.25) versus consensus of ($0.20).

Insight Report | August 31, 2016 Premium

Designer Warehouse (DSW) 2Q16 RESULTS: NEW KIDS LINE AND ACQUISITION OF EBUYS DRIVES SALES

Designer Shoe Warehouse (DSW) reported 2Q16 adjusted EPS of $0.35 and beat the consensus estimate of $0.30. The adjusted EPS included $0.03 of acquisition-related costs and $0.02 in restructuring expenses.

Insight Report | August 30, 2016 Premium

Prada (SEHK: 1913) 1H16 RESULTS: REVENUE HEADWINDS FROM REDUCED TOURISM SPENDING IN EUROPE AND SLOWDOWN IN ASIA

Prada reported revenue of €1,554 million for the six months ended July 2016, down nearly 15% year over year and missing the consensus estimate of €1,642 million.

Insight Report | August 28, 2016 Premium

Weekly Retail Promo Update Aug 28, 2016

Bloomingdale’s is offering slightly fewer promotions this week than it did during the same week last year. The retailer offered a “Fashionable Fundraiser Sale” in both years. At this time last year, Bloomingdale’s promoted a free Clinique gift offering for 20 days, but it is not offering it this year.

Insight Report | August 26, 2016 Premium

Ulta Beauty (ULTA) 2Q16 RESULTS: MOMENTUM CONTINUES

Ulta Beauty reported 2Q16 revenues of $1,069.2 million, up 21.9% from last year’s $887 million and slightly above the consensus estimate of $1.07 billion.

Insight Report | August 26, 2016 Premium

Dollar Tree (DLTR) 2Q16 RESULTS: POSITIVE COMPS IN TOUGH ENVIRONMENT, ADJUSTS GUIDANCE

EPS was $0.72 versus the $0.73 consensus estimate. Revenues were $5.0 billion, below the $5.08 billion consensus estimate, and not comparable due to the acquisition of Family Dollar in July 2015.

Insight Report | August 26, 2016 Premium

Dollar General (DL) 2Q16 RESULTS: MISSES ESTIMATES BUT MAINTAINS GUIDANCE

Dollar General reported EPS was $1.08, below the $1.09 consensus estimate. Revenues were $5.39 billion, up 5.8% year over year but below the $5.50 billion consensus estimate.

Insight Report | August 26, 2016 Premium

GUESS (GES) 2Q17 Results: Revenues Flat; Comp any Revises Full-Year Outlook

Guess reported 2Q17 adjusted EPS of $0.14, ahead of the $0.06 consensus estimate but down 33.3% year over year. Revenues were $545.0 million, down 0.2% year over year and below the consensus estimate of $550.5 million.

Insight Report | August 26, 2016 Premium

TIFFANY & CO. (TIF) 2Q16 RESULTS: LOWER COSTS, HIGHER PRICES DRIVE BETTER MARGINS

Tiffany & Company reported 2Q16 adjusted EPS of $0.84 versus the consensus estimate of $0.72.

Analyst Corner | August 26, 2016

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Weekly Insights Aug 26, 2016

This week’s note “From the Desk of Deborah Weinswig” offers a view of American department stores and how the sector landscape differs from that in Europe.

Company Earnings Update | August 26, 2016

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Ahold Delhaize (AD) 1H16 RESULTS: REVENUES AND NET PROFIT UP, INTEGRATION ON COURSE

Ahold reported 1H16 revenues of €20,720 million, up 3.7% from €19,977 million in 1H15. Net income grew by 10.3% to €450 million, and diluted EPS grew by 10.2% to €0.54. Sales in the US grew by 3.1% at constant currency, in the Netherlands by 4.8% and in the Czech Republic by 0.1%, also at constant currency.

Insight Report | August 25, 2016 Premium

PVH (PVH) 2Q16 Results: Mixed Picture as International Division Continues to Outpace US Division

PVH Corp. reported 2Q16 adjusted EPS of $1.47 versus the consensus estimate of $1.28.

Insight Report | August 25, 2016 Premium

Procter & Gamble (PG) Second-Quarter FY2016 Earnings Review: Beats on EPS, Guidance Unchanged

Procter & Gamble (P&G) reported fiscal-second-quarter 2016 net sales of $16.9 billion, down 9% year over year and in line with consensus estimates. The revenue decline was driven by currency, which more than offset organic growth.

Insight Report | August 25, 2016 Premium

Williams-Sonoma (WSM) 2Q16 RESULTS: REVENUE MISS, DOWNBEAT GUIDANCE CITES “CAUTIOUS” SHOPPER

Williams-Sonoma reported 2Q16 EPS of $0.58, in line with the consensus estimate and flat year over year. Revenues were $1.16 billion, up 2.8% year over year and slightly below the consensus estimate of $1.17 billion.

Company Profile | August 22, 2016 Premium

D’AUCHEL: A NEW WAY FOR CUSTOMERS TO EXPERIENCE PERSONAL LUXURY GOODS

D’Auchel was founded by Olivier Dauchez, CEO, who launched the luxury French leather goods company in Hong Kong in August 2015.