Deep Dive | May 29, 2017 Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 1In Part One of this Deep Dive, we provide an overview of the warehouse-club sector. Read More
Insight Report | May 26, 2017 Premium Burlington Stores (BURL) 1Q17 Results: Beats on EPS, Raises FY17 OutlookBurlington Stores reported 1Q17 adjusted EPS of $0.79, up 38.6% from the year-ago quarter and above the $0.70 consensus estimate. Revenues were $1.35 billion, up 4.9% year over year and in line with company guidance, but slightly below the $1.36 billion consensus estimate. Read More
Analyst Corner | May 26, 2017 Register for Free Access Weekly Insights May 26, 2017This week’s note “From the Desk of Deborah Weinswig” offers thoughts on voice technology, artificial intelligence and drones in retail, including comments from the recent R:Evolution 4.0 retail and consumer conference in London. Read More
Insight Report | May 26, 2017 Premium Abercrombie & Fitch (ANF) 1Q17 Results: Environment to Remain Aggressively PromotionalAbercrombie & Fitch reported 1Q17 adjusted EPS of $(0.72) compared with a loss of $0.59 in the year-ago quarter; the consensus estimate called for a loss of $0.70. Read More
Deep Dive | May 26, 2017 Premium Deep Dive: International Grocery Retailers in India, Where 1.3 Billion Consumers are Shopping for DinnerThis report is the second in a brief series that looks at global retailers’ operations in India. It focuses on international grocery retailers’ and wholesalers’ entries into the country and considers their domestic counterparts. Read More
Company Earnings Update | May 26, 2017 Register for Free Access Costco Wholesale (COST) Fiscal 3Q17 Results: Beats on Top and Bottom LinesCostco reported fiscal 3Q17 adjusted EPS of $1.40, up 13.3% from $1.24 in the year-ago quarter and beating the $1.31 consensus estimate. Revenues were $28.9 billion, up 7.8% year over year and beating the $28.6 billion consensus estimate. Read More
Company Earnings Update | May 26, 2017 Register for Free Access Ulta (ULTA) 1Q17 Results: Beats Expectations, Raises GuidanceUlta reported 1Q17 adjusted EPS of $1.91, up 31.7% from the year-ago quarter and above the $1.80 consensus estimate. The company reported total revenue of $1.31 billion, above the $1.27 billion consensus estimate and up 22.5% from the year-ago quarter. Read More
Deep Dive | May 25, 2017 Premium Deep Dive: An Introduction to Cybersecurity—Part OneIn Part One of this Deep Dive, we provide a summary of the current environment and discuss the components of cybersecurity. Read More
Company Earnings Update | May 25, 2017 Register for Free Access PVH (PVH) 1Q17 Results: Beats Consensus and Raises EPS GuidancePVH Corp. reported 1Q17 adjusted EPS of $1.65, ahead of the $1.60 consensus estimate and up 9.9% year over year. Revenues were $2.0 billion, up 3.7% year over year and slightly ahead of the $1.96 billion consensus estimate. Read More
Insight Report | May 25, 2017 Premium Theatro: Empowering the Next Generation of Store AssociatesTheatro provides a voice platform, virtual voice assistant and a voice-controlled wearable for brick-and-mortar retail employees to help improve in-store communication, worker productivity and customer engagement. The company has developed a small (1.5 oz.) Wi-Fi-based wearable and voice platform that connects employees to one another, to headquarters and to the retailer’s information systems (think Siri or Alexa in an earbud). Read More
Company Earnings Update | May 25, 2017 Register for Free Access Guess (GES) Fiscal 1Q18 Results: Beats Expectations; North America Comps Still WeakGuess reported fiscal 1Q18 adjusted EPS of $(0.24), down slightly from $(0.23) in the year-ago quarter but above the $(0.32) consensus estimate. Read More
Company Earnings Update | May 25, 2017 Register for Free Access Lowe’s (LOW) 1Q17 Results: Miss on EPS and Sales Yet Growth ContinuesLowe’s reported 1Q17 adjusted EPS of $1.03, up 18.4% from the year-ago quarter, but below the $1.06 consensus estimate. The company reported revenue of $16.86 billion, below the $16.95 billion consensus estimate, but up 10.7% from the year-ago quarter. Read More
Company Earnings Update | May 25, 2017 Register for Free Access Marks & Spencer (LSE: MKS) FY17 Results: A Disappointing Final Quarter; Exceptional Costs Weigh on ProfitsM&S grew total full-year sales by 2.2% to £10.62 billion, marginally ahead of consensus and despite negative comps in its UK Clothing and Home and UK Food segments. Read More
Company Earnings Update | May 25, 2017 Register for Free Access Chico’s (CHS) 1Q17 Results: Comps DisappointChico’s FAS reported 1Q17 EPS of $0.26 versus the consensus estimate of $0.29. Read More
Deep Dive | May 19, 2017 Premium Fast Fashion Speeding Toward Ultrafast FashionZara and H&M, the two largest global fast-fashion retailers, pioneered the fast-fashion business model. Now, the two companies are competing head to head with a new set of younger online-only competitors. Read More
