Product TypeDeep Dive Product TypeDeep Dive | July 8, 2020 premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Product TypeDeep Dive Product TypeDeep Dive | June 16, 2020 premium US Apparel Retail: Post-Crisis Outlook We explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 23, 2020 premium 4Q19 US Earnings Season Wrap-Up Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.Read More
Product TypeCompany Profile Product TypeCompany Profile | February 10, 2020 premium Gildan Activewear Inc. (NYSE: GIL) Gildan Activewear is one of the largest vertically integrated apparel manufacturers globally. Headquartered in Montréal, Canada, the company sells its products to wholesale distributors, screenprinters/embellishers and retailers, as well as directly to consumers through Gildan-branded platforms.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 8, 2020 premium Amazon Apparel Update: An Analysis of Listings on Amazon Fashion In collaboration with competitive intelligence provider DataWeave, we aggregated data on almost 1 million women’s and men’s clothing products listed on Amazon.com. We analyze apparel listings by category, brand and seller to identify key trends on Amazon Fashion.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | August 2, 2019 premium Gildan (NYSE: GIL) 2Q19 Results: Higher Revenue Driven by Activewear, Updates Full Year Guidance Gildan 2Q19 sales increased 4.9% to $801.6 million, driven by activewear sales and consistent with analyst expectations.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | May 2, 2019 premium Gildan (NYSE: GIL) 1Q19 Results: Updates Outlook, Announces International Capacity Expansion Updates Outlook, Announces International Capacity ExpansionRead More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | February 22, 2019 premium Gildan (NYSE: GIL) 4Q18 Results: Activewear Drives Strong Revenue Growth Gildan 4Q18 sales rose 13.6% driven by a 22.3% increase in activewear sales. Adjusted operating margin expanded 230 bps due to a 300 bps decline in the SG&A expense ratio. The company’s 2019 outlook includes a 10% increase in adjusted EPS and mid-single-digit sales growth.Read More
