Product TypeDeep Dive Product TypeDeep Dive | October 1, 2020 premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. 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. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Product TypeInsight Report Product TypeInsight Report | July 28, 2020 premium US Back to School 2020: The Outlook for Retail amid Uncertainty and a Gloomy Economic Backdrop Launching our US Back to School 2020 series, we outline our expectations for the season this year, which is being shaped by the coronavirus crisis. We discuss the core market drivers behind our estimates of consumer spending in the US—including consumer focus on health and safety, the impact of Covid-19 on discretionary retail, potential school and college reopening models and the economic backdrop. Read More
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 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 Profile Product TypeCompany Profile | November 20, 2019 Register for free access HanesBrands, Inc. (NYSE: HBI) Founded in 1901, HanesBrands is a basic apparel company headquartered in Winston-Salem, North Carolina, in the US. It is a manufacturer and marketer bras, underwear, activewear, socks, and shapewear under various brands such as Hanes, Champion, Playtex and Gear for Sports.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | May 5, 2019 Register for free access Hanesbrands (NYSE: HBI) 1Q19 Results: Strong Champion Sales Propelled Growth Hanesbrands reported robust 1Q19 revenue growth driven by US activewear and Champion subsidiary sales. Read More
Product TypeMarket Outlook Product TypeMarket Outlook | February 20, 2019 premium Sector Overview: Apparel & Footwear — Consumer Connectivity Changing Sector Landscape New digital marketplaces have made the apparel and footwear market truly global, giving consumers access to brands and products once available only by traveling. Brands are bringing products to neighborhoods that previously had very little access to the latest fashion trends.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | February 8, 2019 Register for free access Hanesbrands (NYSE: HBI) 4Q18 Results: Champion and International Segment Driving Results Hanesbrands expects sales of $6.885-6.985 billion driven by a 6% increase in international sales. Growth drivers are Champion in Asia and Europe and increased innerwear sales in Asia, Australia and the Americas. U.S. innerwear sales are expected to decrease about 2% in 2019, down 4% in 1Q with an improving trend throughout the year. Adjusted operating profit of $955-985 million. Adjusted EPS of $1.72-1.80. Net cash from operations of $700-800 million. For 1Q19, guidance is sales of $1.52-1.55 billion, adjusted operating profit of $135-145 million and adjusted EPS of $0.24-0.26.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | August 2, 2018 Register for free access HanesBrands (HBI) 2Q18 Results: Misses on Earnings, Target Will Not Renew Champion Activewear Deal HanesBrands reported 2Q18 revenues of $1.72 billion, up 4.2% year over year and beating the $1.71 billion consensus estimate. Adjusted EPS of $0.45 was down from $0.53 in the year-ago quarter, slightly below the $0.46 consensus estimate and at the midpoint of the company’s $0.44–$0.46 guidance range.Read More
Product TypeMarket Outlook Product TypeMarket Outlook | March 27, 2018 premium Opportunity in the US Plus-Size Apparel Market The women’s plus-size apparel market has been growing faster than the apparel market overall in the US, and analysts predict that the segment will continue to grow faster than the overall clothing market in coming years.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | February 12, 2018 Register for free access Hanesbrands (HBI) 4Q17 Results: EPS in Line, EPS Guidance Below Consensus Hanes Brands reported 4Q17 adjusted EPS of $0.52, down 1.5% from $0.53 in the year-ago quarter and in line with the consensus estimate. Revenues were $1.65 billion, up 4.4% year over year and roughly in line with the $1.63 billion consensus estimate.Read More
Product TypeCompany Earnings Update Product TypeCompany Earnings Update | August 2, 2017 Register for free access Hanesbrands (HBI) 2Q17 Results: Company Meets Expectations, Reaffirms Guidance Hanesbrands reported 2Q17 adjusted EPS of $0.53, up 3.9% year over year and in line with the consensus estimate. Revenues were also in line with consensus, at $1.65 billion, up 11.8% year over year.Read More
