March 29, 2019 Company Earnings Update Register for Free Access RH (NYSE: RH) 4Q18 Results: Beats on Comps and EPS but Misses on Revenues; Reduces 2019 Guidance to Below Consensus EstimatesRH reported 4Q18 results that beat on comps and EPS but missed on revenues. The company reduced 2019 revenue growth guidance due to weakness in its core business plus in the high-end housing market.
March 28, 2019 Company Earnings Update Register for Free Access Lululemon (NASDAQ: LULU) 4Q18 Results: Revenues up 26%, Opening 40-50 Stores in 2019 – Half in International MarketsLululemon reported 4Q18 revenues of $1.17B, up 26% YoY and beating the consensus estimate of $1.15B. The company reported 4Q19 EPS of $1.65, up 87.5% from the year-ago period. The company plans to open 40-50 stores in 2019.
March 28, 2019 Company Earnings Update Register for Free Access Five Below (NASDAQ: FIVE) 4Q18 Results: Beats Consensus Estimates but Light 2019 GuidanceFive Below reported 4Q18 revenues, comps and EPS that beat consensus estimates. 2019 revenue and EPS guidance is below consensus, with EPS hurt by $0.10 from a rule change for lease accounting.
March 28, 2019 Insight Report Premium Insights from China: Alipay and WeChat Pay Go InternationalAlipay and WeChat Pay have gone international more quickly due to booming Chinese outbound tourism. They are accepted not only at retail locations but also used to pay transportation fares in support of local services.
March 27, 2019 Flash Report Register for Free Access Ocado Inks Another International Deal, Signing Up Australia’s Coles Group to the Ocado Smart PlatformOcado Group has signed Australian grocery retailer Coles to its Ocado Smart Platform. The companies will construct two robotic fulfillment centers and Coles will deploy Ocado’s store-picking technology.
March 27, 2019 Company Earnings Update Register for Free Access Ollie’s Bargain Outlet (NASDAQ: OLLI) 4Q18 Results: Beats by a Penny but Misses on Revenues and Comps, Light 2019 GuidanceOllie’s 4Q18 results beat consensus by a penny but missed on revenues on comps. 2019 guidance calls for revenues up 16%–17% and EPS up 15%–18%, but both range fell below consensus estimates.
March 27, 2019 Flash Report Register for Free Access Boohoo Group Acquires MissPapBoohoo Group has acquired Internet-only women’s fashion brand MissPap. The acquisition adds to Boohoo Group’s collection of banners, which include Nasty Gal and PrettyLittleThing.
March 22, 2019 Deep Dive Premium Strong Demand for Value, E-Commerce and Sportswear Sustains Pressure on Europe’s Middleground Apparel RetailersAcross major European economies, floundering midmarket behemoths are finding business more challenging than ever, leaving a number of apparel retailing stalwarts suffering what seems to be “death by a thousand cuts.”
March 22, 2019 Company Earnings Update Register for Free Access Nike (NYSE: NKE) 3Q19 Results: Digital Growth Powers Forward at a 36% Pace, China Digital Grows Over 60%Digital Growth Powers Forward at a 36% Pace; 60%+ in China.
March 22, 2019 Company Earnings Update Register for Free Access Next (LSE: NXT) FY19 Results: Higher SG&A Cost Weighs on Operating Margin; Sees No Impact from Current Brexit UncertaintyNext reported FY19 total sales of £4,167.4 million, up 1.9% year over year, and in-line with the consensus estimate recorded by StreetAccount.
March 21, 2019 Company Earnings Update Register for Free Access Alimentation Couche-Tard (TSX: ATD.B) Fiscal 3Q19 Results: Revenue Below Consensus, Merchandise and Fuel Drive GrowthAlimentation Couche-Tard reported fiscal 3Q19 revenue of $16.5 billion, slightly below the consensus estimate of $16.8 billion and up 4.6% from 3Q18.
March 21, 2019 Company Earnings Update Register for Free Access Williams-Sonoma (NYSE: WSM) 4Q18 Results: Beats on Revenues, Comps in Line, Guides for 2019 EPS Above ConsensusWilliams-Sonoma reported 4Q18 revenues of $1.84 billion, up 9.3%. Adjusted EPS was $2.10, up 25.3%. Comps increased 2.4%. The company guided for a 2019 comps of +2%–5% and adjusted EPS of $4.50–$4.70.
March 20, 2019 Event Presentation Premium Decoding the Consumer: The New Science of Customer Behavior (Vision Monday Global Leadership Summit)This presentation discusses retail in 2019, reshaping physical retail, technology trends reshaping retail and things we can learn from Asia.
March 20, 2019 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 2Q19 Trading Update: Strong UK Demand, US Logistics Hit by Unexpected Jump in Demand, Guidance UnchangedASOS reported 2Q19 group revenues of £658.5 million, up 11.0% year over year on a constant-currency basis. US sales declined due to an unexpected surge in orders causing disruption.
March 20, 2019 Company Earnings Update Register for Free Access Ocado (LSE: OCDO) 1Q19 Trading Update: Strong Underlying Growth Partially Offset by FireOcado reported 1Q19 retail revenue of £404 million, up 11.2% year over year. The company’s average orders per week grew 11.3% year over year, but the average order size was down 0.2% year over year.
