August 31, 2018 Company Earnings Update Register for Free Access PVH (PVH) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidancePVH Corp. reported fiscal 2Q18 revenues of $2,333 million, up 12.7% year over year and beating the $2,290 million estimate. Adjusted EPS was $2.18, beating the consensus estimate of $2.09 and up 29% from adjusted EPS of $1.69 from the year-ago quarter.
August 31, 2018 Company Earnings Update Register for Free Access DICK’S Sporting Goods (DKS) Fiscal 2Q19 Results: Beats on EPS, Misses on Comps, Raises EPS GuidanceDICK’S reported fiscal 2Q19 EPS of $1.20, up 24.4% from adjusted EPS of $0.96 a year ago and beating the $1.04 consensus estimate. Revenues were $2.18 billion, up 1.0% year over year but below the $2.24 billion consensus estimate
August 30, 2018 Insight Report Premium Coresight Research Countdown to 11.11 Series, #6: Smart Cleaning Festival; Sa Sa Partners with Taobao to Create New Retail Model InnovationAlibaba’s 11.11, also known as Double 11 or Singles’ Day, takes place on November 11 and has grown to become the world’s largest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place through to November 11.
August 30, 2018 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidanceAmerican Eagle Outfitters reported fiscal 2Q18 revenues of $965 million, up 14.2% year over year and beating the $938 million estimate. Adjusted EPS was $0.34, beating the consensus estimate of $0.31 and up significantly from adjusted EPS of $0.19 from the year-ago quarter.
August 27, 2018 Company Earnings Update Register for Free Access Foot Locker (FL) 2Q18 Results: Beats on EPS, Misses on CompsFoot Locker reported 2Q18 adjusted EPS of $0.75, up from $0.62 a year ago and ahead of the $0.70 consensus estimate. Revenues were $1.78 billion, up 4.8% year over year and above the $1.76 billion consensus estimate.
August 27, 2018 Company Earnings Update Register for Free Access Alibaba (BABA) 1Q19 Results: Strong Revenue Growth, Although Margins Are SqueezedAlibaba reported 1Q19 revenues of ¥80.9 billion, up 61% year over year. The company attributed the strong results to robust revenue growth from its China retail business, the consolidation of Cainiao Network and Ele.me, as well as a near-doubling of revenues in the Alibaba Cloud business.
August 24, 2018 Company Earnings Update Register for Free Access Lowe’s (LOW) 2Q18 Results: Strong Quarter, Lowers Guidance After Orchard Supply ExitLowe’s reported 2Q18 adjusted EPS of $2.07, up from $1.57 from the year-ago quarter and ahead of the $2.02 consensus estimate. Net sales were $20.89 billion, up 7.1% year over year and beating the $20.77 billion consensus estimate.
August 24, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 34: Lowe’s to Close Orchard Supply Stores; House of Fraser London Flagship to Remain OpenCoresight Research tracks store openings and closures for a select group of retailers in the US and the UK, as well as major US store bankruptcies.
August 23, 2018 Company Earnings Update Register for Free Access Target (TGT) 2Q18 Results: Beats Consensus Estimates and Raises GuidanceTarget reported 2Q18 adjusted EPS of $1.47, beating the consensus estimate of $1.40. Revenues were $17.78 billion, up by 6.9% year over year and beating the consensus estimate of $17.31 billion.
August 23, 2018 Insight Report Premium Coresight Research Countdown to 11.11 Series, #5: Tmall Genie AI Festival; Hema SupermarketsStarted by Alibaba in 2009, 11.11, also known as Double 11 or Singles’ Day, which takes place on November 11, has grown to become the world’s largest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place through to November 11.
August 22, 2018 Company Earnings Update Register for Free Access TJX (TJX) Fiscal 2Q19 Results: Company Beats Expectations and Raises GuidanceTJX reported fiscal 2Q19 revenues of $9.3 billion, up 11.6% year over year and above the consensus estimate of $9.0 billion. Diluted EPS was $1.17, up 37.6% from the year-ago quarter and above the consensus estimate of $1.05.
August 22, 2018 Company Earnings Update Register for Free Access Kohl’s (KSS) 2Q18 Results: Beats Consensus Estimates and Raises EPS GuidanceKohl’s reported 2Q18 EPS of $1.76, beating the consensus estimate of $1.64 and up 42.1% year over year. Revenues were $4.57 billion, up 4.0% year over year and beating the consensus estimate of $4.27 billion.
August 21, 2018 Event Coverage Register for Free Access “Purchase-Activated Fulfilment” Is the Next Generation of Manufacturing, Plus Our Top-Ten Takeaways from MAGIC Las Vegas 2018The Coresight Research team attended MAGIC Las Vegas 2018, one of the most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear, held August 12–15. Here are our key takeaways from the event:
August 21, 2018 Company Earnings Update Register for Free Access Estée Lauder (EL) Fiscal 4Q18 Results: Beats Estimates and Guides for Continued Above-Market GrowthEstée Lauder reported fiscal 4Q18 adjusted EPS of $0.61, beating consensus by a nickel and up 19.9% year over year. Revenues were $3.30 billion, up 14.1% year over year and beating the consensus estimate of $3.25 billion.
August 20, 2018 Insight Report Premium CVS and Walgreens — Head to HeadCVS Health and Walgreens Boots Alliance are the two largest pharmacy companies in the US. They each posted over $100 billion in revenues in 2017, and both operate more than 9,000 stores worldwide.
