January 8, 2019 Market Navigators/Market Outlook Premium Sector Overview: European Retail — Germany’s Shoppers Cut BackApparently alarmed by world events such as Brexit and tariff wars, and in a context of slowly climbing inflation, German consumers have retrenched their discretionary spending.
January 1, 2019 Company Earnings Update Register for Free Access Next (LSE:NXT) Holiday 2018 Trading Update: Very Weak In-Store Sales; Online Sales Continue to Grow StronglyBritish fashion retailer Next reported an increase of 1.5% in total full-price sales for the holiday period from October 28 to December 29, beating the consensus estimate of 0.4%.
December 14, 2018 Flash Report Register for Free Access Under Armour Analyst Day: Company Introduces 2023 Strategic PlanFollowing two years of transformation, Under Armour has built its new five-year plan around two strategic priorities: protect and perform.
December 13, 2018 Event Presentation Premium 2018 Holiday Homestretch (Planalytics)US 2018 Holiday Homestretch:- Favorable Macro Backdrop Continues 2. Estimate 3%–4% Holiday Sales Growth 3. Early Results Bode Well for Holiday Spending 4. Sales Up, Store Traffic Down & much More
December 13, 2018 Flash Report Register for Free Access Water, Sustainability and Virgil Abloh; A New Hire at EvianVirgil Abloh, Founder of fashion brand Off-White and Creative Director of Louis Vuitton’s men’s line is joining mineral water company Evian (owned by Danone), as Creative Adviser for Sustainable Innovation Design.
December 10, 2018 Flash Report Register for Free Access Walmart Spruces Up Its Portfolio with the Acquisition of Art.comOn Thursday, December 6, Walmart published a blog post announcing it had acquired the assets of Art.com (including its catalog, intellectual property, trade name, and US operations) for an undisclosed figure.
December 7, 2018 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q18 Results: Beats Consensus Estimates and Raises GuidanceFive Below reported 3Q18 EPS of $0.24 (including a $0.02 accounting benefit), up 35.3% year over year and beating the $0.19 consensus estimate. Revenues were $312.8 million, up 23.7% year over year and beating the $304.1 million consensus.
December 7, 2018 Company Earnings Update Register for Free Access The Kroger Co (KR) 3Q18 Results: Mixed Results, Maintains Guidance for Second HalfKroger reported 3Q18 adjusted EPS of $0.48, beating the $0.43 consensus estimate and up 8.6% year over year. Revenues were $27.67 billion, slightly ahead of the $27.65 billion consensus estimate and down 0.3% year over year.
December 6, 2018 Company Earnings Update Register for Free Access Hudson’s Bay Company (HBC) 3Q18 Results: Revenues Up; Completed Real Estate Deal and European TransactionHBC reported fiscal 3Q18 revenues of C$2.2 billion, up 5.6% from the year-ago quarter of C$2.1 billion.
November 29, 2018 Insight Report Premium Kroger: A Timeline of Key Events – November 2018This is the third report in our Retailers’ Timelines series. In this report, we examine a timeline of key events in Kroger’s recent history that have shaped it into the retailer it is today.
November 29, 2018 Insight Report Premium Ahold Delhaize: A Timeline of Key EventsThis is the fourth report in our Retailers’ Timelines series. In this report, we chronicle key events in Ahold Delhaize’s recent history.
November 22, 2018 Company Earnings Update Register for Free Access The TJX Companies (TJX) 3Q19 Results: Strong Comparable Sales, In-Line EPSIn 3Q19, the TJX Companies grew revenue 12.1% year over year to $9.83 billion, beating the consensus estimate of $9.5 billion. Adjusted EPS of $0.54 was inline with consensus.
November 22, 2018 Company Earnings Update Register for Free Access BJ’s Wholesale Club (BJ) 3Q18 Results: Beats Consensus and Raises GuidanceBJ’s Wholesale Club reported 3Q18 adjusted EPS of $0.39, up 53.1% year over year and beating the $0.34 consensus estimate. Revenues were $3.22 billion, up 4.5% year over year and beating the $3.17 billion consensus.
November 21, 2018 Company Earnings Update Register for Free Access Target Corp. (TGT) 3Q18 Results: Misses Consensus Estimates, Raises 4Q18 Revenue GuidanceTarget reported adjusted 3Q18 EPS of $1.09, missing the $1.11 consensus estimate. Sales were $17.59 billion, missing the $17.70 billion consensus estimate.
November 21, 2018 Company Earnings Update Register for Free Access Ross (ROST) 3Q18 Results: In Line with Expectations; Raises Full-Year EPS GuidanceRoss Stores reported 3Q18 revenues of $3.55 billion, up 6.6% year over year and in line with the consensus estimate. Diluted EPS was $0.91, up 26.9% year over year and $0.01 above the consensus estimate of $0.90.
