December 11, 2017 Event Presentation Premium The Future of AI in RetailIn retail, AI can help with personalization, customization and localization. AI can help retailers analyze large volumes of data to come up with product and service recommendations.
December 8, 2017 Company Earnings Update Register for Free Access Dollar General (DG) 3Q17 Results: Beats on Revenues and Comps, Narrows EPS GuidanceDollar General reported 3Q17 EPS of $0.93, including a nickel of hurricane-related negative impact, missing the consensus estimate by a penny. Revenues were $5.90 billion, up 11.0% year over year and beating the $5.80 billion consensus estimate.
December 7, 2017 Company Earnings Update Register for Free Access Hudson’s Bay Company (HBC) 3Q17 Results: EPS Misses Guidance, Comps WeakHudson’s Bay Company reported 3Q17 revenues of C$3.2 billion, down 4.2% year over year and slightly below the C$3.4 billion consensus estimate. Adjusted EPS was C$(1.33), versus C$(0.69) in the year-ago quarter and below the C$(0.74) consensus estimate.
December 7, 2017 Flash Report Register for Free Access Walgreens Boots Alliance to Acquire a 40% Stake in Chinese Pharmacy Chain GuoDaOn December 6, Walgreens Boots Alliance announced an agreement to invest in China-based Sinopharm Holding Guoda Drugstores (GuoDa)
December 6, 2017 Event Presentation Premium The Retail Revolution – Global Trends and Opportunities (Asia Etailing Summit)• Amazon and Walmart have made notable acquisitions in 2017, which have defined the new retail landscape in the US. • Petsmart moved to acquire Chewy.com, one of the fastest-growing online retailers in the US. • In fashion, Coach has moved to acquire Kate Spade, Michael Kors – Jimmy Choo.
December 5, 2017 Company Earnings Update Register for Free Access Ascena (ASNA) Fiscal 1Q18 Results: In-Line EPS, Weak Compsyear over year. Adjusted EPS was $0.11, in line with consensus expectations.
December 5, 2017 Flash Report Register for Free Access CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to HealthcareOn December 3, CVS Health announced its long-anticipated plan to acquire Aetna for $69 billion in cash and stock. The transaction, expected to close in the second half of 2018, requires shareholder and regulatory approvals and must meet customary closing conditions.
December 4, 2017 Company Earnings Update Register for Free Access Big Lots (BIG) 3Q17 Results: Beats on EPS, Raises Fourth-Quarter and Full-Year GuidanceBig Lots reported 3Q17 adjusted EPS of $0.06, up from $0.04 in the year-ago quarter and above both the $0.04 consensus estimate and company guidance. Total revenues were $1.11 billion, up 0.5% year over year and slightly below the $1.12 billion consensus estimate.
December 4, 2017 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q17 Results: Beats Across the Board and Raises GuidanceFive Below reported 3Q17 EPS of $0.18, up 79.9% from the year-ago quarter and beating the consensus estimate of $0.13. Revenues were $252.7 million, up 28.9% year over year and beating the consensus estimate of $246.0 million.
December 1, 2017 Company Earnings Update Register for Free Access Kroger (KR) 3Q17 Results: Beats on Revenue and EPS; Digital Sales Fuel GrowthKroger reported 3Q17 total sales of $27.75 billion, up 4.5% year over year and above the $27.48 billion consensus estimate. Excluding fuel, sales were up 1.1% during the quarter. EPS was $0.44, beating the $0.40 consensus estimate.
November 29, 2017 Event Presentation Premium Artifical Intelligence in CPG and Why It’s ImportantAI is human-like or intelligent behavior exhibited by computers and machines. • It is enabled by a computer program or set of programs that help machines make autonomous decisions through cognitive functions similar to those typically exhibited by human beings, such as learning, decision making and problem solving.
November 29, 2017 Flash Report Register for Free Access Ocado Signs First Major International Agreement for Its Ocado Smart Platform;Deal SupportsGroupe Casino’s Online Grocery PushOcado has signed a deal with Groupe Casino to support Casino’s e-commerce service, beginning with Monoprix.fr.
November 17, 2017 Company Earnings Update Register for Free Access Ross Stores (ROST) 3Q17 Results: Beats Estimates, Raises FY17 GuidanceRoss Stores reported 3Q17 EPS of $0.72, up 16.1% year over year and beating the $0.67 consensus estimate. Revenues rose by 7.8% from the year-ago quarter, to $3.33 billion, ahead of the $3.26 billion consensus estimate.
November 17, 2017 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS GuidanceWalmart reported fiscal 3Q18 adjusted EPS of $1.00, up 2% from the year-ago quarter and beating the $0.97 consensus estimate. Total revenues were $123.2 billion, up 4.2% year over year and beating the consensus estimate of $121.05 billion.
November 16, 2017 Company Earnings Update Register for Free Access TARGET (TGT) 3Q17 Results: Beats on Revenues, EPS and Comps; Raises Full-Year EPS GuidanceTarget reported 3Q17 adjusted EPS of $0.91, down 12.6% from $1.04 in the year-ago quarter but ahead of the $0.86 consensus estimate. Total revenues were $16.67 billion, up 1.4% year over year and ahead of the $16.60 billion consensus estimate.
