Company Earnings Update | March 23, 2017 Register for Free Access Five Below (FIVE) 4Q16 Results: EPS beat, positive guidance for 2017Five Below reported 4Q16 revenues of $388.1 million, up 18.9% from $326.3 million in the year-ago period and slightly above the consensus estimate of $387.6 million. EPS was $0.90, ahead of the $0.89 consensus estimate and up 16.9% year over year. Read More
Company Earnings Update | March 22, 2017 Register for Free Access Nike (NKE) Fiscal 3Q17 Results: Beats on Earnings, Slightly Misses on RevenueNike reported fiscal 3Q17 adjusted EPS of $0.68, ahead of the $0.53 consensus estimate and up 24.0% year over year, driven by SG&A expense leverage as well as by higher other income, a lower tax rate and a lower share count. Read More
Company Earnings Update | March 20, 2017 Register for Free Access Tiffany & Co. (TIF) Fiscal 4Q16 Results: Revenue in Line With GuidanceTiffany & Co. reported fiscal 4Q16 adjusted EPS of $1.45, beating the consensus estimate of $1.38. Revenues increased by 1.3%, to $1.2 billion, which was in line with guidance. Read More
Company Earnings Update | March 17, 2017 Register for Free Access Sainsbury (LSE: SBRY) 4Q17 Update Comps Return to Negative TerritoryThe UK’s second-biggest grocery retailer, Sainsbury’s, reported comparable sales excluding fuel fell by 0.5% in 4Q17. Read More
Company Earnings Update | March 16, 2017 Register for Free Access Inditex (BME: ITX) FY16 Results: Continued Comp Strength Offset by Margin ErosionInditex reported FY16 revenues of €23.3 billion, an increase of 11.5% over FY15 and broadly in line with analysts’ estimates. Comparable store sales in FY16 increased a strong 10% year over year. Read More
Company Earnings Update | March 16, 2017 Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Sales Slow Down in FebruaryH&M reported total sales rose by 3% year over year in local currencies in February 2017. This compares to year-over-year sales growth of 8% in January. Sales in February were negatively impacted by 4% due to a calendar impact, since 2016 was a leap year. Read More
Company Earnings Update | March 15, 2017 Register for Free Access Ocado (LSE: OCDO) 1Q17 Update: Strong Growth Maintained as Inflationary Effects Creep InUK grocery pure-play Ocado reported total gross sales growth of 13.3% in its first quarter, ended February 26. Ocado’s own retail sales grew by 13.1%. Read More
Company Earnings Update | March 12, 2017 Register for Free Access Nordstrom (JWN) 1Q17 Results: Comps Negative, but Better than Peers’Nordstrom reported 1Q17 EPS of $0.37, up 42.3% from $0.26 in the year-ago period. Read More
Company Earnings Update | March 10, 2017 Register for Free Access Carrefour (ENXTPA: CA) FY16 Results: LatAm and S. Europe Lift Sales, While France and China WeakenCarrefour reported FY16 net sales of €76.6 billion, down slightly by 0.4% year over year (up 2.7% at constant currency) and slightly above the consensus estimate of €76.5 billion. Read More
Company Earnings Update | March 10, 2017 Register for Free Access Morrisons (LSE: MRW) FY17 Results: Ongoing Improvement in Sales and Profitability TrendsThe UK’s fourth-largest grocery retailer, Morrisons, reported FY17 revenues were up 1.2% year over year and that comparable store saleswere up 1.7%. Comps rose by 2.5% in 4Q17, representing a sequential quarterly improvement. This was the fifth consecutive quarter of positive underlying growth and marked the first fiscal year of positive comps since FY12. Read More
Company Earnings Update | March 10, 2017 Register for Free Access Ulta (ULTA) 4Q16 Results: Tops EPS and Revenue Estimates with Double-Digit Revenue GrowthUlta reported 4Q16 EPS of $2.24, up 32.5% from the year-ago quarter and above the $2.14 consensus estimate. Revenues rose 24.6% from the year-ago quarter to $1.58 billion, also beating the consensus estimate of $1.54 billion. Read More
Company Earnings Update | March 9, 2017 Register for Free Access Adidas (ETR: ADS) FY16 Results: Standout Sales and Margin PerformanceIn FY16, Adidas reported revenue growth of 14.0% year over year to €19,291 million, slightly below the consensus estimate of €19,307 million. Constant-currency FY16 sales increased 18% year over year. Read More
Company Earnings Update | March 8, 2017 Register for Free Access Groupe Casino (EPA: CO) FY16 Results: LatAm Business Drives Sales GrowthGroupe Casino reported FY16 revenues of €36,030 million, up by 2.0% from the previous year and up by 5.7% on an organic basis. Read More
Event Presentation | March 7, 2017 Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More…. Read More
Company Earnings Update | March 3, 2017 Register for Free Access Costco Wholesale (COST) Fiscal 2Q17 Results: Misses on EPS, Raises Membership FeesCostco reported fiscal 2Q17 EPS of $1.17, versus $1.24 in the year-ago quarter and missing the $1.36 consensus estimate. Revenues were $29.8 billion, down 5.7% year over year and roughly in line with the consensus estimate. Read More
