December 5, 2016 Company Earnings Update Register for Free Access Kroger (KR) 3Q16: In-Line Quarter, 2017 EPS Growth Below Target RangeKroger reported 3Q16 EPS of $0.41, in line with the consensus estimate. Revenues were $26.6 billion, up 5.9% year over year, and above the $26.3 billion consensus estimate.
December 2, 2016 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q16 Results: Overall Strong Performance; Comps Missed ExpectationsFive Below reported 3Q16 revenues of $199.5 million, up 17.6% from last year’s $169.7 million, and slightly below the consensus estimate of $200.7 million. EPS was $0.10, ahead of the $0.09 consensus estimate and up 25% year over year.
December 2, 2016 Insight Report Premium ULTA Beauty (ULTA) 3Q16 Results: Beats Expectations; Raises FY16 OutlookULTA Beauty reported 3Q16 EPS of $1.40, ahead of the $1.37 consensus estimate, and up 26.1% year over year. Revenues rose 24.3% from the year-ago quarter to $1.13 billion, also beating the consensus estimate of $1.11 billion.
December 2, 2016 Company Earnings Update Register for Free Access UNILEVER (ULVR) ANNUAL INVESTOR SEMINAR 2016: FIVE KEY TAKEAWAYSUnilever is to focus on driving sales of its core portfolio in high-growth segments and on reducing costs; the company anticipates annual core operating margin growth to rise from the current range of 20 bps–40 bps to 40 bps–80 bps between 2017 and 2019.
December 1, 2016 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) 3Q16 Results: Holiday Sales Encouraging Thus FarAmerican Eagle Outfitters reported 3Q16 EPS of $0.41, in line with the consensus estimate.
November 29, 2016 Event Presentation Premium Breakfast with the Disruptors – Supply Chain Startup PitchesJCPenny said the appliance category was strong and it has had a good start with record mobile traffic and sales, and no website interruptions. Kohl’s set record for online sales on Thanksgiving. The retailer made many Black Friday deals available online before the store opened. Walmart kicked off its Cyber Monday deals at 12:01am EST on Friday for the first time ever, as it aims to grab customers ahead of its competitors.
November 25, 2016 Flash Report Register for Free Access Vipshop (VIPS) 3Q16 RESULTS: TOP-LINE GROWTH IN LINE, WHILE EARNINGS MISS ON NEW INVESTMENTSVipshop, the Chinese online discount retailer for branded products, reported 3Q revenue of ¥12.0 billion (US$1.8 billion), up 38.4% year over year. Non-GAAP diluted earnings per ADS were ¥1.00 for the quarter, up 31.6% year over year.
November 22, 2016 Insight Report Premium Abercrombie & Fitch’s Rebranding Efforts FallAbercrombie & Fitch revamped its brand to give itself a makeover after years of struggle.
November 18, 2016 Company Earnings Update Register for Free Access Walmart (WMT) 3Q17 Results: E-Commerce Contribution Increases at Walmart USWalmart reported 3Q17 EPS of $0.98 versus the consensus estimate of $0.96.
November 16, 2016 Insight Report Premium The TJX Companies Inc (TJX) 3Q17 Results: Another Strong QuarterThe TJX Companies reported adjusted 3Q17 EPS of $0.91 versus the consensus estimate of $0.87.
November 11, 2016 Company Earnings Update Register for Free Access Nordstrom (JWN) 3Q16 Results: Results Exceed Expectations in 3QNordstrom reported adjusted 3Q16 EPS of $0.84, ahead of the $0.52 consensus estimate, but down 52.5% year over year. Revenues were $3.54 billion, up 7.2% year over year and above the consensus estimate.
November 10, 2016 Flash Report Register for Free Access Burberry (LSE: BRBY) 1H17 RESULTS: CHALLENGED SALES AND PROFITABILITY EROSIONBurberry reported a 4% decline in 1H17 total group constant-currency revenue growth to £1,159 million (up 5% in reported currency), below the consensus estimate of £1,165 million. Total results were negatively impacted by weakness in the wholesale and licensing businesses.
November 4, 2016 Company Earnings Update Register for Free Access Adidas Group (ETR: ADS) 3Q16 RESULTS: STRONG RESULTS; FY16 GUIDANCE MAINTAINEDGerman athletic and sportswear company Adidas Group reported 3Q16 net sales of €5,413 million, up 13.8% on a reported basis and up 17.0% on a constant-currency basis. Net sales for the quarter were above the consensus estimate of £5,368 million. The strong revenue increase was underpinned by double-digit sales growth in all the group’s geographic markets except Russia.
November 4, 2016 Company Earnings Update Register for Free Access Alibaba (BABA) 2Q17 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GROWTH IN E-COMMERCE AND MEDIAAlibaba reported 2Q17 non-GAAP diluted EPS of US$0.79, ahead of the US$0.70 consensus estimate and up 45.7% year over year. Revenues were US$5.14 billion, up 54.7% year over year and above the consensus estimates.
October 28, 2016 Flash Report Register for Free Access Debenhams (LSE: DEB) FY16 RESULTS: SALES PERFORMANCE IN LINE WITH EXPECTATIONSUK-based department-store chain Debenhams reported gross transaction value sales of £2,939 million for the 53 weeks ended September 3, 2016, slightly above the consensus estimate of £2,902 million.