March 1, 2017 Insight Report Premium Who Is Buying Beauty Products on Amazon?In this brief report, we review data from our recent US consumer survey to explore who is buying beauty and personal care products on Amazon.
February 28, 2017 Company Earnings Update Register for Free Access Primark (LSE: ABF) 1H17 Trading Update: Flat Total Comparable Store Sales; up 2% in the UKPrimark’s owner Associated British Foods (ABF), provided a preliminary trading update for 1H17sales results for the six months ending March 4, 2017. We focus only on Primark, ABF’s retail division, in this flash report.
February 27, 2017 Company Earnings Update Register for Free Access JCPenney (JCP) 4Q16 Results: Better than Expectations; Major Store Restructuring PlansJCPenney reported 4Q16 adjusted EPS of $0.64, beating the consensus estimate of $0.61. Reported 4Q16 revenues of $4.0 billion were down 0.9% from the year-ago period. Total comps were down 0.7% versus the consensus estimate of a 0.5% decline.
February 24, 2017 Company Earnings Update Register for Free Access Nordstrom (JWN) 4Q16 Results: Solid EPS, Guides Down for FY17Nordstrom reported 4Q16 adjusted EPS of $1.37, versus $1.00 in the year-ago quarter and beating the consensus estimate of $1.15. The figure includes a $0.10 nonoperational gain. Revenues were $4.32 billion, up 2.9% year over year and slightly below the consensus estimate.
February 24, 2017 Company Earnings Update Register for Free Access Kohl’s (KSS) 4Q16 Results: Beats Expectations; Top Line Remains ChallengingKohl’s reported 4Q16 revenues of $6.2 billion, down 2.8% from $6.4 billion in the year-ago quarter and in line with the consensus estimate. EPS was $1.44, beating the consensus estimate of $1.33 and down 9% from $1.58 in the year-ago quarter.
February 24, 2017 Company Earnings Update Register for Free Access Gap (GPS) 4Q16 Results: Solid Earnings and a Revenue Beat; Comps Expected to Be Flat to Up Slightly for FY17Gap reported 4Q16 adjusted EPS of $0.51, down from $0.57 in the year-ago quarter but above the consensus estimate of $0.50. The company reported revenue of $4.43 billion, up1% from the year-ago quarter and above the $4.41billion consensus estimate.
February 23, 2017 Company Earnings Update Register for Free Access TJX Companies (TJX) Fiscal 4Q17 Results: Solid Quarter and Healthy FY18 OutlookTJX Companies reported fiscal 4Q17 EPS of $1.03, versus $0.99 in the year-ago quarter and beating the consensus estimate by two cents. Revenues were $9.47 billion, up 5.6% year over year and slightly ahead of consensus estimates.
February 23, 2017 Company Earnings Update Register for Free Access L Brands (LB) 4Q16 Results: Beats Expectations, Comps FlatL Brands reported 4Q16 revenue of $4.5 billion, up 2.2% from last year’s $4.4 billion and beating the consensus estimate of $4.4 billion. Adjusted EPS was $2.03, beating the consensus estimate of $1.90.
February 22, 2017 Company Earnings Update Register for Free Access Home Depot (HD) 4Q16 Results: Earnings Beat, Solid 2017 GuidanceHome Depot reported 4Q16 EPS of $1.44, up 23.1% from the year-ago quarter and beating the consensus estimate of $1.33. The company reported revenue of $22.21 billion, up 5.8% from $20.98 billion in the year-ago quarter and above the $21.79 billion consensus estimate.
February 22, 2017 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 4Q17 Results: Solid Quarter and Comps, Strong E-CommerceWalmart reported fiscal 4Q17 adjusted EPS of $1.30, down from $1.43 in the year-ago quarter but above the $1.28 consensus estimate. Total revenues were $130.9 billion, up 1.0% year over year and slightly below the $131.1 billion consensus estimate.
February 22, 2017 Company Earnings Update Register for Free Access Macy’s (M) 4Q16 Results: Restructuring amid Disappointing ResultsMacy’s reported 4Q16 total revenues of $8.5 billion, down 4% year over year and missing the consensus estimate of $8.6 billion. EPS was $2.02, beating the consensus estimate of $1.95.
February 22, 2017 Company Earnings Update Register for Free Access Vipshop (VIPS) 4Q16 Results: Solid Performance Beats Estimates, on Jump in Active Customer Base and Expansion of Logistics ServiceVipshop reported 4Q16 revenue of ¥19.0 billion, up 36.5% year over year, beating consensus by 4%. This was primarily driven by the increase in the number of total active customers and total orders.
February 16, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Sequential Sales Improvement in JanuaryH&M reported total sales rose by 8% year over year in local currencies in January 2017. This compares to sales growth of 6% in December. January sales were negatively impacted by 2% due to a calendar impact.
February 16, 2017 Event Presentation Premium Global Retail Reinvented (Bloomberg)The Art of Decluttering • The typical American wardrobe has 120 items today vs 36 items in 1930. • 80% of them are unworn. • Marie Kondo’s “the Life Changing Magic of Tidying Up” brought minimalism to the mainstream. • Cladwell helps consumers create a minimalist wardrobe.
February 13, 2017 Company Earnings Update Register for Free Access Kering (ENXTPA: KER) FY16 Results: Strongest Revenue Increase in Last Five YearsFrench luxury group Kering reported FY16 revenue of €12.4 billion, up 6.9% year over year and above the analyst consensus estimate of €12.3 billion. At constant currency, revenues increased 8.1% year over year.
