Flash Report | February 11, 2016 Register for Free Access Steve Madden (SHOO) 4Q15 Results: Earnings in-line, but Outlook is SoftSteve Madden reported 4Q15 revenue of $344.3, up a modest 0.5% year over year and exceeding the company’s previous guidance of $344.1. The company updated guidance Read More
Flash Report | February 4, 2016 Register for Free Access Coty (COTY) 2Q16 Results: Sales Beat as Demand for Cosmetics RisesCoty reported 2Q16 revenues of $1.21 billion, representing a 1% like-for-like decline from the year-ago quarter but topping consensus expectations of $1.20 billion. Read More
Insight Report | February 3, 2016 Premium Amazon Planning Expansion into Brick-and-Mortar StoresIndustry sources stated that Amazon intends to open as many as 400 stores. Read More
Flash Report | January 29, 2016 Register for Free Access Colgate-Palmolive (CL) Fourth-Quarter FY2015 Results: Solid Organic Growth in a Difficult EnvironmentColgate-Palmolive reported solid 5.0% organic fourth-quarter 2015 revenue growth, led by emerging markets, however sales were a shade below the consensus estimate. Read More
Company Earnings Update | January 28, 2016 Register for Free Access Amazon (AMZN) Fourth-Quarter 2015 Results: Earnings Disappoint as Heavy Spending ContinuesAmazon reported EPS of $1.00 for the fourth quarter of 2015, well below the consensus estimate of $1.55. Higher fulfillment expenses and technology and content expenses weighed on profits. Read More
Company Earnings Update | January 28, 2016 Register for Free Access Alibaba (BABA) Third-Quarter FY2016 Results: Beats on EPS and Revenue Thanks to Increase in Users and Surge in Mobile RevenueChinese e-commerce giant Alibaba reported that fiscal-third-quarter net sales were up 32% year over year, to ¥34.5 billion (US$5.33 billion), beating consensus estimates of ¥33.2 billion (US$5.13 billion). Read More
Company Earnings Update | January 28, 2016 Register for Free Access Under Armour (UA) Fourth-Quarter FY 2015 Earnings Review: Premium Footwear Drove Outsized Growth; Continued Opportunity AheadUnder Armour reported fourth-quarter EPS of $0.48 versus the consensus estimate of $0.46. Read More
Flash Report | January 21, 2016 Register for Free Access Avon (AVP) 2016 Investor Day and Full-Year 2015 OutlookAvon (AVP) announced at its Investor Day presentation today that sales from international operations rose by 3% on a constant-currency basis in 2015. Read More
Event Presentation | January 15, 2016 Premium The Future of Digital Retail• Anticipating future trends and developments • Plan for future value and avoid obsolescence – What problem are you trying to solve? – How will the solution be used? – How robust does it need to be? • Ensure flexibility to manage changing formats and deployment patterns Read More
Flash Report | January 15, 2016 Register for Free Access Burberry (BRBY): Flat Comps Beat ExpectationsBurberry reported flat comps for its third fiscal quarter ending December 31, 2015. Read More
Flash Report | January 15, 2016 Register for Free Access ASOS Sales in the US and Europe Lead GrowthASOS reported that total group revenue for the four months ending Dec. 31, 2015, was up 23% in reporting-currency terms and 27% on a constant-exchange-rate basis. Read More
Company Earnings Update | January 5, 2016 Register for Free Access Next (LON: NXT) 4Q17 Trading Update: Meaningful Top-Line Miss and Weak OutlookBritish fashion retailer Next reported that Next Brand full-price sales were down 0.4% for 4Q17. This was well below analysts’ expectations. Read More
Company Earnings Update | December 16, 2015 Register for Free Access CVS Pharmacy Analyst Day TakeawaysCVS Health held an Analyst Day in New York today. In attendance from the company were President and CEO Larry Merlo, EVP and CFO Dave Denton, President of CVS/caremark Jon Roberts, EVP of CVS/Specialty Pharmacy Alan Lotvin, President of CVS/pharmacy Helena Foulkes and President of Omnicare Rocky Kraft. Read More
Company Earnings Update | December 8, 2015 Register for Free Access The Home Depot 2015 Investor & Analyst Conference TakeawaysGrowth and productivity were the key themes running through Home Depot’s Investor and Analyst Conference on December 8, 2015. Read More
Event Presentation | November 15, 2015 Premium Disruptors – Physical and Digital– CVS Health: 37% of 2014 capex was on technology and other corporate initiatives – Nordstrom: 35% of 2014 capex; plans to spend $4.3 billion (5% of sales) over next five years – Walmart: 29% of 2014 US capex; spending “$1.2–$1.5 billion in e-commerce websites and mobile commerce applications” – Home Depot: “Tilting investments towards interconnected retail and technology Read More
