Company Earnings Update | September 1, 2019 Register for Free Access Dollar Tree (NASDAQ: DLTR) 2Q19 Results: Beats Consensus on Revenues and Enterprise Comps While Profit Margins ContractDollar Tree reported 2Q19 revenues of $5.74 billion, up 3.9% year over year and slightly above the $5.72 consensus estimate. EPS was $0.76, down 34.1% and below the $0.83 consensus. Read More
Company Earnings Update | September 1, 2019 Register for Free Access Dollar General (NYSE: DG) 2Q19 Results: Beats Consensus on Revenues and Comps; Raises GuidanceDollar General reported 2Q19 revenues of $6.98 billion, up 8.4% year over year and above the $6.89 billion consensus estimate. Adjusted EPS was $1.74, up 14.5% year over year and comfortably beating the $1.57 consensus estimate. Read More
Company Earnings Update | September 1, 2019 Register for Free Access Ulta (NASDAQ: ULTA) 2Q19 Results: Revenues Up but Below Consensus, Reduces Guidance due to Slowdown in US CosmeticsUlta reported 2Q19 revenues of $1.67B, up 12.0% YoY but below the consensus estimate of $1.68B. The company’s EPS was $2.76, up 12.2% from the year ago period and below consensus of $2.80. Read More
Company Earnings Update | September 1, 2019 Register for Free Access Burlington Stores (NYSE: BURL) 2Q19 Results: Sales Beats Consensus; Raises Guidance; Home and Beauty Categories Remain StrongBurlington Stores reported fiscal 2Q19 revenues of $1.66 billion, up 10.5% year over year and beating the consensus estimate of $1.63 billion. The company’s adjusted earnings per share (EPS) grew 18.3% year over year to $1.36, beating the consensus estimate of $1.14. Read More
Company Earnings Update | August 29, 2019 Register for Free Access Best Buy (NYSE: BBY) 2Q20 Results: Beats Consensus on EPS, Narrows FY20 Guidance but Cautious on Tariffs and Consumer in Second HalfBest Buy reported fiscal 2Q20 results that beat/were in line with consensus. The company narrowed its FY20 guidance ranges but sounded on China tariffs and consumer purchases in the second half. Read More
Deep Dive | August 29, 2019 Premium Have Warehouse Clubs Embraced E-Commerce?In this report, we analyze how warehouse clubs have recently sought to compete with online-only retailers and omnichannel rivals. Read More
Company Earnings Update | August 29, 2019 Register for Free Access Tiffany & Co. (NYSE: TIF) 2Q19 Results: Sales Miss but Management Reiterates FY19 GuidanceTiffany reported EPS of $1.12, down 4.3% but beating the consensus estimate of $1.04. Total revenue for the quarter declined 2.5% to $1.05 billion, missing the consensus estimate of $1.06 billion. Read More
Flash Report | August 28, 2019 Register for Free Access Clothing Rental Upstart Le Tote to Acquire Iconic Century-old Brand Lord + Taylor from HBC for $100 MillionApparel rental upstart Le Tote to acquire century-old Lord + Taylor in what could be a growing trend of online disruptors moving into more traditional spaces. Read More
Flash Report | August 28, 2019 Register for Free Access Shoppers Flock to Costco’s First China Store, Forcing It to Close EarlyCostco gained heavy traffic and customer flows: lines were formed before opening; consumers had to wait three hours for parking; average check-out time was about two hours. Read More
Deep Dive | August 28, 2019 Premium Silver Consumers in Europe, 2019In many parts of Europe, the senior population (65 and over) already accounts for 20% of the total population and will expand to 25% by 2030. In this report, we examine the size and growth of the senior population in Europe and key population and spending data in the UK — a major economy in a region in which the population is aging fast. Read More
Flash Report | August 28, 2019 Register for Free Access Target Announces Major Collaboration Deal with Disney25 Target locations will have Disney shop-in-shops by October 4, 2019. Read More
Insight Report | August 27, 2019 Premium New Retail Briefing: Alibaba Boosts User Engagement through Weitao and 88VIPAlibaba upgraded its content tool Weitao to boost user engagement on Taobao and Tmall platforms. Read More
Company Earnings Update | August 27, 2019 Register for Free Access Foot Locker (NYSE: FL) 2Q19 Results: Misses Consensus Estimates, Maintains GuidanceFoot Locker 2Q19 revenues were $1.77 billion, down 0.4% year over year, below the consensus estimate of $1.82 billion. The company reported 2Q19 adjusted EPS of $0.66, down 12% from the year ago period. Read More
Company Earnings Update | August 23, 2019 Register for Free Access Ross Stores, Inc. (NYSE: ROST) 2Q19 Results: Delivers Respectable Gains and Plans to Open 42 Stores in 3QRoss Stores 2Q19 revenues were $3.78 billion, lower than the consensus estimate of $3.96 billion and up 6.5% year over year. The company reported 2Q19 adjusted EPS of $1.14. Read More
Company Earnings Update | August 23, 2019 Register for Free Access Dick’s (NYSE: DKS): 2Q19 Results: Revenues Up, Beats Consensus, Replaced Hunt Category with Localized Content in 135 StoresDick’s reported fiscal 2Q19 revenues of $2.26 billion, beating the consensus estimate of $2.21 billion, and up 3.8% year over year. Read More
