August 21, 2019 Company Earnings Update Register for Free Access Estée Lauder (NYSE: EL) 4Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full YearEstée Lauder reported 4Q19 revenues of $3.6B, up 9% YoY compared to $3.3B in the prior-year period. Adjusted, non-GAAP (EPS) were $0.68, compared to $0.61 in the year ago quarter, up 12%.
August 21, 2019 Company Earnings Update Register for Free Access The TJX Companies (NYSE: TJX) 2Q19 Results: Revenues Below Expectations; Affirms Full-Year GuidanceTJX Cos. reported fiscal 2Q19 revenues of $9.8 billion, up 4.8% year over year and lower than the consensus estimate of $9.9 billion. Earnings per share (EPS) grew 6.9% year over year to $0.62.
August 21, 2019 Company Earnings Update Register for Free Access Kohl’s (NYSE: KSS) 2Q19 Results: Revenues and Comps Down, Introducing Emerging Brands Platform with FacebookKohl’s reported 2Q19 revenues of $4.43B, beating consensus of $4.31B, and down 3.1% YoY. The company reported adjusted 2Q19 EPS of $1.55, higher than consensus of $1.53.
August 21, 2019 Deep Dive Premium The Future of PaymentsThis report looks at payment platforms, explores their prospects, and reviews new technologies that could shape the future of the global payment landscape.
August 20, 2019 Deep Dive Premium Reinventing the US Department StoreFrom loyalty programs to experiential concepts, we assess how US department stores are transforming themselves to stay relevant.
August 18, 2019 Company Earnings Update Register for Free Access Vipshop (NYSE: VIPS) 2Q19 Results: Revenue and EPS Beat Consensus Thanks to Strong Apparel Sales and More Active CustomersVipshop 2Q19 revenues were up 9.7% to ¥22.7 billion, primarily driven by more active customers and a focus on the fast-growing high-margin apparel sector.
August 18, 2019 Company Earnings Update Register for Free Access Alibaba (NYSE: BABA) 1Q20 Results: EPS Beats Estimates, Strong Revenue Growth Driven by China Marketplaces and Cloud SegmentAlibaba 1Q20 revenue of ¥114.9 billion misses consensus, but the company remains confident China’s growing middle class will support growth.
August 18, 2019 Flash Report Register for Free Access Online Supermarket Joint Venture Dada-JD Daojia Considering $500 Million US IPO in May 2020Chinese online grocer Dada-JD Daojia is reportedly conducting talks bankers to raise around $500 million in a US IPO in May 2020. Walmart owns a 10% stake in the venture.
August 16, 2019 Company Earnings Update Register for Free Access JCPenney (NYSE: JCP) 2Q19 Results: Revenues Down, Improves Inventory Position, Launches Partnership with ThredUp in 30 StoresJCPenney reported fiscal 2Q19 net sales of $2.51B, lower than the consensus estimate of $2.64B, and down 9.2% YoY. Comparable sales decreased 9.0% compared to the consensus estimate of down 5.1%.
August 16, 2019 Company Earnings Update Register for Free Access Tapestry (NYSE: TPR) 4Q19 Results: Coach and Stuart Weitzman Drive Results as Kate Spade Disappoints but Offers UpsideTapestry is focused on protecting Kate Spade brand in promotional outlet channel and increasing product differentiation and distinctive newness to drive conversion.
August 16, 2019 Company Earnings Update Register for Free Access Walmart (NYSE: WMT) 2Q20 Results: Beats Expectations and Offers Mixed GuidanceWalmart reported fiscal 2Q20 revenues of $130.38 billion, up 1.8% year over year and beating the $130.10 billion consensus estimate
August 15, 2019 Company Earnings Update Register for Free Access JD.com (NASDAQ: JD) 2Q19 Results: Revenue Beats Consensus, Solid 3Q19 GuidanceJD.com reported 2Q19 revenue of ¥150.3 billion ($21.9 billion), up 22.9% year over year and beating the consensus estimate of ¥147.4 billion.
August 15, 2019 Company Earnings Update Register for Free Access Macy’s (NYSE: M) 2Q19 Results: Revenues Down, Lowers EPS Guidance, Launches Pilot with ThredUpMacy’s fiscal 2Q19 revenues were $5.55B, down 0.5% YoY, even with the consensus estimate. The company reported 2Q19 adjusted EPS of $0.28, down 47.2% from a year ago. Macy’s lowered EPS guidance.
August 15, 2019 Company Earnings Update Register for Free Access Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving GrowthCisco reported fiscal 4Q19 results that met or beat consensus estimates, and security was a major growth driver in the quarter. Cisco is expanding security across all its networking and cloud domains.
August 13, 2019 Insight Report Premium New Retail Briefing: JD.com Prompts Social Gifting on WeChat; Suning Acquires Convenience Stores from Fung Group“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China.
