August 6, 2019 Deep Dive Free Report Off-Price Retailing in GermanyWe review the German off-price retail landscape. German mass-market apparel retailing is skewed toward value options, but off-price represents a still-nascent part of this market.
August 6, 2019 Company Earnings Update Register for Free Access Prada (SEHK: 1913) 1H19 Results: Sales Increase Slightly, In Line with Market Expectations In 1H19, Prada’s net revenue was €1.57 billion, up 1.9% year over year at a constant- currency basis. Net retail sales rose 2.4%, to €1.55 billion.
August 5, 2019 Company Earnings Update Register for Free Access Wayfair (NYSE: W) 2Q19 Results: Revenues Beat Consensus Estimates, Losses ContinueWayfair reports losses of $181.9 million in 2Q19 (compared to the $100.7 million loss in the year ago quarter) on revenues of $2.34 billion, up 41.6% year over year and above the $2.26 billion consensus estimate.
August 5, 2019 Company Earnings Update Register for Free Access Clorox (NYSE: CLX) 4Q19 Results: Sales Decline, Pulled Down by the Household SegmentClorox reported net sales of $1.6 billion for the three months ended June 30, 2019, down 3.8% year over year, driven by lower sales volume and unfavorable foreign exchange rates. For fiscal 2019, Clorox reported sales growth of 1% to $6.2 billion and a 1% increase in diluted EPS to $6.32.
August 2, 2019 Company Earnings Update Register for Free Access Gildan (NYSE: GIL) 2Q19 Results: Higher Revenue Driven by Activewear, Updates Full Year GuidanceGildan 2Q19 sales increased 4.9% to $801.6 million, driven by activewear sales and consistent with analyst expectations.
August 2, 2019 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2019, Week 31: Tractor Supply Company Opens More StoresIn the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research estimates announced US store closures could reach 12,000 by the end of 2019.
August 2, 2019 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 2Q19 Results: EBIT Beat Prompts Narrowing of GuidanceIn 2Q19, Zalando reported strong growth in revenues and consensus-beating EBIT that prompted management to raise EBIT guidance for the full year.
August 1, 2019 Company Earnings Update Register for Free Access Next (LSE: NXT) 2Q20 Update: Strong Quarter Prompts Raised GuidanceNext reported strong 2Q20 full-price product sales growth of 3.7%, compared to 4% growth in the previous quarter and beating the consensus estimate of 0.1%.
August 1, 2019 Company Earnings Update Register for Free Access Simon Property Group (NYSE: SPG) 2Q19 Results: Beats Consensus on Revenues and FFO, Lowers EPS GuidanceSimon Property Group (Simon) reported revenues of $1.40 billion, up 0.9% year over year and ahead of the $1.34 billion consensus estimate. FFO was $2.99 per share, up 0.3% and beating the consensus estimate of $2.98 per share.
August 1, 2019 Company Earnings Update Register for Free Access L’Oréal (ENXTPA: OR) 1H19 Results: Strongest Comparable Sales Growth in Over a DecadeL’Oréal 1H19 revenues grew 11% and adjusted EPS grew 7% year over year, both in-line with the StreetAccount estimates.
August 1, 2019 Company Earnings Update Register for Free Access Procter and Gamble (NYSE: PG) 4Q19 Results: Innovations and Increased Pricing Driving GrowthP&G reported net sales of $17.1 billion for the fourth quarter of fiscal 2019, an increase of 3.6% compared to the same period last year. Organic sales were up 7% versus last year.
July 31, 2019 Deep Dive Premium Amazon: A Timeline of Key EventsFrom 2017 to 2019 we saw Amazon focus on consolidating its e-commerce services, strengthening its technology capabilities and investing in cross-industry projects.
July 31, 2019 Company Earnings Update Register for Free Access Steve Madden (NASDAQ: SHOO) 2Q19 Results: Steve Madden Women’s Wholesale and Accessories Drive Strong Momentum, Tariffs Cloud OutlookSteve Maddon posts double-digit sales increases but the threat of more tariffs looms large as its ability to squeeze concessions from suppliers and move production hits limits.
July 31, 2019 Company Earnings Update Register for Free Access Under Armour (NYSE: UAA) 2Q19 Results: North America Revenue Declines, Company Updates Outlook for FY19Under Armour reports operating loss of $11 million, net loss of $17 million and makes minor revisions to guidance.
July 31, 2019 Company Earnings Update Register for Free Access Dufry (SIX: DUFN) 1H19 Results: Profits Decline on Higher Depreciation and Interest Costs; Maintains FY19 GuidanceDufry reported 1H19 net sales of CHF 4.1 billion, up 2.1% year over year and in line with the consensus estimate recorded by StreetAccount.
