Our Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of apparel shoppers.
Urban Outfitters (NYSE: URBN) 1Q19 Results: Revenues Up, Company Launches Nuuly Monthly Subscription Rental Service
Urban Outfitters reported 1Q19 revenues of $864.4 million, above the consensus estimate of $854.7 million and up 1.1% YoY. The company launched Nuuly, a a monthly subscription rental service.
The $13.1B US women’s underwear market is in a state of change. In terms of market share, digitally native brands are the most significant challengers to traditional US women’s underwear brands.
This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies.
Wayfair reported 1Q19 adjusted EPS of $(1.62), marginally behind the $(1.61) consensus estimate. Revenues were $1.94 billion, up 39% and marginally ahead of the $1.92 billion consensus estimate.
Next reported a strong 1Q20, with full-price product sales up 4.0% year over year. With 0.3% of this contributed by new space, the company saw inferred comparable product sales growth of 3.7%.
Tractor Supply Company (NASDAQ: TSCO) 1Q19 Results: Revenues and Comps Beat Consensus Estimates While Guidance Remains in Line
Tractor Supply reported 1Q19 EPS of $0.63, up 10.2% and beating the $0.55 consensus estimate recorded by StreetAccount. Revenues were $1.82 billion, up 8.3% and marginally ahead of the $1.81 billion consensus estimate.
According to an annual Mother’s Day spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, about 84% of US consumers plan to celebrate Mother’s Day this year, broadly in line with last year’s 86%.
Lululemon Analyst Day 2019: Plans to Quadruple International Revenue and Double Men’s and Digital Business by 2023
Lululemon’s investor day focused on innovative products, omni experience, and market expansion. It expects men’s and digital business will double by 2023 and international business will quadruple.
March 2019 UK Retail Sales: Small Retailers Drive Solid Total Growth; Food Retailers’ Online Sales Decline for the First Time in Eight Years
The Office for National Statistics reported a strengthening of retail growth to 4.4% year over year in March, supported by a 4.0% increase in volumes. Growth was supported by a reported 8.9% increase in sales at small retailers.
Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European Retail
This report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels.
Fast Retailing (TSE: 9983) 1H19 Results: Revenues Up, but Company Lowers Profit Outlook for Second Half
Fast Retailing reported 1H19 revenues of ¥3 trillion ($11.4 billion), up 6.8%, and operating profit of ¥172.9 billion ($1.6 billion), up 1.4%. The company reported diluted EPS of ¥1,115.7 ($10.1), up 9.5% from the year-ago period.
US Retail Inventory Tracker, 4Q18: Potential Tariff Hike and Poor Holiday Sales Lead to Higher Inventories
In this first of our quarterly US Retail Inventory Tracker reports we analyze inventory trends among our Coresight 100 US retailers.
February 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Home-Improvement
Total retail sales excluding gasoline and automobiles increased 2.7% year over year in February 2019, a substantial slowing from the revised 4.9% year-over-year increase in January.
This report discusses notable US retail bankruptcies in 2017-2018 and examines key factors that led retailers to collapse.
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