Company Earnings Update | December 4, 2017 Register for Free Access Five Below (FIVE) 3Q17 Results: Beats Across the Board and Raises GuidanceFive Below reported 3Q17 EPS of $0.18, up 79.9% from the year-ago quarter and beating the consensus estimate of $0.13. Revenues were $252.7 million, up 28.9% year over year and beating the consensus estimate of $246.0 million. Read More
Event Presentation | November 16, 2017 Premium 3Q2017 Wrapup and Holiday Preview (Planalytics)3Q17 Retail Update 1. Earnings: Positive Results Led by E-Commerce and Beauty Retailers 2. Store Traffic Continues to Be Challenged 3. Sluggish Traffic and Unfavorably Warm Weather Hurt Monthly Comps 4. Hurricanes’ Effect on Retail Read More
Event Presentation | October 19, 2017 Premium Retail Revolution – Disrupt or Be Disrupted (XSPECS) Retail Traffic Is Down • Retail traffic has continued to struggle, although it has been showing slight improvement • According to RetailNext, retail store traffic in July declined by just 5.5%, its smallest drop since January 2016 • The conversion rate, which represents how many shoppers became buyers, rose by 0.5% in both June and July, the highest rate increase in almost a year Read More
Company Earnings Update | August 31, 2017 Register for Free Access Five Below (FIVE) 2Q17 Results: Beats on Revenues and EPS, Raises Guidance in Line with ConsensusFive Below reported 2Q17 EPS of $0.30, up 69.3% from the year-ago quarter and beating the consensus estimate of $0.26. Revenues were $283.3 million, up 28.7% year over year and beating the consensus estimate of $276.6 million. Read More
Event Presentation | August 10, 2017 Premium 2Q2017 Recap and Back-to-School Outlook (Planalytics)1. Earnings: Positive Results Led by E-Commerce and Off-Price Retailers 2. Store Traffic Continues to Decline 3. Record Father’s Day Sales Not Enough to Lift Monthly Comps in May and June 4. Store Closures Continue to Exceed Store Openings Read More
Company Earnings Update | July 13, 2017 Register for Free Access B&M European Value Retail (LSE: BME) 1Q18 Update: Very Strong Comp Growth Continues as Grocery Demand Proves StrongB&M European Value Retail reported very strong total revenue growth of 18.3% in 1Q18. Read More
Deep Dive | June 12, 2017 Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 3In Part Three of this Deep Dive, we provide an overview of the warehouse-club sector. Read More
Deep Dive | June 5, 2017 Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 2In Part Two of this Deep Dive, we provide an overview of the warehouse-club sector. Read More
Company Earnings Update | June 2, 2017 Register for Free Access Five Below (FIVE) 1Q17 Results: Strong Sales and EPS PerformanceFive Below reported 1Q17 EPS of $0.15, up 25% from the year-ago quarter and slightly above the $0.14 consensus estimate. Total revenues were $232.9 million versus expectations of $230.6 million and were up 20.8% year over year. Read More
Company Earnings Update | June 2, 2017 Register for Free Access Dollar General (DG) 1Q17 Results: Beats on EPS and Sales, Lifts OutlookDollar General reported 3Q17 EPS of $0.93, including a nickel of hurricane-related negative impact, missing the consensus estimate by a penny. Revenues were $5.90 billion, up 11.0% year over year and beating the $5.80 billion consensus estimate. Total revenues were $5.61 billion versus expectations of $5.58 billion, and were up 6.5% year over year. Read More
Deep Dive | May 29, 2017 Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 1In Part One of this Deep Dive, we provide an overview of the warehouse-club sector. Read More
Company Earnings Update | May 26, 2017 Register for Free Access Costco Wholesale (COST) Fiscal 3Q17 Results: Beats on Top and Bottom LinesCostco reported fiscal 3Q17 adjusted EPS of $1.40, up 13.3% from $1.24 in the year-ago quarter and beating the $1.31 consensus estimate. Revenues were $28.9 billion, up 7.8% year over year and beating the $28.6 billion consensus estimate. Read More
Company Earnings Update | March 23, 2017 Register for Free Access Five Below (FIVE) 4Q16 Results: EPS beat, positive guidance for 2017Five Below reported 4Q16 revenues of $388.1 million, up 18.9% from $326.3 million in the year-ago period and slightly above the consensus estimate of $387.6 million. EPS was $0.90, ahead of the $0.89 consensus estimate and up 16.9% year over year. Read More
Event Presentation | February 16, 2017 Premium Global Retail Reinvented (Bloomberg)The Art of Decluttering • The typical American wardrobe has 120 items today vs 36 items in 1930. • 80% of them are unworn. • Marie Kondo’s “the Life Changing Magic of Tidying Up” brought minimalism to the mainstream. • Cladwell helps consumers create a minimalist wardrobe. Read More
Company Earnings Update | January 5, 2017 Register for Free Access B&M European Value Retail (LSE: BME) 3Q17 Update: Very Strong Christmas Sales PerformanceUK-based discount retailer B&M European Value Retail reported a very strong Christmas trading period, with 3Q17 revenues up 21.8% as reported and up 20.5% at constant currency. Read More
