Company Earnings Update | May 2, 2019 Register for Free Access Taubman Centers (NYSE: TCO) 1Q19 Results: Beats Consensus Estimates, Updates 2019 Guidance for The Gardens Mall AcquisitionTaubman Centers beat consensus estimates on the top and bottom lines and updated 2019 guidance to reflect The Gardens Mall acquisition. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Simon Property Group (NYSE: SPG) 1Q19 Results: Beats Consensus on Revenues and FFO, Reiterates 2019 GuidanceSimon Property Group’s 1Q19 results beat consensus estimates and the company reiterated its 2019 earnings guidance. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Next (LSE: NXT) 1Q20 Update: Strong First Quarter but Management Cautious on Rest of YearNext 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%. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Estée Lauder (NYSE: EL) 3Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full YearEstée Lauder reported 3Q19 revenues of $3.7B, up 11.1% yoy and beating the $3.6B estimate. Skin care, the company’s largest category at 46.6% of sales, rose 21%. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Under Armour (NYSE: UAA) 1Q19 Results: Revenue and EPS Beat Consensus Estimates; Company Updates Outlook for FY19Under Armour reported 1Q19 sales of $1.20 billion, ahead of the consensus estimate of $1.18 billion, and EPS of $0.05, beating the consensus estimate of $0.00. Read More
Insight Report | May 2, 2019 Premium Insights from China: Generation Z Buys Now, Pays Later – and Expects Fast Delivery of Online OrdersGen Zers in China are digitally native, rather impatient and open to taking on debt to pay the things they want. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Gildan (NYSE: GIL) 1Q19 Results: Updates Outlook, Announces International Capacity ExpansionUpdates Outlook, Announces International Capacity Expansion Read More
Company Profile | April 30, 2019 Premium Steven Madden, Ltd. (NasdaqGS: SHOO) Company ProfileSteven Madden, Ltd. is a New York-based footwear, accessories and handbags company. Its brands include Steve Madden, Betsey Johnson, Brian Atwood, Big Buddha, Dolce Vita, and others. Read More
Insight Report | April 30, 2019 Premium March 2019 Monthly Consumer Update: US, UK and ChinaIn March, US gasoline-price deflation eased to near-zero, contributing to an uptick in overall consumer price inflation. China retail sales growth picked up pace to 8.7% year over year. Read More
Deep Dive | April 30, 2019 Premium US Drugstores are Turning into Purveyors of Beauty and WellnessIn this report, we explore what two major US drugstore retailers, CVS Health (CVS) and Walgreens Boots Alliance (Walgreens), have done and examine the opportunities for them in the beauty and wellness space. Read More
Insight Report | April 30, 2019 Premium In China, Luxury Brands Turn to Pop-Up Stores to Offer Experiences and Build Their Brands with Younger ConsumersPop-up stores represent a way for luxury brands to engage with customers, showcase limited edition products, offer personalized experiences and demonstrate brand identity with a low-cost, physical presence. This report uses luxury brands’ pop-up stores in China as examples. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Tractor Supply Company (NASDAQ: TSCO) 1Q19 Results: Revenues and Comps Beat Consensus Estimates While Guidance Remains in LineTractor 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. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Colgate-Palmolive (NYSE: CL) 1Q19 Results: Beats Expectations on Top Line, Misses on EPSColgate-Palmolive reported net sales of $3.9 billion for the three months ended March 31, 2019. The Hill’s Pet Nutrition segment saw strong organic sales growth, whereas for oral, personal and home care, Africa/Eurasia saw organic sales growth and Asia Pacific showed organic sales decline. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Steve Madden (NASDAQ: SHOO) 1Q19 Results: Steve Madden Women’s Wholesale and Accessories Drive Strong MomentumUS Wholesale, core Steve Madden and Accessories grew at double digit pace in 1Q Read More
Insight Report | April 30, 2019 Premium 2019 Tax Tracker Week 12 — Final: Post-Tax-Day Wrap-Up — Number of Returns Up Slightly, Average Refund Down 2.0%Following the April 15 filing deadline, the number of filings remains positive, however the total amount and average refund size trail the year-ago figures. Read More