Company Earnings Update | May 16, 2018 Register for Free Access Home Depot (HD) 1Q18 Results: Beats on EPS, Misses on Revenues and Same-Store SalesHome Depot reported 1Q18 EPS of $2.08, up from $1.67 in the year-ago quarter and ahead of the $2.05 consensus estimate. Total revenues were $24.95 billion, up 4.4% year over year but below the $25.17 billion consensus estimate. Read More
Insight Report | March 12, 2018 Premium Furniture Re-Commerce: A Niche Segment with Significant PotentialIn this report, we explore the online furniture re-commerce market and examine some of its key players. Read More
Company Earnings Update | March 2, 2018 Register for Free Access Lowe’s (LOW) 4Q17 Results: Misses and Guides Below Consensus on EPSLowe’s reported 4Q17 adjusted EPS of $0.74, below the $0.86 year-ago figure and missing the $0.87 consensus estimate. Net sales were $15.49 billion, down 1.8% year over year but above the $15.35 billion consensus estimate. Read More
Company Earnings Update | February 26, 2018 Register for Free Access Wayfair (W) 4Q17 Results: Mixed Quarter, Company Guides Down on ProfitabilityWayfair reported 4Q17 adjusted EPS of $(0.58), below the $(0.34) year-ago figure and missing the $(0.53) consensus estimate. Net revenue was $1.44 billion, up 46.2% year over year and ahead of the consensus estimate of $1.36 billion. Read More
Company Earnings Update | February 22, 2018 Register for Free Access Home Depot (HD) 4Q17 Results: Beats on Earnings and Comps, Boosted by Hurricane-Related Sales; Raises FY18 GuidanceHome Depot reported 4Q17 adjusted EPS of $1.69, up from $1.44 in the year-ago quarter and beating the $1.62 consensus estimate. Total revenues were $23.9 billion, beating the consensus estimate of $23.7 billion. Read More
Company Earnings Update | December 6, 2017 Register for Free Access Restoration Hardware (RH) 3Q17 Results: In-Line Results; Company Guides for 2018 EPS Above ConsensusRestoration Hardware reported 3Q17 adjusted EPS of $1.04, up more than 420% year over year and beating the $1.02 consensus estimate. Revenues were $592.5 million, up 7.9% year over year and slightly ahead of consensus. Read More
Deep Dive | September 4, 2017 Premium US Furniture Market 2017: Stores Face Softer Growth and E-Commerce CompetitionThe US furniture market saw growth moderate significantly in 2017. This report reviews market data, macroeconomic impacts, and demographic shifts impacting the American furniture market in the coming years. Read More
Company Earnings Update | August 24, 2017 Register for Free Access Lowe’s (LOW) 2Q17 Results: Misses on EPS and Revenue, Sees Strong Comp MomentumLowe’s reported 2Q17 adjusted EPS of $1.57, up from $1.37 in the year-ago period and missing the $1.62 consensus estimate. The company reported revenue of $19.50 billion, which was below the $19.55 billion consensus estimate but up 6.8% from the year-ago quarter. Read More
Company Earnings Update | August 16, 2017 Register for Free Access Home Depot (HD) 2Q17 Results: Highest Quarterly Sales in Company HistoryHome Depot reported 2Q17 EPS of $2.25, up 14% from the year-ago quarter and beating the $2.21 consensus estimate. Total revenues for 2Q17 were $28.1 billion, versus expectations of $27.8 billion, and were up 6.2% year over year. The results represent the highest quarterly sales and net earnings in the company’s history. Read More
Company Earnings Update | August 9, 2017 Register for Free Access Wayfair (W) 2Q17 Results: Beats on Revenue and EPS, Issues 3Q Guidance Above ConsensusWayfair reported 2Q17 adjusted EPS of $(0.26), ahead of the $(0.46) consensus estimate and up from $(0.43) in the year-ago period. Total revenues were $1.12 billion, up 42.7% year over year and above the consensus estimate of $1.06 billion. Read More
Company Earnings Update | May 25, 2017 Register for Free Access Lowe’s (LOW) 1Q17 Results: Miss on EPS and Sales Yet Growth ContinuesLowe’s reported 1Q17 adjusted EPS of $1.03, up 18.4% from the year-ago quarter, but below the $1.06 consensus estimate. The company reported revenue of $16.86 billion, below the $16.95 billion consensus estimate, but up 10.7% from the year-ago quarter. Read More
Company Earnings Update | May 17, 2017 Register for Free Access Home Depot (HD) 1Q17 Results: Company’s Momentum ContinuesHome Depot reported 1Q17 EPS of $1.67, up 16% from the year-ago quarter and beating the $1.61 consensus estimate. Total revenues for 1Q17 were $23.89 billion versus expectations of $23.73 billion, and were up 4.9% year over year. Read More
Company Earnings Update | May 10, 2017 Register for Free Access Wayfair (W) 1Q17 Results: Beats on Revenue and EPS, 2Q Guidance Above ConsensusWayfair reported 1Q17 adjusted EPS of $(0.48), ahead of the $(0.57) consensus estimate, but down from $(0.36) in the year-ago period. Total revenues were $960.8 million, up 28.6% year over year and above the consensus estimate of $934.8 million. Read More
Company Earnings Update | March 29, 2017 Register for Free Access Restoration Hardware (RH) 4Q16 Results: Better-than-Expected Results; Upbeat 2017 OutlookRestoration Hardware reported 4Q16 adjusted EPS of $0.68, down from $0.98 in the year-ago quarter but above the consensus estimate of $0.65 and inline with company guidance. The retailer reported adjusted revenue of $590.1 million, down 8.8% from $647.2 million in the year-ago quarter but above the $584.2 million consensus estimate. Read More
Event Presentation | March 7, 2017 Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More…. Read More
