Company Earnings Update | November 7, 2018 Register for Free Access Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat ConsensusUnder Armour’s international and apparel segment sales drove 3Q revenue growth, up mid-teens and 4.2%, respectively. Adjusted EPS of $0.25 beat the consensus estimate of $0.12. Read More
Company Earnings Update | November 7, 2018 Register for Free Access PRIMARK (LSE: ABF) FY18 Results: Strong Summer Sell Through, Weakening US Dollar Revives MarginsAssociated British Foods (ABF) reported results for FY18 ended September 15. This report focuses on results for Primark, the company’s retail business. Read More
Insight Report | November 7, 2018 Premium Costco: A Timeline of Key Events – 2018In this report, part of our Retailers’ Timelines series, we examine a timeline of key events in Costco’s recent history that have shaped it into the retailer it is today. Read More
Insight Report | November 7, 2018 Free Report Zalando (XTRA:ZAL) 3Q18 Results: Misses on Both the Top and Bottom Lines; Guidance LoweredIn 3Q18, Zalando grew revenues by 11.7% year over year but missed the consensus estimates for revenues and EPS. Read More
Insight Report | November 6, 2018 Free Report Ocado’s Robot-Staffed Distribution Centers: Automating Grocery E-CommerceOcado has been evolving from an e-commerce grocery retailer to a technology company that develops innovative approaches to warehouse automation. This report illustrates Ocado’s dramatic transformation into a company that develops innovative and cutting-edge warehouse automation solutions, even as it continues with its core business of selling groceries online. Read More
Insight Report | November 6, 2018 Premium September 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy—namely, wage growth, price changes and retail sales growth. In September: Read More
Insight Report | November 6, 2018 Free Report Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises GuidanceEstée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate of $3.47 billion. Adjusted earnings per share (EPS) was $1.41, higher than the consensus estimate of $1.22 and higher than the EPS of $1.21 in the year ago period. Read More
Company Earnings Update | November 6, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
Insight Report | November 6, 2018 Free Report Alibaba (BABA) 2Q19 Results: Strong Revenue Growth, Thanks to New Retail; Margins Still SqueezedAlibaba reported 2Q19 revenues of ¥85.1 billion, up 54% year over year. The company attributed the strong results to its New Retail initiatives, mainly its Hema fresh food grocery business, Tmall Import business and Intime Department Stores. Read More
Insight Report | November 5, 2018 Premium US Holiday 2018: The Social Media ImpactSocial media platforms play an increasingly important role in influencing shopping decisions, and sites such as Facebook, Instagram and YouTube should be strong purchasing influencers this holiday season. Read More
Deep Dive | November 5, 2018 Premium Hottest Holiday Toys 2018In this report, we focus on the US and UK toy markets and outline some of the trends we think are going to influence toy gifting this holiday season. Read More
Insight Report | November 5, 2018 Premium HanesBrands (HBI) 3Q18 Results – Strong Champion and International Sales Offset by Innerwear WeaknessSales at Champion and International rose 30% and 11%, respectively, offset by a 7% drop in sales of Innerwear, netting in a 2.7% 3Q sales gain; adjusted EPS declined 8.3% to $0.55. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises GuidanceEstée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate of $3.47 billion. Adjusted earnings per share (EPS) was $1.41, higher than the consensus estimate of $1.22 and higher than the EPS of $1.21 in the year ago period. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Wayfair (W) 3Q18 Results: Mixed Results, Revenue Guidance in Line with ConsensusWayfair reported 3Q18 adjusted EPS of $(1.28), below the consensus estimate of $(1.09). Revenues were $1.71 billion, up 42.4% year over year and beating the consensus estimate of $1.67 billion. Read More
