August 22, 2019 Company Earnings Update Register for Free Access Home Depot (NYSE: HD) 2Q19 Results: Revenues Marginally Below Consensus Estimates While Comps MissHome Depot reported 2Q19 EPS of $3.17, up 3.7% and beating the consensus estimate of $3.09. Revenues were $30.8 billion, up 1.2% and marginally below the $31.0 billion consensus estimate.
August 22, 2019 Insight Report Premium Supply Chain Briefing: Chief Supply Chain Officer Role Emerges to Improve Efficiency and Oversee Supply Chain OperationsThe role of CSCO is relatively new, but we’re seeing more companies in retail and apparel hiring CSCOs to oversee their increasingly complex supply chain operations. Leveraging a CSCO role offers many benefits for forward-looking companies.
August 22, 2019 Company Earnings Update Register for Free Access Nordstrom (NYSE: JWN) 2Q19 Results: Company Misses Expectations Due to Softer Sales, Lowers Sales GuidanceNordstrom reported 2Q19 revenues of $3.87 billion, down 5.1% year over year and below the consensus estimate of $3.92 billion. The company’s earnings per share (EPS) declined 5.3% year over year.
August 22, 2019 Company Earnings Update Register for Free Access Target (NYSE: TGT) 2Q19 Results: Beats Consensus Estimates and Raises 2019 EPS GuidanceTarget reported 2Q19 revenues of $18.42 billion, up 3.6% and beating the $18.29 billion consensus estimate. Adjusted EPS was $1.82, beating the $1.62 consensus.
August 22, 2019 Company Earnings Update Register for Free Access Urban Outfitters (NYSE: URBN) 2Q19 Results: Sales and Comps Below Expectations Due to Softer Women’s Apparel AssortmentUrban Outfitters reported fiscal 2Q19 revenues of $962.3M, lower than the consensus estimate of $980.6M and down 3% year over year. The company reported 2Q19 EPS of $0.61, above the consensus estimate of $0.58 and down 27.4% from the year ago period.
August 21, 2019 Company Earnings Update Register for Free Access Estée Lauder (NYSE: EL) 4Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full YearEstée Lauder reported 4Q19 revenues of $3.6B, up 9% YoY compared to $3.3B in the prior-year period. Adjusted, non-GAAP (EPS) were $0.68, compared to $0.61 in the year ago quarter, up 12%.
August 21, 2019 Company Earnings Update Register for Free Access The TJX Companies (NYSE: TJX) 2Q19 Results: Revenues Below Expectations; Affirms Full-Year GuidanceTJX Cos. reported fiscal 2Q19 revenues of $9.8 billion, up 4.8% year over year and lower than the consensus estimate of $9.9 billion. Earnings per share (EPS) grew 6.9% year over year to $0.62.
August 21, 2019 Company Earnings Update Register for Free Access Kohl’s (NYSE: KSS) 2Q19 Results: Revenues and Comps Down, Introducing Emerging Brands Platform with FacebookKohl’s reported 2Q19 revenues of $4.43B, beating consensus of $4.31B, and down 3.1% YoY. The company reported adjusted 2Q19 EPS of $1.55, higher than consensus of $1.53.
August 21, 2019 Deep Dive Premium The Future of PaymentsThis report looks at payment platforms, explores their prospects, and reviews new technologies that could shape the future of the global payment landscape.
August 20, 2019 Insight Report Premium Insights from China: The Booming Bubble Tea Market in ChinaChina’s booming bubble tea market has experienced a high CAGR of 20% between 2014 and 2018, according to Qianzhan. Innovations in bubble tea recipes, modern tea houses serving as hang-out venues for consumers as well as viral marketing are factors that attribute to demand.
August 20, 2019 Deep Dive Premium Reinventing the US Department StoreFrom loyalty programs to experiential concepts, we assess how US department stores are transforming themselves to stay relevant.
August 18, 2019 Company Earnings Update Register for Free Access Vipshop (NYSE: VIPS) 2Q19 Results: Revenue and EPS Beat Consensus Thanks to Strong Apparel Sales and More Active CustomersVipshop 2Q19 revenues were up 9.7% to ¥22.7 billion, primarily driven by more active customers and a focus on the fast-growing high-margin apparel sector.
August 18, 2019 Company Earnings Update Register for Free Access Alibaba (NYSE: BABA) 1Q20 Results: EPS Beats Estimates, Strong Revenue Growth Driven by China Marketplaces and Cloud SegmentAlibaba 1Q20 revenue of ¥114.9 billion misses consensus, but the company remains confident China’s growing middle class will support growth.
August 18, 2019 Flash Report Register for Free Access Online Supermarket Joint Venture Dada-JD Daojia Considering $500 Million US IPO in May 2020Chinese online grocer Dada-JD Daojia is reportedly conducting talks bankers to raise around $500 million in a US IPO in May 2020. Walmart owns a 10% stake in the venture.
August 18, 2019 Insight Report Premium July 2019 US Monthly Retail Traffic and In-Store Metrics Report: Increased Traffic Post Independence Day WeekendUS store traffic declined 3.8% year over year in July. The conversion rate declined 0.2 percentage points, average transaction value (ATV) grew 3.9% and the product return rate declined 0.3 percentage points.
