November 25, 2017 Market Navigators/Market Outlook Premium The Face Mask Market Is Booming, But So Is Competition – Unique Ingredients and Product Innovations to Capture the Lucrative Chinese MarketThe global face mask market was worth $5.7 billion in 2016. It is forecast to grow at a compound annual growth rate (CAGR) of 9.1% from 2016 to 2021, to reach $6.3 billion in 2017 and $8.8 billion by 2021, according to data from Euromonitor International.
November 24, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly November 24, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the imminent start of the official holiday shopping season this weekend.
November 23, 2017 Deep Dive Premium Deep Dive: NFC Technology—Helping Retailers Think Like BrandsRetailers can deploy near-field communication (NFC) tags in stores to better engage with shoppers on-site. The tags can be used to send customers product information and links and to create a more personalized shopping experience.
November 17, 2017 Company Earnings Update Register for Free Access Ross Stores (ROST) 3Q17 Results: Beats Estimates, Raises FY17 GuidanceRoss Stores reported 3Q17 EPS of $0.72, up 16.1% year over year and beating the $0.67 consensus estimate. Revenues rose by 7.8% from the year-ago quarter, to $3.33 billion, ahead of the $3.26 billion consensus estimate.
November 17, 2017 Company Earnings Update Register for Free Access Tencent (0700.HK) 3Q17 Results: Strong Beat Driven by Gaming and Online AdvertisingTencent reported 3Q17 revenues of ¥65.2 billion, up 61% year over year, and beat the consensus estimate of ¥61.0 billion. Non-GAAP diluted EPS was ¥1.79, an increase of 45% year over year. The solid results were driven largely by gaming and online advertising.
November 17, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly November 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the future of automated stores and includes highlights from the FGRT team’s recent visit to one of Alibaba’s Hema automated grocery stores in China.
November 17, 2017 Company Earnings Update Register for Free Access Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS GuidanceWalmart reported fiscal 3Q18 adjusted EPS of $1.00, up 2% from the year-ago quarter and beating the $0.97 consensus estimate. Total revenues were $123.2 billion, up 4.2% year over year and beating the consensus estimate of $121.05 billion.
November 16, 2017 Company Earnings Update Register for Free Access TARGET (TGT) 3Q17 Results: Beats on Revenues, EPS and Comps; Raises Full-Year EPS GuidanceTarget reported 3Q17 adjusted EPS of $0.91, down 12.6% from $1.04 in the year-ago quarter but ahead of the $0.86 consensus estimate. Total revenues were $16.67 billion, up 1.4% year over year and ahead of the $16.60 billion consensus estimate.
November 16, 2017 Insight Report Premium Retail Reworked, Part 1: Quantifying the Heightened Competition for Retail DollarsIn our three-part Retail Reworked series, we consider changes in spending trends, consumer demand and channel adoption, with a focus on the impact that digital channels and services are having on retail.
November 15, 2017 Company Earnings Update Register for Free Access TJX Companies (TJX) Fiscal 3Q18 Results: Comps Miss, Company Expects FY18 EPS at High End of Guidance RangeTJX Companies reported fiscal 3Q18 EPS of $1.00, versus $0.83 in the year-ago quarter and in line with the consensus estimate. Revenues were $8.76 billion, up 5.7% year over year and slightly below the consensus estimate.
November 15, 2017 Deep Dive Premium Deep Dive: US Holiday 2017— All Signs Point to “Shop!”FGRT remains optimistic about the prospects for holiday sales in the US this year and we are forecasting sales growth of 3%–4%. We believe there could be upside to this estimate, given favorable economic conditions, such as an extremely low unemployment rate and benign changes in wages and prices for food and fuel.
November 14, 2017 Insight Report Premium Tracee Ellis Ross Collaborates with Li & Fung to Create Capsule Collection for JCPenneyTracee Ellis Ross, the Golden Globe-winning lead actress from the ABC hit comedy series Black-ish, launched her own clothing brand and holiday capsule collection, Tracee Ellis Ross for JCPenney, on November 12.
November 14, 2017 Company Earnings Update Register for Free Access JD.com (JD) 3Q17 Results: Earnings Beat; Maintains Solid Growth MomentumJD.com reported 3Q17 revenues of ¥83.7 billion, up 39.2% year over year and in line with the consensus. Non-GAAP diluted earnings per ADS was ¥1.52, growing by 361% year over year, beating the consensus of ¥0.59.
November 13, 2017 Company Earnings Update Register for Free Access JCPenney (JCP) 3Q17 Results: Beats on Comps, Sales and EPS; Reiterates GuidanceJCPenney reported 3Q17 adjusted EPS of $(0.33), beating the $(0.41) consensus estimate but down from $(0.21) in the year-ago quarter. Revenues were $2.81 billion, down 1.8% year over year but beating the $2.76 billion consensus estimate.
November 10, 2017 Company Earnings Update Register for Free Access Adidas (ETR: ADS) 3Q17 Results: Profitability Beats Estimates, Revenue Growth DisappointsAdidas reported that 3Q17 revenue was up 12.0% year over year on a currency-neutral basis and up 8.7% year over year in euro terms, to €5,677 million, which was below the consensus estimate of €5,910 million.
