American Eagle Outfitters (AEO) 3Q18 Results: Reaches Milestone $1 Billion in Sales, but Misses Expectations and Lowers Guidance

November 2018 US Same-Store Sales: Costco Posts Better-than-Expected Comps; L Brands Tops Consensus Estimates

“Customer Experience Is the New Battleground” and Other Top Takeaways from the Asian E-Tailing Summit 2018

Walmart Spruces Up Its Portfolio with the Acquisition of Art.com

Weekly Store Openings and Closures Tracker 2018 #49: Dollar General Announces Significant Expansion Plan for 2019

Weinswig’s Weekly Dec 7 2018

The Kroger Co. (KR) 3Q18 Results: Mixed Results, Maintains Guidance for Second Half

Five Below (FIVE) 3Q18 Results: Beats Consensus Estimates and Raises Guidance

Hudson’s Bay Company (HBC) 3Q18 Results: Revenues Up; Completed Real Estate Deal and European Transaction

Top Takeaways from the Bengaluru Tech Summit 2018, Day 2

Weekly Store Openings and Closures Tracker 2018 #48: Gap Plans Store Closures in the “Hundreds”

Top Takeaways from the Bengaluru Tech Summit 2018, Day 1

Weinswig’s Weekly Nov 30 2018

Dick’s Sporting Goods (DKS) 3Q18 Results: Below Expectations and Raises Full-Year EPS Guidance

Weekly Store Openings and Closures Tracker 2018 #47: Advanced Sports Enterprises to Shut 40 Stores

2018 Cyberport Venture Capital Forum: What Are Investors Looking for in Tech Investments?

Weinswig’s Weekly Nov 23 2018

The TJX Companies (TJX) 3Q19 Results: Strong Comparable Sales, In-Line EPS

Takeaways from ReMode Day 2

Gallery: Inaugural China International Import Expo (CIIE) Showcases Latest Tech to the Chinese Market

BJ’s Wholesale Club (BJ) 3Q18 Results: Beats Consensus and Raises Guidance

“Sustainability is the Future” and Other Top Takeaways from Cosmoprof Asia 2018

Target Corp. (TGT) 3Q18 Results: Misses Consensus Estimates, Raises 4Q18 Revenue Guidance

Ross Stores (ROST) 3Q18 Results: In Line with Expectations; Raises Full-Year EPS Guidance

Kohl’s (KSS) 3Q18 Results: Sales Rise Due to Rivals’ Store Closures; Raises EPS Guidance

Urban Outfitters (URBN) 3Q18: Company Beats Expectations and Plans International Expansion

Ulta Beauty 2018 Analyst and Investor Day: Ultamate Rewards Loyalty Program Driving 95% of Revenue with 30 Million Members; Ulta Continues to Diversify Beyond Mass Cosmetics

Takeaway from ReMode Day 1

Nordstrom (JWN) 3Q18 Results: Company Misses Expectations and Raises Guidance

Weekly Store Openings and Closures Tracker 2018 #46: Sears Holdings to Shutter 40 More Stores

Weinswig’s Weekly Nov 16, 2018

JCPenney (JCP) Fiscal 3Q18 Results: Company Misses Expectations and Withdraws Full Year Guidance

Tencent (0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming

Walmart (WMT) 3Q19 Results: Beats on Comps and EPS, Misses on Revenues; Raises EPS Guidance

The Home Depot (HD) 3Q18 Results: Beats Consensus Estimates and Raises Guidance

Macy’s (M) Fiscal 3Q18 Results: Company Exceeds Expectations and Raises Full Year Guidance

Reports from 2018 Singles’ Day around the World

Singles’ Day 2018 Wrap-Up: Full Participation of Alibaba Ecosystem Boosts Sales to Record High

Procter & Gamble Investor Day 2018: Strategies of a Major Consumer Goods Industry Player

Insights & Takeaways from Retail Bonfire by Salesforce and Coresight Research

Office Depot (ODP) 3Q18 Results: Beats Consensus Estimates and Raises Guidance

Michael Kors (KORS) Fiscal 2Q19 Results: EPS Beats Consensus; Company Raises Guidance

Weinswig’s Weekly Nov 9, 2018

Weekly Store Openings and Closures Tracker 2018 #45: Destination Maternity to Close 117 Stores

Sainsbury’s (LSE: SBRY) 1H19 Results: Further Tepid Retail Sales Growth; Exceptional Costs Hit Bottom Line

Marks & Spencer (LSE: MKS) 1H19 Results: Food Underperforms, Clothing Improves; Company Beats Bottom-Line Expectations

Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability Outlook

Zalando (XTRA: ZAL) 3Q18 Results: Misses on Both the Top and Bottom Lines; Guidance Lowered

Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat Consensus

Primark (LSE: ABF) FY18 Results: Strong Summer Sell-Through, Weakening US Dollar Revives Margins

Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year Guidance

Kroger 2018 Investor Conference: Alternative Profit Streams to Fuel Profit Growth

Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises Guidance

Alibaba (BABA) 2Q19 Results: Strong Revenue Growth, Thanks to New Retail; Margins Still Squeezed

Five Trends in Five Years Will Reshape U.S. Mall Mix by 2023, says New Coresight Research Report

Weinswig’s Weekly May 25, 2018

Weekly Store Openings and Closures Tracker 2018 #28: Fabletics Plans 75 New Stores

HanesBrands (HBI) 3Q18 Results – Strong Champion and International Sales Offset by Innerwear Weakness

Wayfair (W) 3Q18 Results: Mixed Results, Revenue Guidance in Line with Consensus

Weekly Store Openings and Closures Tracker 2018 #21: Sears to Close 40 More Stores

Weekly Store Openings and Closures Tracker 2018 #18: GNC to Close 200 Stores, Asda to Merge with Sainsbury’s

Tencent (0700.HK) 2Q18 Results: Slowed Revenue Growth with Gaming in Decline

St. Patrick’s Day Spending Forecast to Hit a Record $5.9 Billion This Year

“Purchase-Now, Manufacture Now” and Other Top Takeaways from MAGIC Las Vegas 2018

Weinswig’s Weekly November 2 2018

Weekly Store Openings and Closures Tracker 2018 #44: Evans Cycles May Close Around 30 Stores

Under Armour (UAA) 1Q18 Results: Beats Revenue Estimates on Strong International Sales, Reaffirms FY18 Guidance

Next (LSE: NXT) 3Q19 Trading Update: Continued Weakness as Store Sales Fall Further

Groceryshop 2018, Day 3: Hearing About Frictionless Retail and Mission-Based Brands

Tapestry (TPR) 1Q19 Results: Company Beats Expectations and Raises Guidance

L’Oréal (ENXTPA: OR) 3Q18 Trading Update: Buoyant Chinese Demand Drives Strong Top-Line Beat; Hints of a French Recovery

Groceryshop 2018, Day 2: Hearing About Digitalization, Blockchain and the Future of Retail

Notes from the Coresight Research–InReality Webinar: How the In-Store Experience Affects Buyer Behavior

Groceryshop 2018: Day 1 Takeaways—Startup Pitch Competition

Carter’s (CRI) 3Q18 Result: Company Misses Expectations and Lowers Guidance Due to Toys“R”Us and Bon-Ton Closures

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 12—Tastry

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 11—Nextuple

Debenhams (LSE: DEB) FY18 Results: Substantial Exceptional Charge Drives £492 Million Pretax Loss; Confirms Plans to Shut 50 Stores

Weinswig’s Weekly October 26 2018

Weekly Store Openings and Closures Tracker 2018 #43: Debenhams Plans to Close up to 50 Stores

Tractor Supply Company (TSCO) 3Q18 Results: Beats Expectations and Raises Guidance Across the Board

Amazon (AMZN) 3Q18 Results: Beats on EPS but Misses on Revenues and 4Q18 Guidance

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 10—Simplista

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 8—Forager

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 9—Touchize

Hermès Continues Chinese Expansion with E-Commerce Website Launch

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 6—Observa

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 7—IntraPosition

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 5—Packyge

VF Corporation (VFC) 2Q19 Results: Beats Consensus and Raises Guidance

3D Sampling and Design Reduces Costs and Enables Product Development: Takeaways from the Li & Fung 3D Sampling and Design Showcase

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 4—IceCream Labs

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 3—Adrich

Weinswig’s Weekly October 19 2018

Weekly Store Openings and Closures Tracker 2018 #42: Sears Holdings Files for Bankruptcy Protection, Will Close 142 Stores

Walmart 2018 Investment Community Meeting: Management Stresses Execution, Innovation, Unique Assets and Operating Discipline

Groupe Casino (EPA: CO) 3Q18 Trading Update: With Amazon Prime Now Trial Ahead of Plan, France Remains Steady, While Latin America Accelerates

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 2—Shelf.ai

Countdown to Groceryshop 2018: Startup Pitch Competition Participant Profile, Part 1—Locai Solutions

Carrefour (EPA: CA) 3Q18 Trading Update: Stronger Sales Growth in France Fuels Top-Line Beat

ASOS (LSE: ASC) FY18 Results: Solid UK Retail Sales Drive Growth in Line with Guidance

Walmart Further Expands Brand Portfolio with Acquisition of Lingerie and Sleepwear Retailer Bare Necessities

XRC Labs Cohort 6 Demo Day September 2018

Sears Files for Chapter 11 Bankruptcy Protection

Weinswig’s Weekly October 12 2018

Weekly Store Openings and Closures Tracker 2018 #41: Mattress Firm Files for Bankruptcy Protection, Plans to Close 700 Stores

LVMH (ENXTPA: MC) 3Q18 Trading Update: Maintains Double-Digit Organic Growth, in Line with Expectations

Ascent Conference 2018, Day 2: Bringing Together Technology Leaders, Investors and Startups to Accelerate Innovation

Ascent Conference 2018: Bringing Together Technology Leaders, Investors and Startups to Accelerate Innovation

Avon Investor/Analyst Day 2018: Company Focuses on Increasing Consumer Access to Brand Avon by Going Digital

NRF Forecasts 4.3%–4.8% Increase in US Holiday Sales

Luxury Daily: State of Marketing 2018—The Inside View

Weinswig’s Weekly October 5 2018

Weekly Store Openings and Closures Tracker 2018 #40: Aldi to Open 130 Stores in the UK Over the Next Two Years

JCPenney Appoints Former Jo-Ann Stores’ President and CEO Jill Soltau as New CEO

Tesco (LSE: TSCO) 1H19 Results: UK Comp Growth Levelling Off, Though Company Remains “On Course” to Hit Margin Target

Takeaways from Salesforce Dreamforce 2018: The Final Wave of AI is Just 1–2 Years Away, Plus the Pressure for Change in Social Media

Dreampitch at Dreamforce 2018: Unlocking the Data in Auto Repair, Localizing Digital Experiences and Crowdsourcing Vehicle Transportation

IZ Adaptive Relaunches Inclusive Fashion Collection

Walmart Acquires Eloquii, Strengthening Its #1 Position in Apparel

WeChat Pay Hong Kong Launches Cross-Border Mobile Payment Services

JCPenney Chief Financial Officer (CFO) Resigns; Senior Vice President (SVP) Finance Will Assume the Position in Interim

Amazon Opens New Store in NYC to Showcase its 4-Star Rated Products

Entrepreneurs Roundtable Accelerator Demo Day Summer

ICSC Retail Innovation Forum: The New Role of the Physical Store in Digital-First Retail

Weekly Store Openings and Closures Tracker 2018 #39: Poundland to Open 20 Stores in Former Poundworld Locations

Weinswig’s Weekly September 28, 2018

H&M (STO: HM-B) 3Q18 Results: Logistics Costs, Online and Store Expansion Pummel Profit Margins

Boohoo Group (LSE: BOO) 1H19 Results: Strong Revenue Growth Boosted by PrettyLittleThing

Ascena (ASNA) Fiscal 4Q18 Results: Results Beat Expectations, Guides Above Consensus

Michael Kors Holdings to Acquire Gianni Versace SpA

Next (LSE: NXT) 1H19 Results: Better-Than-Expected Margin Improvement Prompts Full Year Guidance Upgrade

Weinswig’s Weekly September 21, 2018

Weekly Store Openings and Closures Tracker 2018 #38: L Brands to Close All 23 Henri Bendel Stores

UK Monthly Retail Sales: August Sees Further Strong Volume Growth

Alibaba Group Investor Day 2018: Management Remains Confident that Alibaba Is Well Positioned to Capitalize on China’s Sustained Consumption Upgrade

Vans Investor Day 2018—Company Plans to Grow Revenues from $3 Billion to $5 Billion by FY23

Hurricane Florence: Impact on Retailers and Food-Service Operators Estimated at $700 Million

August 2018 US Retail Sales and Traffic: Clothing Retailers Shine while Store Traffic and Sales Continue to Decline

H&M (STO: HM-B) 3Q18 Sales Update: Sales Momentum Improves from the Last Quarter Thanks to Continuous Business Revamp

August 2018 US Same-Store Sales: Strong Beat by Costco

Weinswig’s Weekly September 14, 2018

Tech. 2018, Part 2: Hearing from Starbucks and Birchbox on Driving Digital Sales

Weekly Store Openings and Closures Tracker 2018 #37: Tesco to Launch a New Discount Format

Kroger (KR) 2Q18 Results: Earnings Beat, Misses on Revenue

Alibaba Hosts 2nd NYFW Tmall China Day: Three Women Runway Designers Selected to Represent the Contemporary Chinese Shopper

Hudson’s Bay Company (HBC) 2Q18 Results: A Retrenchment to North America Helps Soften Comp Decline

Tech. 2018, Part 1: Technology Is Breaking Down the Barriers to Selling Beauty and Enabling Closer Ties Between Apparel Brands and Suppliers

Inditex (BME: ITX) 1H18 Results: Strong Organic Growth, Flattish Margins

Primark (LSE: ABF) FY18 Pre-Close Trading Update: Increased Selling Space Drives Sales Growth

A Natural and Organic Asia: Takeaways from Natural & Organic Products Asia (NOPA) Exhibition

New Swimwear Brand Alyned Together Launches Inclusive, Sustainable and Affordable Collection

Five Below, Inc. (FIVE) 2Q18 Results: Beats Estimates and Raises Guidance

Takeaways from Day 2 of the Goldman Sachs 25th Annual Retailing Conference

Weinswig’s Weekly September 7, 2018

Weekly Store Openings and Closures Tracker 2018 #36: Lululemon Plans to Open 40 Stores

Restoration Hardware (RH) 2Q18 Results: Mixed Results, Company Raises EPS Guidance and Lowers Revenue Guidance

Takeaways from Day 1 of the Goldman Sachs 25th Annual Retailing Conference

Express, Inc. (EXPR) 2Q18 Results: Beats Estimates and Raises Guidance

Chico’s FAS, Inc. (CHS) 2Q18 Results: Beats Estimates, Reiterates Guidance

BJ’S Wholesale Club Holdings Inc. (BJ) 2Q18 Results: Beats Consensus Estimates, Mixed Guidance

Weinswig’s Weekly August 31, 2018

Weekly Store Openings and Closures Tracker 2018 #35: Sears Holdings Plans to Close 46 More Stores

PVH Corp. (PVH) Fiscal 2Q18 Results: Company Beats Expectations, Raises Guidance

Guess (GES) 2Q18 Results: Beats on EPS and Raises Guidance

DICK’S Sporting Goods (DKS) Fiscal 2Q19 Results: Beats on EPS, Misses on Comps, Raises EPS Guidance

American Eagle Outfitters (AEO) Fiscal 2Q18 Results: Company Beats Expectations, Raises Guidance

Alibaba (BABA) 1Q19 Results: Strong Revenue Growth, Although Margins Are Squeezed

Foot Locker (FL) 2Q18 Results: Beats on EPS, Misses on Comps

Efficacy is the Backbone of Today’s Beauty Brand, and Other Takeaways from Fashion Group International’s The Making of a Beauty Entrepreneur Panel

Weinswig’s Weekly August 24, 2018

Weekly Store Openings and Closures Tracker 2018 #34: Lowe’s to Close Orchard Supply Stores; House of Fraser London Flagship to Remain Open

Lowe’s (LOW) 2Q18 Results: Strong Quarter, Lowers Guidance After Orchard Supply Exit

Target Corp. (TGT) 2Q18 Results: Beats Consensus Estimates and Raises Guidance

Urban Outfitters (URBN) Fiscal 2Q19 Results: Beats on EPS, Revenue and Comps

Kohl’s (KSS) 2Q18 Results: Beats Consensus Estimates and Raises EPS Guidance

TJX (TJX) Fiscal 2Q19 Results: Company Beats Expectations and Raises Guidance

“Purchase-Activated Fulfilment” Is the Next Generation of Manufacturing, Plus Our Top-Ten Takeaways from MAGIC Las Vegas 2018

Estée Lauder (EL) Fiscal 4Q18 Results: Beats Estimates and Guides for Continued Above-Market Growth

UK Monthly Retail Sales: Solid Growth Sustained in July; Online Sales Remain Robust

JCPenney (JCP) 2Q18 Results: Earnings Miss, Net Sales Negatively Impacted by Store Closures; Company Lowers Guidance

Macy’s (M) 2Q18 Results: Beats on Revenues, EPS and Comps, Raises Guidance

Nordstrom (JWN) Fiscal 2Q18 Results: Company Beats Expectations and Raises Guidance

July 2018 US Retail Sales and Traffic: Status Quo Continues with YoY Increase in Total Retail Sales and Decline in Store Traffic

The Fanny Pack Is Back and Other Top Takeaways from MAGIC Las Vegas 2018

Weekly Store Openings and Closures Tracker 2018 #33: Casper Sleep to Open 200 Stores in the Next Three Years

Weinswig’s Weekly August 17, 2018

Walmart (WMT) Fiscal 2Q19 Results: Beats on Revenues, Comps and EPS; Raises Guidance

“Purchase-Now, Manufacture Now” and Other Top Takeaways from MAGIC Las Vegas 2018

Home Depot (HD) 2Q18 Results: Beats on EPS and Same-Store Sales, Raises Full-Year Outlook

Mental Health and Chinese Medicine: Key Takeaways from the Healthy Hour Series Discussion

July 2018 US Same-Store Sales

Weinswig’s Weekly August 10, 2018

Weekly Store Openings and Closures Tracker 2018 #32: National Stores and Brookstone the Latest Casualties

Adidas (ETR: ADS) 2Q18 Results: Beats Expectations with Further Double-Digit Revenue Growth and Solid Gross-Margin Gains

Michael Kors (KORS) Fiscal 1Q19 Results: Company Beats Expectations and Raises Guidance

“Clean and Green Reigns Supreme” and Our Top Beauty Trends from Cosmoprof North America 2018

Zalando (XTRA: ZAL) 2Q18 Results: Slowing Growth and Rising Costs Prompt Lower Full-Year Guidance

“Cannabis Will Be Like Lavender in Five Years,” and Other Top Takeaways from Cosmoprof North America 2018

Weinswig’s Weekly August 3, 2018

Weekly Store Openings and Closures Tracker 2018 #31: Heritage Home Files for Bankruptcy

Clorox (CLX) Fiscal 4Q Results: Company Beats on Earnings, Misses Revenue and Raises Guidance

Avon (AVP) 2Q18 Results: Misses Consensus Estimates, Big Plans for the Second Half

Baidu (BIDU) 2Q18 Results: Modest Revenue Growth, DuerOS Sees Bigger Installation Base

Brands Think Alibaba Offers More Protection Against Counterfeiting than Amazon and Other Top Takeaways from Cosmoprof North America

NEXT (LSE: NXT) 2Q18 Trading Update: Exceptionally Hot Summer Buoys Sales Growth

HanesBrands (HBI) 2Q18 Results: Misses on Earnings, Target Will Not Renew Champion Activewear Deal

Color Cosmetics Take a Backseat to Skincare, and Other Top Takeaways from Day One at Cosmoprof North America, Las Vegas Conference

June 2018 US Retail Sales and Traffic: Steady Increase in Total Retail Sales While Store Traffic Continues to Decline

Amazon (AMZN) 2Q18 Results: Falls Short on Revenues but Beats on EPS

Under Armour (UAA) 2Q18 Results: Beats on Revenue and Continues SKU Rationalization

Tariffs and the Fashion Industry: Key Takeaways from the CFDA’s Discussion

L’Oréal (ENXTPA: OR) 1H18 Results: Confirming Resurgent Chinese Demand for Premium Products

Facebook (FB) 2Q18 Results: Misses Revenue Estimates and Warns of Slower Growth

Carrefour (ENXTPA: CA) 1H18 Results: Sales Disappoint, but Company Makes “Significant Advances” in Carrefour 2022 Plan

Weekly Store Openings and Closures Tracker 2018 #30: Homebase Continues to Shut Stores

Weinswig’s Weekly July 27, 2018

HBC Reports Beauty Is a Success Beyond the First Floor and other Takeaways from The Retail Design Institute (RDI) Panel

LVMH (ENXTPA: MC) 1H18 Results: Asia’s Shoppers Drive Another Standout Performance

E-Commerce Opportunities in China: A Discussion with Alibaba and Coresight Research

UK Monthly Retail Sales: Strong Real-Terms Growth Continues in June; Shop-Price Inflation Eases Further

VF Corporation (VFC) 1Q19 Results: Strong Vans Revenues, Increases Guidance

Weekly Store Openings and Closures Tracker 2018 #29: Poundworld to Close All Stores

Weinswig’s Weekly July 20, 2018

XRC Labs Cohort 6 Launch Day: Hearing from Startups Improving the Customer Experience and Supporting Better Decision Making

Amazon Prime Day 2018 Wrap-Up: Amazon Announces Another Record Day but Remains Vague on Revenue Figures

On-Demand Services, Space Peace, AI and Cybersecurity in the Modern World: Takeaways from Fortune Brainstorm Tech 2018, Part Two

“Clean” and “Green” Are the Next Big Trends in Beauty and Other Top Takeaways from the 2018 Innovation Series “Technology and Innovation in Beauty” Panel

Planning for the Future in Transportation, Retail and Technology: Takeaways from Fortune Brainstorm Tech 2018, Part One

Groupe Casino (EPA: CO) 2Q18 Trading Update: Underlying Growth Strengthens, Although Currency Effects Hit the Top Line

Amazon Kicks Off the First Half Day of 2018 Prime Day in the US and Europe

Nordstrom Investor Day 2018: Company Plans to Grow Revenues 20% by 2022; Strategic Brands to Account for 50% of Growth

June 2018 US Same-Store Sales

Weekly Store Openings and Closures Tracker 2018 #28: Fabletics Plans 75 New Stores

Weinswig’s Weekly July 13, 2018

ASOS (LSE: ASC) 3Q18 Update: Steady Growth in Sales with the UK Leading the Way

Walmart’s Jet.com to Open E-Commerce Fulfillment Center in New York City

Amazon to Acquire PillPack for a Reported $1 Billion, Bolstering Pharmacy Ambitions

Retail Innovation Summit 2018—The Three As of New Retail

Primark (LSE: ABF) 9M18 Trading Update: Improved Comparable Sales Driven by Better Trading in the Eurozone

Weekly Store Openings and Closures Tracker 2018 #27: Macy’s Plans 55 New Bluemercury Stores

Weinswig’s Weekly July 6, 2018

Sainsbury’s (LSE: SBRY) 1Q19 Sales Update: Very Weak Growth Confirms Underperformance Versus Peers

Cross-Industrial Disruption: Takeaways from the US-China AI Tech Summit, Part 2

Fashion Tech Consortium Hosts Retail Executive Roundtable June Breakfast Event

Top Takeaways from the US-China AI Tech Summit, Part 1

Weinswig’s Weekly June 29, 2018

Weekly Store Openings and Closures Tracker 2018 #26: O Bag to Open 100 Stores in the US

H&M (STO: HM-B) 2Q18 Results: Unsold Inventory Prompts Markdowns, Squeezes Margins

Nike (NKE) Fiscal 4Q18 Results: Beats on EPS and Revenue

Walgreens Boots Alliance (WBA) Fiscal 3Q18 Results: Beats Consensus Estimates and Raises Guidance

US Supreme Court Enables States to Collect Taxes on Online Sales Possibly Levelling the Playing Field in US Retail

Kroger (KR) 1Q18 Results: Beats on EPS and Revenue, Raises Outlook

Weekly Store Openings and Closures Tracker 2018 #25: Safeway to Close Two Stores

Weinswig’s Weekly June 22, 2018

CES Asia Part 2: Hearing about Ever-Smarter Smart-Home Devices

Debenhams (LSE: DEB) 3Q18 Trading Update: Continued Weakness Prompts Third Profit Warning of the Year

London Tech Week 2018: Profiling 13 Retail-Tech Startups

JD.com’s 618 Shopping Festival Wrap-Up: Record-Breaking Sales at ¥159.2 Billion, Strong Threat from Tmall

May 2018 US Same-Store Sales

US-China Tariff Update: Dispute Escalates, but Imports of Consumer Goods to the US Remain Unaffected

Coresight Research and Alvanon Cohost Trailblazers 2018 Event—One Size Does Not Fit All: Inclusive Design & the Modern Consumer

London Tech Week 2018: The Customer Value that Tech Delivers Is What Matters

H&M (STO: HM-B) 2Q18 Sales Update: Growing Store Numbers Fail to Push Sales Higher

Tesco (LSE: TSCO) 1Q19 Update: UK Growth Softens, Booker Drives Group Acceleration

CES Asia 2018 Part 1: Huawei to Shape the Future of Image Technology, Smart Cars Take Center Stage

Weinswig’s Weekly June 15, 2018

UK Monthly Retail Sales: A Bounceback in May with Very Strong Volume Growth; Inflationary Pressures Ease

Weekly Store Openings and Closures Tracker 2018 #24: Five More Sears Closures as Lands’ End Plans to Exit Dozens of Sears Stores

Fujitsu Launches a Blockchain-Based Reward System for Retail and Hospitality

Inditex (BME: ITX) 1Q18 Results: “Strength of the Integrated Store and Online Model” Drives Sales Growth

Restoration Hardware (RH) Fiscal 1Q18 Results: Beats on EPS and Comps, Raises Guidance

Boohoo.com (LSE: BOO) 1Q19 Update: PrettyLittleThing Drives Strong Quarterly Revenue Growth

New York Fashion Tech Lab (NYFTL) Tech Runway Demo Day 2018

Weekly Store Openings and Closures Tracker 2018 #23: Hudson’s Bay Co. to Close 10 Lord & Taylor Stores

Weinswig’s Weekly June 8, 2018

NACS Convenience Summit Europe 2018: Technology Helps C-Stores Turn to Fresh Food and Food-Service Offerings

Five Below (FIVE) 1Q18 Results: Another Strong Quarter, Supported by Store Openings and Solid Comp Growth

JD.com’s 6.18 Shopping Festival: More than Just Discounts

Hudson’s Bay Company Announces Closure of Lord & Taylor’s New York Flagship and Sale of Gilt Groupe to Rival Rue La La

Zalando’s Capital Markets Day 2018: Doubling Sales—Margins Can Wait

Hudson’s Bay Company (HBC.CN) 1Q18 Results: Weak Comps Continue, Company Agrees to Sell Gilt and Close 10 Lord & Taylor Stores

Walmart Launches Jetblack, a Concierge-Style Personal Shopping Service

Ascena (ASNA) Fiscal 3Q18 Results: Beats Expectations, Provides Mixed Guidance

American Eagle Outfitters (AEO) 1Q18 Results: Beats Estimates, Reports Solid Comps Across Brands and Channels

Dollar General (DG) Fiscal 1Q18 Results: Misses on EPS and Comps, Reaffirms FY18 Guidance

Weinswig’s Weekly June 1, 2018

Weekly Store Openings and Closures Tracker 2018 #22: Claire’s to Close 40 More Stores, Sears Announces Further Closures

LVMH Continues Digital Push, Invests in Fashion Search Platform Lyst

Dick’s Sporting Goods (DKS) Fiscal 1Q19 Results: Beats on EPS, Misses on Comps, Raises EPS Guidance

Michael Kors (KORS) 4Q18 and FY18 Results: Double-Digit Growth in Revenues and Expense Cuts Yield Recovery in Profits

Foot Locker (FL) 1Q18 Results: Beats on EPS, Misses on Comps

UK Monthly Retail Sales: April Very Weak Due to Earlier Easter

Macy’s Appoints Paula Price as CFO

Weinswig’s Weekly May 25, 2018

Weekly Store Openings and Closures Tracker 2018 #21: Sears to Close 40 More Stores

Target Corp. (TGT) 1Q18 Results: Misses EPS Guidance, Beats on Comps, Reiterates Guidance

Marks & Spencer (LSE: MKS) FY18 Results: Exceptional Costs Hit Profits; Only on “Mile Three or Four of a Marathon”

Lowe’s (LOW) 1Q18 Results: Misses Consensus but Raises Annual Revenue Growth Guidance

What We’re Hearing at ICSC RECon 2018: 10 Takeaways on Retail Real Estate

Urban Outfitters (URBN) Fiscal 1Q19 Results: Beats on EPS, Revenue and Comps

The TJX Companies (TJX) Fiscal 1Q19 Results: Misses on EPS, but Raises FY19 Guidance

Kohl’s (KSS) 1Q18 Results: Progress in Operations Boosts Earnings and Profitability

JCPenney Chairman and CEO Marvin R. Ellison to Leave for Lowe’s

Tencent (0700.HK) 1Q18 Results: Strong Revenue Growth Driven by Gaming; WeChat MAU Surpass 1 Billion

Nordstrom (JWN) 1Q18 Results: Misses on Comps, Raises EPS Guidance Range

JCPenney (JCP) 1Q18 Results: Net Sales Negatively Impacted by Store Closures, Company Results Below Estimates

The Children’s Place (PLCE) 1Q18 Results: Misses on EPS in Part Due to Unseasonably Cold Weather; Reaffirms FY18 Outlook

Macy’s (M) 1Q18 Results: Company Beats Estimates, Raises Full-Year Guidance

Walmart (WMT) Fiscal 1Q19 Results: Net Sales Beat Expectations, Guidance Affected by Portfolio Repositioning

April 2018 US Same-Store Sales

Weekly Store Openings and Closures Tracker 2018 #20: Rockport Group Files for Chapter 11 Bankruptcy Protection

Top Takeaways from the 2018 Innovation Series: The Profile of the New Consumer

Weinswig’s Weekly May 18, 2018

Demand for Natural Products and Experiences Drives Beauty Growth: Top Takeaways from the WWD Beauty CEO Summit 2018

Home Depot (HD) 1Q18 Results: Beats on EPS, Misses on Revenues and Same-Store Sales

April 2018 US Retail Sales

Hong Kong Retail Sales Gain Momentum, Buttressed by Pickup in Tourism

US Gas Prices See a Double-Digit Increase, but Discretionary Spending Looks Solid

Notes from Breakfast with the Disruptors, Featuring Retail AI Companies

Weekly Store Openings and Closures Tracker 2018 #19: Five Below Opens Over 30 New Stores

Weinswig’s Weekly May 11, 2018

Next (LSE: NXT) 1Q19 Trading Update: Strong Quarter, Raises Full-Year Guidance

Walmart to Invest $16 Billion to Acquire a 77% Stake in India’s Flipkart

Takeaways from the Berns Communications Group/Story VIP Breakfast: Author and Media Guru Joanna Coles Talks Digital vs. Real Relationships

Zalando (XTRA: ZAL) 1Q18 Results: Beats on Top Line but Greater Discounting and Mounting Costs Lead to Operating Loss

Alibaba (BABA) 4Q18 Results: Strong Revenue Growth, Although Margin Was Squeezed

Chico’s Brand Apparel and Accessories Will Be Sold on Amazon Later This Month

Entrepreneurs Roundtable Accelerator Demo Day: Half the Solutions Dedicated to Healthcare and Wellness

Estée Lauder (EL) Fiscal 3Q18 Results: Beats Estimates and Raises Guidance

Avon Products (AVP) 1Q18 Results: Company Meets EPS Estimates, Beats Revenue Estimates

Weinswig’s Weekly May 4, 2018

Adidas (ETR: ADS) 1Q18 Results: Strong Profit Growth Beats Expectations Despite Currency Headwinds at the Top Line

Clorox (CLX) Fiscal 3Q18 Results: Company Beats on Earnings, Reports In-Line Revenues and Offers Mixed Guidance

Macy’s Acquires STORY, the Store that Changes Concepts Every 6–8 Weeks

Retail Robotics & AI Conference Takeaways

Hanesbrands (HBI) 1Q18 Results: Company Beats Expectations in Solid Quarter

Macy’s Expands Off-Price Offering to Northwest and Southwest, and Plans to Open a New Distribution Center

Baidu (BIDU) 1Q18 Results: Revenue Improved on iQiYi’s Business, Rapid Development in AI

Amazon (AMZN) 1Q18 Results: Beats Estimates and Offers Guidance Above Consensus

Sainsbury’s Confirms Merger Plan with Walmart’s Asda

Weinswig’s Weekly April 27, 2018

Weekly Store Openings and Closures Tracker 2018 #17: Old Navy to Open 60 Stores, Bon-Ton Begins Liquidation

Nordstrom Opens a Men’s Store in NYC, Offering Premium Services

Boohoo.com (LSE: BOO) FY18 Results: Sales Nearly Double and Profits Jump on Acquisitions

Key Takeaways from RECon China 2018

UK Monthly Retail Sales: Stronger Volume Growth, Supported by an Earlier Easter

Weekly Store Openings and Closures Tracker 2018 #16: Liquidators Awaiting Approval to Wind Down All Bon-Ton Stores

Weinswig’s Weekly April 20, 2018

Highlights from the XRC Labs Cohort 5 Demo Day

World Retail Congress 2018, Day 3: Third-Generation Retail, Social Media Storefronts, Transforming Supply Chains and the Likelihood of Amazon Entering the Pharmacy Market

Debenhams (LSE: DEB) 1H18 Results: Profits Battered by Poor Christmas and Freezing Weather

World Retail Congress 2018, Day 2: Department Stores, Diversity and Digitalizing Products

Key Takeaways from the JD.com AI Innovation Summit

World Retail Congress 2018, Day 1: Hearing About the “Retail Apocalypse,” Chinese Retail and the Need for Change in Brick-and-Mortar

March 2018 US Retail Sales Report

Primark (LSE: ABF) 1H18 Results: A Warm October Dents Sales Growth

Groupe Casino (EPA: CO) 1Q18 Trading Update: French Food Sales, Hypermarkets Help Performance

March 2018 US Same-Store Sales

Insights and Drinks: Retail, E-Commerce & Logistics Co-Hosted by Vectr and Coresight

Weinswig’s Weekly April 13, 2018

Weekly Store Openings and Closures Tracker 2018 #15: Nine West Declares Bankruptcy; Adidas Plans to Close Stores

L’Oréal (ENXTPA: OR) 1Q18 Trading Update: Buoyant Chinese Demand Fuels Strong Comp Growth

Tesco (LSE: TSCO) FY18 Results: Profits Surge as Turnaround Efforts Continue

Carrefour (ENXTPA: CA) 1Q18 Trading Update: Very Weak Quarter as Growth Slows in All Regions and French Comps Turn Negative

ASOS (AIM: ASC) 1H18 Results: Revenues and Profits Surge as Site Visits Pass Billion Mark

Is April the Cruelest Month? Perhaps So, for Consumer Traffic at Least

LVMH (ENXTPA: MC) 1Q18 Trading Update: Organic Growth Accelerates as Shoppers Flock to Power Brands

US-China Tariff War: Legacy US Apparel Retailers Look Vulnerable to Further Escalation

Weinswig’s Weekly April 6, 2018

Weekly Store Openings and Closures Tracker 2018 #14: Island Pacific to Close Six Stores; Toys“R”Us Shuts Down Its E-Commerce Operations

Alibaba Takes Control of Food Delivery Startup Ele.me

Shoptalk 2018: Conference Wrap-Up

Walmart and Humana Reportedly Talking About a Possible Tie-Up

Weinswig’s Weekly March 30, 2018

Weekly Store Openings and Closures Tracker 2018 #13: All 94 Aaron Brothers Stores to Close; Jet.com Gets New President

PVH (PVH) 4Q17 Results: Company Beats Expectations, Offers Outlook Above Consensus

Restoration Hardware (RH) 4Q17 Results: Beats EPS Estimate, Guides Up for FY18

Walgreens Boots Alliance (WBA) Fiscal 2Q18 Results: Beats Consensus Estimates and Raises Annual EPS Guidance

H&M (STO: HM-B) 1Q18 Results: Cold Weather and Markdowns Hamper Sales and Profit Growth

Walmart’s Jet.com Appoints Tesco Veteran Simon Belsham as President

Marks & Spencer Appoints Retail Veteran Stuart Machin as Managing Director of Food

Next (LSE:NXT) FY18: In-Line Results, but Store Comp Decline of Almost 10% Weighs on Profits

Five Below (FIVE) 4Q17 Results: Beats on Top and Bottom Lines, Announces Share Repurchase

February 2018 US Retail Sales Report

UK Monthly Retail Sales: Solid Growth Sustained in February

Weinswig’s Weekly March 23, 2018

Weekly Store Openings and Closures Tracker 2018 #12: Toys“R”Us, Southeastern Grocers and Claire’s File for Bankruptcy

Guess (GES) Fiscal 4Q18 Results: Beats and Guides Ahead of Consensus

Shoptalk 2018: Day 4 Takeaways—Radical Retail, Anti-Amazon AI and Supply-Chain Startups

Shoptalk 2018: Day 3 Takeaways—Global Marketplaces, New Retail Trends and Digital Commerce Reinvented

Shoptalk 2018: Day 2 Takeaways—Same-Day Delivery, Scan and Go and Augmented Reality

Shoptalk 2018: Day 1 Takeaways—Startup Pitch Competition

Dollar General (DG) 4Q17 Results: Solid Quarter, Beats on Comps; Issues EPS Guidance Above Consensus

Weinswig’s Weekly March 16, 2018

H&M (STO: HM-B) 1Q18 Sales Update: Very Weak Performance Despite Solid Growth in Store Numbers

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—SHOP

Weekly Store Openings and Closures Tracker 2018 #11: Abercrombie & Fitch to Close 60 Stores, Ross Stores to Add 100

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Viveat

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Heuritech

Inditex (BME: ITX) FY17 Results: Strong Sales Growth Offset by Margin Erosion

Express (EXPR) 4Q17 Results: Company Beats Expectations, Issues Light Outlook

Adidas (ETR: ADS) FY17 and 4Q17 Results: Another Strong Year, but Profits Dented by US Tax Impacts

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Hemster

Dick’s Sporting Goods (DKS) 4Q17 Results: EPS Beat Offset by Revenue and Comp Sales Misses

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Afresh Technologies

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—EverThread

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Engagement Agents

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Spoon Guru

The Kroger Co. (KR) 4Q17 Results: Solid Quarter, EPS Guidance Below Consensus

Groupe Casino (EPA: CO) FY17 Results: “Good Performances Across all Businesses,” Expects Further Growth in FY18

Burlington Stores (BURL) 4Q17 Results: Solid Quarter, Company Issues Strong Guidance

American Eagle Outfitters (AEO) 4Q17 Results: Company Beats Expectations, Issues Solid Outlook

Notes from Target Store Tour and Technology Demos

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Teckst

Weekly Store Openings and Closures Tracker 2018 #10: Foot Locker to Close 110 Stores, Open 40 this Year

Weinswig’s Weekly March 9, 2018

Takeaways from the 2018 Target Financial Community Meeting

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Breinify

Urban Outfitters (URBN) Fiscal 4Q18 Results: Company Beats Expectations in Solid Quarter

Target (TGT) 4Q17 Results: Beats on Comps, Guidance Roughly in Line

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—TokyWoky

Kohl’s and Aldi: A Win-Win for an Overspaced Department Store and a High-Growth Grocery Chain

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Flashfood

Ascena Retail Group (ASNA) Fiscal 2Q18 Results: Mixed Quarter, Guides for EPS Below Expectations

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—StoreDNA

Nordstrom (JWN) 4Q17 Results: Light Quarter, Company Issues Mixed Guidance

JCPenney (JCP) 4Q17 Results: Mixed Quarter, Company Guides in Line with Consensus

Foot Locker (FL) 4Q17 Results: Misses on Comps, Guides for Flat–Low-Single-Digit Comps in 2018

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—Glass-Media

Countdown to Shoptalk: Startup Pitch Competition Participant Profile—PopCom

Weinswig’s Weekly March 2, 2018

Weekly Store Openings and Closures Tracker 2018 #9: Charlotte Olympia Files for Bankruptcy, Closing All Stores

Takeaways from Fashion Group International’s “The Making of a Beauty Entrepreneur” Panel

Top Takeaways from the TrendSeeder Innovation Series: New Retail Formats Panel

Zalando (XTRA: ZAL) FY17 Results: Price Pressures and Higher Fulfillment Costs Weigh on Margins

Kohl’s (KSS) 4Q17 Results: Beats on EPS and Revenue, Guides Up for FY18

Lowe’s (LOW) 4Q17 Results: Misses and Guides Below Consensus on EPS

TJX Companies (TJX) Fiscal 4Q18 Results: Comps Beat Estimate, Company Guides Up for FY19

Carrefour (ENXTPA: CA) FY17 Results: Profits Fall amid Tough Conditions and €1 Billion Charge

Macy’s 4Q17 Results: Beats on EPS and Comps, Optimistic Outlook for 2018

Amazon Offers 5% Back for Amazon Prime Rewards Visa Card Users at Whole Foods