Company Earnings Update | August 22, 2019 Register for Free Access Salesforce (NYSE: CRM) 2Q20 Results: Quarter in Line/Beats Consensus, Strength from Marketing and Commerce, Raises Revenue GuidanceSalesforce’s F2Q20 results were in line/beat consensus estimates, driven by strength in the marketing and commerce cloud segment, and the company raised annual revenue guidance. Read More
Company Earnings Update | August 22, 2019 Register for Free Access L Brands (NYSE: LB) 2Q19: Victoria’s Secret Still a Drag on Earnings but Early Read on Swim is PositiveL Brands 2Q19 revenues were $2.90 billion, down 2.8% year over year and lower than the consensus estimate of $2.95 billion. Comparable sales were down 1% compared to a 3% increase last year and below the consensus estimate of a 0.2% rise. Read More
Analyst Corner | August 22, 2019 Register for Free Access Weinswig’s Weekly — August 23, 2019This week’s note “From the Desk of Deborah Weinswig” looks at China’s many shopping holidays – and how Western companies can tap into the opportunity. Read More
Insight Report | August 22, 2019 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. Read More
Company Earnings Update | August 22, 2019 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. Read More
Company Earnings Update | August 21, 2019 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%. Read More
Deep Dive | August 21, 2019 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. Read More
Deep Dive | August 18, 2019 Premium RFID and NFC in RetailRadio Frequency Identification (RFID) and Near Field Communication (NFC) are key technologies to digitalize store operations and can be instrumental to facilitate omnichannel retail. Read More
Company Earnings Update | August 16, 2019 Register for Free Access Nvidia (NASDAQ: NVDA) 2Q20 Results: Beats Consensus, New AI Products for Language and VehiclesNvidia reported 2Q20 results that beast consensus estimates. Automotive was the fastest-growing segment, growing 30%, and the company announced AI products for language and vehicles. Read More
Analyst Corner | August 15, 2019 Register for Free Access Weinswig’s Weekly — August 16, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the abundance of technology pouring into retail stores. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Canada Goose (NYSE: GOOS) 1Q20 Results: Revenue and EPS Beat Estimates, Reiterates Guidance for FY2020Canada Goose’s 2Q20 results beat consensus estimates, though the company drdeported a 650-bps decline in the gross margin. The company reiterated its fiscal 2020 outlook. Read More
Company Earnings Update | August 15, 2019 Register for Free Access Cisco (NASDAQ: CSCO) 4Q19 Results: Beats/In Line with Consensus, Security Driving GrowthCisco reported fiscal 4Q19 results that met or beat consensus estimates, and security was a major growth driver in the quarter. Cisco is expanding security across all its networking and cloud domains. Read More
Insight Report | August 9, 2019 Premium Amazon India Engages Consumers with GamificationApp-only quiz campaigns are part of Amazon India’s marketing campaign to promote its mobile app, increase subscribers and drive mobile traffic. With 483 million Internet users in India, about 36% of the population, there is room for growth in mobile app users, Amazon is trying to leverage this opportunity. Read More
Deep Dive | August 9, 2019 Premium E-Commerce Opportunities in Southeast Asia: Market Entry 101In this report, we outline the scale and potential of retail and e-commerce in Southeast Asia. We discuss the opportunities in e-commerce platforms that brands can leverage, and the strategies brands can adopt to enter the e-commerce market in Southeast Asia. Read More
Analyst Corner | August 9, 2019 Register for Free Access Weinswig’s Weekly — August 9, 2019This week’s note “From the Desk of Deborah Weinswig” looks at the impact of the falling UK pound on British consumers and retailers. Read More
