Event Coverage | May 13, 2019 Register for Free Access Notes from the 2019 Intel Investor Meeting: Dramatically Growing the Addressable Market by Pursuing Data-Centric OpportunitiesIntel held its annual investor meeting at its Santa Clara, California headquarters on May 8, 2019. Read More
Company Earnings Update | May 13, 2019 Register for Free Access Coty (NYSE: COTY) 3Q19 Results: Revenues Miss Consensus Estimate, Supply Chain Issues Seemingly ResolvedCoty fiscal 3Q19 revenues were $1.99B, 10.4% YoY and lower than the consensus estimate of $2.06B. The supply chain issues it experienced in 1H19 regarding shipment disruption have abated. Read More
Analyst Corner | May 10, 2019 Register for Free Access WEINSWIG’S WEEKLY MAY 10 2019This week’s note “From the Desk of Deborah Weinswig” looks at the nascent but fast-growing use of wearable technology in retail. Read More
Company Profile | May 9, 2019 Premium Loblaw (TSX: L) Company ProfileLoblaw Cos. Ltd. is a Canada-based retailer that operates under five divisions: Market, Drug, Discount, Financial and Joe Fresh. The Market division includes the grocery-focused store banners Loblaws, Provigo and Zehrs, and offers food, home and lifestyle products. Read More
Market Navigators/Market Outlook | May 8, 2019 Premium Enterprise Wearables: A Dynamic MarketIn this report, we review the market for enterprise wearables: Devices used in business environments for work. We estimate global shipments for enterprise wearables were approximately 10.4 million units in 2018, and expect this total to reach more than 23 million units by 2022. Read More
Company Earnings Update | May 8, 2019 Register for Free Access Johnson Controls (NYSE: JCI) 2Q19 Results: Mixed/In-Line Quarter, Raises 2019 EPS GuidanceJohnson Controls reported fiscal 2Q19 results that matched consensus revenue and beat EPS estimates. The company raised annual EPS guidance from increased confidence in the second half. Read More
Company Earnings Update | May 7, 2019 Register for Free Access Adidas (DB: ADS) 1Q19 Results: Double-Digit Growth in Asia Pacific and 16% in China Drive Operating Margin ExpansionDouble Digit Growth in Asia-Pacific and 16% in China Drive Operating Margin Expansion Read More
Company Earnings Update | May 7, 2019 Register for Free Access Diebold Nixdorf (NYSE: DBD) 1Q19 Results: Misses Consensus, But Profitability Improves Amid TransformationDiebold Nixdorf missed 1Q19 consensus estimates, yet its profitability improved as its transformation cointinues. Read More
Company Earnings Update | May 7, 2019 Register for Free Access Brookfield Property Partners (NASDAQ: BPY) 1Q19 Results: Beats Consensus by a Penny, Completes Share and Unit RepurchasesBrookfield Property Partners reported FFO (funds form operations) that beat consensus estimates by a penny. During the quarter, the company completed one announced plus one another share and unit repurchase. Read More
Company Earnings Update | May 5, 2019 Register for Free Access Hanesbrands (NYSE: HBI) 1Q19 Results: Strong Champion Sales Propelled GrowthHanesbrands reported robust 1Q19 revenue growth driven by US activewear and Champion subsidiary sales. Read More
Analyst Corner | May 3, 2019 Register for Free Access WEINSWIG’S WEEKLY MAY 3 2019This week, Deborah Weinswig discusses the slowing of growth in two aspects of Amazon’s retail business, and wonders whether that might be the reason the online giant is bringing one-day delivery to the US. Read More
Company Earnings Update | May 3, 2019 Register for Free Access Clorox (NYSE: CLX) 3Q19 Results: Misses Estimates on Sales, Beats on EPSClorox reported net sales of $1.55 billion for the three months ended March 31, 2019, up 2.2% year over year, missing the consensus estimate of $1.57 billion. The increase in net sales was driven by the acquisition of Nutranext, a dietary supplements company, in April 2018. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Under Armour (NYSE: UAA) 1Q19 Results: Revenue and EPS Beat Consensus Estimates; Company Updates Outlook for FY19Under Armour reported 1Q19 sales of $1.20 billion, ahead of the consensus estimate of $1.18 billion, and EPS of $0.05, beating the consensus estimate of $0.00. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Loblaw (TSX: L) 1Q19 Results: Comp Growth Strengthens in RetailLoblaw reported 1Q19 same-store sales growth of 2.0% in food retail and 2.2% in drug retail, with growth in both segments accelerating from the prior quarter. Revenue of C$10.66 billion came in slightly ahead of the consensus estimate of C$10.60 billion. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Simon Property Group (NYSE: SPG) 1Q19 Results: Beats Consensus on Revenues and FFO, Reiterates 2019 GuidanceSimon Property Group’s 1Q19 results beat consensus estimates and the company reiterated its 2019 earnings guidance. Read More
