Company Earnings Update | November 8, 2018 Register for Free Access Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability OutlookAdidas grew 3Q18 revenues by 8% at constant currency but the missed consensus estimate. Earnings before interest and taxes (EBIT) and earnings per share (EPS) came in ahead of consensus. Read More
Company Earnings Update | November 7, 2018 Register for Free Access Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat ConsensusUnder Armour’s international and apparel segment sales drove 3Q revenue growth, up mid-teens and 4.2%, respectively. Adjusted EPS of $0.25 beat the consensus estimate of $0.12. Read More
Insight Report | November 7, 2018 Premium Costco: A Timeline of Key Events – 2018In this report, part of our Retailers’ Timelines series, we examine a timeline of key events in Costco’s recent history that have shaped it into the retailer it is today. Read More
Company Earnings Update | November 6, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises GuidanceEstée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate of $3.47 billion. Adjusted earnings per share (EPS) was $1.41, higher than the consensus estimate of $1.22 and higher than the EPS of $1.21 in the year ago period. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
Company Earnings Update | October 26, 2018 Register for Free Access Amazon (AMZN) 3Q18 Results: Beats on EPS but Misses on Revenues and 4Q18 GuidanceAmazon.com reported 3Q18 earnings per share (EPS) of $5.75, beating the $3.08 consensus estimate and up sharply from $0.52 in the year-ago quarter. Revenues were $56.6 billion, up 29.3% year over year but missing the consensus estimate of $57.1 billion. Read More
Insight Report | October 18, 2018 Premium Walmart: A Timeline of Key Events – 2018This is the first report in our US Retailers’ Timelines series. In this report, we examine a timeline of key events in Walmart’s recent history that have shaped it into the retailer it is today. Read More
Company Earnings Update | October 5, 2018 Register for Free Access Avon Investor/Analyst Day 2018: Company Focuses on Increasing Consumer Access to Brand Avon by Going DigitalOn September 21, 2018, Avon Products, Inc. (AVP) hosted its Analyst/Investor Day. At the event, management focused on financial initiatives and cost savings of $400 million by 2021, and investments in commercial initiatives and digital and IT infrastructure. Read More
Flash Report | October 3, 2018 Register for Free Access Walmart Acquires Eloquii, Strengthening Its #1 Position in ApparelWalmart announced that it will acquire plus-size apparel brand and retailer Eloquii for an undisclosed amount. Walmart has recently acquired several other apparel brands, including Bonobos in June 2017. Read More
Analyst Corner | September 28, 2018 Register for Free Access Weinswig’s Weekly – September 28, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the Bonded + Retail Store model, a new way for foreign brands and retailers to access the Chinese market. Read More
Company Earnings Update | September 28, 2018 Register for Free Access H&M (STO: HM-B) 3Q18 Results: Logistics Costs, Online and Store Expansion Pummel Profit MarginsFor 3Q18, H&M reported a 6.6% increase in gross profit—to SEK 28.1 billion—yielding a gross margin of 50.3%. The company had already reported total 3Q18 sales growth of 9.0%. Read More
Company Earnings Update | September 27, 2018 Register for Free Access Boohoo Group (LSE: BOO) 1H19 Results: Strong Revenue Growth Boosted by PrettyLittleThingBoohoo Group reported 1H19 group revenue growth of 50.0%, taking revenues to £395.3 million, ahead of the consensus estimate of £385.9 million. Read More
Company Earnings Update | September 26, 2018 Register for Free Access Next (LSE: NXT) 1H19 Results: Better-Than-Expected Margin Improvement Prompts Full Year Guidance UpgradeNext reported 1H19 revenues of £1,961.9 million, up 3.1% year over year. Diluted EPS came in at 184.5 pence, up 4.5% year over year, broadly in line with the consensus estimates of 184.7 pence. Read More
Analyst Corner | September 21, 2018 Register for Free Access Weinswig’s Weekly September 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses key points from Alibaba’s recent investor meeting, including the company’s plans to tap the surge in spending from China’s consumption upgrade. Read More