Company Earnings Update | August 27, 2018 Register for Free Access Alibaba (BABA) 1Q19 Results: Strong Revenue Growth, Although Margins Are SqueezedAlibaba reported 1Q19 revenues of ¥80.9 billion, up 61% year over year. The company attributed the strong results to robust revenue growth from its China retail business, the consolidation of Cainiao Network and Ele.me, as well as a near-doubling of revenues in the Alibaba Cloud business. Read More
Analyst Corner | August 24, 2018 Register for Free Access Weinswig’s Weekly August 24, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how customer acquisition and fulfillment costs affect online pure plays’ profitability. Read More
Company Earnings Update | August 24, 2018 Register for Free Access Lowe’s (LOW) 2Q18 Results: Strong Quarter, Lowers Guidance After Orchard Supply ExitLowe’s reported 2Q18 adjusted EPS of $2.07, up from $1.57 from the year-ago quarter and ahead of the $2.02 consensus estimate. Net sales were $20.89 billion, up 7.1% year over year and beating the $20.77 billion consensus estimate. Read More
Company Earnings Update | August 21, 2018 Register for Free Access Estée Lauder (EL) Fiscal 4Q18 Results: Beats Estimates and Guides for Continued Above-Market GrowthEstée Lauder reported fiscal 4Q18 adjusted EPS of $0.61, beating consensus by a nickel and up 19.9% year over year. Revenues were $3.30 billion, up 14.1% year over year and beating the consensus estimate of $3.25 billion. Read More
Insight Report | August 20, 2018 Premium CVS and Walgreens — Head to HeadCVS Health and Walgreens Boots Alliance are the two largest pharmacy companies in the US. They each posted over $100 billion in revenues in 2017, and both operate more than 9,000 stores worldwide. Read More
Company Earnings Update | August 17, 2018 Register for Free Access Walmart (WMT) Fiscal 2Q19 Results: Beats on Revenues, Comps and EPS; Raises GuidanceWalmart reported fiscal 2Q19 adjusted EPS of $1.29, up 19.4% from $1.08 in the year-ago quarter and beating the $1.22 consensus estimate. Total revenues were $128.0 billion, up 3.8% year over year and ahead of the consensus estimate of $126.0 billion. Read More
Company Earnings Update | August 17, 2018 Register for Free Access Macy’s (M) 2Q18 Results: Beats on Revenues, EPS and Comps, Raises GuidanceMacy’s reported 2Q18 adjusted EPS of $0.70, beating the $0.51 consensus estimate. Revenues were $5.57 billion, down 1.1% year over year but beating the consensus estimate of $5.55 billion. Read More
Company Earnings Update | August 16, 2018 Register for Free Access Home Depot (HD) 2Q18 Results: Beats on EPS and Same-Store Sales, Raises Full-Year OutlookHome Depot reported 2Q18 EPS of $3.05, up from $2.25 in the year-ago quarter and ahead of the $2.84 consensus estimate. Total revenues were $30.46 billion, up 8.4% year over year and ahead of the $30.03 billion consensus estimate. Read More
Company Earnings Update | August 10, 2018 Register for Free Access Adidas (ETR: ADS) 2Q18 Results: Beats Expectations with Further Double-Digit Revenue Growth and Solid Gross-Margin GainsAdidas grew 2Q18 revenues by 10% year over year at constant currency, with revenues, EBIT and net profit all coming in ahead of consensus. Read More
Analyst Corner | August 10, 2018 Register for Free Access Weinswig’s Weekly August 10, 2018This week’s note “From the Desk of Deborah Weinswig” discusses five reasons we’re optimistic about this year’s back-to-school shopping season. Read More
Company Earnings Update | August 9, 2018 Register for Free Access Michael Kors (KORS) Fiscal 1Q19 Results: Company Beats Expectations and Raises GuidanceMichael Kors reported fiscal 1Q19 revenues of $1.20 billion, up 26.3% year over year and above the consensus estimate of $1.14 billion. Diluted EPS was $1.22, up 52.5% from the year-ago quarter and above the consensus estimate of $0.94. Read More
Analyst Corner | August 3, 2018 Register for Free Access Weinswig’s Weekly August 3, 2018This week’s note “From the Desk of Deborah Weinswig” discusses recent partnerships between retailers and tech companies. Read More
Company Earnings Update | August 3, 2018 Register for Free Access Clorox (CLX) Fiscal 4Q2018 Results: Company Beats on Earnings, Misses Revenue and Raises GuidanceClorox reported fiscal 4Q18 revenues of $1.69 billion, up 2.7% year over year and below the consensus estimate of $1.72 billion. Diluted EPS was $1.66, up 9.2% from the year-ago quarter and above the consensus estimate of $1.58. Read More
Company Earnings Update | August 3, 2018 Register for Free Access Avon (AVP) 2Q18 Results: Misses Consensus Estimates, Big Plans for the Second HalfAvon Products reported 2Q18 adjusted EPS of $(0.02), missing the breakeven consensus estimate. Revenues were $1.35 billion, down 3.2% year over year, missing the consensus estimate of $1.40 billion. Read More
Company Earnings Update | August 2, 2018 Register for Free Access Next (LSE: NXT) 2Q18 Trading Update: Exceptionally Hot Summer Buoys Sales GrowthBritish fashion retailer Next reported an increase of 2.8% in total full-price sales for the 12 weeks ended July 28, 2018. Read More