Company Earnings Update | March 22, 2018 Register for Free Access GUESS (GES) Fiscal 4Q18 Results: Beats and Guides Ahead of ConsensusGuess reported fiscal 4Q18 adjusted EPS of $0.62, up 46.3% year over year and beating the $0.54 consensus estimate. Revenues were $792.2 million, up 17.5% year over year and beating the $755.6 million consensus estimate. Read More
Company Earnings Update | March 22, 2018 Register for Free Access GUESS (GES) Fiscal 4Q18 Results: Beats and Guides Ahead of ConsensusGuess reported fiscal 4Q18 adjusted EPS of $0.62, up 46.3% year over year and beating the $0.54 consensus estimate. Revenues were $792.2 million, up 17.5% year over year and beating the $755.6 million consensus estimate. Read More
Analyst Corner | March 16, 2018 Register for Free Access Weinswig’s Weekly March 16, 2018This week’s note “From the Desk of Deborah Weinswig” discusses efforts by the apparel industry to recycle jeans, footwear and other items. Read More
Company Earnings Update | March 16, 2018 Register for Free Access H&M (STO: HM-B) 1Q18 Sales Update: Very Weak Performance Despite Solid Growth in Store NumbersH&M reported that total 1Q18 sales growth was flat in constant-currency terms. Read More
Deep Dive | March 16, 2018 Premium Deep Dive: Transforming the fashion industry through data-driven and actionable consumer insights and preferencesFashwire is launching a first-of-its-kind app that connects brands, designers and retailers. Read More
Company Earnings Update | March 15, 2018 Register for Free Access INDITEX (BME: ITX) FY17 Results: Strong Sales Growth Offset by Margin ErosionInditex reported FY17 revenues of €25,336 million, up 8.7% year over year and slightly below the consensus estimate of €25,406 million. Read More
Company Earnings Update | March 15, 2018 Register for Free Access EXPRESS (EXPR) 4Q17 Results: Company Beats Expectations, Issues Light OutlookExpress reported 4Q17 revenues of $693.8 million, up 2.2% year over year and beating the $686.8 million consensus estimate. Adjusted EPS was $0.34, above the consensus estimate of $0.32 and up from $0.29 in the year-ago quarter. Read More
Company Earnings Update | March 15, 2018 Register for Free Access Adidas (ETR: ADS) FY17 and 4Q17 Results: Another Strong Year, but Profits Dented by US Tax ImpactsAdidas grew FY17 group revenues by 16% at constant currency, but revenues were just shy of analysts’ expectations. Read More
Company Earnings Update | March 9, 2018 Register for Free Access Groupe Casino (EPA: CO) FY17 Results: “Good Performances Across all Businesses,” Expects Further Growth in FY18Groupe Casino announced 13.7% growth in EBITDA in FY17, yielding a 40-basis-point increase in the EBITDA margin to 5.1%. Operating income grew by 86%, representing a rise of 90 basis points in the margin to 2.0%. Read More
Company Earnings Update | March 9, 2018 Register for Free Access American Eagle Outfitters (AEO) 4Q17 Results: Company Beats Expectations, Issues Solid OutlookAmerican Eagle Outfitters reported 4Q17 revenues of $1.23 billion, up 11.8% year over year and beating the $1.21billion consensus estimate. Read More
Analyst Corner | March 9, 2018 Register for Free Access Weinswig’s Weekly Mar 9, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the recent announcement by Kohl’s that it plans to carve out space from some of its stores to lease to grocery discounter Aldi. Read More
Company Earnings Update | March 8, 2018 Register for Free Access Takeaways from the 2018 Target Financial Community MeetingThe Coresight Research team attended the 2018 Target Financial Community Meeting in Minneapolis this week. Selected takeaways from the event follow. Read More
Company Earnings Update | March 7, 2018 Register for Free Access Urban Outfitters (URBN) Fiscal 4Q18 Results: Company Beats Expectations in Solid QuarterUrban Outfitters reported fiscal 4Q18 revenues of $1.09 billion, up 5.7% year over year and beating the $1.08 billion consensus estimate. Adjusted EPS was $0.69, beating the $0.63 consensus estimate and up from $0.57 in the year-ago quarter. Read More
Company Earnings Update | March 6, 2018 Register for Free Access Ascena (ASNA) Fiscal 2Q18 Results: Mixed Quarter, Guides for EPS Below ExpectationsAscena Retail Group reported fiscal 2Q18 revenues of $1.72 billion, down 1.7% from the year-ago quarter but beating the $1.65 billion consensus estimate. Adjusted EPS was $(0.12), down from $(0.07) in the year-ago quarter and missing the consensus estimate of $(0.09). Read More
Company Earnings Update | March 5, 2018 Register for Free Access Foot Locker (FL) 4Q17 Results: Misses on Comps, Guides for Flat–Low-Single-Digit Comps in 2018Foot Locker reported 4Q17 adjusted EPS of $1.26, below the $1.37 year-ago figure and above the $1.25 consensus estimate. Revenues were $2.21 billion, up 4.6% year over year and slightly below the $2.22 billion consensus estimate. Read More