Company Earnings Update | December 15, 2017 Register for Free Access Costco Wholesale (COST) Fiscal 1Q18 Results: Big EPS Beat, Solid RevenuesCostco reported fiscal 1Q18 EPS of $1.45, up 17.1% from the year-ago quarter and beating the consensus estimate of $1.34. Revenues were $31.8 billion, up 13.2% year over year and beating the consensus estimate of $31.1 billion. Read More
Company Earnings Update | December 14, 2017 Register for Free Access Inditex (BME: ITX) 9M17 Results: Strong Sales, but Margin ErosionInditex reported 9M17 revenues of €18.0 billion, an increase of 9.5% year over year. Comparable store sales remained strong. Read More
Analyst Corner | December 8, 2017 Register for Free Access Weinswig’s Weekly December 8, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the global expansion of Chinese electronic payment platforms, including in the US. Read More
Company Earnings Update | December 7, 2017 Register for Free Access Vera Bradley (VRA) Fiscal 3Q18 Results: Beats on EPS, Issues Mixed GuidanceVera Bradley reported fiscal 3Q18 adjusted EPS of $0.23, handily beating the $0.14 consensus estimate and up 12.1% year over year. Revenues of $114.1 million were down 9.9% year over year and shy of the $114.8 million consensus estimate. Read More
Flash Report | December 7, 2017 Register for Free Access Walgreens Boots Alliance to Acquire a 40% Stake in Chinese Pharmacy Chain GuoDaOn December 6, Walgreens Boots Alliance announced an agreement to invest in China-based Sinopharm Holding Guoda Drugstores (GuoDa) Read More
Company Earnings Update | December 6, 2017 Register for Free Access Restoration Hardware (RH) 3Q17 Results: In-Line Results; Company Guides for 2018 EPS Above ConsensusRestoration Hardware reported 3Q17 adjusted EPS of $1.04, up more than 420% year over year and beating the $1.02 consensus estimate. Revenues were $592.5 million, up 7.9% year over year and slightly ahead of consensus. Read More
Company Earnings Update | December 5, 2017 Register for Free Access Ascena (ASNA) Fiscal 1Q18 Results: In-Line EPS, Weak Compsyear over year. Adjusted EPS was $0.11, in line with consensus expectations. Read More
Flash Report | December 5, 2017 Register for Free Access CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to HealthcareOn December 3, CVS Health announced its long-anticipated plan to acquire Aetna for $69 billion in cash and stock. The transaction, expected to close in the second half of 2018, requires shareholder and regulatory approvals and must meet customary closing conditions. Read More
Analyst Corner | December 1, 2017 Register for Free Access Weinswig’s Weekly December 1, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the intensifying battle between retail giants Amazon and Walmart for share of consumers’ e-commerce wallets. Read More
Market Navigators/Market Outlook | November 25, 2017 Premium The Face Mask Market Is Booming, But So Is Competition – Unique Ingredients and Product Innovations to Capture the Lucrative Chinese MarketThe global face mask market was worth $5.7 billion in 2016. It is forecast to grow at a compound annual growth rate (CAGR) of 9.1% from 2016 to 2021, to reach $6.3 billion in 2017 and $8.8 billion by 2021, according to data from Euromonitor International. Read More
Analyst Corner | November 24, 2017 Register for Free Access Weinswig’s Weekly November 24, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the imminent start of the official holiday shopping season this weekend. Read More
Deep Dive | November 23, 2017 Premium Deep Dive: NFC Technology—Helping Retailers Think Like BrandsRetailers can deploy near-field communication (NFC) tags in stores to better engage with shoppers on-site. The tags can be used to send customers product information and links and to create a more personalized shopping experience. Read More
Analyst Corner | November 17, 2017 Register for Free Access Weinswig’s Weekly November 17, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the future of automated stores and includes highlights from the FGRT team’s recent visit to one of Alibaba’s Hema automated grocery stores in China. Read More
Company Earnings Update | November 17, 2017 Register for Free Access Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS GuidanceWalmart reported fiscal 3Q18 adjusted EPS of $1.00, up 2% from the year-ago quarter and beating the $0.97 consensus estimate. Total revenues were $123.2 billion, up 4.2% year over year and beating the consensus estimate of $121.05 billion. Read More
Company Earnings Update | November 10, 2017 Register for Free Access Adidas (ETR: ADS) 3Q17 Results: Profitability Beats Estimates, Revenue Growth DisappointsAdidas reported that 3Q17 revenue was up 12.0% year over year on a currency-neutral basis and up 8.7% year over year in euro terms, to €5,677 million, which was below the consensus estimate of €5,910 million. Read More