Company Earnings Update | August 18, 2017 Register for Free Access Walmart (WMT) Fiscal 2Q18 Results: Beats Consensus and Raises GuidanceWalmart reported fiscal 2Q18 adjusted EPS of $1.08, up from $1.07 in the year-ago quarter and beating the $1.07 consensus estimate. Total revenues were $123.4 billion, up 2.1% year over year and beating the consensus estimate of $122.8 billion. Read More
Company Earnings Update | August 16, 2017 Register for Free Access Home Depot (HD) 2Q17 Results: Highest Quarterly Sales in Company HistoryHome Depot reported 2Q17 EPS of $2.25, up 14% from the year-ago quarter and beating the $2.21 consensus estimate. Total revenues for 2Q17 were $28.1 billion, versus expectations of $27.8 billion, and were up 6.2% year over year. The results represent the highest quarterly sales and net earnings in the company’s history. Read More
Company Earnings Update | August 16, 2017 Register for Free Access Coach (COH) Fiscal 4Q17 Results: Weak Quarter, Sales Miss ExpectationsCoach reported fiscal 4Q17 adjusted EPS of $0.50, beating the consensus estimate by a penny and up from $0.45 in the year-ago quarter. Revenues were $1.13 billion, down slightly from $1.15 billion in the year-ago period and below the consensus estimate of $1.15 billion. Read More
Deep Dive | August 15, 2017 Premium Deep Dive: Reality Technology in Retail— The Disruptive Force of AR, VR and MRDefine the three types of reality technology—AR, VR and MR—and show how retailers, including IKEA and Alibaba, have introduced reality technology to provide customers with a virtual “try before you buy” service and new ways to shop. Read More
Deep Dive | August 11, 2017 Premium Deep Dive: How Direct Selling Remains Relevant in the Digital AgeThe global direct selling market rebounded to US$134.2 billion in 2016, up 2.8% from the previous year. China follows the US closely as the second largest direct selling market, valued at US$33.9, and the country is expected to overtake the US as the largest direct selling market in the next few years. Read More
Company Earnings Update | August 11, 2017 Register for Free Access Macy’s (M) 2Q17 Results: Beats Expectations and Is on Track to Meet Full-Year GuidanceMacy’s reported 2Q17 adjusted EPS of $0.48, beating the consensus estimate of $0.46. Total revenues declined by 5.4% year over year, to $5.55 billion, reflecting announced store closures. Read More
Company Earnings Update | August 9, 2017 Register for Free Access RALPH LAUREN (RL) Fiscal 1Q18 Results: Beats Consensus Estimates and Maintains GuidanceRalph Lauren reported 1Q18 adjusted EPS of $1.11, beating the consensus estimate of $0.95. Revenues decreased by 12.9%, to $1.35 billion from $1.55 billion in the year-ago period, beating the consensus estimate of $1.34 billion. Read More
Company Earnings Update | August 9, 2017 Register for Free Access Wayfair (W) 2Q17 Results: Beats on Revenue and EPS, Issues 3Q Guidance Above ConsensusWayfair reported 2Q17 adjusted EPS of $(0.26), ahead of the $(0.46) consensus estimate and up from $(0.43) in the year-ago period. Total revenues were $1.12 billion, up 42.7% year over year and above the consensus estimate of $1.06 billion. Read More
Company Earnings Update | August 9, 2017 Register for Free Access Michael Kors (KORS) Fiscal 1Q18 Results: Beats Expectations, Boosted by Better-than-Expected CompsMichael Kors reported fiscal 1Q18 revenues of $952.4 million, down 3.6% year over year and ahead of the $918.7 million consensus estimate. EPS was $0.80, beating the consensus estimate of $0.62. Read More
Company Earnings Update | August 9, 2017 Register for Free Access CVS Health (CVS) 2Q17 Results: Beats Consensus, Narrows Guidance RangeCVS Health reported 2Q17 adjusted EPS of $1.33, up 0.7% year over year and beating the $1.31 consensus estimate. Revenues were $45.7 billion, up 4.5% year over year, beating the $45.35 billion consensus estimate. Read More
Insight Report | August 8, 2017 Premium Amazon Pay Places: Amazon’s Next Conquest Could Be Mobile PaymentsThe US mobile payments market is highly fragmented, and leaders PayPal and Apple Pay have not yet achieved widespread public acceptance. US mobile payment platforms are hamstrung by hardware issues, proprietary systems and closed platforms as well as by a general lack of consumer enthusiasm. Read More
Deep Dive | August 5, 2017 Premium Alibaba Group: From Strength to Strength – An overview of the business units of the world’s largest e-commerce companyAlibaba was established in 1999 as a business-to-business (B2B) portal connecting Chinese manufacturers to overseas buyers. This report provides an overview of Alibaba’s different business segments, and how they all work together using its platforms and big data technology to enable small enterprises to compete more effectively. Read More
Company Earnings Update | August 4, 2017 Register for Free Access Adidas (ETR: ADS) 2Q17 Results: Company Raises Guidance Thanks to Strong ResultsAs announced preliminarily last week, Adidas reported stronger-than-expected revenue and profit growth for 2Q17. Revenues were up 20%, to €5,038 million. Revenues were up 19% on a constant-currency basis. EBIT grew by 18% and net income from continuing operations grew by 16%, to €347 million. Read More
Market Navigators/Market Outlook | August 4, 2017 Premium Reviewing Trends in the Global Fragrance MarketThis report analyzes the global fragrance market including market size, sales growth, segmentation, distribution channels and key trends. Read More
Analyst Corner | August 4, 2017 Register for Free Access Weekly Insights Aug 4, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how Walmart and JD.com are strengthening their partnership, including through the launch of a new shopping festival to be held on August 8. Read More
