Deep Dive | May 29, 2017 Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 1In Part One of this Deep Dive, we provide an overview of the warehouse-club sector. Read More
Deep Dive | May 26, 2017 Premium Deep Dive: International Grocery Retailers in India, Where 1.3 Billion Consumers are Shopping for DinnerThis report is the second in a brief series that looks at global retailers’ operations in India. It focuses on international grocery retailers’ and wholesalers’ entries into the country and considers their domestic counterparts. Read More
Deep Dive | May 25, 2017 Premium Deep Dive: An Introduction to Cybersecurity—Part OneIn Part One of this Deep Dive, we provide a summary of the current environment and discuss the components of cybersecurity. Read More
Company Earnings Update | May 25, 2017 Register for Free Access PVH (PVH) 1Q17 Results: Beats Consensus and Raises EPS GuidancePVH Corp. reported 1Q17 adjusted EPS of $1.65, ahead of the $1.60 consensus estimate and up 9.9% year over year. Revenues were $2.0 billion, up 3.7% year over year and slightly ahead of the $1.96 billion consensus estimate. Read More
Company Earnings Update | May 25, 2017 Register for Free Access Guess (GES) Fiscal 1Q18 Results: Beats Expectations; North America Comps Still WeakGuess reported fiscal 1Q18 adjusted EPS of $(0.24), down slightly from $(0.23) in the year-ago quarter but above the $(0.32) consensus estimate. Read More
Company Earnings Update | May 25, 2017 Register for Free Access Lowe’s (LOW) 1Q17 Results: Miss on EPS and Sales Yet Growth ContinuesLowe’s reported 1Q17 adjusted EPS of $1.03, up 18.4% from the year-ago quarter, but below the $1.06 consensus estimate. The company reported revenue of $16.86 billion, below the $16.95 billion consensus estimate, but up 10.7% from the year-ago quarter. Read More
Company Earnings Update | May 25, 2017 Register for Free Access Marks & Spencer (LSE: MKS) FY17 Results: A Disappointing Final Quarter; Exceptional Costs Weigh on ProfitsM&S grew total full-year sales by 2.2% to £10.62 billion, marginally ahead of consensus and despite negative comps in its UK Clothing and Home and UK Food segments. Read More
Deep Dive | May 19, 2017 Premium Fast Fashion Speeding Toward Ultrafast FashionZara and H&M, the two largest global fast-fashion retailers, pioneered the fast-fashion business model. Now, the two companies are competing head to head with a new set of younger online-only competitors. Read More
Company Earnings Update | May 19, 2017 Register for Free Access Ralph Lauren (RL) Fiscal 4Q17 Results: EPS Beats Expectations on Reduced MarkdownsRalph Lauren reported fiscal 4Q17 adjusted EPS of $0.89, above the $0.78 consensus estimate and in line with guidance. Read More
Company Earnings Update | May 19, 2017 Register for Free Access Alibaba (BABA) 4Q FY17 Results: Earnings Beat, Highest Revenue Growth Since IPO; “Very Excited” about FY18 ProspectsAlibaba reported 4Q FY17 revenue of ¥38.6 billion, up 60% year over year, and beat consensus estimates by 7%. The company attributed the strong results to solid growth of its core commerce segment, as well as accelerating growth in emerging businesses, including cloud computing, digital media and entertainment. Read More
Company Earnings Update | May 19, 2017 Register for Free Access Gap (GPS) 1Q17 Results: Tops EPS Expectations; Solid Same-Store SalesGap reported 1Q17 EPS of $0.36, up from $0.32 in the year-ago quarter and above the $0.29 consensus estimate. Foreign currency negatively impacted EPS by an estimated $0.03, or about 9%. Total revenues were $3.44 billion, roughly flat year over year. Read More
Company Earnings Update | May 19, 2017 Register for Free Access Walmart (WMT) Fiscal 1Q18 Results: Mixed Quarter, Light GuidanceWalmart reported fiscal 1Q 2018 EPS of $1.00, up from $0.98 in the year-ago quarter and beating the $0.96 consensus estimate. Total revenues were $117.5 billion, up 1.4% year over year and slightly below the consensus estimate. Read More
Deep Dive | May 18, 2017 Premium Deep Dive: Aussies, Get Ready for Amazon!In April 2017, Amazon announced that it will launch a full offering in Australia, although it has not yet specified a launch date. Read More
Company Earnings Update | May 17, 2017 Register for Free Access Home Depot (HD) 1Q17 Results: Company’s Momentum ContinuesHome Depot reported 1Q17 EPS of $1.67, up 16% from the year-ago quarter and beating the $1.61 consensus estimate. Total revenues for 1Q17 were $23.89 billion versus expectations of $23.73 billion, and were up 4.9% year over year. Read More
Deep Dive | May 17, 2017 Premium Deep Dive: The Evolution of Corporate InnovationThe rapid development of new retail technologies across the online, mobile and in-store channels, along with disruption from startups, is dramatically shifting consumers’ expectations and behaviors. Read More
