March 22, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY MARCH 22, 2019This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s inroads into the beauty category.
March 21, 2019 Company Earnings Update Register for Free Access Alimentation Couche-Tard (TSX: ATD.B) Fiscal 3Q19 Results: Revenue Below Consensus, Merchandise and Fuel Drive GrowthAlimentation Couche-Tard reported fiscal 3Q19 revenue of $16.5 billion, slightly below the consensus estimate of $16.8 billion and up 4.6% from 3Q18.
March 21, 2019 Company Earnings Update Register for Free Access Williams-Sonoma (NYSE: WSM) 4Q18 Results: Beats on Revenues, Comps in Line, Guides for 2019 EPS Above ConsensusWilliams-Sonoma reported 4Q18 revenues of $1.84 billion, up 9.3%. Adjusted EPS was $2.10, up 25.3%. Comps increased 2.4%. The company guided for a 2019 comps of +2%–5% and adjusted EPS of $4.50–$4.70.
March 20, 2019 Event Presentation Premium Decoding the Consumer: The New Science of Customer Behavior (Vision Monday Global Leadership Summit)This presentation discusses retail in 2019, reshaping physical retail, technology trends reshaping retail and things we can learn from Asia.
March 20, 2019 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 2Q19 Trading Update: Strong UK Demand, US Logistics Hit by Unexpected Jump in Demand, Guidance UnchangedASOS reported 2Q19 group revenues of £658.5 million, up 11.0% year over year on a constant-currency basis. US sales declined due to an unexpected surge in orders causing disruption.
March 19, 2019 Insight Report Premium February 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline EasesUS store-based traffic and sales declined in February, while the conversion rate grew 0.4 percentage points. Average transaction value (ATV) grew 1.8%, slower than the 5.5% growth reported in January.
March 19, 2019 Insight Report Premium 2019 Tax Tracker Week 6: Filings Catching Up but Still Down Year Over YearUS income tax refund tracker: Filings are still down year over year, and average refund amounts are up slightly. Consumers plan save their refunds, pay down debt, and fund everyday expenses.
March 18, 2019 Question of the Week Free Report Question: What Is the Most-Listed Makeup Brand on Amazon.com?Question of the Week March 18 2019 – What Is the Most-Listed Makeup Brand on Amazon.com?
March 18, 2019 Company Earnings Update Register for Free Access Prada (SEHK: 1913) 2018 Results: Positive Sales Trends Across All Regions and CategoriesPrada is in the midst of a multiyear strategic transformation that should result in increased brand relevancy.
March 15, 2019 Deep Dive Premium Artificial Intelligence in Retail, Part 3: What Startups Are Doing with AIThis is the third report in a short series looking at artificial intelligence (AI) in retail. In this report, we explore what startups are doing with AI in the context of our proprietary CORE framework, which stands for Communication, Optimization of pricing, Rationalization of inventory and Experiential retail.
March 15, 2019 Insight Report Premium February 2019 US Same-Store Sales: Costco Comps Decelerate, Buckle and Cato Comparable Sales FallIn February, Costco’s same-store sales growth showed a sequential slowdown. The company posted accelerated growth in e-commerce comparable sales. Adverse weather conditions, holiday shift and forex currency fluctuations negatively impacted Costco’s performance.
March 15, 2019 Company Earnings Update Register for Free Access Dollar General (NYSE: DG) 4Q18 Results: Beats on Comps, Light 2019 Earnings Guidance, Expects to Open 975 Stores in 2019Dollar General reported 4Q18 results that beat on comps but missed on EPS. The company offered light EPS guidance in 2019 due to various investments and plans to open 975 stores.
March 15, 2019 Company Earnings Update Register for Free Access Dufry (SIX: DUFN) FY18 Results: Solid Year Despite Second-Half Headwinds, Company Expects Strengthening of Revenue GrowthDufry reported 2018 revenues slightly ahead of expectations, with organic growth of 2.7% versus consensus of 2.4%. Gross profit climbed 4.4% resulting in a 40-bps gain in the gross margin.
March 15, 2019 Company Earnings Update Register for Free Access Ulta Beauty (NASDAQ: ULTA) 4Q18 Results: 14.4% Active Member Growth During FY18 Drives 9.4% Comp GrowthUlta Beauty reported adjusted EPS of $3.61 for 4Q18, excluding the benefit from tax reform related items in fiscal 2017, beating the consensus estimate of $3.50-3.55, and revenue of $2.12 billion, beating the consensus estimate of $2.11 billion.
March 15, 2019 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2019, Week 11: Charlotte Russe Closing 500 Stores; Burlington Plans 50 New Stores; AEO to Open 60-75 StoresYear to date, US retailers have announced 5,279 store closures and 2,395 store openings. This compares to 5,726 closures and 3,243 openings for the full year 2018. Year to date, UK retailers have announced 310 store closures and 327 store openings.
