December 22, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly December 22, 2017This week’s note “From the Desk of Deborah Weinswig” is the second of two where we look back at the retail year in review. This week, we discuss 2017’s notable retail collaborations.
December 22, 2017 Company Earnings Update Register for Free Access Nike (NKE) Fiscal 2Q18 Results: Beats Consensus Estimates and Maintains GuidanceNike reported 2Q18 adjusted EPS of $0.46, beating the consensus estimate of $0.40. Revenues increased by 5% year over year to $8,554 million from $8,180 million in the year-ago period, beating the consensus estimate of $8,390 million.
December 18, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) 4Q17 Sales Update: Constant Currency Sales Decline 2%H&M reported that total sales decreased by 2% year over year in local currencies in 4Q17, the period from September 1 to November 30, 2017.
December 15, 2017 Event Presentation Premium US 2016 HOLIDAY HOMESTRETCH: Performance to Date Bodes Well for Holiday•Retailers promoted holiday deals earlier and at a greater extent than last year • Amazon, Walmart, Best Buy and Target rolled out early-bird online specials on November 1 • Retailers expanded their mobile messaging two weeks before Thanksgiving The days leading up to Thanksgiving captured more holiday sales than last year • Wednesday before Thanksgiving: Sales increased by 10.4% year over year, according to First Data • E-commerce traffic was up 15% the weekend before Thanksgiving, according to Verizon
December 15, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly December 15, 2017This week’s note “From the Desk of Deborah Weinswig” is the first of two where we look back at the retail year in review. This week, we discuss 2017’s notable retail mergers, acquisitions and investments.
December 15, 2017 Company Earnings Update 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.
December 14, 2017 Company Earnings Update 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.
December 14, 2017 Event Presentation Premium 4Q2017 Recap and Holiday Homestretch (Planalytics)US 2017 Holiday Homestretch: Performance to Date Bodes Well for Holiday Season Overall:- 1.Holiday Shopping 2.Major Shopping Days Still Ahead 3.More Favorable Holiday Calendar 4.Black Friday Weekend and Cyber Week Roundup 5. Predictions for the Rest of the Holiday Season Are Mostly Cheery
December 11, 2017 Event Presentation Premium The Future of AI in RetailIn retail, AI can help with personalization, customization and localization. AI can help retailers analyze large volumes of data to come up with product and service recommendations.
December 8, 2017 Analyst Corner 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.
December 8, 2017 Company Earnings Update Register for Free Access Dollar General (DG) 3Q17 Results: Beats on Revenues and Comps, Narrows EPS GuidanceDollar General reported 3Q17 EPS of $0.93, including a nickel of hurricane-related negative impact, missing the consensus estimate by a penny. Revenues were $5.90 billion, up 11.0% year over year and beating the $5.80 billion consensus estimate.
December 7, 2017 Company Earnings Update Register for Free Access Hudson’s Bay Company (HBC) 3Q17 Results: EPS Misses Guidance, Comps WeakHudson’s Bay Company reported 3Q17 revenues of C$3.2 billion, down 4.2% year over year and slightly below the C$3.4 billion consensus estimate. Adjusted EPS was C$(1.33), versus C$(0.69) in the year-ago quarter and below the C$(0.74) consensus estimate.
December 7, 2017 Company Earnings Update 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.
December 7, 2017 Flash Report 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)
December 6, 2017 Company Earnings Update 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.
