November 16, 2017 Event Presentation Premium 3Q2017 Wrapup and Holiday Preview (Planalytics)3Q17 Retail Update 1. Earnings: Positive Results Led by E-Commerce and Beauty Retailers 2. Store Traffic Continues to Be Challenged 3. Sluggish Traffic and Unfavorably Warm Weather Hurt Monthly Comps 4. Hurricanes’ Effect on Retail
November 16, 2017 Company Earnings Update Register for Free Access TARGET (TGT) 3Q17 Results: Beats on Revenues, EPS and Comps; Raises Full-Year EPS GuidanceTarget reported 3Q17 adjusted EPS of $0.91, down 12.6% from $1.04 in the year-ago quarter but ahead of the $0.86 consensus estimate. Total revenues were $16.67 billion, up 1.4% year over year and ahead of the $16.60 billion consensus estimate.
November 16, 2017 Insight Report Premium Retail Reworked, Part 1: Quantifying the Heightened Competition for Retail DollarsIn our three-part Retail Reworked series, we consider changes in spending trends, consumer demand and channel adoption, with a focus on the impact that digital channels and services are having on retail.
November 15, 2017 Company Earnings Update Register for Free Access TJX Companies (TJX) Fiscal 3Q18 Results: Comps Miss, Company Expects FY18 EPS at High End of Guidance RangeTJX Companies reported fiscal 3Q18 EPS of $1.00, versus $0.83 in the year-ago quarter and in line with the consensus estimate. Revenues were $8.76 billion, up 5.7% year over year and slightly below the consensus estimate.
November 15, 2017 Deep Dive Premium Deep Dive: US Holiday 2017— All Signs Point to “Shop!”FGRT remains optimistic about the prospects for holiday sales in the US this year and we are forecasting sales growth of 3%–4%. We believe there could be upside to this estimate, given favorable economic conditions, such as an extremely low unemployment rate and benign changes in wages and prices for food and fuel.
November 13, 2017 Company Earnings Update Register for Free Access JCPenney (JCP) 3Q17 Results: Beats on Comps, Sales and EPS; Reiterates GuidanceJCPenney reported 3Q17 adjusted EPS of $(0.33), beating the $(0.41) consensus estimate but down from $(0.21) in the year-ago quarter. Revenues were $2.81 billion, down 1.8% year over year but beating the $2.76 billion consensus estimate.
November 10, 2017 Company Earnings Update 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.
November 10, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly November 10, 2017This week’s note “From the Desk of Deborah Weinswig” discusses a potential entry into the pharmacy business by Amazon
November 10, 2017 Company Earnings Update Register for Free Access Kohl’s (KSS) 3Q17 Results: Misses EPS Estimates, but Raises Midpoint of GuidanceKohl’s reported 3Q17 adjusted EPS of $0.70, below the $0.72 consensus estimate and down 12.5% from the year-ago period. Total revenues were $4.33 billion, up slightly year over year and beating the $4.30 billion consensus estimate.
November 10, 2017 Company Earnings Update Register for Free Access Nordstrom (JWN) 3Q17 Results: Misses on Comps, Narrows FY17 Earnings GuidanceNordstrom reported 3Q17 EPS of $0.67, ahead of the $0.63 consensus estimate and compared with a loss of $0.06 in the year-ago quarter. Revenues were $3.63 billion, up 2.5% year over year and slightly above the $3.58 billion consensus estimate.
November 10, 2017 Company Earnings Update Register for Free Access Macy’s (M) 3Q17 Results: Beats on EPS, Reiterates GuidanceMacy’s reported adjusted 3Q17 EPS of $0.23, up 35.3% year over year and beating the $0.19 consensus estimate. Revenues were $5.28 billion, down 6.1% year over year and roughly in line with the $5.31 billion consensus estimate.
November 9, 2017 Flash Report Register for Free Access Macy’s Flagship Creates a New Retail Experience with Samsung Smart StoreThe Macy’s flagship in Herald’s Square has gone digital, with more than 1,000 square feet dedicated to a Samsung smart product experience area, the first of its kind in the country, according to Samsung’s representatives.
November 8, 2017 Company Earnings Update Register for Free Access PRIMARK (LSE: ABF) FY17 Results: Soft Comps and Margin ErosionAssociated British Foods reported FY17 results for the 52 weeks ended September 16, 2017. This report focuses on results for Primark, the company’s retail division.
November 8, 2017 Company Earnings Update Register for Free Access Kroger (KR) to Launch Private-Label Apparel in Fall 2018Kroger, the largest US grocery chain, announced plans to launch its own fashion brand in the fall of 2018. The line will offer apparel, including basics and fashion pieces, for children, teens and adults, and feature a modern, casual aesthetic.
November 7, 2017 Deep Dive Premium Deep Dive: The Amazon Invasion – A Timeline of the E-Commerce Giant’s Global ConquestIn this report, we investigate Amazon’s offering, global expansion and the routes it has chosen to operate in. We provide timelines of key corporate announcements and events for each country in which Amazon operates.
