November 7, 2017 Company Earnings Update Register for Free Access CVS (CVS) 3Q17 Results: Beats on EPS, in Line on Revenues; Raises/Narrows FY17 EPS GuidanceCVS Health reported 3Q17 adjusted EPS of $1.50, down 9.9% year over year and beating the $1.48 consensus estimate. Revenues were $46.2 billion, up 3.5% year over year and in line with the consensus estimate.
November 6, 2017 Company Earnings Update Register for Free Access Alibaba (BABA) 2Q FY18 Results: Beats on Earnings and Highest Revenue Growth Since its IPOAlibaba reported 2Q FY18 revenues of ¥55.1 billion, up 61% year over year, the highest growth since its IPO. It also beat the consensus estimate by 26%. The company attributed the strong results to the robust revenue growth from its core commerce segment, as well as the Alibaba cloud business. The company is seeing early results from efforts to integrate online and offline retail under its New Retail strategy.
November 3, 2017 Company Earnings Update Register for Free Access L’Oréal (ENXTPA: OR) 3Q17 Update: An In-Line Quarter with Solid Comp GrowthL’Oréal reported comp growth of 5.1% in 3Q17.
November 3, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly November 3, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the upcoming retail holiday season, including Black Friday, and our expectations regarding promotional activity this holiday season.
November 3, 2017 Company Earnings Update Register for Free Access Apple (AAPL) Fiscal 4Q17 Results: Beats Estimates, Meets Guidance as the iPhone 8 and iPhone X Begin ShippingApple reported fiscal 4Q17 EPS of $2.07, up 23.7% year over year and beating the consensus estimate of $1.87. Revenues were $52.6 billion, up 12.2% year over year and beating the $50.7 billion consensus estimate.
November 1, 2017 Company Earnings Update Register for Free Access Under Armour (UAA) 3Q17 Results: Revenues Miss Estimates amid Weak North American Sales; Company Lowers FY17 OutlookUnder Armour reported 3Q17 adjusted EPS of $0.22, versus consensus expectations of $0.19. Total revenues were $1.41 billion, below the $1.49 billion consensus estimate and down 4.5% year over year.
October 28, 2017 Deep Dive Premium Deep Dive: The Future Customer Experience – AI and IoT in RetailThis report explores how retailers are adopting AI & IoT to improve shopper interactions, inventory management, personalization, customer service and physical stores.
October 27, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly October 27, 2017This week’s note “From the Desk of Deborah Weinswig” discusses recent efforts by startups and large retailers to take the pain out of returning purchases.
October 27, 2017 Company Earnings Update Register for Free Access Amazon (AMZN) 3Q17 Results: Another Blowout Quarter, with 34% Sales GrowthAmazon reported 3Q17 EPS of $0.52, flat year over year but beating the $0.07 consensus estimate. Net sales (including Whole Foods Market) were $43.7 billion, up 33.7% year over year and beating the $41.6 billion consensus estimate.
October 26, 2017 Company Earnings Update Register for Free Access Hudson’s Bay Company and WeWork Redefine the Traditional Department StoreHudson’s Bay Company (HBC) entered into a strategic partnership with WeWork Companies to sell its New York City flagship Lord & Taylor store to WeWork Property Advisors in a transaction valued at $850 million. The Lord & Taylor flagship,located on FifthAvenue at38thStreet, is expected to continue operations in the entire building through the 2018 holiday season. After that, the building will be converted into a combined space housing WeWork’s New York headquarters and a redesigned, smaller Lord & Taylor retail store of approximately 150,000 square feet(down from its current size of 650,000 square feet).
October 23, 2017 Flash Report Register for Free Access Target Herald Square Grand Opening and Store TourThe New York FGRT team attended the grand opening celebration of Target’s new store in Herald Square in New York City last week.
October 20, 2017 Analyst Corner Register for Free Access Weinswig’s Weekly October 20, 2017This week’s note “From the Desk of Deborah Weinswig” discusses FGRT’s top digital retail trends for the holiday season.
October 20, 2017 Company Earnings Update Register for Free Access Unilever (LSE: ULVR) 3Q17 Update: Sales Miss Estimates, Hit by Poor Weather and Natural DisastersUnilever reported 3Q17 sales of €13,166 million, well below the consensus estimate of €14,206 million and down 1.6% year over year.
October 19, 2017 Deep Dive Premium Deep Dive: Private Label in US Grocery – Five Drivers of GrowthPrivate-label goods capture a minority share of the US grocery market, but there are five specific factors that could boost sales of these products:
October 19, 2017 Event Presentation Premium Retail Revolution – Disrupt or Be Disrupted (XSPECS) Retail Traffic Is Down • Retail traffic has continued to struggle, although it has been showing slight improvement • According to RetailNext, retail store traffic in July declined by just 5.5%, its smallest drop since January 2016 • The conversion rate, which represents how many shoppers became buyers, rose by 0.5% in both June and July, the highest rate increase in almost a year
