August 11, 2017 Company Earnings Update Register for Free Access Macy’s (M) 2Q17 Results: Beats Expectations and Is on Track to Meet Full-Year GuidanceMacy’s reported 2Q17 adjusted EPS of $0.48, beating the consensus estimate of $0.46. Total revenues declined by 5.4% year over year, to $5.55 billion, reflecting announced store closures.
August 11, 2017 Company Earnings Update Register for Free Access Kohl’s (KSS) 2Q17 Results: Beats on EPS and Revenue, Maintains GuidanceKohl’s reported 2Q17 adjusted EPS of $1.24, ahead of the $1.19 consensus estimate and up 1.6% from the year-ago period. Total revenues were $4.14 billion, down 0.9% year over year but beating the $4.13 billion consensus estimate.
August 11, 2017 Company Earnings Update Register for Free Access Nordstrom (JWN) 2Q17 Results: Mixed Results, Company Raises GuidanceNordstrom reported 2Q17 adjusted EPS of $0.65, beating the consensus estimate of $0.64. Revenues increased by 3.5%, to $3.72 billion from $3.59 billion in the year-ago period, but missed the consensus estimate of $3.75 billion.
August 10, 2017 Event Presentation Premium 2Q2017 Recap and Back-to-School Outlook (Planalytics)1. Earnings: Positive Results Led by E-Commerce and Off-Price Retailers 2. Store Traffic Continues to Decline 3. Record Father’s Day Sales Not Enough to Lift Monthly Comps in May and June 4. Store Closures Continue to Exceed Store Openings
August 9, 2017 Company Earnings Update Register for Free Access RALPH LAUREN (RL) Fiscal 1Q18 Results: Beats Consensus Estimates and Maintains GuidanceRalph Lauren reported 1Q18 adjusted EPS of $1.11, beating the consensus estimate of $0.95. Revenues decreased by 12.9%, to $1.35 billion from $1.55 billion in the year-ago period, beating the consensus estimate of $1.34 billion.
August 9, 2017 Company Earnings Update Register for Free Access Wayfair (W) 2Q17 Results: Beats on Revenue and EPS, Issues 3Q Guidance Above ConsensusWayfair reported 2Q17 adjusted EPS of $(0.26), ahead of the $(0.46) consensus estimate and up from $(0.43) in the year-ago period. Total revenues were $1.12 billion, up 42.7% year over year and above the consensus estimate of $1.06 billion.
August 9, 2017 Company Earnings Update Register for Free Access CVS Health (CVS) 2Q17 Results: Beats Consensus, Narrows Guidance RangeCVS Health reported 2Q17 adjusted EPS of $1.33, up 0.7% year over year and beating the $1.31 consensus estimate. Revenues were $45.7 billion, up 4.5% year over year, beating the $45.35 billion consensus estimate.
August 8, 2017 Insight Report Premium Amazon Pay Places: Amazon’s Next Conquest Could Be Mobile PaymentsThe US mobile payments market is highly fragmented, and leaders PayPal and Apple Pay have not yet achieved widespread public acceptance. US mobile payment platforms are hamstrung by hardware issues, proprietary systems and closed platforms as well as by a general lack of consumer enthusiasm.
August 5, 2017 Deep Dive Premium Alibaba Group: From Strength to Strength – An overview of the business units of the world’s largest e-commerce companyAlibaba was established in 1999 as a business-to-business (B2B) portal connecting Chinese manufacturers to overseas buyers. This report provides an overview of Alibaba’s different business segments, and how they all work together using its platforms and big data technology to enable small enterprises to compete more effectively.
August 4, 2017 Company Earnings Update Register for Free Access Adidas (ETR: ADS) 2Q17 Results: Company Raises Guidance Thanks to Strong ResultsAs announced preliminarily last week, Adidas reported stronger-than-expected revenue and profit growth for 2Q17. Revenues were up 20%, to €5,038 million. Revenues were up 19% on a constant-currency basis. EBIT grew by 18% and net income from continuing operations grew by 16%, to €347 million.
August 4, 2017 Market Navigators/Market Outlook Premium Reviewing Trends in the Global Fragrance MarketThis report analyzes the global fragrance market including market size, sales growth, segmentation, distribution channels and key trends.
August 4, 2017 Analyst Corner Register for Free Access Weekly Insights Aug 4, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how Walmart and JD.com are strengthening their partnership, including through the launch of a new shopping festival to be held on August 8.
August 3, 2017 Deep Dive Premium Deep Dive: Urban Lifestyles Driving Shifts in SpendingAcross the globe, more and more people are turning to city-center living. This trend spans developing economies and Western markets. In this report, we explore the trend’s impact on retail product categories and retail formats.
August 2, 2017 Flash Report Register for Free Access Baidu Forms Strategic Partnership with PayPal Targeting Overseas Payment MarketPayPal announced that it has formed a strategic partnership with Baidu, which will allow PayPal’s global merchants to accept payments from Baidu Wallet users.
August 2, 2017 Company Earnings Update Register for Free Access Hanesbrands (HBI) 2Q17 Results: Company Meets Expectations, Reaffirms GuidanceHanesbrands reported 2Q17 adjusted EPS of $0.53, up 3.9% year over year and in line with the consensus estimate. Revenues were also in line with consensus, at $1.65 billion, up 11.8% year over year.
