May 17, 2017 Deep Dive Premium Deep Dive: The Evolution of Corporate InnovationThe rapid development of new retail technologies across the online, mobile and in-store channels, along with disruption from startups, is dramatically shifting consumers’ expectations and behaviors.
May 17, 2017 Company Earnings Update Register for Free Access Urban Outfitters (URBN) Fiscal 1Q18 Results: EPS Misses Expectations on Weak CompsUrban Outfitters reported fiscal 1Q18 EPS of $0.10, below the consensus estimate of $0.16. Total revenues were $761.2 million, below the consensus estimate of $769.8 million and down 0.2% from the year-ago quarter.
May 15, 2017 Company Earnings Update Register for Free Access JCPenney (JCP) 1Q17 Results: March/April Comps Improved After a Tough FebruaryJCPenney reported 1Q17 adjusted EPS of $0.06 versus the consensus estimate of $(0.21).
May 13, 2017 Company Earnings Update Register for Free Access Macy’s (M) 1Q17 Results: Management Reiterates FY17 Guidance, Despite Difficult EnvironmentMacy’s reported 1Q17 adjusted EPS of $0.24 compared with the consensus estimate of $0.36.
May 12, 2017 Company Earnings Update Register for Free Access Kohl’s (KSS) 1Q17 Results: EPS Beat, Revenue Miss, Guidance UnchangedKohl’s reported 1Q17 adjusted EPS (excluding nonrecurring items) of $0.37, up 23.4% year over year and beating the consensus estimate of $0.29. Revenues were $3.84 billion, down 3.2% year over year and slightly below the $3.91 billion consensus estimate.
May 11, 2017 Event Presentation Premium 1Q2017 Recap and Spring Retail Update (Planalytics)Spring Retail Update • Recent sales and earnings results indicate a continuing struggle in retail. • Store closures, bankruptcies and management changes are shaking up the industry. • The media barrage of the retail industry doesn’t help perception. • Uncertainty exists in terms of the forward picture; things probably get worse before they get better.
May 11, 2017 Company Earnings Update Register for Free Access Ahold Delhaize (ENXTAM: AD) 1Q17 Results: Merger Synergies On-Target, Reaffirms Outlook for FY17The merger of Ahold Delhaize in mid-2016 prompted the company’s reported leap in revenues: Ahold Delhaize reported 1Q17 revenues of €15,870 million, up by 61.4% from 1Q16 at constant exchange rates (+65.1% in reported currency).
May 10, 2017 Company Earnings Update Register for Free Access Wayfair (W) 1Q17 Results: Beats on Revenue and EPS, 2Q Guidance Above ConsensusWayfair reported 1Q17 adjusted EPS of $(0.48), ahead of the $(0.57) consensus estimate, but down from $(0.36) in the year-ago period. Total revenues were $960.8 million, up 28.6% year over year and above the consensus estimate of $934.8 million.
May 9, 2017 Company Earnings Update Register for Free Access H&M (STO: HM-B) Monthly Sales Update: Slight Sales Improvement in AprilH&M reported that total sales rose by 7% year over year in local currencies in April 2017. This compares to growth of 6% in March.
May 9, 2017 Flash Report Register for Free Access Coach to Acquire Kate Spade for $2.4 BillionCoach announced on Monday, May 8, that it has signed a definitive agreement to acquire Kate Spade for $2.4 billion in an all-cash transaction. The transaction is equal to $18.50 per share, a 27.5% premium to the unaffected closing price of Kate Spade shares on December 27, 2016.
May 5, 2017 Company Earnings Update Register for Free Access Adidas (ETR: ADS) 1Q17 Results: North America and Greater China Deliver Strong PerformanceAdidas reported 1Q17 net sales of €5,671 million, up 18.9% on a reported basis and up 16.0% on a constant-currency basis. Net sales for the quarter were above the consensus estimate of €5,387 million. Revenue growth was underpinned by strong performance in North America and Greater China.
May 4, 2017 Company Earnings Update Register for Free Access Apple (AAPL) 2Q17 Results: Beats on EPS, 3Q Guidance Below ConsensusApple reported 2Q17 EPS of $2.10, up 10.4% year over year and beating the consensus estimate of $2.02. Revenues were $52.9 billion, up 4.6% year over year and slightly below the $53.1 billion consensus estimate.
May 2, 2017 Event Presentation Premium Disruptors Breakfast – Fashion Tech CompaniesTop 8 Global Retail Trends 1. Corporate Innovation Is the New R&D 2. Store as a Platform 3. Wellness as the New Luxury 4. Consumers Want to Be Part of a Community & More…..
May 2, 2017 Company Earnings Update Register for Free Access Luxottica (MIL:LUX) 1Q17 Trading Update: North American Sales UnderperformingLuxottica reported that its adjusted revenue in 1Q17 increased to €2,384 million, up 5.2% year over year and up 1.9% at constant currency. The result was slightly above the consensus estimate of €2,377 million.
May 2, 2017 Company Earnings Update Register for Free Access VF Corp. (VFC) 1Q17 Results- Broadly In-Line Against a Backdrop of “Retail Dislocation”, Guides For Low Single Digit Revenue Growth in FY17VF Corp. reported 1Q17 EPS of $0.52, which includes a $0.55 contribution from the licensing business that the company agreed to sell on April 4; consensus called for EPS of $0.55.
