March 12, 2017 Company Earnings Update Register for Free Access Nordstrom (JWN) 1Q17 Results: Comps Negative, but Better than Peers’Nordstrom reported 1Q17 EPS of $0.37, up 42.3% from $0.26 in the year-ago period.
March 10, 2017 Company Earnings Update Register for Free Access Ulta (ULTA) 4Q16 Results: Tops EPS and Revenue Estimates with Double-Digit Revenue GrowthUlta reported 4Q16 EPS of $2.24, up 32.5% from the year-ago quarter and above the $2.14 consensus estimate. Revenues rose 24.6% from the year-ago quarter to $1.58 billion, also beating the consensus estimate of $1.54 billion.
March 9, 2017 Market Navigators/Market Outlook Premium Deep Dive: Global Male Grooming MarketThe global market for male grooming products is booming. It is projected to reach US$60.7 billion by 2020, according to Euromonitor. Valued at US$17.5 billion in 2015, male toiletries—which includes men’s bath and shower, deodorant, skin and hair care products—is expected to outpace that of shaving products and fragrances.
March 9, 2017 Company Earnings Update Register for Free Access Adidas (ETR: ADS) FY16 Results: Standout Sales and Margin PerformanceIn FY16, Adidas reported revenue growth of 14.0% year over year to €19,291 million, slightly below the consensus estimate of €19,307 million. Constant-currency FY16 sales increased 18% year over year.
March 9, 2017 Company Earnings Update Register for Free Access Express (EXPR) 4Q16 Results: EPS in Line with Expectations; Grim Outlook for FY17Express reported 4Q16 EPS of $0.29, down 56.7% from the year-ago quarter and in line with the consensus estimate and company guidance. The company reported revenue of $678.8 million, down 11.3% from the year-ago quarter and slightly above the $675.8 million consensus estimate.
March 9, 2017 Company Earnings Update Register for Free Access Vera Bradley (VRA) Fiscal 4Q17 Results: Revenue Down Due to Challenging Retail EnvironmentVera Bradley reported fiscal 4Q17 adjusted EPS of $0.28, beating the consensus estimate of $0.23. Revenues decreased by 12.5%, to $134.8 million, which was roughly $2.5 million below guidance.
March 8, 2017 Deep Dive Premium Deep Dive: Retail Revolution— US Apparel Shifts in 20 ChartsDespite some reports to the contrary, Amazon is not among the top 10 apparel retailers in the US, by revenues, if we consider what it retails in its own right.
March 7, 2017 Event Presentation Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More….
March 6, 2017 Deep Dive Premium Deep Dive: IoT in Retail—Digitalizing Brick-and-Mortar StoresInternet of Things (IoT) technology has the potential to transform the way retailers operate brick-and-mortar stores.
March 3, 2017 Deep Dive Premium Deep Dive: An Overview of the Digitalization of the Apparel Supply ChainDigital technologies are transforming the apparel supply chain by challenging old operating models and unleashing new opportunities. This is the first in a series of reports that will investigate the different aspects of the digitalization of the supply chain. As the introduction to the series, this report:
March 3, 2017 Company Earnings Update Register for Free Access Costco Wholesale (COST) Fiscal 2Q17 Results: Misses on EPS, Raises Membership FeesCostco reported fiscal 2Q17 EPS of $1.17, versus $1.24 in the year-ago quarter and missing the $1.36 consensus estimate. Revenues were $29.8 billion, down 5.7% year over year and roughly in line with the consensus estimate.
March 2, 2017 Company Earnings Update Register for Free Access Target (TGT) 4Q16 Results and Financial Community Meeting: Company Resets the Bar and Lowers Guidance for 2017Target held its annual Financial Community Meeting on February 28 in New York City.The company is making some major changes in an effort to compete in what CEO Brian Cornell called a “new era of retailing.”
March 2, 2017 Company Earnings Update Register for Free Access Luxottica (BIT: LUX) FY16 Results: Operating Profits Decline, But EPS Beats ExpectationsItalian eyewear manufacturer Luxottica reported FY16 adjusted EPS of €1.84, up 3.4% year over year and ahead of the consensus estimate of €1.80.
March 2, 2017 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) 4Q16 Results: Beats by a Penny, Guides Down for 1Q17American Eagle Outfitters reported adjusted 4Q16 EPS of $0.39, versus $0.35 in the year-ago quarter and beating the consensus estimate by a penny. Revenues were $1.10 billion, down 0.8% year over year and slightly below the consensus estimate.
March 2, 2017 Company Earnings Update Register for Free Access Ahold Delhaize (ENXTAM: AD) 4Q and FY16 Results: Dutch Business Boosts Sales, Merger Synergies On-TargetAhold Delhaize reported FY16 revenues of €49,695 million, up by 29.6% from FY15 at constant exchange rates (up 30.1% in reported currency).
