December 2, 2016 Insight Report Premium Discounters Go Digital: Aldi and Lidl Move into E-CommerceHard discounters Aldi and Lidl are moving into e-commerce in both the grocery and nongrocery categories. This year, Aldi announced it will move into the Chinese market purely through e-commerce, while Lidl Germany is planning to trial a grocery click-and-collect service in Berlin.
December 2, 2016 Company Earnings Update Register for Free Access Five Below (FIVE) 3Q16 Results: Overall Strong Performance; Comps Missed ExpectationsFive Below reported 3Q16 revenues of $199.5 million, up 17.6% from last year’s $169.7 million, and slightly below the consensus estimate of $200.7 million. EPS was $0.10, ahead of the $0.09 consensus estimate and up 25% year over year.
December 1, 2016 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) 3Q16 Results: Holiday Sales Encouraging Thus FarAmerican Eagle Outfitters reported 3Q16 EPS of $0.41, in line with the consensus estimate.
November 29, 2016 Event Presentation Premium Breakfast with the Disruptors – Supply Chain Startup PitchesJCPenny said the appliance category was strong and it has had a good start with record mobile traffic and sales, and no website interruptions. Kohl’s set record for online sales on Thanksgiving. The retailer made many Black Friday deals available online before the store opened. Walmart kicked off its Cyber Monday deals at 12:01am EST on Friday for the first time ever, as it aims to grab customers ahead of its competitors.
November 24, 2016 Deep Dive Premium The Silvers Series VI: The Methuselah Complex and an Industry Thriving on the Promise of LongevityIn this, the sixth in our Silvers Series of reports on consumers aged 65 and older, we look at three sectors that encompass various anti-aging and life-extension treatments and therapies.
November 21, 2016 Analyst Corner Register for Free Access Weekly Insights Oct 21, 2016This week’s note “From the Desk of Deborah Weinswig” focuses on three trends that our global teams—which are currently preparing our holiday 2016 reports—expect to have an impact on US consumers this holiday season.
November 18, 2016 Deep Dive Premium Millennials and LeisureThis is the third report in our Millennials Series. In this report, we explore how millennials are reshaping the leisure sector. Millennials are more inclined to spend on experiences rather than on “stuff.” However, this does not mean millennials spend more than the average consumer on leisure categories:
November 18, 2016 Company Earnings Update Register for Free Access Walmart (WMT) 3Q17 Results: E-Commerce Contribution Increases at Walmart USWalmart reported 3Q17 EPS of $0.98 versus the consensus estimate of $0.96.
November 18, 2016 Insight Report Premium Economic Analysis: CONSUMER SPENDING BUOYED BY RISING WAGES AND LOWER UNEMPLOYMENTThe US unemployment rate in October edged down to 4.9%, which was in line with the consensus estimate and lower than the September reading of 5.0%.
November 11, 2016 Company Earnings Update Register for Free Access Nordstrom (JWN) 3Q16 Results: Results Exceed Expectations in 3QNordstrom reported adjusted 3Q16 EPS of $0.84, ahead of the $0.52 consensus estimate, but down 52.5% year over year. Revenues were $3.54 billion, up 7.2% year over year and above the consensus estimate.
November 9, 2016 Flash Report Register for Free Access CVS Pharmacy [CVS] 3Q16 Results: Mixed Quarter; Company Reduces and Narrows Guidance RangeCVS reported 3Q16 adjusted EPS of $1.64, up 28.0% year over year and beating the $1.57 consensus estimate. Revenues were $44.6 billion, up 15.5% year over year, missing the $45.3 billion consensus estimate.
November 7, 2016 Deep Dive Premium Deep Dive: The Mall Is Not Dead: Part 1This is the first report in a three-part series analyzing the US mall landscape.
November 4, 2016 Company Earnings Update Register for Free Access Alibaba (BABA) 2Q17 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GROWTH IN E-COMMERCE AND MEDIAAlibaba reported 2Q17 non-GAAP diluted EPS of US$0.79, ahead of the US$0.70 consensus estimate and up 45.7% year over year. Revenues were US$5.14 billion, up 54.7% year over year and above the consensus estimates.
November 2, 2016 Flash Report Register for Free Access COACH [COH] 1Q17 Results: EPS In-Line, Reports Double-Digit Earnings GrowthCoach reported adjusted 1Q17 EPS of $0.45, in-line with the $0.44 consensus estimate and up 8.9% year over year. Revenues were $1.04 billion, up 0.7% year over year but below the consensus estimate of $1.07 billion.
October 26, 2016 Company Earnings Update Register for Free Access Under Armour (UA) 3Q16 Results: EPS Beats Expectations; Slower Apparel Growth AheadUnder Armour reported adjusted 3Q16 EPS of $0.29, ahead of the $0.25 consensus estimate and up 26.1% year over year. Revenues were $1.42 billion, up 21.4% year over year and slightly above the consensus estimate.
