March 3, 2016 Event Presentation Premium 4Q2015 Recap and Spring Preview (Planalytics)Q4 2015 Wrap-up and Spring Retail Trends 1. Q4 2015: Tough Holiday, Mixed Results 2. Q4 2015: Home and Off-Price Retailers Lead Growth 3. Home Improvement Retailers: Continued Benefits from Housing Market Recovery 4. Off Price Sector: Out Performs the Industry
March 3, 2016 Company Earnings Update Register for Free Access Adidas Group (ETR: ADS) FY15 Results: Strong Sales Boosted by Double-Digit Growth in Key MarketsAdidas Group reported net sales of €16.9 billion in FY15, beating the consensus estimate and up 16.4% from the previous year. The growth was mainly driven by strong regional performance in Western Europe; Greater China; Latin America; and the Middle East, Africa and Asia.
March 3, 2016 Flash Report Register for Free Access Costco (COST) 2Q16 Results: Complicated but Decent Quarter, Solid Comps ex Gas, Foreign ExchangeCostco reported fiscal 2Q16 revenue of $28.2 billion, up 2.6% year over year and slightly below the consensus estimate of $28.6 billion. EPS was $1.24, missing the consensus estimate by four cents. The reported EPS figure includes items that hurt EPS by $0.11 per share.
February 25, 2016 Event Presentation Premium Retailment Driven TrendsAlchemist Accelerator is an accelerator exclusively for startups whose revenue comes from enterprises, not consumers. CoCoon is a coworking space where entrepreneurs, creative talent, successful leaders and investors meet, collaborate and deliver results together. Member companies get access to networking opportunities, work space, a photography studio and mentors. Entrepreneurs Roundtable Accelerator (ERA) provides participant companies with an intensive four-month program, with the goal of helping early-stage companies progress rapidly into exciting, viable businesses.
February 25, 2016 Flash Report Register for Free Access Chico’s FAS (CHS) 4Q15 RESULTS: COMPS AND REVENUES DOWN; COMPS FLAT TO DOWN AND HIGHER EPS IN 2016Chico’s reported 4Q15 adjusted EPS of $0.05 versus estimated EPS of $0.00. Net revenue for the quarter was $627.4 million, down 4.5% year over year from $657.9 million in 4Q14.
February 25, 2016 Flash Report Register for Free Access Carter’s (CRI) 4Q15 Results: Beats Forecasts, but Issues Mixed GuidanceCarter’s reported 4Q15 revenue of $866.5 million, down 0.3% year over year but beating the consensus estimate of $854.4 million. (There was an additional week in 2014, so 4Q15 revenue was up 5.0% on a 13-week aligned basis.) On a constant-currency basis, revenue increased by 1.0% in the quarter.
February 24, 2016 Company Earnings Update Register for Free Access Lowe’s (LOW) 4Q15 Results: Solid and Balanced Results Across Regions and Product CategoriesLowe’s reported 4Q15 revenues of $13.2 billion, up 5.6% from $12.5 billion in 4Q14 and slightly higher than the consensus estimate of $13.1 billion. Total comps increased by 5.2%, while comps for the US home improvement business increased by 5.5%.
February 24, 2016 Company Earnings Update Register for Free Access Target (TGT) 4Q15 Results: Strong Digital Channel Sales Contributed to Comp GrowthTarget reported 4Q15 revenues of $21.6 billion, down 0.6% from $21.8 billion in the year-ago quarter and in line with consensus estimates. Positive comps were offset by the impact of the sale of the pharmacy business to CVS Health.
February 23, 2016 Company Earnings Update Register for Free Access Macy’s (M) 4Q15 Results: Sales Picked Up in January as the Weather Turned ColderMacy’s reported 4Q15 EPS of $2.09, excluding items, versus the consensus estimate of $1.89.
February 19, 2016 Flash Report Register for Free Access VF Corporation (VFC) 4Q15 Results: Warmer Winter Weighed on ResultsVF Corp. reported adjusted 4Q15 EPS of $0.95 versus the consensus estimate of $1.01.
February 18, 2016 Company Earnings Update Register for Free Access Nordstrom (JWN) 4Q15 Results: Soft Outlook Based on Current Sales TrendsNordstrom reported 4Q15 EPS of $1.17, excluding items, versus the consensus estimate of $1.22.
February 16, 2016 Insight Report Premium Buy ButtonsBuy buttons are not brand new—Amazon patented one in 1999—and in recent years, as they have proliferated on social media; most major platforms have tested them in some form. However, buy button technology has not been widely adopted by platforms and consumer adoption has also been slow.
February 12, 2016 Flash Report Register for Free Access Victoria’s Secret CEO Sharen Jester Turney Abruptly Resigns; L Brands’ Chairman and CEO Les Wexner to Assume RoleToday, L Brands announced that Victoria’s Secret CEO Sharen Jester Turney has decided to resign.
February 11, 2016 Flash Report Register for Free Access Steve Madden (SHOO) 4Q15 Results: Earnings in-line, but Outlook is SoftSteve Madden reported 4Q15 revenue of $344.3, up a modest 0.5% year over year and exceeding the company’s previous guidance of $344.1. The company updated guidance
February 10, 2016 Flash Report Register for Free Access CVS Health (CVS) 4Q15 Results: Strong Growth Aided by AcquisitionsCVS Health reported that 4Q15 net sales rose by 11.0% year over year, to $41.1 billion, slightly above the consensus estimate of $41.0 billion.
