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 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 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.
February 4, 2016 Flash Report Register for Free Access Clorox (CLX) 2Q16 Results: Mixed Quarter, Company Raises EPS GuidanceClorox reported fiscal 2Q16 revenues of $1.3 billion, flat year over year and slightly below the consensus estimate.
February 4, 2016 Flash Report Register for Free Access Coty (COTY) 2Q16 Results: Sales Beat as Demand for Cosmetics RisesCoty reported 2Q16 revenues of $1.21 billion, representing a 1% like-for-like decline from the year-ago quarter but topping consensus expectations of $1.20 billion.
January 27, 2016 Flash Report Register for Free Access Coach (COH) Second-Quarter FY2016 EARNINGS Review: Turnaround Yields ResultsCoach reported fiscal-second-quarter 2016 EPS of $0.68, excluding onetime items, versus the consensus estimate of $0.66.
January 21, 2016 Flash Report Register for Free Access Avon (AVP) 2016 Investor Day and Full-Year 2015 OutlookAvon (AVP) announced at its Investor Day presentation today that sales from international operations rose by 3% on a constant-currency basis in 2015.
January 15, 2016 Event Presentation Premium The Future of Digital Retail• Anticipating future trends and developments • Plan for future value and avoid obsolescence – What problem are you trying to solve? – How will the solution be used? – How robust does it need to be? • Ensure flexibility to manage changing formats and deployment patterns
January 15, 2016 Flash Report Register for Free Access Burberry (BRBY): Flat Comps Beat ExpectationsBurberry reported flat comps for its third fiscal quarter ending December 31, 2015.
January 15, 2016 Flash Report Register for Free Access ASOS Sales in the US and Europe Lead GrowthASOS reported that total group revenue for the four months ending Dec. 31, 2015, was up 23% in reporting-currency terms and 27% on a constant-exchange-rate basis.
January 15, 2016 Flash Report Register for Free Access Primark (ABF) Growth Slows in a Tough Quarter for ApparelAssociated British Foods (ABF), the owner of Primark, reported total revenue growth of (2)%, or 3% at constant exchange rates, for its first fiscal quarter ending January 2, 2016.
January 13, 2016 Insight Report Premium US Holiday 2016 Result Update: Disappointing Results to Drive Retail Reorganization in 2017The majority (66%) of the 32 companies we tracked that have provided holiday updates have either reported declines in holiday comps or noted that they had a worse-than-expected holiday season in 2016.
January 7, 2016 Event Presentation Premium 2015 Holiday RecapConsumer & Retailer Behavior – Holiday 2015 • Shoppers began their holiday shopping early this year – nearly half started shopping before the Black Friday weekend • Online has become a major channel for holiday shopping, with 6 in 10 of those surveyed saying they will shop mainly online • 4 in 10 shoppers surveyed planned to spend more than $500 and 33% of young shoppers planned will increase their spending compared with last year
December 15, 2015 Event Presentation Premium 2015 Holiday HomestretchCyber Monday leads the weekend as the biggest day for sales with $3.1 billion in sales 2. Black Friday performance suggests consumer is in good shape; Apparel category remains under pressure while deals focused around electronics 3. Retailers generally pleased with their Black Friday performances despite weak traffic 4. Black Friday metrics favor e-commerce as estimates suggest store sales to be flat to down slightly with online sales up ~10%
