August 23, 2019 Company Earnings Update Register for Free Access Gap Inc. (NYSE: GPS) 2Q19 Results: Sales Miss, Reiterates Adjusted EPS and Comps GuidanceGap reported fiscal 2Q19 revenues of $4.0 billion, down 2.0% year over year, slightly missing the consensus estimate. Adjusted earnings per share (EPS) were $0.63, down 17.1% from the year-ago period, but ahead of the consensus estimate of $0.53.
August 23, 2019 Deep Dive Premium Fashion Online to OfflineDriven by advancements in digital channels, digitally native retailers are adapting to consumer preferences – but are also opening brick-and-mortar stores.
August 22, 2019 Company Earnings Update Register for Free Access L Brands (NYSE: LB) 2Q19: Victoria’s Secret Still a Drag on Earnings but Early Read on Swim is PositiveL Brands 2Q19 revenues were $2.90 billion, down 2.8% year over year and lower than the consensus estimate of $2.95 billion. Comparable sales were down 1% compared to a 3% increase last year and below the consensus estimate of a 0.2% rise.
August 22, 2019 Company Earnings Update Register for Free Access Urban Outfitters (NYSE: URBN) 2Q19 Results: Sales and Comps Below Expectations Due to Softer Women’s Apparel AssortmentUrban Outfitters reported fiscal 2Q19 revenues of $962.3M, lower than the consensus estimate of $980.6M and down 3% year over year. The company reported 2Q19 EPS of $0.61, above the consensus estimate of $0.58 and down 27.4% from the year ago period.
August 21, 2019 Company Earnings Update Register for Free Access The TJX Companies (NYSE: TJX) 2Q19 Results: Revenues Below Expectations; Affirms Full-Year GuidanceTJX Cos. reported fiscal 2Q19 revenues of $9.8 billion, up 4.8% year over year and lower than the consensus estimate of $9.9 billion. Earnings per share (EPS) grew 6.9% year over year to $0.62.
August 20, 2019 Insight Report Premium Insights from China: The Booming Bubble Tea Market in ChinaChina’s booming bubble tea market has experienced a high CAGR of 20% between 2014 and 2018, according to Qianzhan. Innovations in bubble tea recipes, modern tea houses serving as hang-out venues for consumers as well as viral marketing are factors that attribute to demand.
August 20, 2019 Deep Dive Premium Reinventing the US Department StoreFrom loyalty programs to experiential concepts, we assess how US department stores are transforming themselves to stay relevant.
August 16, 2019 Insight Report Premium July 2019 UK Retail Sales: Growth Accelerates for Internet RetailersJuly was a solid month for UK retail overall, according to the ONS: Sales grew 3.7% versus 4.0% in June and slightly below the 4.1% average for the prior 12 months.
August 15, 2019 Store Tracker Databank Members Reviewing Year-to-Date US Store Closures and OpeningsIn this report, we review year-to-date announced store closures and openings in the US, by sector.
August 15, 2019 Company Earnings Update Register for Free Access Canada Goose (NYSE: GOOS) 1Q20 Results: Revenue and EPS Beat Estimates, Reiterates Guidance for FY2020Canada Goose’s 2Q20 results beat consensus estimates, though the company drdeported a 650-bps decline in the gross margin. The company reiterated its fiscal 2020 outlook.
August 14, 2019 Deep Dive Premium US Back-to-School 2019: Fashion Trends and Apparel SpendingWe review fashion trends and apparel spending intentions that will shape demand for clothing and footwear this back-to-school season.
August 12, 2019 Insight Report Premium July 2019 US Same-Store Sales: Costco Reports Comps Below ConsensusCostco’s global same-store sales growth marginally improved from June, but missed the consensus estimate. Its e-commerce growth accelerated to 21.3% in July, from June’s 15.7%.
August 9, 2019 Company Earnings Update Register for Free Access Adidas (DB: ADS) 2Q19 Results: Double-Digit Revenue Growth in E-Commerce and in ChinaAdidas reported 4% currency-neutral 2Q19 revenue growth driven by high-single-digit growth in its sport inspired business. Revenues rose 5% to €5.51 billion.
August 8, 2019 Insight Report Premium US Back-to-School 2019: Digital TrendsThis is the second report in our US Back-to-School series for 2019. Here, we assess the digital trends that we expect to see this shopping season.
August 6, 2019 Insight Report Premium Insights from China: The Booming E-Cigarette Market in ChinaDomestic and foreign e-cigarette players are eying expansion in the China market, with e-cigarettes being promoted as safer alternatives to traditional cigarettes. In fact, the stated intended use (by many of the companies) is to provide a safer alternative for smokers to stop using tobacco.
