Company Earnings Update | June 12, 2019 Register for Free Access VF Corporation (NYSE: VFC) 4Q19 Results: Spins Off Kontoor Brands, Adjusts OutlookVF Corp. total revenues were $3.21 billion, up 5.5% year over year (9% at constant currency), in line with the consensus estimate. Adjusted EPS declined 10.4% to $0.60, beating the $0.58 consensus estimate. Read More
Company Earnings Update | June 11, 2019 Register for Free Access Ascena Retail Group (NASDAQ: ASNA) 3Q19 Results: Mixed Results, Comps Beat Consensus for Most BrandsAscena Retail Group reported fiscal 3Q19 revenues of $1.27 billion, below the consensus estimate of $1.43 billion, and down year over year. Read More
Insight Report | June 11, 2019 Premium May 2019 US Same-Store Sales: Costco’s Comps Below Consensus, Buckle’s Sales Drop, Cato’s Comps Meet Management ExpectationsIn May, Costco’s same-store sales growth was below the consensus estimate, although its e-commerce segment continued to post strong growth. Buckle posted a decrease in same-store sales, impacted by poor performance in its women’s segment. Read More
Insight Report | June 7, 2019 Premium Father’s Day Gift Ideas from Innovative Companies Emphasize Personalization, Sustainability, Subscriptions and GroomingCoresight Research has selected five inspiring Father’s Day gift ideas from innovative brands including GiftNow, Same But Different, MYRO, Birchbox Grooming, and OneBlade. Read More
Market Navigators/Market Outlook | June 6, 2019 Premium Sector Overview: US Home and Home Improvement RetailersUS consumer confidence appears to have peaked and spending preferences are still directed at home improvement, but the growth rate of spending on home improvement is expected to slow. Read More
Company Earnings Update | June 6, 2019 Register for Free Access American Eagle Outfitters (NYSE: AEO) 1Q19 Results: Beats Sales and Comp Estimates, Launching Inclusive Sizes Before Back to SchoolAEO reported 1Q19 revenues of $866.3M, higher than consensus of $855.5M, and up 7.7% YoY. The company reported adjusted 1Q19 EPS excluding items, of $0.24, higher than consensus of $0.21. Read More
Company Earnings Update | June 3, 2019 Register for Free Access Gap Inc. (NYSE: GPS) 1Q19 Results: Misses on Sales and Consensus, Lowers GuidanceThe Gap reported fiscal 1Q19 revenues of $3.71B, down 2.0% YoY and below consensus of $3.77B. The company’s EPS was $0.24, down from a year ago, and lower than the consensus estimate of $0.32. Read More
Event Coverage | May 31, 2019 Register for Free Access World Retail Congress 2019 Wrap-UpLuxury in 2019 is capturing young consumers with beauty, wellness and exclusivity in the form of “drops,” creating a sense of exclusivity while remaining inclusive. Read More
Company Earnings Update | May 31, 2019 Register for Free Access PVH (NYSE: PVH) 1Q19 Results: Revenue Misses, US Comps Decline as Tariffs and International Tourism Impact DemandPVH 1Q19 revenues grew 2.2% to $2.36 billion, missing the consensus estimate of $2.37 billion. Adjusted 1Q19 EPS rose 4.2% to $2.46 versus $2.36 in the same period last year and the $2.45 consensus estimate. Read More
Company Earnings Update | May 30, 2019 Register for Free Access Ross Stores (NasdaqGS: ROST) 1Q19 Results: Beats Consensus, Men’s Category Performs Well While Ladies Apparel UnderperformsRoss Stores 1Q19 revenues were $3.79B even with the consensus estimate and up 5.8% YoY. The company reported 1Q19 adjusted EPS of $1.15, higher than the consensus estimate of $1.12. Read More
Company Earnings Update | May 30, 2019 Register for Free Access The TJX Companies (NYSE: TJX) 1Q20 Results: Company Beats Expectations and Raises Full-Year GuidanceTJX Cos. reported fiscal 1Q20 revenues of $9.28B, up 6.8% YoY and beating the consensus estimate of $9.22B. The company’s EPS grew 1.8% YoY to $0.57, exceeding the high end of its guidance of $0.53-0.54. Read More
Company Earnings Update | May 30, 2019 Register for Free Access Dick’s (NYSE: DKS): 1Q19 Results: Revenues Up, Beats Consensus, Replacing Hunt Category in 125 StoresDick’s reported fiscal 1Q19 revenues of $1.92 billion, beating the consensus estimate of $1.90 billion, and up 0.6% year over year. Read More
Company Earnings Update | May 29, 2019 Register for Free Access Foot Locker (NYSE: FL) 1Q19 Results: Misses Consensus Estimates, Lowers GuidanceFoot Locker 1Q19 revenues were $2.08B, up 2.6% YoY, below the consensus estimate of $2.12B. The company reported 1Q19 adjusted EPS of $1.53, down 5% from the year ago period. Read More
Company Earnings Update | May 29, 2019 Register for Free Access L Brands (NYSE: LB) 1Q19 Results: Mixed Results, Focus on Improving Merchandise Assortment at Victoria’s Secret and PINKL Brands 1Q19 revenues were $2.63B, up 0.1% YoY and higher than the consensus estimate of $2.56B. Comparable sales were flat compared to a 3% increase last year and above consensus of (1.3)%. Read More
Insight Report | May 25, 2019 Premium Who Shops Where for Apparel: US Shopper DemographicsOur Who Shops Where reports profile US consumers who shop for selected categories at major US retailers. In this report, we look at the demographics of apparel shoppers. Read More