Company Earnings Update | May 30, 2018 Register for Free Access Foot Locker (FL) 1Q18 Results: Beats on EPS, Misses on CompsFoot Locker reported 1Q18 adjusted EPS of $1.45, up 6.8% from $1.36 a year ago and beating the $1.25 consensus estimate. Revenues were $2.03 billion, up 1.2% year over year and above the $1.96 billion consensus estimate. Read More
Company Earnings Update | May 23, 2018 Register for Free Access Urban Outfitters (URBN) Fiscal 1Q19 Results: Beats on EPS, Revenue and CompsUrban Outfitters reported fiscal 1Q19 EPS of $0.38, up from $0.10 in the year-ago quarter and above the $0.31 consensus estimate. Total revenues were $855.7 million, up 12.4% year over year and above the $838.4 million consensus estimate. Read More
Company Earnings Update | May 23, 2018 Register for Free Access TJX (TJX) Fiscal 1Q19 Results: Misses on EPS, but Raises FY19 GuidanceThe TJX Companies reported fiscal 1Q19 adjusted EPS of $0.96, below the consensus estimate of $1.02. Revenues were $8.69 billion, up 11.6% year over year and beating the consensus estimate of $8.47 billion. Read More
Deep Dive | May 22, 2018 Premium Subscription Commerce Update – Disruptors Face DisruptionSubscription services continue to capture billions of dollars that would otherwise go to conventional retailers. However, we are now seeing some US subscription commerce disruptors face disruption themselves. Read More
Company Earnings Update | May 11, 2018 Register for Free Access Next (LSE: NXT) 1Q19 Trading Update: Strong Quarter, Raises Full-Year GuidanceNext reported total full-price sales growth of 6.0% in the first quarter ended May 7, 2018. Full-price in-store retail sales declined by 4.8%, while full-price online sales jumped by 18.1%. Read More
Insight Report | May 7, 2018 Premium Chico’s Brand Apparel and Accessories Will Be Sold on Amazon Later This MonthChico’s FAS announced that it will offer Chico’s brand apparel and accessories on Amazon.com beginning in mid-May 2018. Read More
Company Earnings Update | May 3, 2018 Register for Free Access Adidas (ETR: ADS) 1Q18 Result: Strong Profit Growth Beats Expectations Despite Currency Headwinds at the Top LineAt constant currency, Adidas grew 1Q18 revenues by 10%. Currency effects meant this translated to just a 1.9% increase in reported revenues. Read More
Company Earnings Update | May 2, 2018 Register for Free Access Under Armour (UAA) 1Q18 Results: Beats Revenue Estimates on Strong International Sales, Reaffirms FY18 GuidanceUnder Armour reported 1Q18 adjusted EPS of $0.00, ahead of the $(0.05) consensus estimate. Total revenues were $1.19 billion, beating the $1.12 billion consensus estimate and up 5.9% year over year. Read More
Insight Report | April 26, 2018 Premium Who Shops Where for Fashion – A Look at US Apparel Shopper DemographicsThis report looks at key demographic characteristics of shoppers at America’s biggest apparel retailers. The top takeaways from our analysis of survey data include the following: Read More
Company Earnings Update | April 26, 2018 Register for Free Access Boohoo Group (LSE: BOO) FY18 Results: Sales Nearly Double and Profits Jump on AcquisitionsBoohoo.com reported a 96.8% jump in revenues to £579.8 million in FY18, slightly above the consensus estimate of £574.9 million, as recorded by S&P Capital IQ, and above the guidance provided previously. Read More
Company Earnings Update | April 18, 2018 Register for Free Access Primark (LSE: ABF) 1H18 Results: A Warm October Dents Sales GrowthPrimark’s parent, Associated British Foods (ABF), reported results for the first half ended March 3, 2018. This report focuses on results for Primark, the company’s retail division. Read More
Company Earnings Update | April 12, 2018 Register for Free Access ASOS (AIM: ASC) 1H18 Results: Revenues and Profits Surge as Site Visits Pass Billion MarkASOS reported 1H18 group revenue growth of 27.1%. At constant currency, revenues grew by 25.0%. Read More
Insight Report | April 9, 2018 Premium US-China Tariff War: Legacy US Apparel Retailers Look Vulnerable to Further EscalationThe US-China trade conflict is intensifying. On Thursday, April 5, US President Donald Trump stated that the US is considering tariffs on a further $100 billion of imports from China. Read More
Company Earnings Update | March 29, 2018 Register for Free Access Restoration Hardware (RH) 4Q17 Results: Beats EPS Estimate, Guides Up for FY18Restoration Hardware reported 4Q17 adjusted revenues of $669.7 million, up 13.5% year over year but below the $672.4 million consensus estimate. Adjusted EPS was $1.69, above the $1.56 consensus estimate and up from $0.68 in the year-ago quarter. Read More
Company Earnings Update | March 29, 2018 Register for Free Access PVH (PVH) 4Q17 Results: Company Beats Expectations, Offers Outlook Above ConsensusPVH reported 4Q17 revenues of $2.50 billion, up 18.6% year over year and beating the $2.35 billion consensus estimate. Adjusted EPS was $1.58, above the consensus estimate of $1.47 and up 28.5% from the year-ago quarter. Read More
