Deep Dive | January 28, 2019 Free Report 10 Retail Trends for 2019: Get Ready for Retail ReinventionGet ready for better stores and better retailing. We expect 2019 to be a year of reinvention — and not just for the retail sector as a whole, but for physical stores in particular. As we outline over the following pages, we anticipate that the year will be marked by spectacular retail, fast retail and smart retail. Read More
Deep Dive | January 17, 2019 Premium 10 Tech Startup Trends Reshaping Retail in 2019: Get Ready for Digital DisruptionThe retail industry has undergone a significant transformation over the past decade, and continues to evolve quickly. In 2019, the market will be defined by emerging technologies that change the way consumers interact with brands, by new engagement formats and channels, as retailers look to collaboration more with startups to future-proof their businesses. Read More
Insight Report | January 15, 2019 Premium US Holiday Comparable Sales Growth Results: A Mixed Picture So FarAs US retailers report comparable sales for the 2018 holiday season, we’re seeing a mixed bag of results. Some retailers such as Costco and Boot Barn did well, reporting strong comparable sales growth and beating consensus estimates. Retailers such as Target, Barnes & Noble and Buckle showed sequential comparable sales growth improvement, but not as strong. Comparable sales at Macy’s and L Brands weakened sequentially. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Wayfair (W) 3Q18 Results: Mixed Results, Revenue Guidance in Line with ConsensusWayfair reported 3Q18 adjusted EPS of $(1.28), below the consensus estimate of $(1.09). Revenues were $1.71 billion, up 42.4% year over year and beating the consensus estimate of $1.67 billion. Read More
Company Earnings Update | October 26, 2018 Register for Free Access Tractor Supply Company (TSCO) 3Q18 Results: Beats Expectations and Raises Guidance Across the BoardTractor Supply reported 3Q18 earnings per share (EPS) of $0.95, up 31.4% from a year ago and beating the consensus estimate of $0.87. Revenues were $1.88 billion, up 9.3% year over year and beating the $1.83 billion consensus estimate. Read More
Insight Report | October 17, 2018 Premium The Home Depot: A Timeline of Key EventsThis report is part of our Retailers’ Timelines series. In this report, we examine key events in Home Depot’s recent history. Read More
Flash Report | October 15, 2018 Register for Free Access Sears Files for Chapter 11 Bankruptcy ProtectionSears Holdings has filed for Chapter 11 bankruptcy protection. Read More
Company Earnings Update | September 6, 2018 Register for Free Access Restoration Hardware (RH) 2Q18 Results: Mixed Results, Company Raises EPS Guidance and Lowers Revenue GuidanceRestoration Hardware reported 2Q18 adjusted EPS of $2.49, up from $0.65 in the year-ago period and above the $1.75 consensus estimate. Revenues were $640.8 million, up 4.1% year over year but below the $660.9 million consensus estimate. Read More
Company Earnings Update | August 24, 2018 Register for Free Access Lowe’s (LOW) 2Q18 Results: Strong Quarter, Lowers Guidance After Orchard Supply ExitLowe’s reported 2Q18 adjusted EPS of $2.07, up from $1.57 from the year-ago quarter and ahead of the $2.02 consensus estimate. Net sales were $20.89 billion, up 7.1% year over year and beating the $20.77 billion consensus estimate. Read More
Company Earnings Update | August 16, 2018 Register for Free Access Home Depot (HD) 2Q18 Results: Beats on EPS and Same-Store Sales, Raises Full-Year OutlookHome Depot reported 2Q18 EPS of $3.05, up from $2.25 in the year-ago quarter and ahead of the $2.84 consensus estimate. Total revenues were $30.46 billion, up 8.4% year over year and ahead of the $30.03 billion consensus estimate. Read More
Insight Report | August 2, 2018 Premium The Off-Price Report: TJX Companies, Ross Stores and Burlington Stores Set for Sustained Growth…but at Whose Expense?US off-price market leaders TJX Companies (which operates the T.J. Maxx and Marshalls banners), Ross Stores (which operates the dd’s Discounts and Ross Dress for Less banners) and Burlington Stores are expected to grow fast in the next few years. Consensus estimates suggest that, in aggregate, these three retailers will add an additional $13 billion in annual US sales between 2017 and 2021, equivalent to a 27% uplift. In this report, we analyze cross-shopping data, consumer profiles and geolocation data to explore which apparel rivals could lose out as these off-pricers grow. Read More
Company Earnings Update | June 13, 2018 Register for Free Access Restoration Hardware (RH) Fiscal 1Q18 Results: Beats on EPS and Comps, Raises GuidanceRestoration Hardware reported 1Q18 adjusted EPS of $1.33, up from $0.05 in the year-ago period and above the $1.01 consensus estimate. Revenues were $557.4 million, down 0.8% year over year and below the $563 million consensus estimate. Read More
Company Earnings Update | May 24, 2018 Register for Free Access LOWE’S (LOW) 1Q18 Results: Misses Consensus but Raises Annual Revenue Growth GuidanceLowe’s reported 1Q18 adjusted EPS of $1.19, up by 15.5% year over year, but missing the consensus estimate by two cents. Net sales were $17.36 billion, up by 3.0% year over year, but below the $17.46 billion consensus estimate. Read More
Company Earnings Update | May 16, 2018 Register for Free Access Home Depot (HD) 1Q18 Results: Beats on EPS, Misses on Revenues and Same-Store SalesHome Depot reported 1Q18 EPS of $2.08, up from $1.67 in the year-ago quarter and ahead of the $2.05 consensus estimate. Total revenues were $24.95 billion, up 4.4% year over year but below the $25.17 billion consensus estimate. Read More
Insight Report | March 12, 2018 Premium Furniture Re-Commerce: A Niche Segment with Significant PotentialIn this report, we explore the online furniture re-commerce market and examine some of its key players. Read More
