Flash Report | May 23, 2019 Register for Free Access Ascena Retail Group Announces Closure of Dressbarn, Eliminating its Value Fashion SegmentOn May 20, 2019, Ascena Retail Group announced the closure of its Dressbarn business. Read More
Company Earnings Update | May 23, 2019 Register for Free Access Urban Outfitters (NYSE: URBN) 1Q19 Results: Revenues Up, Company Launches Nuuly Monthly Subscription Rental ServiceUrban Outfitters reported 1Q19 revenues of $864.4 million, above the consensus estimate of $854.7 million and up 1.1% YoY. The company launched Nuuly, a a monthly subscription rental service. Read More
Deep Dive | May 20, 2019 Premium The $13 Billion US Women’s Underwear Industry: Disruption Creates OpportunityThe $13.1 billion US women’s underwear market is changing. Traditional market leaders are losing market share to athletic retailers or digitally native, smaller brands. Body positivity and inclusivity are central to an evolving definition of “sexy”. Technology is enabling brands to improve fit and bring new designs to market. Read More
Company Profile | May 9, 2019 Premium Loblaw (TSX: L) Company ProfileLoblaw Cos. Ltd. is a Canada-based retailer that operates under five divisions: Market, Drug, Discount, Financial and Joe Fresh. The Market division includes the grocery-focused store banners Loblaws, Provigo and Zehrs, and offers food, home and lifestyle products. Read More
Market Outlook | May 9, 2019 Premium US Furniture Market 2019This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies. Read More
Company Earnings Update | May 6, 2019 Register for Free Access Wayfair (NYSE: W) 1Q19 Results: Revenues Beat Consensus Estimates, Losses DeepenWayfair reported 1Q19 adjusted EPS of $(1.62), marginally behind the $(1.61) consensus estimate. Revenues were $1.94 billion, up 39% and marginally ahead of the $1.92 billion consensus estimate. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Next (LSE: NXT) 1Q20 Update: Strong First Quarter but Management Cautious on Rest of YearNext reported a strong 1Q20, with full-price product sales up 4.0% year over year. With 0.3% of this contributed by new space, the company saw inferred comparable product sales growth of 3.7%. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Tractor Supply Company (NASDAQ: TSCO) 1Q19 Results: Revenues and Comps Beat Consensus Estimates While Guidance Remains in LineTractor Supply reported 1Q19 EPS of $0.63, up 10.2% and beating the $0.55 consensus estimate recorded by StreetAccount. Revenues were $1.82 billion, up 8.3% and marginally ahead of the $1.81 billion consensus estimate. Read More
Insight Report | April 29, 2019 Premium US Mother’s Day Preview: 2019 Spending is Expected to Reach Record High of $25 BillionAccording to an annual Mother’s Day spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, about 84% of US consumers plan to celebrate Mother’s Day this year, broadly in line with last year’s 86%. Read More
Event Coverage | April 26, 2019 Register for Free Access Lululemon Analyst Day 2019: Plans to Quadruple International Revenue and Double Men’s and Digital Business by 2023Lululemon’s investor day focused on innovative products, omni experience, and market expansion. It expects men’s and digital business will double by 2023 and international business will quadruple. Read More
Insight Report | April 22, 2019 Premium March 2019 UK Retail Sales: Small Retailers Drive Solid Total Growth; Food Retailers’ Online Sales Decline for the First Time in Eight YearsThe Office for National Statistics reported a strengthening of retail growth to 4.4% year over year in March, supported by a 4.0% increase in volumes. Growth was supported by a reported 8.9% increase in sales at small retailers. Read More
Market Outlook | April 17, 2019 Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels. Read More
Company Earnings Update | April 15, 2019 Register for Free Access Fast Retailing (TSE: 9983) 1H19 Results: Revenues Up, but Company Lowers Profit Outlook for Second HalfFast Retailing reported 1H19 revenues of ¥3 trillion ($11.4 billion), up 6.8%, and operating profit of ¥172.9 billion ($1.6 billion), up 1.4%. The company reported diluted EPS of ¥1,115.7 ($10.1), up 9.5% from the year-ago period. Read More
Insight Report | April 12, 2019 Premium US Retail Inventory Tracker, 4Q18: Potential Tariff Hike and Poor Holiday Sales Lead to Higher InventoriesIn this first of our quarterly US Retail Inventory Tracker reports we analyze inventory trends among our Coresight 100 US retailers. Read More
Insight Report | April 2, 2019 Premium February 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Home-ImprovementTotal retail sales excluding gasoline and automobiles increased 2.7% year over year in February 2019, a substantial slowing from the revised 4.9% year-over-year increase in January. Read More
