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
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 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
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 Navigators/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
