August 31, 2018 Company Earnings Update Register for Free Access DICK’S Sporting Goods (DKS) Fiscal 2Q19 Results: Beats on EPS, Misses on Comps, Raises EPS GuidanceDICK’S reported fiscal 2Q19 EPS of $1.20, up 24.4% from adjusted EPS of $0.96 a year ago and beating the $1.04 consensus estimate. Revenues were $2.18 billion, up 1.0% year over year but below the $2.24 billion consensus estimate
August 30, 2018 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) Fiscal 2Q18 Results: Company Beats Expectations, Raises GuidanceAmerican Eagle Outfitters reported fiscal 2Q18 revenues of $965 million, up 14.2% year over year and beating the $938 million estimate. Adjusted EPS was $0.34, beating the consensus estimate of $0.31 and up significantly from adjusted EPS of $0.19 from the year-ago quarter.
August 29, 2018 Deep Dive Premium The Cannabis Industry and the New Green Economy Update: Consolidation and Maturity a Threat to Smaller Businesses Despite the Market Growing FastThe fast-growing cannabis industry continues to offer business opportunities, but the first signs of maturity and consolidation are appearing. In this report, we provide an overview of the regulated cannabis market in the US and Canada.
August 27, 2018 Company Earnings Update Register for Free Access Foot Locker (FL) 2Q18 Results: Beats on EPS, Misses on CompsFoot Locker reported 2Q18 adjusted EPS of $0.75, up from $0.62 a year ago and ahead of the $0.70 consensus estimate. Revenues were $1.78 billion, up 4.8% year over year and above the $1.76 billion consensus estimate.
August 22, 2018 Company Earnings Update Register for Free Access TJX (TJX) Fiscal 2Q19 Results: Company Beats Expectations and Raises GuidanceTJX reported fiscal 2Q19 revenues of $9.3 billion, up 11.6% year over year and above the consensus estimate of $9.0 billion. Diluted EPS was $1.17, up 37.6% from the year-ago quarter and above the consensus estimate of $1.05.
August 2, 2018 Insight Report 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.
July 31, 2018 Deep Dive Premium Deep Dive: DX Quality Outlet and the Off-Price Retail MarketThis report focuses on DX Quality Outlet (DX), a still-small but fast-growing off-price retailer in China that operates dozens of pop-up stores in cities across the country.
July 13, 2018 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 3Q18 Update: Steady Growth in Sales with the UK Leading the WayASOS reported 3Q18 group revenue growth of 22% to £823.9 million in the four months ended June 30, 2018.
June 5, 2018 Company Earnings Update Register for Free Access Ascena (ASNA) Fiscal 3Q18 Results: Beats Expectations, Provides Mixed GuidanceAscena reported fiscal 3Q18EPS of $(0.08),down from $0.05a year ago, but beating the consensus estimate by a penny.Adjusted revenues were $1.50 billion, down 4.0% year over year,but above the $1.47 billion consensus estimate.
June 1, 2018 Company Earnings Update Register for Free Access American Eagle Outfitters (AEO) 1Q18 Results: Beats Estimates, Reports Solid Comps Across Brands and ChannelsAmerican Eagle Outfitters reported 1Q18 revenues of $823 million, up 8.0% year over year and beating the $811 million consensus estimate. Adjusted EPS was $0.23, above the $0.22 consensus estimate and up 43.8% from the year-ago quarter.
May 30, 2018 Company Earnings Update 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.
May 23, 2018 Company Earnings Update 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.
May 23, 2018 Company Earnings Update 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.
March 15, 2018 Company Earnings Update Register for Free Access INDITEX (BME: ITX) FY17 Results: Strong Sales Growth Offset by Margin ErosionInditex reported FY17 revenues of €25,336 million, up 8.7% year over year and slightly below the consensus estimate of €25,406 million.
March 14, 2018 Company Earnings Update Register for Free Access Dick’s Sporting Goods (DKS) 4Q17 Results: EPS Beat Offset by Revenue and Comp Sales MissesDick’s Sporting Goods reported 4Q17 adjusted EPS of $1.22, down 7.6% year over year but above the $1.20 consensus estimate and in line with company guidance. Revenues were $2.66 billion, up 7.3% year over year but below the $2.74 billion consensus estimate.
