Analyst Corner | February 9, 2018 Register for Free Access Weinswig’s Weekly February 9, 2018This week’s note “From the Desk of Deborah Weinswig” takes a look at Amazon’s fourth-quarter and full-year earnings results, including the company’s currency-neutral sales by country and third parties’ contributions to total unit sales. Read More
Event Presentation | November 16, 2017 Premium 3Q2017 Wrapup and Holiday Preview (Planalytics)3Q17 Retail Update 1. Earnings: Positive Results Led by E-Commerce and Beauty Retailers 2. Store Traffic Continues to Be Challenged 3. Sluggish Traffic and Unfavorably Warm Weather Hurt Monthly Comps 4. Hurricanes’ Effect on Retail Read More
Insight Report | November 15, 2017 Premium Home Depot (HD) 3Q17 Results: Beats on Earnings and Same-Store Sales, Boosted by Hurricanes; Raises FY17 GuidanceHome Depot reported 3Q17 adjusted EPS of $1.84, up 15% from the year-ago quarter and beating the $1.82 consensus estimate. Total revenues were $25.03 billion versus consensus expectations of $24.54 billion and were up 8.1% year over year. Read More
Company Earnings Update | November 14, 2017 Register for Free Access JD.com (JD) 3Q17 Results: Earnings Beat; Maintains Solid Growth MomentumJD.com reported 3Q17 revenues of ¥83.7 billion, up 39.2% year over year and in line with the consensus. Non-GAAP diluted earnings per ADS was ¥1.52, growing by 361% year over year, beating the consensus of ¥0.59. Read More
Company Earnings Update | November 10, 2017 Register for Free Access Nordstrom (JWN) 3Q17 Results: Misses on Comps, Narrows FY17 Earnings GuidanceNordstrom reported 3Q17 EPS of $0.67, ahead of the $0.63 consensus estimate and compared with a loss of $0.06 in the year-ago quarter. Revenues were $3.63 billion, up 2.5% year over year and slightly above the $3.58 billion consensus estimate. Read More
Company Earnings Update | November 6, 2017 Register for Free Access Alibaba (BABA) 2Q FY18 Results: Beats on Earnings and Highest Revenue Growth Since its IPOAlibaba reported 2Q FY18 revenues of ¥55.1 billion, up 61% year over year, the highest growth since its IPO. It also beat the consensus estimate by 26%. The company attributed the strong results to the robust revenue growth from its core commerce segment, as well as the Alibaba cloud business. The company is seeing early results from efforts to integrate online and offline retail under its New Retail strategy. Read More
Company Earnings Update | October 27, 2017 Register for Free Access Baidu (BIDU) 3Q17 Results: Revenues Grow on Higher Spending Per Customer, Earnings Rise on Disposal of Baidu DeliveriesBaidu reported 3Q17 revenues reached ¥23.5 billion, up 28.7% year over year and in line with the consensus estimate. Non-GAAP diluted earnings per ADS of ¥25.94, up 161.5% year over year, to beat the consensus of ¥13.48.. Read More
Company Earnings Update | August 21, 2017 Register for Free Access Alibaba (BABA) 1Q FY18 Results: Beats on Earnings, Expanding Global FootprintAlibaba reported 1Q FY18 revenue of ¥50.2 billion, up 56% year over year, and beat the consensus estimate by 4.8%. The company attributed the strong results to a steady increase in revenues from its core commerce segment, as well as the strong growth in emerging businesses, including cloud computing, digital media and entertainment. Read More
Company Earnings Update | August 16, 2017 Register for Free Access Home Depot (HD) 2Q17 Results: Highest Quarterly Sales in Company HistoryHome Depot reported 2Q17 EPS of $2.25, up 14% from the year-ago quarter and beating the $2.21 consensus estimate. Total revenues for 2Q17 were $28.1 billion, versus expectations of $27.8 billion, and were up 6.2% year over year. The results represent the highest quarterly sales and net earnings in the company’s history. Read More
Event Presentation | August 10, 2017 Premium 2Q2017 Recap and Back-to-School Outlook (Planalytics)1. Earnings: Positive Results Led by E-Commerce and Off-Price Retailers 2. Store Traffic Continues to Decline 3. Record Father’s Day Sales Not Enough to Lift Monthly Comps in May and June 4. Store Closures Continue to Exceed Store Openings Read More
Company Earnings Update | July 31, 2017 Register for Free Access Baidu (BIDU) 2Q17 Results: Strong Beat on Disciplined Cost ControlBaidu reported 2Q17 non-GAAP diluted earnings per ADS of ¥16.00, up 98.0% year over year, to beat the consensus of ¥10.13. Revenues reached ¥20.9 billion, up 14.3% year over year and were broadly in-line with the consensus estimate. Read More
Company Earnings Update | June 30, 2017 Register for Free Access Nike (NKE) Fiscal 4Q17 Results: Beats on Earnings, Boosted by Strong International SalesNike reported fiscal 4Q17 adjusted EPS of $0.60, ahead of the $0.50 consensus estimate and up 22.4% year over year, driven by SG&A expense leverage as well as by higher global revenue, a lower tax rate and a lower share count. Read More
Event Coverage | June 20, 2017 Register for Free Access Takeaways from Lululemon Athletica’s Presentation at the 2017 William Blair & Company Growth Stock ConferenceAt the 2017 William Blair & Company Growth Stock Conference in Chicago, Stuart Haselden, COO and CFO of Lululemon Athletica, outlined the company’s plan to reach revenues of $4 billion by 2020, doubling both revenues and earnings. The key growth drivers for reaching this goal include: Read More
Company Earnings Update | May 19, 2017 Register for Free Access Alibaba (BABA) 4Q FY17 Results: Earnings Beat, Highest Revenue Growth Since IPO; “Very Excited” about FY18 ProspectsAlibaba reported 4Q FY17 revenue of ¥38.6 billion, up 60% year over year, and beat consensus estimates by 7%. The company attributed the strong results to solid growth of its core commerce segment, as well as accelerating growth in emerging businesses, including cloud computing, digital media and entertainment. Read More
Insight Report | May 18, 2017 Premium Ascena Retail (ASNA) Updates Guidance and Cost-Savings Planscena Retail updated guidance in advance of its 3Q17 earnings call and provided an update on its Change for Growth enterprise transformation program. The company cited a highly promotional environment and industrywide headwinds resulting in a reduction of its 3Q sales and earnings outlook. Read More
