Insight Report | February 23, 2016 Premium Home Depot (HD) 4Q15 Results: Record Sales and EarningsHome Depot reported 4Q15 revenue of $21.0 billion, slightly above the consensus estimate of $20.4 billion and up 9.5% compared to the same quarter a year ago. The company reported diluted EPS of $1.17 for the quarter, up 11.4% year over year and beating the consensus estimate of $1.10. Read More
Company Earnings Update | February 23, 2016 Register for Free Access Forest City (FCE.A) 4Q15 Results: Beats on Earnings, Led by Acquisitions, Increased Occupancies and RentReal estate investment trust Forest City reported 4Q15 adjusted revenues of $347.1 million, up 8.1% year over year, beating the consensus estimate of $326.8 million. Fourth-quarter comparable net operating income (NOI) increased by 5.9% year over year, led by increases of 7.6% in office, 5.6% in apartments and 4.2% in retail. Read More
Insight Report | February 16, 2016 Premium Fossil Group (FOSL) 4Q15 Results: Earnings Exceed Expectations, Driven by New Brands and Investments in Digital OperationsFossil Group reported 4Q15 revenue of $992.5 million, which was down 6.8% year over year, but above the consensus estimate of $927.6 million. Excluding currency effects, revenue decreased by 2%. The addition of the Kate Spade New York and Chaps brands, investments in its namesake brand, and double-digit e-commerce growth boosted revenue results. Read More
Flash Report | February 11, 2016 Register for Free Access Steve Madden (SHOO) 4Q15 Results: Earnings in-line, but Outlook is SoftSteve Madden reported 4Q15 revenue of $344.3, up a modest 0.5% year over year and exceeding the company’s previous guidance of $344.1. The company updated guidance Read More
Company Earnings Update | February 10, 2016 Register for Free Access Metro Group (ETR: MEO) 1Q16 Results: Earnings Slip on Weak RubleMetro AG reported a decline of 7.2% in EBIT before special items, to €828 million, for 1Q16, missing the consensus estimate. Read More
Insight Report | February 4, 2016 Premium Hanes Brand Inc (HBI) 4Q15 Results: Company Misses Earnings and Revenue EstimatesHanesBrands reported 4Q15 EPS (ex items) of $0.44 versus consensus of $0.46. Read More
Insight Report | February 3, 2016 Premium Macerich (MAC) 4Q15 Results: Tops 4Q Earnings Estimates, Misses on RevenueThe real estate investment company Macerich reported 4Q15 funds from operations (FFO) of $187.3 million, up 17.9% year over year. Read More
Insight Report | February 2, 2016 Premium LVMH (ENXTPA: MC) FY2015 Results: Earnings Miss Consensus Even as Revenues Hold UpLVMH Moët Hennessy Louis Vuitton reported 16.4% revenue growth for the year through December 2015. Organic revenue growth for the year was 6%. Read More
Company Earnings Update | January 28, 2016 Register for Free Access Amazon (AMZN) Fourth-Quarter 2015 Results: Earnings Disappoint as Heavy Spending ContinuesAmazon reported EPS of $1.00 for the fourth quarter of 2015, well below the consensus estimate of $1.55. Higher fulfillment expenses and technology and content expenses weighed on profits. Read More
Company Earnings Update | January 28, 2016 Register for Free Access Under Armour (UA) Fourth-Quarter FY 2015 Earnings Review: Premium Footwear Drove Outsized Growth; Continued Opportunity AheadUnder Armour reported fourth-quarter EPS of $0.48 versus the consensus estimate of $0.46. Read More
Flash Report | January 27, 2016 Register for Free Access Coach (COH) Second-Quarter FY2016 EARNINGS Review: Turnaround Yields ResultsCoach reported fiscal-second-quarter 2016 EPS of $0.68, excluding onetime items, versus the consensus estimate of $0.66. Read More
Insight Report | January 27, 2016 Premium (EBAY) Fourth-Quarter FY2015 Earnings Review: Guidance DisappointseBay reported fourth-quarter 2015 EPS of $0.50, in line with consensus expectations. Read More
Insight Report | January 27, 2016 Premium Facebook (FB) Fourth-Quarter FY2015 Earnings Review: Revenue Beats Expectations as Mobile Drives Ad SalesFacebook reported better-than-expected fourth-quarter 2015 net sales of $5.84 billion, up 51.7% year over year, versus the consensus estimate of $5.37 billion. Read More
Insight Report | January 25, 2016 Premium Kimberly Clark (KMB) Fourth-Quarter Earnings:Currency Effects Weigh on Results, 2016 GuidanceKimberly-Clark reported fourth-quarter 2015 net sales of $4.54 billion, which were slightly below the consensus estimate of $4.57 billion, and down 6.0% year over year. Currency effects more than offset the positive contribution of 5% organic growth. Read More
Event Presentation | August 15, 2015 Premium 2015 Back-to-School OutlookConsumer purchase mentality—What do we need now? A Just in Time Shopper Macy’s reacts to this shopping behavior by rolling out same-day delivery to additional stores Look for traditional shopping seasons to continue to blur Black Friday style sales in July Harder for retailers to post sales and earnings gains. Continued IT investments—Mobile, Click & Collect, Personalization, Omnichannel—all mandatory to maintain share Most categories hovering in deflationary territory Read More
