September 19, 2019 Deep Dive Premium Buy Online, Return In Store: Assessing Strategies and Drivers of AdoptionIn this report, we explain the buy online, return in store (BORIS) model in detail and assess how some US retailers are using this service to enhance their omnichannel retailing.
September 1, 2019 Company Earnings Update Register for Free Access Burlington Stores (NYSE: BURL) 2Q19 Results: Sales Beats Consensus; Raises Guidance; Home and Beauty Categories Remain StrongBurlington Stores reported fiscal 2Q19 revenues of $1.66 billion, up 10.5% year over year and beating the consensus estimate of $1.63 billion. The company’s adjusted earnings per share (EPS) grew 18.3% year over year to $1.36, beating the consensus estimate of $1.14.
August 23, 2019 Insight Report Premium July 2019 Monthly Consumer Update: US, UK and ChinaUS wage growth continued to comfortably outpace inflation. Retail sales growth strengthened.
August 23, 2019 Company Earnings Update Register for Free Access Gap Inc. (NYSE: GPS) 2Q19 Results: Sales Miss, Reiterates Adjusted EPS and Comps GuidanceGap reported fiscal 2Q19 revenues of $4.0 billion, down 2.0% year over year, slightly missing the consensus estimate. Adjusted earnings per share (EPS) were $0.63, down 17.1% from the year-ago period, but ahead of the consensus estimate of $0.53.
August 20, 2019 Deep Dive Premium Reinventing the US Department StoreFrom loyalty programs to experiential concepts, we assess how US department stores are transforming themselves to stay relevant.
August 1, 2019 Company Earnings Update Register for Free Access L’Oréal (ENXTPA: OR) 1H19 Results: Strongest Comparable Sales Growth in Over a DecadeL’Oréal 1H19 revenues grew 11% and adjusted EPS grew 7% year over year, both in-line with the StreetAccount estimates.
July 26, 2019 Insight Report Premium June 2019 Monthly Consumer Update: US, UK and ChinaUS inflation softened a little, while wage growth remained unchanged. Retail sales growth weakened.
July 22, 2019 Company Earnings Update Register for Free Access ASOS (LSE: ASC) 3Q19 Trading Update: Strong UK Demand but Operational Issues in the US and EU; Guidance Revised DownSOS reported 3Q19 group revenues of £919.8 million, up 11% year over year on a constant-currency basis (up 12% year over year as reported). Active customers hit the 20 million mark.
July 18, 2019 Insight Report Premium June 2019 UK Retail Sales: Smaller Retailers Drive Overall Growth, Clothing and Furniture Stores See Solid BoostThe Office for National Statistics (ONS) reported weak growth of 2.1% year over year in May, driven by smaller retailers. Large retailers, which form the bulk of most sectors, eked out a 0.9% year-over-year increase.
July 5, 2019 Company Earnings Update Register for Free Access Seven & i Holdings (TSE: 3382) 1Q20 Results: Operating Income Grows in Both Domestic and Overseas Convenience StoresIn 1Q20, ended May 31, 2019, Seven & i reported a 1.3% year-over-year decline in net sales. However, the company’s EPS increased 21.5% in the first quarter.
July 3, 2019 Deep Dive Premium BOPIS: US Retailers Looking for Omnichannel ExcellenceIn this report, we explain the buy online and pick up in store (BOPIS) model in detail and assess how some US retailers are using this service to enhance their omnichannel retailing.
June 26, 2019 Insight Report Premium US Independence Day 2019 Preview: Americans Set To Spend $6.8 Billion, Down Slightly from 2018According to the Independence Day spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, about 86% of Americans plan to celebrate the 4th of July holiday this year, compared to last year’s 87%.
June 18, 2019 Company Earnings Update Register for Free Access H&M (OMX: HM-B) 2Q19 Update: Sales Beat Estimates; Transformation Work Intensifies
June 18, 2019 Insight Report Premium May 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Clothing and Department StoresTotal US retail sales excluding gasoline and automobiles increased 3.2% year over year in May, weakening from the revised 5.8% year-over-year rise in April.
June 14, 2019 Company Earnings Update Register for Free Access Lululemon (NASDAQ: LULU) 1Q19 Results: Company Beats Expectations, Raises Guidance and Expands BOPIS OfferingLululemon’s 1Q19 revenues grew 20.4% year over year to $782.3 million, beating the StreetAccount estimate of $756.1 million. The company reported 1Q19 EPS of $0.74, up 34.5% from the year-ago period, ahead of the consensus estimate of $0.70.
