Insight Report | June 26, 2019 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%. Read More
Company Earnings Update | June 18, 2019 Register for Free Access H&M (OMX: HM-B) 2Q19 Update: Sales Beat Estimates; Transformation Work Intensifies Read More
Insight Report | June 18, 2019 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. Read More
Company Earnings Update | June 14, 2019 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. Read More
Deep Dive | June 3, 2019 Premium Millennials and BeautyMillennials, born between 1980 and 2000, are particularly important for the beauty market due to the sizeable consumer base they represent and their growing spending power. 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 Nordstrom (NYSE: JWN) 1Q19 Results: Company Misses Expectations and Lowers GuidanceNordstrom reported 1Q19 revenues of $3.3B, down 3.5% YoY and below the consensus estimate of $3.5B. The company’s EPS declined 55% year over year to $0.23, missing the consensus estimate of $0.43. Read More
Insight Report | May 24, 2019 Premium April 2019 UK Retail Sales: Late Easter and Warm Weather Drive Jump in SalesThe Office for National Statistics (ONS) reported a strengthening of year-over-year retail sales growth to 7.2% in April, with a 7.4% increase in volumes. Read More
Insight Report | May 17, 2019 Premium April 2019 US Retail Sales: Growth Decelerates in Most Sectors with Major Slowdown in Home Improvement and Clothing StoresTotal US retail sales excluding gasoline and automobiles increased 5.1% year over year in April, strengthening from the revised 0.9% year-over-year rise in March. A late Easter pulled some spending from March into April. Read More
Company Earnings Update | May 14, 2019 Register for Free Access JD.com (NASDAQ: JD) 1Q19 Results: Revenue Beats Estimates, Strong 2Q19 GuidanceJD.com reported 1Q19 revenue of ¥121.1 billion ($18.0 billion), up 21% year over year and beating the StreetAccount estimate of ¥120.2 billion. Read More
Insight Report | April 29, 2019 Premium US Mother’s Day Preview: 2019 Spending is Expected to Reach Record High of $25 BillionAccording to an annual Mother’s Day spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics, about 84% of US consumers plan to celebrate Mother’s Day this year, broadly in line with last year’s 86%. Read More
Insight Report | April 17, 2019 Premium March 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline SteepensUS store traffic declined 7.9% year over year in March. Year over year, the conversion rate fell 0.4 percentage points, average transaction value (ATV) grew 3.3% and the product return rate decreased by 0.3 percentage points. Read More
Insight Report | April 2, 2019 Premium February 2019 US Retail Sales: Slowdown Seen Across Sectors with Major Softening in Home-ImprovementTotal retail sales excluding gasoline and automobiles increased 2.7% year over year in February 2019, a substantial slowing from the revised 4.9% year-over-year increase in January. Read More
Deep Dive | April 2, 2019 Premium Reviewing America’s Retail Bankruptcies: What Can We Learn from the Slew of Recent Retail Failures?This report discusses notable US retail bankruptcies in 2017-2018 and examines key factors that led retailers to collapse. Read More
Insight Report | March 19, 2019 Premium February 2019 US Monthly Retail Traffic and In-Store Metrics Report: Traffic Decline EasesUS store-based traffic and sales declined in February, while the conversion rate grew 0.4 percentage points. Average transaction value (ATV) grew 1.8%, slower than the 5.5% growth reported in January. Read More
