June 28, 2019 Company Earnings Update Register for Free Access H&M (STO: HM-B) 2Q19 Results: Gains Market Share, Cuts Markdowns, Points to Long-Term Benefits of TransformationH&M confirmed its 2Q19 sales came in ahead of estimates and reported EPS of SEK 2.76, down 1.4% year over year and missing the consensus of SEK 2.81.
June 24, 2019 Deep Dive Premium Reviewing Grocery Tech Innovations from Walmart and KrogerThe digitalization of grocery retailing is about much more than e-commerce. In the US, Walmart and Kroger are leading the charge in digital adoption across the grocery supply chain. In this report, we review a number of grocery tech innovations from these two retailers.
June 14, 2019 Company Earnings Update Register for Free Access Tesco (LSE: TSCO) 1Q20 Trading Update: UK Comps Decelerate, Central Europe Sales Continue to SlideTesco reported a 1Q20 trading update for the 13 weeks ended May 25, 2019, with group comparable sales missing the consensus estimate. UK and Ireland comparable sales grew 0.8% year over year, excluding fuel and VAT, slower than the 1.9% growth in the previous quarter and in-line with the consensus estimate.
June 13, 2019 Company Earnings Update Register for Free Access Boohoo Group (LSE: BOO) 1Q20 Update: Beats on Revenue, Maintains FY20 OutlookBoohoo Group reported 1Q20 total sales of £254.3 million, up 39% year over year at constant exchange rates and as reported, and beating the consensus estimate of £253.7 million recorded by StreetAccount.
June 5, 2019 Insight Report Premium US Grocery Embraces Pop-UpsGrocery retailers and brands have started experimenting with pop-up stores. Some include online pure-play retailer Jet.com, meal kits firm Blue Apron, brand owner Kraft, startup SÜPRMARKT and gourmet food retailer Harry & David
May 24, 2019 Company Earnings Update Register for Free Access B&M (LSE: BME) FY19 Results: Surge in Profits, Strong Pace of Store Expansion to ContinueB&M reported FY19 total sales of £3.49 billion up 15.1% year over year and ahead of the consensus estimate of £3.44 billion recorded by StreetAccount.
May 23, 2019 Company Earnings Update Register for Free Access M&S (LSE: MKS) FY19 Results: Changing Faster with Ocado JV and Further Store ClosuresM&S reported FY19 total sales of £10.4 billion, down 3.0% year over year, and roughly in line with the consensus estimate by StreetAccount.
May 16, 2019 Flash Report Register for Free Access Kroger and Lindsay Goldberg Announce the Formation of PearlRock PartnersOn May 14, 2019, Kroger and Lindsay Goldberg, a private investment firm, announced a collaboration to form an investment vehicle named PearlRock Partners.
May 15, 2019 Company Earnings Update Register for Free Access Dufry (SIX: DUFN) 1Q19 Results: Higher Depreciation Costs Weigh on Operating Margin, Maintains FY19 GuidanceDufry reported 1Q19 total sales of CHF 1.88 billion, up 3.4% year over year and above the consensus estimate of CHF 1.86 billion recorded by StreetAccount.
May 14, 2019 Insight Report Premium April 2019 US Same-Store Sales: Costco Comps Ahead of Consensus, Buckle’s Men’s Segment Outperforms Women’s, Cato Posts Robust CompsCostco’s same-store sales growth beat the consensus estimate. Its e-commerce segment continued to post strong growth.
May 10, 2019 Company Earnings Update Register for Free Access Morrisons (LSE: MRW) 1Q20 Trading Update: Group Comps Below Expectations, Access to Ocado Erith Fulfilment Center SuspendedMorrisons reported group same-store sales growth of 2.3% excluding fuel, below the consensus estimate of 2.5% recorded by StreetAccount.
May 9, 2019 Company Earnings Update Register for Free Access Ahold Delhaize (ENXTAM: AD) 1Q19 Results: EPS in Line with Consensus, Lowers FY19 EPS GuidanceAhold Delhaize reported 1Q19 net sales of €15.88 billion, up 1.5% year over year at constant exchange rates (up 6.3% as reported), and slightly below the consensus estimate of €15.96 billion recorded by StreetAccount.
May 3, 2019 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 1Q19 Results: Higher Fulfillment and Administrative Costs Hurt Profits; Guidance IntactZalando reported strong growth in revenues but posted a net loss for the first quarter of 2019. Sales of €1.38 billion were up 15.2% year over year and in line with the consensus estimate. GMV was up 23.1% to €1.76 billion.
April 25, 2019 Company Earnings Update Register for Free Access Boohoo Group (LSE: BOO) FY19 Results: Top Line and EPS Beat Consensus; Strong FY20 OutlookBoohoo Group reported FY19 total sales of £856.9 million, up 47.0% at constant currency and 48.0% as reported, and beating the consensus estimate of £843.9 million recorded by StreetAccount.
April 25, 2019 Company Earnings Update Register for Free Access Associated British Foods (LSE: ABF) 1H19 Results: Operating Profits Beat Consensus; Poor German Sales Weigh on Eurozone CompsAssociated British Foods (ABF) reported results for 1H19, ended March 2. This report focuses on results for Primark, the company’s retail business.
