Company Earnings Update | April 25, 2019 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. Read More
Insight Report | April 15, 2019 Premium March 2019 US Same-Store Sales: Costco and Buckle Comps Show Sequential Improvement; Cato Comparable Sales Continue to SlideCostco’s same-store sales growth showed a sequential strengthening, led by strong store traffic. Its e-commerce segment continued to post strong growth Read More
Deep Dive | April 15, 2019 Premium US Millennials and Grocery: An Aging Millennial Demographic is Creating an Older/Younger DivideYounger millennials shop at mass merchandisers, spend on wellness and fitness, and try to buy consciously. Millennials aged 30+ are more likely than their younger peers to look for savings, shop at traditional supermarkets and buy groceries online. Read More
Insight Report | April 12, 2019 Premium US Retail Inventory Tracker, 4Q18: Potential Tariff Hike and Poor Holiday Sales Lead to Higher InventoriesIn this first of our quarterly US Retail Inventory Tracker reports we analyze inventory trends among our Coresight 100 US retailers. Read More
Company Earnings Update | April 11, 2019 Register for Free Access ASOS (LSE: ASC) 1H19 Results: Profits Slide due to Higher Warehousing and Technology CostsASOS reported 1H19 group sales of £1.31 billion, up 12.0% year over year on a constant-currency basis (up 13.5% as reported) and slightly ahead of the consensus estimate of £1.30 billion recorded by StreetAccount. Read More
Company Earnings Update | April 11, 2019 Register for Free Access Tesco (LSE: TSCO) FY19 Results: Hits FY20 Margin Target in Second HalfTesco reported FY19 total sales of £63.9 billion, up 11.0% year over year on a constant-currency basis (increasing 11.2% as reported) and missing the consensus estimate of €64.5 billion recorded by StreetAccount. Read More
Company Earnings Update | April 1, 2019 Register for Free Access H&M (STO: HM-B) 1Q19 Results: Profits Slide but Beat Consensus, Positive Signs on Full-Price SalesIn 1Q19, H&M grew net sales by 10% and the gross margin by 10 basis points, helped by a reduction in markdowns. EPS of SEK 0.49 came in comfortably ahead of the SEK 0.31 consensus. Read More
Insight Report | January 2, 2019 Premium November 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Metrics for November include: Read More
Insight Report | October 17, 2018 Premium September 2018 US Same-Store Sales: Costco Continues to Beat Consensus; L Brands Posts Healthy Comparable Sales GrowthCostco’s same-store sales growth in September this year was below the growth reported in August but was well ahead of consensus. Read More
Insight Report | September 17, 2018 Premium August 2018 US Same-Store Sales: Strong Beat by CostcoCostco’s same-store sales rose higher in August this year compared to the growth reported in the same month last year. Read More
Insight Report | August 14, 2018 Premium July 2018 US Same-Store SalesCostco’s same-store sales grew higher in July this year compared to the growth reported in the same month last year. Buckle and Cato brands’ comp growth turned positive compared to declines posted in July 2017. L Brands’ comps were flat. Read More
