Company Earnings Update | May 30, 2019 Register for Free Access Ross Stores (NasdaqGS: ROST) 1Q19 Results: Beats Consensus, Men’s Category Performs Well While Ladies Apparel UnderperformsRoss Stores 1Q19 revenues were $3.79B even with the consensus estimate and up 5.8% YoY. The company reported 1Q19 adjusted EPS of $1.15, higher than the consensus estimate of $1.12. Read More
Company Earnings Update | May 30, 2019 Register for Free Access Dick’s (NYSE: DKS): 1Q19 Results: Revenues Up, Beats Consensus, Replacing Hunt Category in 125 StoresDick’s reported fiscal 1Q19 revenues of $1.92 billion, beating the consensus estimate of $1.90 billion, and up 0.6% year over year. Read More
Company Earnings Update | May 29, 2019 Register for Free Access Foot Locker (NYSE: FL) 1Q19 Results: Misses Consensus Estimates, Lowers GuidanceFoot Locker 1Q19 revenues were $2.08B, up 2.6% YoY, below the consensus estimate of $2.12B. The company reported 1Q19 adjusted EPS of $1.53, down 5% from the year ago period. Read More
Company Earnings Update | May 29, 2019 Register for Free Access L Brands (NYSE: LB) 1Q19 Results: Mixed Results, Focus on Improving Merchandise Assortment at Victoria’s Secret and PINKL Brands 1Q19 revenues were $2.63B, up 0.1% YoY and higher than the consensus estimate of $2.56B. Comparable sales were flat compared to a 3% increase last year and above consensus of (1.3)%. Read More
Flash Report | May 23, 2019 Register for Free Access Ascena Retail Group Announces Closure of Dressbarn, Eliminating its Value Fashion SegmentOn May 20, 2019, Ascena Retail Group announced the closure of its Dressbarn business. Read More
Company Earnings Update | May 23, 2019 Register for Free Access Urban Outfitters (NYSE: URBN) 1Q19 Results: Revenues Up, Company Launches Nuuly Monthly Subscription Rental ServiceUrban Outfitters reported 1Q19 revenues of $864.4 million, above the consensus estimate of $854.7 million and up 1.1% YoY. The company launched Nuuly, a a monthly subscription rental service. Read More
Company Earnings Update | May 22, 2019 Register for Free Access Kohl’s (NYSE: KSS) 1Q19 Results: Revenues and Comps Down, Expands Amazon Partnership Nationwide and Launches Plus-Size Private LabelKohl’s reported fiscal 1Q19 revenues of $4.09B, beating the consensus estimate of $3.95B, and down 2.9% YoY. The company is expanded its Amazon partnership nationwide beginning in July 2019. Read More
Company Earnings Update | May 22, 2019 Register for Free Access JCPenney (NYSE: JCP) 1Q19 Results: Revenues Down, Missing Consensus, Management Reducing and Enhancing Inventory PositionJCPenney reported fiscal 1Q19 revenues of $2.44 billion, lower than the consensus estimate of $2.48 billion, and down 5.6% year over year. The company reported 1Q19 EPS of $(0.46), lower than the consensus estimate of $(0.39), and comparable with the year ago period. Read More
Deep Dive | May 20, 2019 Premium The $13 Billion US Women’s Underwear Industry: Disruption Creates OpportunityThe $13.1 billion US women’s underwear market is changing. Traditional market leaders are losing market share to athletic retailers or digitally native, smaller brands. Body positivity and inclusivity are central to an evolving definition of “sexy”. Technology is enabling brands to improve fit and bring new designs to market. Read More
Company Earnings Update | May 16, 2019 Register for Free Access Macy’s (NYSE: M) 1Q19 Results: Revenues Down, Comp Sales Up, Beats EPS Estimates, Expanding Backstage to 50 StoresMacy’s 1Q19 revenues were $5.50B, down 0.7% YoY, below the consensus estimate of $5.53B. Adjusted EPS was $0.44, beating the consensus estimate of $0.33. Macy’s plans to open 50 Backstage stores. Read More
Company Earnings Update | May 13, 2019 Register for Free Access Coty (NYSE: COTY) 3Q19 Results: Revenues Miss Consensus Estimate, Supply Chain Issues Seemingly ResolvedCoty fiscal 3Q19 revenues were $1.99B, 10.4% YoY and lower than the consensus estimate of $2.06B. The supply chain issues it experienced in 1H19 regarding shipment disruption have abated. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Estée Lauder (NYSE: EL) 3Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full YearEstée Lauder reported 3Q19 revenues of $3.7B, up 11.1% yoy and beating the $3.6B estimate. Skin care, the company’s largest category at 46.6% of sales, rose 21%. Read More
Event Coverage | April 26, 2019 Register for Free Access Lululemon Analyst Day 2019: Plans to Quadruple International Revenue and Double Men’s and Digital Business by 2023Lululemon’s investor day focused on innovative products, omni experience, and market expansion. It expects men’s and digital business will double by 2023 and international business will quadruple. Read More
Deep Dive | April 24, 2019 Premium Male Makeup: Going Mainstream in Asia and Slowly Gaining Traction in the USMale makeup is an emerging category. Male consumers globally are challenging the definitions of masculinity and femininity as men are increasingly wearing men’s makeup products. Read More
Deep Dive | April 10, 2019 Premium Online to Offline Beauty: Brands That Are Winning by Understanding the Digital Consumer and Then Going PhysicalDigitally native beauty brands are opening stores and differentiating through customer experiences. Opening a physical store increases online traffic by 45%, according to the ICSC. Read More
