April 23, 2019 Insight Report Premium 2019 Tax Tracker Week 11: Total Filings Turn Positive but Refunds Down Just Three Days Before Filing DeadlineAs of April 12, the IRS had received 119.4 million tax returns, up 0.7% year over year
April 22, 2019 Flash Report Register for Free Access Amazon to Close China Marketplace and Focus on Cross-Border E-commerce, Kindle and AWSAmazon is planning to close its China domestic marketplace but still plans to continue its cross-border e-commerce operations, sell Kindle e-readers and continue to operate its AWS business.
April 18, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY APRIL 19 2019This week’s note “From the Desk of Deborah Weinswig” looks at the split in the millennial population: Not one demographic, now they are two.
April 17, 2019 Insight Report Premium 2019 Tax Tracker Week 10: Procrastinator’s Purgatory — Filings Still Down Slightly Just Three Days Before Tax DayUS income tax refund tracker: Filings are still down year over year, and average refund amounts are down slightly with three days to go until tax day.
April 17, 2019 Company Earnings Update Register for Free Access IBM (NYSE: IBM) 1Q19 Results: Mixed Results, Revenues Down for Third Consecutive Quarter, Reiterates GuidanceIBM reported down year-over-year revenues for the third quarter in a row but beat consensus EPS estimates and reiterated its annual guidance.
April 12, 2019 Flash Report Register for Free Access Walmart to Acquire Technology and Assets of Silicon Valley Adtech Startup Polymorph LabsOn April 11, 2019, Walmart announced plans to acquire the assets and technology of Silicon Valley-based advertising-technology startup Polymorph Labs for an undisclosed amount.
April 9, 2019 Insight Report Premium 2019 Tax Tracker Week 9: Filings Still Down with Two Weeks to Go Until April 15US income tax refund tracker: Filings are still down year over year, and average refund amounts are down slightly with two weeks to go until tax day.
April 2, 2019 Insight Report Premium 2019 Tax Tracker Week 8: Filings Still Down Versus Last Year with Three Weeks to GoAs of March 22, the IRS had received 84.1 million tax returns, down 1.9% year over year.
April 1, 2019 Deep Dive Premium US Retailers Becoming More Relevant Through Acquisitions: Mass Merchandisers vs. AmazonM&A activity has risen in the US retail sector over the past 10 years, in terms of deal value and number of deals, and the same trend applies within the mass-merchandiser sector.
March 29, 2019 Company Earnings Update Register for Free Access RH (NYSE: RH) 4Q18 Results: Beats on Comps and EPS but Misses on Revenues; Reduces 2019 Guidance to Below Consensus EstimatesRH reported 4Q18 results that beat on comps and EPS but missed on revenues. The company reduced 2019 revenue growth guidance due to weakness in its core business plus in the high-end housing market.
March 29, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY MARCH 29, 2019This week’s note “From the Desk of Deborah Weinswig” discusses how strong demand for value fashion, e-commerce pure plays and sportswear brands is pressuring Europe’s middleground apparel retailers.
March 28, 2019 Company Earnings Update Register for Free Access Five Below (NASDAQ: FIVE) 4Q18 Results: Beats Consensus Estimates but Light 2019 GuidanceFive Below reported 4Q18 revenues, comps and EPS that beat consensus estimates. 2019 revenue and EPS guidance is below consensus, with EPS hurt by $0.10 from a rule change for lease accounting.
March 27, 2019 Company Earnings Update Register for Free Access Ollie’s Bargain Outlet (NASDAQ: OLLI) 4Q18 Results: Beats by a Penny but Misses on Revenues and Comps, Light 2019 GuidanceOllie’s 4Q18 results beat consensus by a penny but missed on revenues on comps. 2019 guidance calls for revenues up 16%–17% and EPS up 15%–18%, but both range fell below consensus estimates.
February 21, 2019 Market Navigators/Market Outlook Premium Sector Overview: Mass Merchants — Dollar Stores Expand, Mass Merchandisers Digitalize and Costco Widens Its Lead Among Warehouse ClubsAs store closures resume in earnest in 2019, dollar stores are bucking the trend, expanding rapidly. Look for technology to be a deciding factor in the coming years as brick and mortar companies integrate online and offline offerings.
February 13, 2019 Insight Report Premium US Store Closures 2019 Outlook: No Light at the End of the TunnelStore closure announcements so far in 2019 are up 23% versus this time last year, with potentially many more on the way due to retail bankruptcies continuing at a rapid pace. The number of filings in the first six weeks of 2019 is already at one-third of last year’s total.
