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.
February 12, 2019 Market Navigators/Market Outlook Premium Sector Overview: Retail REITs — An Industry in FluxFor US retail REITs, occupancy rates are improving, vacancies are decreasing and rent asking rates are increasing, but store traffic and other metrics remain negative. REITs are welcoming non-traditional occupants, particularly food. Just 20% of “A” malls generate 72% of all mall sales in the US.
February 8, 2019 Market Navigators/Market Outlook Premium Sector Overview: US Home and Home Improvement Retailers — Mixed Signals in a Time of BountyAnnual growth in national spending on home improvement and repair is expected to decelerate in 2019, due to rising mortgage interest rates and flat home sales activity, according to the Joint Center for Housing Studies of Harvard University. Despite this deceleration, other indicators such as home prices, permit activity, and retail sales of building materials are expected to continue to strengthen and drive continued increases in spending in 2019.
December 21, 2018 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY DECEMBER 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what US retail sales data and other recent metrics tell us as we enter the holiday homestretch.
December 14, 2018 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY DECEMBER 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how Americans are spending more time viewing content on their smartphones, but also smoking less, signing up for gym memberships and spending more time with pets.
November 30, 2018 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY NOVEMBER 30, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what we have learned from visiting and analyzing Amazon’s physical stores.
January 26, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly JAN 26, 2018This week’s note “From the Desk of Deborah Weinswig” discusses grocery chain Lidl’s changes in store formats and the outlook for grocery discounters in the US market.
October 11, 2017 Company Earnings Update Register for Free Access Takeaways from Walmart’s 2017 Investment Community Meeting: Moving with SpeedThe FGRT team attended Walmart’s 2017 Investment Community Meeting, held near the company’s headquarters in Bentonville, Arkansas, this week. Selected takeaways from the meeting include:
November 23, 2016 Deep Dive Premium Online Grocery Series: France – Where Click-and-Drive Is KingThe French online grocery sector is one of the most advanced in the world: e-commerce’s share of grocery sales in France is the highest in Europe after the UK.
August 22, 2016 Deep Dive Premium Introduction to Deep Learning and Neural NetworksDeep learning and neural networks are techniques used in computer science to analyze data. They are especially useful in pattern and image recognition.
July 27, 2016 Insight Report Premium The Pokémon Go Invasion Is UnstoppableWith a peak of 26 million active players, Pokémon Go is the most successful mobile game ever in the US, surpassing even Candy Crush Saga at its peak of popularity. Retailers are seeing the additional foot traffic the game has generated as a mixed blessing, as not all players are buying in stores.
July 26, 2016 Insight Report Premium Is Pokémon Go a Stealth Fitness App?Although Pokémon was originally a video game for kids, the latest incarnation—Pokémon Go—has amassed an adult audience as well and generated an unmistakable response among fitness enthusiasts.
