Company Earnings Update | August 2, 2019 Register for Free Access The Macerich Company (NYSE: MAC) 2Q19 Results: Revenue Misses, Revises GuidanceMacerich reported 2Q19 revenues of $228.0 million, down 2.8% year over year and missing the $229.4 million consensus estimate. Adjusted FFOPS were $0.88, beating the consensus estimate of $0.86. Read More
Company Earnings Update | August 2, 2019 Register for Free Access Unibail-Rodamco-Westfield (AMS: URW) 1H19 Results: Solid Performance Despite Challenging Retail EnvironmentUnibail-Rodamco-Westfield (URW) reported 1H19 net rental income (NRI) of €1.25 billion, up 35.9% year over year. Adjusted recurring earnings per stapled share (AREPS) were €6.45, down 1.9%. EPRA net asset value (NAV) per stapled share was €216.10, down 2.6%. Read More
Company Earnings Update | August 1, 2019 Register for Free Access Simon Property Group (NYSE: SPG) 2Q19 Results: Beats Consensus on Revenues and FFO, Lowers EPS GuidanceSimon Property Group (Simon) reported revenues of $1.40 billion, up 0.9% year over year and ahead of the $1.34 billion consensus estimate. FFO was $2.99 per share, up 0.3% and beating the consensus estimate of $2.98 per share. Read More
Insight Report | July 31, 2019 Premium Streetwear: A Vibrant, Gender-Neutral Category on the RiseStreetwear has grown from a niche sector to a global phenomenon: Genderless design is the common practice, Asians have become the biggest spenders and even luxury is getting in on the action. Read More
Company Earnings Update | July 31, 2019 Register for Free Access Steve Madden (NASDAQ: SHOO) 2Q19 Results: Steve Madden Women’s Wholesale and Accessories Drive Strong Momentum, Tariffs Cloud OutlookSteve Maddon posts double-digit sales increases but the threat of more tariffs looms large as its ability to squeeze concessions from suppliers and move production hits limits. Read More
Company Earnings Update | July 31, 2019 Register for Free Access Under Armour (NYSE: UAA) 2Q19 Results: North America Revenue Declines, Company Updates Outlook for FY19Under Armour reports operating loss of $11 million, net loss of $17 million and makes minor revisions to guidance. Read More
Company Earnings Update | July 29, 2019 Register for Free Access Taubman Centers (NYSE: TCO) 2Q19 Results: FFO Misses Consensus, Lowers GuidanceTaubman Centers reported 2Q19 revenues of $161.6 million, up 5.8% year over year and beating the $159.7 million consensus estimate. FFO was $0.78 per share, missing the $0.83 consensus estimate. Read More
Company Earnings Update | July 25, 2019 Register for Free Access VF Corp (NYSE: VFC) 1Q20 Results: Revenue and EPS Growth Boosts Guidance for FY20VF corp reported its 1Q20 earnings with both revenue and EPS ahead of consensus, raising guidance for FY20. Read More
Deep Dive | July 24, 2019 Premium Apparel Resale Goes MainstreamRecommerce and thrift shopping are going mainstream as consumers increasingly seek out value (both economic and ethics-based), clothing that expresses individuality and that is Instagrammable. Read More
Flash Report | July 23, 2019 Register for Free Access Alibaba Opens Its B2B Platform to US Businesses Read More
Insight Report | July 16, 2019 Premium Amazon Prime Day 2019 Insights: USAmazon kicked off its fifth annual Prime Day shopping extravaganza in the US at midnight Pacific Time on July 15. The company extended the sale to two full days from last year’s 36 hours, offering millions of deals exclusively for Prime members. Read More
Flash Report | July 2, 2019 Register for Free Access The RealReal Raises $300 Million in IPOThe RealReal raised $300 million in its June 28 NASDAQ IPO. The stock went up 44.5% to $28.90 per share in its first day. Read More
Company Earnings Update | June 28, 2019 Register for Free Access Nike (NYSE: NKE) 4Q19 Results: Strong Performance in Direct and Wholesale, Brand Gains Global Market ShareNike 4Q19 revenues rose 10% at constant exchange rates, driven by growth across Nike Direct and wholesale. Read More
Company Earnings Update | June 25, 2019 Register for Free Access 1Q19 US Earnings-Season Wrap-UpThis report reviews the most recent quarterly earnings for (mostly) US-based companies in the Coresight 100, our focus list of retailers, brand owners and real estate firms. Read More
Flash Report | June 18, 2019 Register for Free Access Walmart Offers Competitive $98/Year Grocery “Delivery Unlimited” ServiceWalmart is testing “Delivery Unlimited,” a new unlimited grocery delivery subscription service in three US cities: Miami, Salt Lake City and Tampa, offering a year of unlimited free delivery for a flat fee of $12.95 per month or $98 annually. Read More
