Company Earnings Update | June 14, 2019 Register for Free Access RH (NYSE: RH) 1Q19 Results: Strong Revenues Inspire Raised GuidanceRH reported 1Q19 revenues of $598.4 million, 7.4% growth year over year and beating the $583.7 million consensus estimate. Read More
Company Earnings Update | June 10, 2019 Register for Free Access Ollie’s Bargain Outlets (NASDAQ: OLLI) 1Q19 Results: Revenues Beat Consensus but Comps Miss, Guidance Remains In LineOllie’s reported 1Q19 revenues of $324.9 million, up 17.8% and beating the $319.2 million consensus estimate. Adjusted EPS was $0.46, up 12.5% and beating the consensus estimate by 2 cents. Read More
Company Earnings Update | June 7, 2019 Register for Free Access Five Below (NASDAQ: FIVE) 1Q19 Results: Revenues Beat Consensus While Comps Falls ShortFive Below reported 1Q19 revenues of $364.8 million, up 23.1% year over year and beating the $364.2 million consensus estimate. Read More
Market Navigators/Market Outlook | June 6, 2019 Premium Sector Overview: US Home and Home Improvement RetailersUS consumer confidence appears to have peaked and spending preferences are still directed at home improvement, but the growth rate of spending on home improvement is expected to slow. Read More
Company Earnings Update | June 4, 2019 Register for Free Access Big Lots (NASDAQ: BIG) 1Q19 Results: Revenues Narrowly Beat Consensus Estimates But Comps Falls ShortBig Lots reported 1Q19 revenues of $1.30 billion, up 2.2% year over year and marginally above the $1.29 billion consensus estimate. Adjusted EPS was $0.92, down 3.2% but beating the $0.70 consensus estimate. Read More
Company Earnings Update | June 3, 2019 Register for Free Access Dollar Tree (NASDAQ: DLTR) 1Q19 Results: Revenues and Comps Beat Estimates While Margins ShrinkDollar Tree reported 1Q19 revenues of $5.81 billion, up 4.6% year over year and slightly above the consensus estimate of $5.78 recorded by StreetAccount. Adjusted EPS was $1.14, down 4.1% and in line with the consensus Read More
Company Earnings Update | June 3, 2019 Register for Free Access Dollar General (NYSE: DG) 1Q19 Results: Revenues and Comps Beat Consensus EstimatesDollar General reported 1Q19 revenues of $6.62 billion, up 8.3% year over year and marginally above the $6.57 billion consensus estimate. Adjusted EPS was $1.48, up 8.8% year over year and beating the $1.39 consensus estimate Read More
Company Earnings Update | May 28, 2019 Register for Free Access Lowe’s Companies (NYSE: LOW) 1Q19 Results: Revenues and Comps See Growth but Gross Margin ContractsLowe’s reported 1Q19 adjusted EPS of $1.22, up 2.5% but considerably short of the $1.33 consensus estimate. Revenues were $17.74 billion, up 2.2% and ahead of the $17.64 billion consensus estimate. Read More
Market Navigators/Market Outlook | May 9, 2019 Premium US Furniture Market 2019This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies. Read More
Company Earnings Update | April 30, 2019 Register for Free Access Tractor Supply Company (NASDAQ: TSCO) 1Q19 Results: Revenues and Comps Beat Consensus Estimates While Guidance Remains in LineTractor Supply reported 1Q19 EPS of $0.63, up 10.2% and beating the $0.55 consensus estimate recorded by StreetAccount. Revenues were $1.82 billion, up 8.3% and marginally ahead of the $1.81 billion consensus estimate. Read More
Question of the Week | April 22, 2019 Free Report QOTW: Where Do US Consumers Prefer to Shop for Furniture?Question of the Week April 22 2019 – Where Do US Consumers Prefer to Shop for Furniture? Read More
Insight Report | April 17, 2019 Premium US Easter Preview 2019: Consumer Spending Estimated to Total $18.1 Billion This YearSome 79% of US consumers plan to celebrate Easter this year and to spend a total of $18.1 billion on shopping related to the occasion, slightly short of last year’s total of $18.2 billion, according to an annual spending survey from the National Retail Federation (NRF) and Prosper Insights & Analytics. Read More
Question of the Week | April 15, 2019 Free Report QOTW: Where Do US Consumers Shop for Home-Improvement and Hardware Products?Question of the Week April 15 2019 – Where Do US Consumers Shop for Home-Improvement and Hardware Products? Read More
Event Coverage | March 29, 2019 Register for Free Access Deborah Weinswig’s Shoptalk 2019 Presentation: Nine Things We Can Learn from China and IndiaSummary of the presentation given by Deborah Weinswig, CEO and Founder of Coresight Research, at the Shoptalk conference on March 3, 2019, focusing on nine things people can learn from China and India. Read More
Insight Report | February 22, 2019 Premium January 2019 US Monthly Retail Traffic and In-Store Metrics Report: Post-Holiday Fatigue and Inclement Weather Drive Underwhelming January TrafficAll regions posted sales and traffic declines in January compared to the same period last year. The Midwest registered the largest year-over-year decline in traffic of all regions at 17.5%, owing to severe weather conditions. With warmer and wetter conditions, the South experienced the lowest decline, at 5.8%. The Midwest also recorded the largest year-over-year in-store sales decline among all regions, down 16.8%, whereas the West, which enjoyed warmer and drier conditions, reported the smallest decline, down 1.4%. Read More
