Company Earnings Update | November 19, 2018 Register for Free Access NORDSTROM (JWN) 3Q18 Results: Company Misses Expectations and Raises GuidanceNordstrom reported 3Q18 revenues of $3.65 billion, up 3.0% year over year and below the consensus estimate of $3.7 billion.Diluted EPS was $0.67,flat compared to the year-ago quarter and $0.01 above the consensus estimate of $0.66. Read More
Company Earnings Update | November 16, 2018 Register for Free Access Walmart (WMT) 3Q19 Results: Beats on Comps and EPS, Misses on Revenues; Raises EPS GuidanceWalmart reported 3Q19 adjusted EPS of $1.08, up 8.0% from $1.00 in the year-ago quarter and beating the $1.01 consensus estimate. Total revenues were $124.9 billion, up 1.4% year over year but below the consensus estimate of $125.4 billion. Read More
Company Earnings Update | November 16, 2018 Register for Free Access JC Penney (JCP) Fiscal 3Q18 Results: Company Misses Expectations and Withdraws Full Year GuidanceJCPenney reported 3Q18 revenues of $2.65 billion, down 5.8% year over year and below the consensus estimate of $2.76 billion. Adjusted EPS was $0.52, up 48.6% from the year ago quarter, below the consensus estimate of $0.56 but above last year’s EPS of $0.35. Read More
Company Earnings Update | November 12, 2018 Register for Free Access Michael Kors (KORS) Fiscal 2Q19 Results: EPS Beats Consensus; Company Raises GuidanceMichael Kors reported that fiscal 2Q19 revenue increased by 9.3%, or $107.2million, including a $116.7 million contribution from Jimmy Choo. Michael Kors brand sales declined by 1%, to $1,137.1 million, driven by a 1.3% decrease in Michael Kors Wholesale revenue. Read More
Company Earnings Update | November 9, 2018 Register for Free Access Sainsbury’s (LSE: SBRY) 1H19 Results: Further Tepid Retail Sales Growth; Exceptional Costs Hit Bottom LineIn 1H19, Sainsbury’s reported further modest growth in comparable sales, with comps up 0.6%. Total retail sales were up just 1.2%. Read More
Company Earnings Update | November 8, 2018 Register for Free Access Marks & Spencer (LSE: MKS) 1H19 Results: Food Underperforms, Clothing Improves; Company Beats Bottom-Line ExpectationsIn 1H19, Marks & Spencer (M&S) reported a slightly improved performance in its UK Clothing & Home segment, as it seeks to reshape its clothing offering with streamlined ranges that will help it to recapture family-lifestage shoppers. Read More
Company Earnings Update | November 8, 2018 Register for Free Access Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability OutlookAdidas grew 3Q18 revenues by 8% at constant currency but the missed consensus estimate. Earnings before interest and taxes (EBIT) and earnings per share (EPS) came in ahead of consensus. Read More
Company Earnings Update | November 7, 2018 Register for Free Access Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat ConsensusUnder Armour’s international and apparel segment sales drove 3Q revenue growth, up mid-teens and 4.2%, respectively. Adjusted EPS of $0.25 beat the consensus estimate of $0.12. Read More
Company Earnings Update | November 7, 2018 Register for Free Access PRIMARK (LSE: ABF) FY18 Results: Strong Summer Sell Through, Weakening US Dollar Revives MarginsAssociated British Foods (ABF) reported results for FY18 ended September 15. This report focuses on results for Primark, the company’s retail business. Read More
Insight Report | November 7, 2018 Premium Costco: A Timeline of Key Events – 2018In this report, part of our Retailers’ Timelines series, we examine a timeline of key events in Costco’s recent history that have shaped it into the retailer it is today. Read More
Insight Report | November 7, 2018 Free Report Zalando (XTRA:ZAL) 3Q18 Results: Misses on Both the Top and Bottom Lines; Guidance LoweredIn 3Q18, Zalando grew revenues by 11.7% year over year but missed the consensus estimates for revenues and EPS. Read More
Company Earnings Update | November 6, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More
Deep Dive | November 5, 2018 Premium Hottest Holiday Toys 2018In this report, we focus on the US and UK toy markets and outline some of the trends we think are going to influence toy gifting this holiday season. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises GuidanceEstée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate of $3.47 billion. Adjusted earnings per share (EPS) was $1.41, higher than the consensus estimate of $1.22 and higher than the EPS of $1.21 in the year ago period. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year GuidanceClorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. EPS was $1.62, up 11% from the year ago quarter, above the consensus estimate of $1.58 and above last year’s EPS of $1.46. Read More