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Flash Report | December 5, 2017

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CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to Healthcare

On December 3, CVS Health announced its long-anticipated plan to acquire Aetna for $69 billion in cash and stock. The transaction, expected to close in the second half of 2018, requires shareholder and regulatory approvals and must meet customary closing conditions.

Company Earnings Update | December 4, 2017

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Big Lots (BIG) 3Q17 Results: Beats on EPS, Raises Fourth-Quarter and Full-Year Guidance

Big Lots reported 3Q17 adjusted EPS of $0.06, up from $0.04 in the year-ago quarter and above both the $0.04 consensus estimate and company guidance. Total revenues were $1.11 billion, up 0.5% year over year and slightly below the $1.12 billion consensus estimate.

Company Earnings Update | December 4, 2017

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Five Below (FIVE) 3Q17 Results: Beats Across the Board and Raises Guidance

Five Below reported 3Q17 EPS of $0.18, up 79.9% from the year-ago quarter and beating the consensus estimate of $0.13. Revenues were $252.7 million, up 28.9% year over year and beating the consensus estimate of $246.0 million.

Company Earnings Update | December 1, 2017

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Kroger (KR) 3Q17 Results: Beats on Revenue and EPS; Digital Sales Fuel Growth

Kroger reported 3Q17 total sales of $27.75 billion, up 4.5% year over year and above the $27.48 billion consensus estimate. Excluding fuel, sales were up 1.1% during the quarter. EPS was $0.44, beating the $0.40 consensus estimate.

Event Presentation | November 29, 2017 Premium

Artifical Intelligence in CPG and Why It’s Important

AI is human-like or intelligent behavior
exhibited by computers and machines.
• It is enabled by a computer program or
set of programs that help machines
make autonomous decisions through
cognitive functions similar to those
typically exhibited by human beings,
such as learning, decision making and
problem solving.

Flash Report | November 29, 2017

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Ocado Signs First Major International Agreement for Its Ocado Smart Platform;Deal SupportsGroupe Casino’s Online Grocery Push

Ocado has signed a deal with Groupe Casino to support Casino’s e-commerce service, beginning with Monoprix.fr.

Company Earnings Update | November 17, 2017

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Ross Stores (ROST) 3Q17 Results: Beats Estimates, Raises FY17 Guidance

Ross Stores reported 3Q17 EPS of $0.72, up 16.1% year over year and beating the $0.67 consensus estimate. Revenues rose by 7.8% from the year-ago quarter, to $3.33 billion, ahead of the $3.26 billion consensus estimate.

Company Earnings Update | November 17, 2017

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Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS Guidance

Walmart reported fiscal 3Q18 adjusted EPS of $1.00, up 2% from the year-ago quarter and beating the $0.97 consensus estimate. Total revenues were $123.2 billion, up 4.2% year over year and beating the consensus estimate of $121.05 billion.

Company Earnings Update | November 16, 2017

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TARGET (TGT) 3Q17 Results: Beats on Revenues, EPS and Comps; Raises Full-Year EPS Guidance

Target reported 3Q17 adjusted EPS of $0.91, down 12.6% from $1.04 in the year-ago quarter but ahead of the $0.86 consensus estimate. Total revenues were $16.67 billion, up 1.4% year over year and ahead of the $16.60 billion consensus estimate.

Company Earnings Update | November 15, 2017

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TJX Companies (TJX) Fiscal 3Q18 Results: Comps Miss, Company Expects FY18 EPS at High End of Guidance Range

TJX Companies reported fiscal 3Q18 EPS of $1.00, versus $0.83 in the year-ago quarter and in line with the consensus estimate. Revenues were $8.76 billion, up 5.7% year over year and slightly below the consensus estimate.

Company Earnings Update | November 14, 2017

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JD.com (JD) 3Q17 Results: Earnings Beat; Maintains Solid Growth Momentum

JD.com reported 3Q17 revenues of ¥83.7 billion, up 39.2% year over year and in line with the consensus. Non-GAAP diluted earnings per ADS was ¥1.52, growing by 361% year over year, beating the consensus of ¥0.59.

Company Earnings Update | November 13, 2017

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JCPenney (JCP) 3Q17 Results: Beats on Comps, Sales and EPS; Reiterates Guidance

JCPenney reported 3Q17 adjusted EPS of $(0.33), beating the $(0.41) consensus estimate but down from $(0.21) in the year-ago quarter. Revenues were $2.81 billion, down 1.8% year over year but beating the $2.76 billion consensus estimate.

Company Earnings Update | November 10, 2017

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Adidas (ETR: ADS) 3Q17 Results: Profitability Beats Estimates, Revenue Growth Disappoints

Adidas reported that 3Q17 revenue was up 12.0% year over year on a currency-neutral basis and up 8.7% year over year in euro terms, to €5,677 million, which was below the consensus estimate of €5,910 million.

Company Earnings Update | November 10, 2017

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Kohl’s (KSS) 3Q17 Results: Misses EPS Estimates, but Raises Midpoint of Guidance

Kohl’s reported 3Q17 adjusted EPS of $0.70, below the $0.72 consensus estimate and down 12.5% from the year-ago period. Total revenues were $4.33 billion, up slightly year over year and beating the $4.30 billion consensus estimate.

Company Earnings Update | November 10, 2017

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Nordstrom (JWN) 3Q17 Results: Misses on Comps, Narrows FY17 Earnings Guidance

Nordstrom reported 3Q17 EPS of $0.67, ahead of the $0.63 consensus estimate and compared with a loss of $0.06 in the year-ago quarter. Revenues were $3.63 billion, up 2.5% year over year and slightly above the $3.58 billion consensus estimate.