Company Earnings Update | May 14, 2019 Register for Free Access JD.com (NASDAQ: JD) 1Q19 Results: Revenue Beats Estimates, Strong 2Q19 GuidanceJD.com reported 1Q19 revenue of ¥121.1 billion ($18.0 billion), up 21% year over year and beating the StreetAccount estimate of ¥120.2 billion. Read More
Company Earnings Update | May 13, 2019 Register for Free Access Tapestry (NYSE: TPR) 3Q19 Results: Revenue Misses Expectations, Opening Stores in ChinaRevenue increased vs last year but missed expectations. Successful China initiatives have led to increased brand awareness and new store openings in China are planned across multiple brands. Read More
Company Earnings Update | May 13, 2019 Register for Free Access Coty (NYSE: COTY) 3Q19 Results: Revenues Miss Consensus Estimate, Supply Chain Issues Seemingly ResolvedCoty fiscal 3Q19 revenues were $1.99B, 10.4% YoY and lower than the consensus estimate of $2.06B. The supply chain issues it experienced in 1H19 regarding shipment disruption have abated. Read More
Insight Report | May 13, 2019 Premium Digital Disrupts Consumer Packaged GoodsE-commerce has served as a growth impetus for CPG, enabling a more direct connection between brands and customers and giving brand owners greater control over the supply chain. Read More
Event Coverage | May 13, 2019 Register for Free Access Insights from JD.com Logistics Tour: Three Cool Things You Need to Know About JD LogisticsThe Coresight Research team joined JD.com on a tour to show off the company’s logistics prowess. In this report, we discuss a few of the things we found most intriguing. Read More
Company Earnings Update | May 10, 2019 Register for Free Access Morrisons (LSE: MRW) 1Q20 Trading Update: Group Comps Below Expectations, Access to Ocado Erith Fulfilment Center SuspendedMorrisons reported group same-store sales growth of 2.3% excluding fuel, below the consensus estimate of 2.5% recorded by StreetAccount. Read More
Company Profile | May 9, 2019 Premium Loblaw (TSX: L) Company ProfileLoblaw Cos. Ltd. is a Canada-based retailer that operates under five divisions: Market, Drug, Discount, Financial and Joe Fresh. The Market division includes the grocery-focused store banners Loblaws, Provigo and Zehrs, and offers food, home and lifestyle products. Read More
Company Earnings Update | May 9, 2019 Register for Free Access Ahold Delhaize (ENXTAM: AD) 1Q19 Results: EPS in Line with Consensus, Lowers FY19 EPS GuidanceAhold Delhaize reported 1Q19 net sales of €15.88 billion, up 1.5% year over year at constant exchange rates (up 6.3% as reported), and slightly below the consensus estimate of €15.96 billion recorded by StreetAccount. Read More
Company Earnings Update | May 7, 2019 Register for Free Access Adidas (DB: ADS) 1Q19 Results: Double-Digit Growth in Asia Pacific and 16% in China Drive Operating Margin ExpansionDouble Digit Growth in Asia-Pacific and 16% in China Drive Operating Margin Expansion Read More
Insight Report | May 7, 2019 Premium New Retail Briefing #9: Taobao Opens Taostyle for Online Clothing Brands; JD.com Seeks Fresh Food Partnerships in Southeast AsiaTaobao launched a multi-label physical store to bring the independent clothing brands selling on its platform offline. Read More
Company Earnings Update | May 7, 2019 Register for Free Access Brookfield Property Partners (NASDAQ: BPY) 1Q19 Results: Beats Consensus by a Penny, Completes Share and Unit RepurchasesBrookfield Property Partners reported FFO (funds form operations) that beat consensus estimates by a penny. During the quarter, the company completed one announced plus one another share and unit repurchase. Read More
Company Earnings Update | May 6, 2019 Register for Free Access Wayfair (NYSE: W) 1Q19 Results: Revenues Beat Consensus Estimates, Losses DeepenWayfair reported 1Q19 adjusted EPS of $(1.62), marginally behind the $(1.61) consensus estimate. Revenues were $1.94 billion, up 39% and marginally ahead of the $1.92 billion consensus estimate. Read More
Company Earnings Update | May 5, 2019 Register for Free Access Hanesbrands (NYSE: HBI) 1Q19 Results: Strong Champion Sales Propelled GrowthHanesbrands reported robust 1Q19 revenue growth driven by US activewear and Champion subsidiary sales. Read More
Company Earnings Update | May 3, 2019 Register for Free Access The Macerich Company (NYSE: MAC) 1Q19 Results: Beats Estimates, Raises/Reaffirms 2019 GuidanceMacerich reported 1Q19 results that beat consensus revenue and FFO estimates and raised/reaffirmed its 2019 EPS and FFO guidance. Read More
Company Earnings Update | May 3, 2019 Register for Free Access Clorox (NYSE: CLX) 3Q19 Results: Misses Estimates on Sales, Beats on EPSClorox reported net sales of $1.55 billion for the three months ended March 31, 2019, up 2.2% year over year, missing the consensus estimate of $1.57 billion. The increase in net sales was driven by the acquisition of Nutranext, a dietary supplements company, in April 2018. Read More
