Company Earnings Update | June 2, 2017 Register for Free Access Five Below (FIVE) 1Q17 Results: Strong Sales and EPS PerformanceFive Below reported 1Q17 EPS of $0.15, up 25% from the year-ago quarter and slightly above the $0.14 consensus estimate. Total revenues were $232.9 million versus expectations of $230.6 million and were up 20.8% year over year. Read More
Company Earnings Update | June 2, 2017 Register for Free Access Express (EXPR) 1Q17 Results: EPS Missed Consensus; Company Lowers FY17 OutlookExpress reported 1Q17 EPS of $(0.06), including a net negative impact of $0.03 per share related to discrete tax items and the exit of Canada. EPS was down138% from the year-ago quarter and below the consensus estimate of $(0.02). The company reported revenue of $467.0 million, down7.1% from the year-ago quarter and slightly below the $467.7 million consensus estimate. Read More
Company Earnings Update | June 2, 2017 Register for Free Access Dollar General (DG) 1Q17 Results: Beats on EPS and Sales, Lifts OutlookDollar General reported 3Q17 EPS of $0.93, including a nickel of hurricane-related negative impact, missing the consensus estimate by a penny. Revenues were $5.90 billion, up 11.0% year over year and beating the $5.80 billion consensus estimate. Total revenues were $5.61 billion versus expectations of $5.58 billion, and were up 6.5% year over year. Read More
Analyst Corner | June 2, 2017 Register for Free Access Weekly Insights Jun 2, 2017This week’s note “From the Desk of Deborah Weinswig” discusses our recent visit to the new Amazon Books store location in New York City. Read More
Deep Dive | June 1, 2017 Premium Deep Dive: Amazon in 20 Charts— the Rise and Rise of the E-Commerce GiantAmazon Web Services is driving growth in Amazon’s operating margins. This business division yielded a 25% operating margin in 2016, up from 19% in 2015. And the division is growing its share of Amazon’s total revenues. Read More
Company Earnings Update | June 1, 2017 Register for Free Access Metro Group (DB:MEO) 1H17 Results: Flat Sales TrendsMetro Group has demerged into two entities, splitting its consumer electronics retailing business (Media-Saturn) and its food retailing/wholesaling division (Metro Cash & Carry and Real). In terms of reporting, the Media-Saturn division has been classified as continuing operations, and the Metro Cash & Carry and Real businesses are now classified as discontinued operations. Read More
Company Earnings Update | June 1, 2017 Register for Free Access Michael Kors (KORS) Fiscal 4Q17 Results: Beats Expectations, but Guides Down for FY18 and Plans to Close StoresMichael Kors reported fiscal4Q17adjusted EPS of $0.73, down28.8% from $1.02 in the year-ago quarter,butahead of the $0.70 consensus estimate. Revenues were $1.06 billion, down 11.2% year over year,butslightly ahead of the $1.05 billion consensus estimate. Read More
Deep Dive | May 29, 2017 Premium Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 1In Part One of this Deep Dive, we provide an overview of the warehouse-club sector. Read More
Insight Report | May 26, 2017 Premium Burlington Stores (BURL) 1Q17 Results: Beats on EPS, Raises FY17 OutlookBurlington Stores reported 1Q17 adjusted EPS of $0.79, up 38.6% from the year-ago quarter and above the $0.70 consensus estimate. Revenues were $1.35 billion, up 4.9% year over year and in line with company guidance, but slightly below the $1.36 billion consensus estimate. Read More
Analyst Corner | May 26, 2017 Register for Free Access Weekly Insights May 26, 2017This week’s note “From the Desk of Deborah Weinswig” offers thoughts on voice technology, artificial intelligence and drones in retail, including comments from the recent R:Evolution 4.0 retail and consumer conference in London. Read More
Insight Report | May 26, 2017 Premium Abercrombie & Fitch (ANF) 1Q17 Results: Environment to Remain Aggressively PromotionalAbercrombie & Fitch reported 1Q17 adjusted EPS of $(0.72) compared with a loss of $0.59 in the year-ago quarter; the consensus estimate called for a loss of $0.70. Read More
Deep Dive | May 26, 2017 Premium Deep Dive: International Grocery Retailers in India, Where 1.3 Billion Consumers are Shopping for DinnerThis report is the second in a brief series that looks at global retailers’ operations in India. It focuses on international grocery retailers’ and wholesalers’ entries into the country and considers their domestic counterparts. Read More
Company Earnings Update | May 26, 2017 Register for Free Access Costco Wholesale (COST) Fiscal 3Q17 Results: Beats on Top and Bottom LinesCostco reported fiscal 3Q17 adjusted EPS of $1.40, up 13.3% from $1.24 in the year-ago quarter and beating the $1.31 consensus estimate. Revenues were $28.9 billion, up 7.8% year over year and beating the $28.6 billion consensus estimate. Read More
Company Earnings Update | May 26, 2017 Register for Free Access Ulta (ULTA) 1Q17 Results: Beats Expectations, Raises GuidanceUlta reported 1Q17 adjusted EPS of $1.91, up 31.7% from the year-ago quarter and above the $1.80 consensus estimate. The company reported total revenue of $1.31 billion, above the $1.27 billion consensus estimate and up 22.5% from the year-ago quarter. Read More
Deep Dive | May 25, 2017 Premium Deep Dive: An Introduction to Cybersecurity—Part OneIn Part One of this Deep Dive, we provide a summary of the current environment and discuss the components of cybersecurity. Read More
