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Weinswig’s Weekly — August 23, 2019
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Weinswig’s Weekly
Recent Report | August 23, 2019

Weinswig’s Weekly — August 23, 2019

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This week’s note “From the Desk of Deborah Weinswig” looks at China’s many shopping holidays – and how Western companies …

Weekly US and UK Store  Openings and Closures Tracker 2019, Week 34: Amazon Expands Brick-and-Mortar Model
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Store Trackers
Recent Report | August 22, 2019

Weekly US and UK Store Openings and Closures Tracker 2019, Week 34: Amazon Expands Brick-and-Mortar Model

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In the US, year-to-date announced closures have already exceeded the total we recorded for the full year 2018. Coresight Research …

Home Depot (NYSE: HD) 2Q19 Results: Revenues Marginally Below Consensus Estimates While Comps Miss
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Company Earning Updates
Home and Ho…
Recent Report | August 22, 2019

Home Depot (NYSE: HD) 2Q19 Results: Revenues Marginally Below Consensus Estimates While Comps Miss

Whats inside

Home Depot reported 2Q19 EPS of $3.17, up 3.7% and beating the consensus estimate of $3.09. Revenues were $30.8 billion, …

Supply Chain Briefing: Chief Supply Chain Officer Role Emerges to Improve Efficiency and Oversee Supply Chain Operations
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Insight Reports
Supply Chain
Recent Report | August 22, 2019

Supply Chain Briefing: Chief Supply Chain Officer Role Emerges to Improve Efficiency and Oversee Supply Chain Operations

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The role of CSCO is relatively new, but we’re seeing more companies in retail and apparel hiring CSCOs to oversee …

Nordstrom (NYSE: JWN) 2Q19 Results: Company Misses Expectations Due to Softer Sales, Lowers Sales Guidance
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Company Earning Updates
Department …
Recent Report | August 22, 2019

Nordstrom (NYSE: JWN) 2Q19 Results: Company Misses Expectations Due to Softer Sales, Lowers Sales Guidance

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Nordstrom reported 2Q19 revenues of $3.87 billion, down 5.1% year over year and below the consensus estimate of $3.92 billion. …

Target (NYSE: TGT) 2Q19 Results: Beats Consensus Estimates and Raises 2019 EPS Guidance
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Company Earning Updates
Food, Drug,…
Recent Report | August 22, 2019

Target (NYSE: TGT) 2Q19 Results: Beats Consensus Estimates and Raises 2019 EPS Guidance

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Target reported 2Q19 revenues of $18.42 billion, up 3.6% and beating the $18.29 billion consensus estimate. Adjusted EPS was $1.82, …

Urban Outfitters (NYSE: URBN) 2Q19 Results: Sales and Comps Below Expectations Due to Softer Women’s Apparel Assortment
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Company Earning Updates
Apparel Spe…
Recent Report | August 22, 2019

Urban Outfitters (NYSE: URBN) 2Q19 Results: Sales and Comps Below Expectations Due to Softer Women’s Apparel Assortment

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Urban Outfitters reported fiscal 2Q19 revenues of $962.3M, lower than the consensus estimate of $980.6M and down 3% year over …

Retail Q2 2019 Recap and Back-to-School Outlook (Planalytics)
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Event Presentations
Recent Report | August 21, 2019

Retail Q2 2019 Recap and Back-to-School Outlook (Planalytics)

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This presentation discusses the retail industry in 2Q2019 and provides the outlook for the back-to-school season.

Estée Lauder (NYSE: EL) 4Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full Year
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Company Earning Updates
Beauty Bran…
Recent Report | August 21, 2019

Estée Lauder (NYSE: EL) 4Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full Year

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Estée Lauder reported 4Q19 revenues of $3.6B, up 9% YoY compared to $3.3B in the prior-year period. Adjusted, non-GAAP (EPS) …

The TJX Companies (NYSE: TJX) 2Q19 Results: Revenues Below Expectations; Affirms Full-Year Guidance
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Company Earning Updates
Apparel Spe…
Recent Report | August 21, 2019

The TJX Companies (NYSE: TJX) 2Q19 Results: Revenues Below Expectations; Affirms Full-Year Guidance

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TJX Cos. reported fiscal 2Q19 revenues of $9.8 billion, up 4.8% year over year and lower than the consensus estimate …

Kohl’s (NYSE: KSS) 2Q19 Results: Revenues and Comps Down, Introducing Emerging Brands Platform with Facebook
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Company Earning Updates
Department …
Recent Report | August 21, 2019

Kohl’s (NYSE: KSS) 2Q19 Results: Revenues and Comps Down, Introducing Emerging Brands Platform with Facebook

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Kohl’s reported 2Q19 revenues of $4.43B, beating consensus of $4.31B, and down 3.1% YoY. The company reported adjusted 2Q19 EPS …

The Future of Payments
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Deep Dives
Recent Report | August 21, 2019

The Future of Payments

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This report looks at payment platforms, explores their prospects, and reviews new technologies that could shape the future of the …

Insights from China: The Booming Bubble Tea Market in China
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Insight Reports
Apparel Spe…
Recent Report | August 20, 2019

Insights from China: The Booming Bubble Tea Market in China

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China’s booming bubble tea market has experienced a high CAGR of 20% between 2014 and 2018, according to Qianzhan. Innovations …

Reinventing the US Department Store
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Deep Dives
Department … Apparel Spe…
Recent Report | August 20, 2019

Reinventing the US Department Store

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From loyalty programs to experiential concepts, we assess how US department stores are transforming themselves to stay relevant.

When Do US Shoppers Prefer to Use Their Smartphones than Ask Store Associates?
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Question of the Week
Recent Report | August 19, 2019

When Do US Shoppers Prefer to Use Their Smartphones than Ask Store Associates?

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QUESTION OF THE WEEK: When Do US Shoppers Prefer to Use Their Smartphones than Ask Store Associates?

Vipshop (NYSE: VIPS) 2Q19 Results: Revenue and EPS Beat Consensus Thanks to Strong Apparel Sales and More Active Customers
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Company Earning Updates
E-Commerce …
Recent Report | August 18, 2019

Vipshop (NYSE: VIPS) 2Q19 Results: Revenue and EPS Beat Consensus Thanks to Strong Apparel Sales and More Active Customers

Whats inside

Vipshop 2Q19 revenues were up 9.7% to ¥22.7 billion, primarily driven by more active customers and a focus on the …

Alibaba (NYSE: BABA) 1Q20 Results: EPS Beats Estimates, Strong Revenue Growth Driven by China Marketplaces and Cloud Segment
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Company Earning Updates
E-Commerce …
Recent Report | August 18, 2019

Alibaba (NYSE: BABA) 1Q20 Results: EPS Beats Estimates, Strong Revenue Growth Driven by China Marketplaces and Cloud Segment

Whats inside

Alibaba 1Q20 revenue of ¥114.9 billion misses consensus, but the company remains confident China’s growing middle class will support growth.

Online Supermarket Joint Venture Dada-JD Daojia Considering $500 Million US IPO in May 2020
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Flash Reports
E-Commerce …
Recent Report | August 18, 2019

Online Supermarket Joint Venture Dada-JD Daojia Considering $500 Million US IPO in May 2020

Whats inside

Chinese online grocer Dada-JD Daojia is reportedly conducting talks bankers to raise around $500 million in a US IPO in …