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UK Competition Authority Blocks Sainsbury’s-Asda Merger
Free
Flash Reports
Food, Drug,… Grocery Ret…
Recent Report | April 26, 2019

UK Competition Authority Blocks Sainsbury’s-Asda Merger

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On April 25, 2019, the UK’s Competition and Markets Authority blocked the planned merger of Sainsbury’s and Walmart-owned Asda, which …

Intel (NASDAQ: INTC) 1Q19 Results: Beats Consensus by Two Cents, Rapid Growth at Mobileye, Lowers Revenue Forecast for the Year
Free
Company Earning Updates
Recent Report | April 26, 2019

Intel (NASDAQ: INTC) 1Q19 Results: Beats Consensus by Two Cents, Rapid Growth at Mobileye, Lowers Revenue Forecast for the Year

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Intel reported flat 1Q19 revenues and EPS that beat consensus by two cents. Revenue from Mobileye grew 38%, however the …

Amazon.com (NASDQ: AMZN) 1Q19 Results: Blows Out EPS, Strength in AWS and Subscriptions, Light Q2 Profit Guidance
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Company Earning Updates
E-Commerce …
Recent Report | April 26, 2019

Amazon.com (NASDQ: AMZN) 1Q19 Results: Blows Out EPS, Strength in AWS and Subscriptions, Light Q2 Profit Guidance

Whats inside

Amazon’s Q2 EPS blew past consensus estimates. Growth was driven by AWS and subscriptions. Q2 operating-profit guidance fell below consensus.

Insights from China: The Childhood Obesity Problem and Its Implications for the Fashion Industry in China
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Insight Reports
Apparel and…
Recent Report | April 25, 2019

Insights from China: The Childhood Obesity Problem and Its Implications for the Fashion Industry in China

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Increasing number of children aged 7-18 years are overweight or obese in China. This represents an opportunity for children’s plus-size …

Boohoo Group (LSE: BOO) FY19 Results: Top Line and EPS Beat Consensus; Strong FY20 Outlook
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Company Earning Updates
Apparel and… E-Commerce …
Recent Report | April 25, 2019

Boohoo Group (LSE: BOO) FY19 Results: Top Line and EPS Beat Consensus; Strong FY20 Outlook

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Boohoo Group reported FY19 total sales of £856.9 million, up 47.0% at constant currency and 48.0% as reported, and beating …

Avery Dennison (NYSE: AVY) 1Q19 Results: Mixed Quarter, Reiterates Guidance, Growth and Margins to Improve Throughout 2019
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Company Earning Updates
Recent Report | April 25, 2019

Avery Dennison (NYSE: AVY) 1Q19 Results: Mixed Quarter, Reiterates Guidance, Growth and Margins to Improve Throughout 2019

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Avery Dennison reported a mixed 1Q19 but reiterated 2019 EPS guidance and expects growth and margins to improve throughout 2019.

Unibail-Rodamco-Westfield (AMS: URW) 1Q19 Update: Revenue and Traffic Increases in European Shopping Centers
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Company Earning Updates
Real Estate…
Recent Report | April 25, 2019

Unibail-Rodamco-Westfield (AMS: URW) 1Q19 Update: Revenue and Traffic Increases in European Shopping Centers

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URW reported a 70.2% year over year revenue increase, driven by the acquisition of Westfield Corporation, in addition to higher …

SAP 1Q19 Results: Beats Consensus, Rapid Cloud Growth, Maintains/Raises 2019-2020 Guidance
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Company Earning Updates
Recent Report | April 25, 2019

SAP 1Q19 Results: Beats Consensus, Rapid Cloud Growth, Maintains/Raises 2019-2020 Guidance

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SAP reported 1Q19 revenues of €6.12 billion, up 16.3% year over year and beating the €5.95 billion consensus estimate. Adjusted …

eBay (NASDAQ: EBAY) 1Q19 Results: Steady Revenue Growth Beating Consensus
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Company Earning Updates
E-Commerce …
Recent Report | April 25, 2019

eBay (NASDAQ: EBAY) 1Q19 Results: Steady Revenue Growth Beating Consensus

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eBay reported revenues of $2.64 billion in 1Q19, up 2.4% year over year and beating the consensus estimate of $2.58 …

Procter & Gamble (NYSE: PG) 3Q19 Results: Innovations and Increased Pricing Drive Growth
Free
Company Earning Updates
Consumer Pa…
Recent Report | April 25, 2019

Procter & Gamble (NYSE: PG) 3Q19 Results: Innovations and Increased Pricing Drive Growth

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P&G reported net sales of $16.5 billion for the third quarter of fiscal 2019, an increase of 1.1% year over …

Carrefour (ENXTPA: CA) 1Q19 Update: A Stronger-than-Expected Quarter as Performance Improves in France
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Company Earning Updates
Food, Drug,… Grocery Ret…
Recent Report | April 25, 2019

Carrefour (ENXTPA: CA) 1Q19 Update: A Stronger-than-Expected Quarter as Performance Improves in France

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Carrefour reported 1Q19 group comparable sales of 2.7%, strengthening from 1.9% in the prior quarter and ahead of the consensus …

Associated British Foods (LSE: ABF) 1H19 Results: Operating Profits Beat Consensus; Poor German Sales Weigh on Eurozone Comps
Free
Company Earning Updates
Apparel and… Beauty Bran…
Recent Report | April 25, 2019

Associated British Foods (LSE: ABF) 1H19 Results: Operating Profits Beat Consensus; Poor German Sales Weigh on Eurozone Comps

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Associated British Foods (ABF) reported results for 1H19, ended March 2. This report focuses on results for Primark, the company’s …

Male Makeup:  Going Mainstream in Asia and Slowly Gaining Traction in the US
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Deep Dives
Beauty Bran…
Recent Report | April 24, 2019

Male Makeup: Going Mainstream in Asia and Slowly Gaining Traction in the US

Whats inside

Male makeup is an emerging category. Male consumers globally are challenging the definitions of masculinity and femininity as men are …

Kimberly-Clark (NYSE: KMB) 1Q19 Results: Higher Selling Prices Drive Growth; Company Maintains Positive Outlook
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Company Earning Updates
Consumer Pa…
Recent Report | April 24, 2019

Kimberly-Clark (NYSE: KMB) 1Q19 Results: Higher Selling Prices Drive Growth; Company Maintains Positive Outlook

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Kimberly-Clark reported net sales of $4.6 billion for first quarter of 2019, a decrease of 2.1% compared to same period …

Skechers (NYSE: SKX) 1Q19 Results: Revenue, Comps and EPS Miss Consensus Estimates
Free
Company Earning Updates
Apparel and…
Recent Report | April 23, 2019

Skechers (NYSE: SKX) 1Q19 Results: Revenue, Comps and EPS Miss Consensus Estimates

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Revenue, Comps and EPS Missed Consensus Estimates.

BOPIS Survey: What Are US Consumers Picking Up In Stores and from Which Retailers?
Free
Insight Reports
Recent Report | April 23, 2019

BOPIS Survey: What Are US Consumers Picking Up In Stores and from Which Retailers?

Whats inside

Some 46% of US online shoppers have collected one or more online purchases from a physical store in the past …

New Retail Briefing #8: Health and Medical Services Go Digital on WeChat and Alipay; Tmall Luxury Pavilion Welcomes Gentle Monster
Free
Insight Reports
E-Commerce … Supply Chain
Recent Report | April 23, 2019

New Retail Briefing #8: Health and Medical Services Go Digital on WeChat and Alipay; Tmall Luxury Pavilion Welcomes Gentle Monster

Whats inside

Tencent is testing medical services on its WeChat mini program.

2019 Tax Tracker Week 11: Total Filings Turn Positive but Refunds Down Just Three Days Before Filing Deadline
Free
Insight Reports
Recent Report | April 23, 2019

2019 Tax Tracker Week 11: Total Filings Turn Positive but Refunds Down Just Three Days Before Filing Deadline

Whats inside

As of April 12, the IRS had received 119.4 million tax returns, up 0.7% year over year