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Marks & Spencer (LSE: MKS) 1H19 Results: Food Underperforms, Clothing Improves; Company Beats Bottom-Line Expectations
Free
Company Earning Updates
Grocery Ret…
Recent Report | November 8, 2018

Marks & Spencer (LSE: MKS) 1H19 Results: Food Underperforms, Clothing Improves; Company Beats Bottom-Line Expectations

Whats inside

In 1H19, Marks & Spencer (M&S) reported a slightly improved performance in its UK Clothing & Home segment, as it …

Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability Outlook
Free
Company Earning Updates
Apparel and…
Recent Report | November 8, 2018

Adidas (ETR: ADS) 3Q18 Results: Misses on Revenues, Beats on Profits and Raises Full-Year Profitability Outlook

Whats inside

Adidas grew 3Q18 revenues by 8% at constant currency but the missed consensus estimate. Earnings before interest and taxes (EBIT) …

Costco: A Timeline of Key Events - 2018
Free
Insight Reports
Warehouse C…
Recent Report | November 7, 2018

Costco: A Timeline of Key Events - 2018

Whats inside

In this report, part of our Retailers’ Timelines series, we examine a timeline of key events in Costco’s recent history …

Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat Consensus
Free
Company Earning Updates
Apparel and…
Recent Report | November 7, 2018

Under Armour (UA) 3Q18 Results: Restructuring On Track, EPS Beat Consensus

Whats inside

Under Armour’s international and apparel segment sales drove 3Q revenue growth, up mid-teens and 4.2%, respectively. Adjusted EPS of $0.25 …

PRIMARK (LSE: ABF) FY18 Results: Strong Summer Sell Through, Weakening US Dollar Revives Margins
Free
Company Earning Updates
Recent Report | November 7, 2018

PRIMARK (LSE: ABF) FY18 Results: Strong Summer Sell Through, Weakening US Dollar Revives Margins

Whats inside

Associated British Foods (ABF) reported results for FY18 ended September 15. This report focuses on results for Primark, the company’s …

Zalando (XTRA:ZAL) 3Q18 Results: Misses on Both the Top and Bottom Lines; Guidance Lowered
Free
Insight Reports
Recent Report | November 7, 2018

Zalando (XTRA:ZAL) 3Q18 Results: Misses on Both the Top and Bottom Lines; Guidance Lowered

Whats inside

In 3Q18, Zalando grew revenues by 11.7% year over year but missed the consensus estimates for revenues and EPS.

Ocado’s Robot-Staffed Distribution Centers: Automating Grocery  E-Commerce
Free
Insight Reports
Recent Report | November 6, 2018

Ocado’s Robot-Staffed Distribution Centers: Automating Grocery E-Commerce

Whats inside

Ocado has been evolving from an e-commerce grocery retailer to a technology company that develops innovative approaches to warehouse automation. …

September 2018 Monthly Consumer Update: US, UK and China
Free
Insight Reports
Recent Report | November 6, 2018

September 2018 Monthly Consumer Update: US, UK and China

Whats inside

Each month, we round up key metrics that reflect consumer demand in the US, the UK and China. In these …

Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises Guidance
Free
Insight Reports
Recent Report | November 6, 2018

Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises Guidance

Whats inside

Estée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate …

Alibaba (BABA) 2Q19 Results: Strong Revenue Growth, Thanks to New Retail; Margins Still Squeezed
Free
Insight Reports
Recent Report | November 6, 2018

Alibaba (BABA) 2Q19 Results: Strong Revenue Growth, Thanks to New Retail; Margins Still Squeezed

Whats inside

Alibaba reported 2Q19 revenues of ¥85.1 billion, up 54% year over year. The company attributed the strong results to its …

Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year Guidance
Free
Company Earning Updates
Consumer Pa…
Recent Report | November 6, 2018

Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year Guidance

Whats inside

Clorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. …

US Holiday 2018: The Social Media Impact
Free
Insight Reports
Recent Report | November 5, 2018

US Holiday 2018: The Social Media Impact

Whats inside

Social media platforms play an increasingly important role in influencing shopping decisions, and sites such as Facebook, Instagram and YouTube …

Hottest Holiday Toys 2018
Free
Deep Dives
Food, Drug,…
Recent Report | November 5, 2018

Hottest Holiday Toys 2018

Whats inside

In this report, we focus on the US and UK toy markets and outline some of the trends we think …

HanesBrands (HBI) 3Q18 Results – Strong Champion and International Sales Offset by Innerwear Weakness
Free
Insight Reports
Recent Report | November 5, 2018

HanesBrands (HBI) 3Q18 Results – Strong Champion and International Sales Offset by Innerwear Weakness

Whats inside

Sales at Champion and International rose 30% and 11%, respectively, offset by a 7% drop in sales of Innerwear, netting …

Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises Guidance
Free
Company Earning Updates
Beauty Bran…
Recent Report | November 5, 2018

Estée Lauder (EL) 1Q19 Results: Company Beats Expectations and Raises Guidance

Whats inside

Estée Lauder reported fiscal 1Q19 revenues of $3.52 billion, up 7.6% year over year and higher than the consensus estimate …

Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year Guidance
Free
Company Earning Updates
Consumer Pa…
Recent Report | November 5, 2018

Clorox (CLX) Fiscal 1Q19 Results: Company Exceeds Expectations but Lowers Full Year Guidance

Whats inside

Clorox reported 1Q19 revenues of $1.56 billion, up 4.2% year over year and beating the consensus estimate of $1.54 billion. …

Kroger 2018 Investor Conference: Alternative Profit Streams to Fuel Profit Growth
Free
Insight Reports
Recent Report | November 5, 2018

Kroger 2018 Investor Conference: Alternative Profit Streams to Fuel Profit Growth

Whats inside

On October 30, Kroger hosted its 2018 Investor Conference in Cincinnati, Ohio. The presentations focused on the company’s commitment to …

Wayfair (W) 3Q18 Results: Mixed Results, Revenue Guidance in Line with Consensus
Free
Company Earning Updates
Home and Ho…
Recent Report | November 5, 2018

Wayfair (W) 3Q18 Results: Mixed Results, Revenue Guidance in Line with Consensus

Whats inside

Wayfair reported 3Q18 adjusted EPS of $(1.28), below the consensus estimate of $(1.09). Revenues were $1.71 billion, up 42.4% year …