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Tencent (0700.HK) 3Q17 Results: Strong Beat Driven by Gaming and Online Advertising
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Company Earning Updates
E-Commerce …
Recent Report | November 17, 2017

Tencent (0700.HK) 3Q17 Results: Strong Beat Driven by Gaming and Online Advertising

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Tencent reported 3Q17 revenues of ¥65.2 billion, up 61% year over year, and beat the consensus estimate of ¥61.0 billion. …

Weinswig's Weekly November 17, 2017
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Weinswig’s Weekly
Recent Report | November 17, 2017

Weinswig's Weekly November 17, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses the future of automated stores and includes highlights from the …

Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS Guidance
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Company Earning Updates
Food, Drug,…
Recent Report | November 17, 2017

Walmart (WMT) Fiscal 3Q18 Results: Beats Estimates, Boosted by Groceries and Online Sales; Raises FY18 EPS Guidance

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Walmart reported fiscal 3Q18 adjusted EPS of $1.00, up 2% from the year-ago quarter and beating the $0.97 consensus estimate. …

3Q2017 Wrapup and Holiday Preview (Planalytics)
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Event Presentations
Apparel and… Discount St…
Recent Report | November 16, 2017

3Q2017 Wrapup and Holiday Preview (Planalytics)

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3Q17 Retail Update 1. Earnings: Positive Results Led by E-Commerce and Beauty Retailers 2. Store Traffic Continues to Be Challenged …

Retail Reworked, Part 1: Quantifying the Heightened Competition for Retail Dollars
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Insight Reports
Recent Report | November 16, 2017

Retail Reworked, Part 1: Quantifying the Heightened Competition for Retail Dollars

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In our three-part Retail Reworked series, we consider changes in spending trends, consumer demand and channel adoption, with a focus …

TARGET (TGT) 3Q17 Results: Beats on Revenues, EPS and Comps; Raises Full-Year EPS Guidance
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Company Earning Updates
Food, Drug,…
Recent Report | November 16, 2017

TARGET (TGT) 3Q17 Results: Beats on Revenues, EPS and Comps; Raises Full-Year EPS Guidance

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Target reported 3Q17 adjusted EPS of $0.91, down 12.6% from $1.04 in the year-ago quarter but ahead of the $0.86 …

TJX Companies (TJX) Fiscal 3Q18 Results: Comps Miss, Company Expects FY18 EPS at High End of Guidance Range
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Company Earning Updates
Apparel Spe…
Recent Report | November 15, 2017

TJX Companies (TJX) Fiscal 3Q18 Results: Comps Miss, Company Expects FY18 EPS at High End of Guidance Range

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TJX Companies reported fiscal 3Q18 EPS of $1.00, versus $0.83 in the year-ago quarter and in line with the consensus …

Home Depot (HD) 3Q17 Results: Beats on Earnings and Same-Store Sales, Boosted by Hurricanes; Raises FY17 Guidance
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Insight Reports
Recent Report | November 15, 2017

Home Depot (HD) 3Q17 Results: Beats on Earnings and Same-Store Sales, Boosted by Hurricanes; Raises FY17 Guidance

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Home Depot reported 3Q17 adjusted EPS of $1.84, up 15% from the year-ago quarter and beating the $1.82 consensus estimate. …

Deep Dive: US Holiday 2017— All Signs Point to “Shop!”
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Deep Dives
Recent Report | November 15, 2017

Deep Dive: US Holiday 2017— All Signs Point to “Shop!”

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FGRT remains optimistic about the prospects for holiday sales in the US this year and we are forecasting sales growth …

Tracee Ellis Ross Collaborates with Li & Fung to Create Capsule Collection for JCPenney
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Insight Reports
Recent Report | November 15, 2017

Tracee Ellis Ross Collaborates with Li & Fung to Create Capsule Collection for JCPenney

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Tracee Ellis Ross, the Golden Globe-winning lead actress from the ABC hit comedy series Black-ish, launched her own clothing brand …

JD.com (JD) 3Q17 Results: Earnings Beat; Maintains Solid Growth Momentum
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Company Earning Updates
E-Commerce …
Recent Report | November 14, 2017

JD.com (JD) 3Q17 Results: Earnings Beat; Maintains Solid Growth Momentum

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JD.com reported 3Q17 revenues of ¥83.7 billion, up 39.2% year over year and in line with the consensus. Non-GAAP diluted …

Takeaways from the Digital Emotional Intelligence Panel Hosted by Avery Dennison and EVRYTHNG
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Insight Reports
Recent Report | November 13, 2017

Takeaways from the Digital Emotional Intelligence Panel Hosted by Avery Dennison and EVRYTHNG

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There is an opportunity for personalization on the path to purchase.

JCPenney (JCP) 3Q17 Results: Beats on Comps, Sales and EPS; Reiterates Guidance
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Company Earning Updates
Department …
Recent Report | November 13, 2017

JCPenney (JCP) 3Q17 Results: Beats on Comps, Sales and EPS; Reiterates Guidance

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JCPenney reported 3Q17 adjusted EPS of $(0.33), beating the $(0.41) consensus estimate but down from $(0.21) in the year-ago quarter. …

Adidas (ETR: ADS) 3Q17 Results: Profitability Beats Estimates, Revenue Growth Disappoints
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Company Earning Updates
Apparel and…
Recent Report | November 10, 2017

Adidas (ETR: ADS) 3Q17 Results: Profitability Beats Estimates, Revenue Growth Disappoints

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Adidas reported that 3Q17 revenue was up 12.0% year over year on a currency-neutral basis and up 8.7% year over …

Weinswig's Weekly November 10, 2017
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Weinswig’s Weekly
Recent Report | November 10, 2017

Weinswig's Weekly November 10, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses a potential entry into the pharmacy business by Amazon

Kohl’s (KSS) 3Q17 Results: Misses EPS Estimates, but Raises Midpoint of Guidance
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Company Earning Updates
Department …
Recent Report | November 10, 2017

Kohl’s (KSS) 3Q17 Results: Misses EPS Estimates, but Raises Midpoint of Guidance

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Kohl’s reported 3Q17 adjusted EPS of $0.70, below the $0.72 consensus estimate and down 12.5% from the year-ago period. Total …

Nordstrom (JWN) 3Q17 Results: Misses on Comps, Narrows FY17 Earnings Guidance
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Company Earning Updates
Department …
Recent Report | November 10, 2017

Nordstrom (JWN) 3Q17 Results: Misses on Comps, Narrows FY17 Earnings Guidance

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Nordstrom reported 3Q17 EPS of $0.67, ahead of the $0.63 consensus estimate and compared with a loss of $0.06 in …

Macy's (M) 3Q17 Results: Beats on EPS, Reiterates Guidance
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Company Earning Updates
Department …
Recent Report | November 10, 2017

Macy's (M) 3Q17 Results: Beats on EPS, Reiterates Guidance

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Macy’s reported adjusted 3Q17 EPS of $0.23, up 35.3% year over year and beating the $0.19 consensus estimate. Revenues were …