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Takeaways from 2017 Alibaba Investor Day 1
Free
Insight Reports
Recent Report | June 9, 2017

Takeaways from 2017 Alibaba Investor Day 1

Whats inside

At Day 1 of the 2017 Alibaba Investor Day, the senior executive team shared its strategic vision for the company’s …

Nordstrom Announces Exploration of “Going Private” Transaction
Free
Flash Reports
Department …
Recent Report | June 9, 2017

Nordstrom Announces Exploration of “Going Private” Transaction

Whats inside

Nordstrom announced today that members of the Nordstrom family and Anne Gittinger have formed a group to explore the possibility …

Weekly Insights Jun 9, 2017
Free
Weinswig’s Weekly
Recent Report | June 9, 2017

Weekly Insights Jun 9, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses Walmart’s rapidly evolving e-commerce offerings, which include deliveries by store …

Boohoo Group (LSE: BOO) 1Q18 Update: Revenues Double, Comps Up 78%, Top-Line Guidance Raised
Free
Company Earning Updates
Apparel and…
Recent Report | June 8, 2017

Boohoo Group (LSE: BOO) 1Q18 Update: Revenues Double, Comps Up 78%, Top-Line Guidance Raised

Whats inside

Boohoo.com grew 1Q18 revenues by 106%, or 98% at constant exchange rates, helped by the acquisition of PrettyLittleThing and the …

Father’s Day 2017:  The Impact on  US Retail
Free
Insight Reports
Recent Report | June 8, 2017

Father’s Day 2017: The Impact on US Retail

Whats inside

Spending for Father’s Day 2017 is expected to reach a record high of $15.5 billion, but is still much lower …

Takeaways from the 2017 Macy’s Investor Meeting
Free
Insight Reports
Recent Report | June 7, 2017

Takeaways from the 2017 Macy’s Investor Meeting

Whats inside

At the 2017 Macy’s Investor Meeting, management outlined what it refers to as its “North Star strategy,” which consists of …

Deep Dive: An Introduction to Cybersecurity—Part Two
Free
Deep Dives
Recent Report | June 7, 2017

Deep Dive: An Introduction to Cybersecurity—Part Two

Whats inside

Part One provided an overview of the current cybersecurity environment. Now in Part Two, we look at an advanced attack, …

May 2017 US Same-Store Sales
Free
Insight Reports
Recent Report | June 5, 2017

May 2017 US Same-Store Sales

Whats inside

Comps for the group generally beat expectations in May. Costco’s comps were up 4.1%, beating the consensus estimate of 3.0%.

Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 2
Free
Deep Dives
Warehouse C…
Recent Report | June 5, 2017

Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 2

Whats inside

In Part Two of this Deep Dive, we provide an overview of the warehouse-club sector.

Five Below (FIVE) 1Q17 Results: Strong Sales and EPS Performance
Free
Company Earning Updates
Discount St…
Recent Report | June 2, 2017

Five Below (FIVE) 1Q17 Results: Strong Sales and EPS Performance

Whats inside

Five Below reported 1Q17 EPS of $0.15, up 25% from the year-ago quarter and slightly above the $0.14 consensus estimate. …

Express (EXPR) 1Q17 Results: EPS Missed Consensus; Company Lowers FY17 Outlook
Free
Company Earning Updates
Apparel Spe…
Recent Report | June 2, 2017

Express (EXPR) 1Q17 Results: EPS Missed Consensus; Company Lowers FY17 Outlook

Whats inside

Express reported 1Q17 EPS of $(0.06), including a net negative impact of $0.03 per share related to discrete tax items …

Dollar General (DG) 1Q17 Results: Beats on EPS and Sales, Lifts Outlook
Free
Company Earning Updates
Dollar Stor… Discount St…
Recent Report | June 2, 2017

Dollar General (DG) 1Q17 Results: Beats on EPS and Sales, Lifts Outlook

Whats inside

Dollar General reported 3Q17 EPS of $0.93, including a nickel of hurricane-related negative impact, missing the consensus estimate by a …

Deep Dive: Amazon in 20 Charts— the Rise and Rise of the E-Commerce Giant
Free
Deep Dives
Recent Report | June 2, 2017

Deep Dive: Amazon in 20 Charts— the Rise and Rise of the E-Commerce Giant

Whats inside

Amazon Web Services is driving growth in Amazon’s operating margins. This business division yielded a 25% operating margin in 2016, …

Weekly Insights Jun 2, 2017
Free
Weinswig’s Weekly
Recent Report | June 2, 2017

Weekly Insights Jun 2, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses our recent visit to the new Amazon Books store location …

Metro Group (DB:MEO) 1H17 Results: Flat Sales Trends
Free
Company Earning Updates
Recent Report | June 1, 2017

Metro Group (DB:MEO) 1H17 Results: Flat Sales Trends

Whats inside

Metro Group has demerged into two entities, splitting its consumer electronics retailing business (Media-Saturn) and its food retailing/wholesaling division (Metro …

Michael Kors (KORS) Fiscal 4Q17 Results: Beats Expectations, but Guides Down for FY18 and Plans to Close Stores
Free
Company Earning Updates
Luxury Bran…
Recent Report | June 1, 2017

Michael Kors (KORS) Fiscal 4Q17 Results: Beats Expectations, but Guides Down for FY18 and Plans to Close Stores

Whats inside

Michael 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 …

Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 1
Free
Deep Dives
Warehouse C…
Recent Report | May 29, 2017

Warehouse Club Stores: Time To Take The Treasure Hunt Online—Part 1

Whats inside

In Part One of this Deep Dive, we provide an overview of the warehouse-club sector.

Burlington Stores (BURL) 1Q17 Results: Beats on EPS, Raises FY17 Outlook
Free
Insight Reports
Recent Report | May 26, 2017

Burlington Stores (BURL) 1Q17 Results: Beats on EPS, Raises FY17 Outlook

Whats inside

Burlington Stores reported 1Q17 adjusted EPS of $0.79, up 38.6% from the year-ago quarter and above the $0.70 consensus estimate. …