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Abercrombie & Fitch (ANF) 1Q17 Results: Environment to Remain Aggressively Promotional
Free
Insight Reports
Recent Report | May 26, 2017

Abercrombie & Fitch (ANF) 1Q17 Results: Environment to Remain Aggressively Promotional

Whats inside

Abercrombie & Fitch reported 1Q17 adjusted EPS of $(0.72) compared with a loss of $0.59 in the year-ago quarter; the …

Weekly Insights May 26, 2017
Free
Weinswig’s Weekly
Recent Report | May 26, 2017

Weekly Insights May 26, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” offers thoughts on voice technology, artificial intelligence and drones in retail, …

Deep Dive: International Grocery Retailers in India, Where 1.3 Billion Consumers are Shopping for Dinner
Free
Deep Dives
Grocery Ret…
Recent Report | May 26, 2017

Deep Dive: International Grocery Retailers in India, Where 1.3 Billion Consumers are Shopping for Dinner

Whats inside

This report is the second in a brief series that looks at global retailers’ operations in India. It focuses on …

Costco Wholesale (COST) Fiscal 3Q17 Results: Beats on Top and Bottom Lines
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Company Earning Updates
Warehouse C…
Recent Report | May 26, 2017

Costco Wholesale (COST) Fiscal 3Q17 Results: Beats on Top and Bottom Lines

Whats inside

Costco reported fiscal 3Q17 adjusted EPS of $1.40, up 13.3% from $1.24 in the year-ago quarter and beating the $1.31 …

Ulta (ULTA) 1Q17 Results: Beats Expectations, Raises Guidance
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Company Earning Updates
Beauty Bran…
Recent Report | May 26, 2017

Ulta (ULTA) 1Q17 Results: Beats Expectations, Raises Guidance

Whats inside

Ulta reported 1Q17 adjusted EPS of $1.91, up 31.7% from the year-ago quarter and above the $1.80 consensus estimate. The …

Deep Dive: An Introduction to Cybersecurity—Part One
Free
Deep Dives
Recent Report | May 26, 2017

Deep Dive: An Introduction to Cybersecurity—Part One

Whats inside

In Part One of this Deep Dive, we provide a summary of the current environment and discuss the components of …

PVH (PVH) 1Q17 Results: Beats Consensus and Raises EPS Guidance
Free
Company Earning Updates
Apparel and…
Recent Report | May 25, 2017

PVH (PVH) 1Q17 Results: Beats Consensus and Raises EPS Guidance

Whats inside

PVH Corp. reported 1Q17 adjusted EPS of $1.65, ahead of the $1.60 consensus estimate and up 9.9% year over year. …

Theatro: Empowering the Next Generation of Store Associates
Free
Insight Reports
Recent Report | May 25, 2017

Theatro: Empowering the Next Generation of Store Associates

Whats inside

Theatro provides a voice platform, virtual voice assistant and a voice-controlled wearable for brick-and-mortar retail employees to help improve in-store …

Guess (GES) Fiscal 1Q18 Results: Beats Expectations; North America Comps Still Weak
Free
Company Earning Updates
Apparel and…
Recent Report | May 25, 2017

Guess (GES) Fiscal 1Q18 Results: Beats Expectations; North America Comps Still Weak

Whats inside

Guess reported fiscal 1Q18 adjusted EPS of $(0.24), down slightly from $(0.23) in the year-ago quarter but above the $(0.32) …

Lowe’s (LOW) 1Q17 Results: Miss on EPS and Sales Yet Growth Continues
Free
Company Earning Updates
Home and Ho…
Recent Report | May 25, 2017

Lowe’s (LOW) 1Q17 Results: Miss on EPS and Sales Yet Growth Continues

Whats inside

Lowe’s reported 1Q17 adjusted EPS of $1.03, up 18.4% from the year-ago quarter, but below the $1.06 consensus estimate. The …

Marks & Spencer (LSE: MKS) FY17 Results: A Disappointing Final Quarter; Exceptional Costs Weigh on Profits
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Company Earning Updates
Department …
Recent Report | May 25, 2017

Marks & Spencer (LSE: MKS) FY17 Results: A Disappointing Final Quarter; Exceptional Costs Weigh on Profits

Whats inside

M&S grew total full-year sales by 2.2% to £10.62 billion, marginally ahead of consensus and despite negative comps in its …

Chico’s (CHS) 1Q17 Results: Comps Disappoint
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Company Earning Updates
Apparel Spe…
Recent Report | May 25, 2017

Chico’s (CHS) 1Q17 Results: Comps Disappoint

Whats inside

Chico’s FAS reported 1Q17 EPS of $0.26 versus the consensus estimate of $0.29.

Fast Fashion Speeding Toward Ultrafast Fashion
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Deep Dives
Apparel and…
Recent Report | May 20, 2017

Fast Fashion Speeding Toward Ultrafast Fashion

Whats inside

Zara and H&M, the two largest global fast-fashion retailers, pioneered the fast-fashion business model. Now, the two companies are competing …

Ross Stores (ROST) 1Q17 Results Solid Quarter, Company Raises Outlook
Free
Insight Reports
Recent Report | May 20, 2017

Ross Stores (ROST) 1Q17 Results Solid Quarter, Company Raises Outlook

Whats inside

Ross Stores reported 1Q17 EPS of $0.82, up 12.3% from the year-ago quarter and above the $0.80 consensus estimate. Total …

Ralph Lauren (RL) Fiscal 4Q17 Results: EPS Beats Expectations on Reduced Markdowns
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Company Earning Updates
Luxury Bran…
Recent Report | May 19, 2017

Ralph Lauren (RL) Fiscal 4Q17 Results: EPS Beats Expectations on Reduced Markdowns

Whats inside

Ralph Lauren reported fiscal 4Q17 adjusted EPS of $0.89, above the $0.78 consensus estimate and in line with guidance.

Deep Dive: Retail Spending Review—Breaking Down Retail Sales in the US, the UK, Germany and China
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Deep Dives
Recent Report | May 19, 2017

Deep Dive: Retail Spending Review—Breaking Down Retail Sales in the US, the UK, Germany and China

Whats inside

Of these countries, the US sees clothing and footwear capture the smallest share of retail sales. The category accounted for …

Alibaba (BABA) 4Q FY17 Results: Earnings Beat, Highest Revenue Growth Since IPO; “Very Excited” about FY18 Prospects
Free
Company Earning Updates
E-Commerce …
Recent Report | May 19, 2017

Alibaba (BABA) 4Q FY17 Results: Earnings Beat, Highest Revenue Growth Since IPO; “Very Excited” about FY18 Prospects

Whats inside

Alibaba reported 4Q FY17 revenue of ¥38.6 billion, up 60% year over year, and beat consensus estimates by 7%. The …

Gap (GPS) 1Q17 Results: Tops EPS Expectations; Solid Same-Store Sales
Free
Company Earning Updates
Apparel Spe…
Recent Report | May 19, 2017

Gap (GPS) 1Q17 Results: Tops EPS Expectations; Solid Same-Store Sales

Whats inside

Gap reported 1Q17 EPS of $0.36, up from $0.32 in the year-ago quarter and above the $0.29 consensus estimate. Foreign …