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Weekly Insights May 19, 2017
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Weinswig’s Weekly
Recent Report | May 19, 2017

Weekly Insights May 19, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses the battle currently under way among retailers that are competing …

Walmart (WMT) Fiscal 1Q18 Results: Mixed Quarter, Light Guidance
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Company Earning Updates
Food, Drug,…
Recent Report | May 19, 2017

Walmart (WMT) Fiscal 1Q18 Results: Mixed Quarter, Light Guidance

Whats inside

Walmart reported fiscal 1Q 2018 EPS of $1.00, up from $0.98 in the year-ago quarter and beating the $0.96 consensus …

Tencent (0700.HK) 1Q17 Results: Strong Beat Led by Strength in Gaming and Social Network
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Company Earning Updates
E-Commerce …
Recent Report | May 18, 2017

Tencent (0700.HK) 1Q17 Results: Strong Beat Led by Strength in Gaming and Social Network

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Tencent reported 1Q17 revenues of ¥49.6 billion, up 54.9% year over year. Non-GAAP diluted EPS was ¥1.49, up 41.0% year …

Target (TGT) 1Q17 Results: Beats on Revenue and EPS, Guides in Line
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Company Earning Updates
Food, Drug,…
Recent Report | May 18, 2017

Target (TGT) 1Q17 Results: Beats on Revenue and EPS, Guides in Line

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Target reported 1Q17 adjusted EPS of $1.21, down 6.1% from $1.29 in the year-ago quarter, but handily beating the $0.91 …

L Brands (LB) 1Q17 Results: Beats on EPS Despite Victoria’s Secret’s Sales Slump
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Company Earning Updates
Apparel Spe…
Recent Report | May 18, 2017

L Brands (LB) 1Q17 Results: Beats on EPS Despite Victoria’s Secret’s Sales Slump

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L Brands reported 1Q17 adjusted EPS of $0.33, down 44.1% from the year-ago quarter, but above the $0.29 consensus estimate. …

Ascena Retail (ASNA) Updates Guidance and Cost-Savings Plan
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Insight Reports
Recent Report | May 18, 2017

Ascena Retail (ASNA) Updates Guidance and Cost-Savings Plan

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scena Retail updated guidance in advance of its 3Q17 earnings call and provided an update on its Change for Growth …

Deep Dive: Aussies, Get Ready for Amazon!
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Deep Dives
Recent Report | May 18, 2017

Deep Dive: Aussies, Get Ready for Amazon!

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In April 2017, Amazon announced that it will launch a full offering in Australia, although it has not yet specified …

TJX Companies (TJX) Fiscal 1Q18 Results: Traffic Continues to Drive Comps; 2Q Off to a Solid Start
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Company Earning Updates
Apparel Spe…
Recent Report | May 17, 2017

TJX Companies (TJX) Fiscal 1Q18 Results: Traffic Continues to Drive Comps; 2Q Off to a Solid Start

Whats inside

TJX Companies reported fiscal 1Q18 EPS of $0.82 versus the consensus estimate of $0.79.

Home Depot (HD) 1Q17 Results: Company’s Momentum Continues
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Company Earning Updates
Home and Ho…
Recent Report | May 17, 2017

Home Depot (HD) 1Q17 Results: Company’s Momentum Continues

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Home Depot reported 1Q17 EPS of $1.67, up 16% from the year-ago quarter and beating the $1.61 consensus estimate. Total …

Deep Dive: The Evolution of Corporate Innovation
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Deep Dives
Recent Report | May 17, 2017

Deep Dive: The Evolution of Corporate Innovation

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The rapid development of new retail technologies across the online, mobile and in-store channels, along with disruption from startups, is …

Urban Outfitters (URBN) Fiscal 1Q18 Results: EPS Misses Expectations on Weak Comps
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Company Earning Updates
Apparel Spe…
Recent Report | May 17, 2017

Urban Outfitters (URBN) Fiscal 1Q18 Results: EPS Misses Expectations on Weak Comps

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Urban Outfitters reported fiscal 1Q18 EPS of $0.10, below the consensus estimate of $0.16. Total revenues were $761.2 million, below …

Deep Dive: WeChat— From Messaging App to Profitable Ecosystem
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Deep Dives
Recent Report | May 16, 2017

Deep Dive: WeChat— From Messaging App to Profitable Ecosystem

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With no apparent competitors in sight, WeChat, the flagship mobile instant-messaging platform and social network of internet services giant Tencent, …

JCPenney (JCP) 1Q17 Results: March/April Comps Improved After a Tough February
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Company Earning Updates
Department …
Recent Report | May 15, 2017

JCPenney (JCP) 1Q17 Results: March/April Comps Improved After a Tough February

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JCPenney reported 1Q17 adjusted EPS of $0.06 versus the consensus estimate of $(0.21).

Latest Trends and Developments in O2O Retailing
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Event Presentations
Recent Report | May 15, 2017

Latest Trends and Developments in O2O Retailing

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JD.com plans to open 1 million brick-and-mortar convenience stores through franchising within five years. It invested in Yonghui Superstores, a …

Macy’s (M) 1Q17 Results: Management Reiterates FY17 Guidance, Despite Difficult Environment
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Company Earning Updates
Department …
Recent Report | May 13, 2017

Macy’s (M) 1Q17 Results: Management Reiterates FY17 Guidance, Despite Difficult Environment

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Macy’s reported 1Q17 adjusted EPS of $0.24 compared with the consensus estimate of $0.36.

Kohl's (KSS) 1Q17 Results: EPS Beat, Revenue Miss, Guidance Unchanged
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Company Earning Updates
Department …
Recent Report | May 12, 2017

Kohl's (KSS) 1Q17 Results: EPS Beat, Revenue Miss, Guidance Unchanged

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Kohl’s reported 1Q17 adjusted EPS (excluding nonrecurring items) of $0.37, up 23.4% year over year and beating the consensus estimate …

Stockholm— Europe’s Second- Most-Valuable Startup Hub
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Deep Dives
Recent Report | May 12, 2017

Stockholm— Europe’s Second- Most-Valuable Startup Hub

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This is the fifth report in our series on European startup capitals. Stockholm is a leading startup hub globally and …

Weekly Insights May 12, 2017
Free
Weinswig’s Weekly
Recent Report | May 12, 2017

Weekly Insights May 12, 2017

Whats inside

This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s entry into Australia, previewing an upcoming Deep Dive