Sonya Bells
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Sonya Bells
Analyzing Gap’s 2Q17 Top-Line Performance
Gap (GPS) reported total revenues of $3.8 billion in 2Q17 and beat the consensus by $30 million. On a YoY basis, the company’s top line fell 1.4%.
What Wall Street Thinks of PVH Corp Now
PVH’s YTD gains have outperformed Hanesbrands’ (HBI) 11%, VF Corporation’s (VFC) 15.5%, Michael Kors’s (KORS) 4%, and Ralph Lauren’s (RL) -7.2% gains.
Despite Currency Headwinds, PVH Delivers Better Growth than Peers
PVH Corporation’s (PVH) top line is predicted to grow 4.9% YoY (year-over-year) in 2Q17.
Sprouts Farmers Market’s 2Q17 Earnings Rose 16%
SFM’s top line is expected to grow 13%–14% based on its sales comp growth of 1.5%–2.0% and 32 new store openings.
Sprouts Farmers Market’s 2Q17 Earnings Beat: Top, Bottom Lines Up
Phoenix, Arizona–based Sprouts Farmers Market (SFM) reported its 2Q17 results on August 3. Total sales for SFM increased 15% year-over-year to $1.2 billion, $17.0 million more than consensus estimates.
What Wall Street Thinks of Under Armour
Under Armour has a 2.8 rating on a scale where one is a “strong buy” and five is a “strong sell.”
Operating Loss Could Be in the Cards for Under Armour in 2Q17
Under Armour is expected to report a loss of six cents per share in 2Q17, which follows a loss per share of one cent during the first quarter.
Under Armour’s 2Q17 Earnings: What to Expect
Under Armour (UAA) is expected to report results for 2Q17 on Tuesday, August 1, 2017.
2Q17 Performances for VF’s North Face, Vans, and Timberland
VF’s Outdoor & Action Sports segment, which focuses on Vans, North Face, and Timberland, recorded a 4.0% YoY rise in sales to $1.5 billion.
Discussing Wall Street’s View on Skechers
Skechers (SKX) is covered by 12 Wall Street analysts who jointly rate the company as a 2 on a scale of 1 (“strong buy”) to 5 (“sell”).
Skechers Reports Its Fifth Straight Fall in Earnings in 2Q17
Skechers, which released its 2Q17 results on July 20, 2017, reported earnings per share of $0.38. The company missed analysts’ consensus expectation by a margin of $0.06.
What Wall Street Recommends for VFC ahead of 2Q17 Results
VFC is covered by 21 Wall Street analysts. It has received a 2.7 rating on a scale where one is a “strong buy” and five is a “strong sell.”
Coach’s Comeback Story and Strategy Change
Coach pulled out of 250 department stores in the US during its last reported quarter, reducing the department store count by ~25% in 2017.
Inside Nike’s Double-Digit International Market Growth in Fiscal 2017
Nike’s key brand, Nike, which accounts for ~95% of the company’s business, saw a 7% YoY rise in its fiscal 4Q17 sales on a currency-neutral basis.
Susquehanna: Under Armour Changes Are ‘Temporary Pause’ to Growth
UAA is covered by 34 Wall Street analysts who together rate the company a 2.9 on a scale of 1.0 for “strong buy” to 5.0 for “sell.”
Under Armour Trading 40% Lower Than a Year Ago
Under Armour (UAA) stock remained unfazed after the company announced its new senior level executives, rising ~1.0% and closing at $25.06.
How Does Amazon Gain from the Whole Foods Deal?
News of the Whole Foods acquisition has already given Amazon a boost, pushing its stock up 2.4% and adding $11.0 billion to its market cap, which nearly pays for the $13.7 billion deal.
What’s Eating Kroger’s Sales Comps?
Kroger (KR) has done reasonably well lately, having survived an intensely competitive retailing environment over the past few years.
PVH Stock Rises 5% following Its 1Q17 Results
PVH Corporation (PVH) reported a strong 1Q17 on May 24, 2017, beating analysts’ consensus estimate on both its top and bottom lines.
PVH Raises Its Earnings Guidance after Robust 1Q17 Results
PVH Corporation (PVH), which reported its 1Q17 results on May 24, 2017, saw its earnings rise 10% YoY (year-over-year) to $1.65 per share.
Gap’s 1Q17 Top-Line Growth Driven Entirely by Old Navy
Gap (GPS) reported total revenues of $3.4 billion in fiscal 1Q17, beating the consensus by $50.0 million. YoY, its top line remained almost flat.
Wall Street Analysts’ View on PVH Corp Is Positive
PVH Corp stock is covered by 16 analysts—63% of the analysts recommended a “buy,” 31% recommended a “hold,” and 6% recommended a “sell.”
The North Face and Vans Drive VF Corporation’s 1Q17 Top Line
VFC’s Outdoor & Action Sports segment, which mainly focuses on Vans, The North Face, and Timberland, recorded a 2.1% YoY rise in sales to $1.7 billion.
Under Armour’s Stock Surges after 1Q17 Earnings
Under Armour’s (UAA) stock rose 10% as the company reported better-than-expected 1Q17 top and bottom lines and maintained its fiscal 2017 guidance.
Under Armour Beats 1Q17 Earnings and Revenue
The Baltimore-based Under Armour (UAA) reported its results for 1Q17 on Thursday, April 27. Here’s what you need to know.
How Has Supervalu’s Stock Performed?
After falling around 30% in 2016, Supervalu’s (SVU) stock continues to be in the red in 2017.
Why VF Corporation Stock Has a Downside of 4%
VFC stock is currently trading at $56.44, which is ~17.0% below its 52-week high price.
Behind Under Armour’s Poor Stock Performance
Under Armour (UAA) was among the worst performers on the S&P 500 Index (SPY) in 2016, losing 30% of its value during the year.
Underneath Under Armour’s Compressed Margins
Under Armour’s (UAA) gross margin fell 160 basis points to 46.5% in fiscal 2016, and its gross margin took the worst hit in the fourth quarter of 2016.
Understanding Dollar General’s Business Strategies
Dollar General’s (DG) business strategy revolves around driving profitable topline growth while enhancing its low-cost operator position and capturing new growth opportunities.
Dollar General’s Supply Chain and Distribution Model
Dollar General (DG) must maintain an efficient supply chain in order to juggle hundreds of products in over 13,000 stores in 44 states across the United States.
Understanding the US Dollar Store Industry
Dollar stores follow a small-box format to maintain low costs. Target customers are typically lower- and middle-income families.
Dollar General: Why Small-Format Stores Are Key
Dollar General (DG) operates dollar stores that offer a variety of inexpensive merchandise, including home products, seasonal products, consumables, and apparel.
A Snapshot of Dollar General, America’s Largest Dollar Store Chain
Headquartered in Tennessee, Dollar General (DG) is the largest discount store retailer in the United States in terms of total sales.
Understanding Dollar General’s Key Product Offerings
Dollar General (DG) is the largest discount store retailers in the United States in terms of total revenue generated.
Dollar General’s Sales Comps Turn to Growth in Fiscal 4Q16
In fiscal 4Q16, Dollar General’s (DG) top line increased 13.7% year-over-year to $6 billion.
What Are Nike’s Key Markets?
Nike’s top-line growth in 1H17 was fueled by strong performances in its international markets.
Why Wall Street Is Mostly Positive on Dollar General
30 Wall Street analysts cover Dollar General (DG). On average, they rate the company a 2.4 on a scale of one (strong buy) to five (strong sell).
Dollar General to Post Strong 2016 Top Line Compared to Peers
Dollar General’s total sales rose around 6% YoY (year-over-year) to $16 billion in the first nine months of 2016.
Target Stock Plunges after 4Q16 Earnings and Revenue Miss
Target (TGT), the third-largest mass merchandiser in the US, declared results for 4Q16 on February 28, 2017.
Why Gap’s CEO Is Projecting Optimism after 4Q16
Gap (GPS) reported total revenues of ~$4.4 billion in 4Q16, beating the consensus by $40 million.
Wall Street Sees a 1% Upside on VFC Stock
VFC is covered by 23 Wall Street analysts who have a neutral view on the company. Plus, 26% of these analysts recommended a “buy,” 61% recommended a “hold,” and 13% recommended a “sell” on the stock.
Management Expects VFC’s EPS to Contract in Fiscal 2017
VFC’s gross margin is likely to remain flat at 48.6% and would include 70 basis points of negative impact from currency adjustments.
Looking Ahead: What Could Drive VFC in Fiscal 2017?
After reporting flat top-line growth in fiscal 2016, VF Corporation’s (VFC) management is looking for a low single-digit percentage increase in the company’s fiscal 2017 top line.
VFC Posts a 2% Jump in Fiscal 2016 EPS despite Forex Headwinds
For fiscal 2016, VFC’s adjusted earnings per share rose 2% to $3.11. On a constant currency basis, the increase was ~7%.
A Quick Look at VFC’s Fiscal 2016 Revenue Drivers
VF Corporation’s (VFC) Outdoor & Action Sports revenues grew 2% in fiscal 2016 to $7.5 billion.
Another Robust Quarter by Vans Boosts VFC’s Fiscal 4Q16 Top Line
Revenues from VFC’s Outdoor and Action Sports segment rose 2% YoY to $2.1 billion, slightly below the company’s expectations.
Key Drivers of VF Corporation’s Top Line in Fiscal 4Q16
VF Corporation’s D2C revenues rose 11% YoY, gaining strength from a mid-teen surge in the Outdoor & Action Sports and a low double-digit rise in Jeanswear.
VFC: Wholesale versus Direct-to-Customer Channel
VFC’s Direct-to-Customer channel is likely to grow more slowly than the company had expected earlier.
Hanesbrands Stock: Understanding Wall Street’s View
In this part of the series, we’ll look at Wall Street’s recommendation on Hanesbrands (HBI) and discuss Wall Street’s take on the company.
