iShares Globl Consumer Discretionary

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  • uploads///TJX EPS Q
    Company & Industry Overviews

    Can TJX Companies Sustain Its Earnings Growth after Fiscal 2Q17?

    Following the strong results in fiscal 2Q17, TJX Companies raised its earnings outlook for fiscal 2017. TJX expects its fiscal 2017 EPS to be in the $3.39–$3.43 range.

    By Sirisha Bhogaraju
  • uploads///Part
    Earnings Report

    Why Nike Is Able to Turn a Profit in E-Commerce

    The Nike+ Training Club clocked ~17 million downloads by 1Q15. The app is now available in 18 languages, creating the framework for a global community.

    By Phalguni Soni
  • uploads///Part
    Earnings Report

    How Innovation Is Driving Sales at Nike

    While Nike derives most of its revenues from footwear products, it also sparks innovation in apparel technologies, such as Aeroloft, Dri-FIT, and Nike Pro.

    By Phalguni Soni
  • uploads///KSS Valuation
    Consumer

    Kohl’s Valuation Surges after Fiscal 2Q16 Results

    As of August 15, Kohl’s was trading at a 12-month forward PE (price-to-earnings) ratio of 11.7x.

    By Sirisha Bhogaraju
  • uploads///Macys Sales Trend
    Company & Industry Overviews

    Macy’s International Growth: Bloomingdale’s to Open in Kuwait

    Macy’s (M) is gearing up for further international expansion with its plan to open its first Bloomingdale’s store in Kuwait.

    By Sirisha Bhogaraju
  • uploads///DD SSS
    Company & Industry Overviews

    How Is Dunkin’ Donuts Doing in Same-Store Sales Growth?

    Overall same-store sales growth for Dunkin’ Donuts has been declining. The company had negative same-store sales growth in 2008 and 2009.

    By Adam Jones
  • uploads///SF
    Company & Industry Overviews

    Dunkin’ Brands’ Strategic Focus and Supply Chain

    A strategic focus and balanced strategy for restaurant include a present in grocery chains to help diversify risks associated with a bad economic cycle.

    By Adam Jones
  • uploads///Part
    Consumer

    Analyzing Lululemon’s Revenues By Geographical Segment

    The company grew its revenues at a compound annual growth rate of more than 35% over the past five years to come in at $1.6 billion in fiscal 2014.

    By Phalguni Soni
  • uploads///Macys Operating margin
    Miscellaneous

    Will Macy’s Job Cuts and Store Closures Improve Its Position?

    On January 4, Macy’s disclosed 68 store closures—three stores closed in mid-2016, 63 stores slated to close in early spring 2017, and two in mid-2017.

    By Sirisha Bhogaraju
  • uploads///JWN Rack Sales
    Consumer

    Nordstrom’s Off-Price Rack Business Delivers Again in Fiscal 2Q16

    Nordstrom’s off-price Rack business continued to display strength in fiscal 2Q16 ended July 30, 2016.

    By Sirisha Bhogaraju
  • uploads///M Margins Q
    Consumer

    What Caused a Decline in Macy’s 2Q16 Margins?

    Macy’s (M) gross margin remained flat in fiscal 2Q16 ended July 30, 2016. However, the company’s operating margin declined on a year-over-year basis.

    By Sirisha Bhogaraju
  • uploads///TJX Margins
    Consumer

    Why TJX Companies’ 2Q Margins Could Be Under Pressure

    TJX Companies’ (TJX) gross margin in fiscal 1Q17 rose by 50 basis points on a year-over-year basis to 28.8%.

    By Sirisha Bhogaraju
  • uploads///Macy Q EPS
    Consumer

    Why Macy’s Earnings Are Expected to Fall in 2Q16

    Macy’s adjusted EPS (earnings per share) fell by 28.6% on a year-over-year basis in 1Q16. Analysts expect Macy’s earnings to fall in 2Q16 also.

    By Sirisha Bhogaraju
  • uploads///JWN Rack stores
    Consumer

    Could Nordstrom’s Rack Stores Have Saved the Day in Q2?

    Aside from operating full-line upscale stores, Nordstrom also conducts off-price business through its Nordstrom Rack stores and off-price digital channels.

    By Sirisha Bhogaraju
  • uploads///BBY Margins
    Company & Industry Overviews

    Can Best Buy’s Margins Improve amid Challenging Conditions?

    Despite lower sales, Best Buy’s gross margin improved from 23.7% in fiscal 1Q16 to 25.4% in fiscal 1Q17.

    By Sirisha Bhogaraju
  • uploads///L digital ranking
    Company & Industry Overviews

    Kohl’s Sees Promising Growth in the Online Channel

    US online sales increased by 15.1% in 3Q15 on a YoY basis. Kohl’s ranks fourth in the Digital IQ index for department stores.

    By Sirisha Bhogaraju
  • uploads///Stock Price and Earnings
    Company & Industry Overviews

    How High Will Starbucks Stock Keep Climbing?

    Starbucks (SBUX) reached a 52-week high on October 20, 2015, and it remains firm at $61.70 a month after reaching that peak.

    By Adam Jones
  • uploads///Unit Growth Rate
    Earnings Report

    Why the CAP Segment Is the Next Big Market for Starbucks

    Starbucks has about 5,239 restaurants in the CAP segment. It’s growing units at an average of 18.4% compared to the rest of the regions.

    By Adam Jones
  • uploads///Americas Same Store Sales Growth
    Earnings Report

    What to Expect from Starbucks’ Same-Store Sales Growth in 4Q15

    Same-store sales growth is one of the key revenue drivers for a restaurant company like Starbucks (SBUX), McDonald’s (MCD), and Darden Restaurants (DRI).

    By Adam Jones
  • uploads///Revenue Growth Contribution vs Revenue Growth Rate
    Earnings Report

    Starbucks’ Key Segments for Its 4Q15 Earnings

    Starbucks (SBUX) operates restaurants in 65 countries around the world. However, 83% of its revenue comes from the Americas and the CAP segments.

    By Adam Jones
  • uploads///part  vehicle sales
    Macroeconomic Analysis

    Automobile Industry Indicators Investors Should Track

    Some key automobile industry indicators investors should track include employment, vehicle sales, interest rates, and consumer confidence.

    By Mohit Oberoi, CFA
  • uploads///Part
    Earnings Report

    How Much of a Headwind Will US Dollar Present Coach in 3Q15?

    Foreign exchange is likely to be a significant headwind for Coach’s (COH) results in its third quarter. The company derives ~35% of its revenue from overseas markets.

    By Phalguni Soni
  • uploads///Minimum Wage vs Purchasing Power
    Macroeconomic Analysis

    The Eroding Purchasing Power of the Minimum Wage Worker

    While the absolute minimum wage has increased, when adjusted for inflation in 2015, its purchasing power has declined.

    By Adam Jones
  • uploads///Distribution by Age
    Macroeconomic Analysis

    Who Are Minimum Wage Workers in the US?

    About 50% of minimum wage workers are between the ages of 16 and 24, according to a U.S. Bureau of Labor Statistics report.

    By Adam Jones
  • uploads///Revenue
    Company & Industry Overviews

    Dunkin’ Brands Diversifies Its Daypart Focus

    Dunkin’ Brands is now expanding into the afternoon daypart in order to win customers in a different daypart and improve sales leverage.

    By Adam Jones
  • uploads///First Year Sales
    Company & Industry Overviews

    Dunkin’ Brands Has a Nearly 100% Franchise Model

    Benefits to a franchise model include low need for capital, more focus on brand in marketing and menus, and a potential to penetrate faster into the market.

    By Adam Jones
  • uploads///Revenue from Baskin Robbins
    Company & Industry Overviews

    Baskin-Robbins’ Four Year Revenue Trend

    As of 2014, there were about 2,500 Baskin-Robbins locations in the United States and about 5,000 locations in the international market.

    By Adam Jones
  • uploads///Revenue from Dunkin Donuts
    Company & Industry Overviews

    Dunkin’ Donuts’ National and International Sales

    Dunkin’ Donuts’ combined revenue from national as well as international units was $569 million in 2014. Of that, $548 million came from the US market alone.

    By Adam Jones
  • uploads///Real Disposable Income
    Macroeconomic Analysis

    Will Retailers Benefit from Higher Disposable Income?

    The BEA reported an increase of 0.9% or $103.4 billion in disposable income for the month of January 2015, compared to the prior month.

    By Sirisha Bhogaraju
  • uploads///Retail Sales Have Slipped in the Last Three Months
    Macroeconomic Analysis

    Why Volatility Has Increased in the Stock and Bond Markets

    Volatility has increased in both the stock and bond markets. The last three months have seen subdued retail sales despite lower oil prices.

    By Russ Koesterich, CFA
  • uploads///Savings Rate vs Disposable Income
    Macroeconomic Analysis

    Higher Disposable Income: A Reason for Restaurants to Cheer

    Disposable income increased by 40 basis points month-over-month in January. On a YoY (year-over-year) basis, disposable income increased 9.5%.

    By Adam Jones
  • uploads///LTM overview
    Miscellaneous

    Transaction Basics of the Life Time Fitness Merger

    The Life Time Fitness merger is a private equity transaction. Shareholders will receive $72.10 in cash per share.

    By Brent Nyitray, CFA, MBA
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