With 95% of the 204 companies in our Retail/Restaurant Index now having reported their EPS results for Q1 2022 (a total of 189), so far two-thirds, or 68%, announced profits that beat analysts’ expectations. Another 3% of these companies delivered on-target result, while 29% reported earnings that fell below estimates. The Q1 2022 blended earnings growth estimate now stands at -17.0%. The blended revenue growth estimate for the 204 companies in this index now stands at 10.9% for Q1 2022. Of those companies that have reported their quarterly results so far, 73% announced revenue that exceeded analysts’ expectations and the

To date, 179 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2022, representing 88% of the index. Of those companies that have reported their quarterly results so far, 68% announced that profits beat analysts’ expectations, while 3% delivered on-target results and 29% reported earnings that fell below estimates. The Q1 2022 blended earnings growth estimate now stands at -17.1%. The blended revenue growth estimate for the 204 companies in this index is 10.9% for Q1 2022. Of those companies that have reported their quarterly results so far, 72% announced revenue that exceeded analysts’

To date, 149 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2022. This group, which represents 73% of the index. Of those companies that have reported their quarterly results so far, 69% announced that profits beat analysts’ expectations, while 4% delivered on-target results and 27% reported earnings that fell below estimates. The Q1 2022 blended earnings growth estimate is -17.8%. The Q1 2022 blended revenue growth estimate for this index is 10.7%. Of those companies that have reported their quarterly results so far, 71% announced revenue that exceeded analysts’ expectations and the remaining

So far, 140 of the companies in our Retail/Restaurant Index have reported their EPS results for Q1 2022, or 69% of the total members of the index. Of the group that has reported its earnings, 71% announced that profits beat analysts’ expectations, while 4% delivered on-target results and 25% reported earnings that fell below estimates. The Q1 2022 blended earnings growth estimate is -17.8%. The Q1 2022 blended revenue growth estimate for this index is 10.7%. Of those companies that have reported their quarterly results so far, 73% announced revenue that exceeded analyst expectations and the remaining 27% reported that

So far, 134 of the companies in our Retail/Restaurant Index have reported their EPS results for Q1 2022, or 66% of the total members in the index. Of the group that has reported its earnings to date, 71% announced earnings that beat analysts’ expectations, while 4% delivered on-target results and 25% reported earnings that fell below estimates. The Q1 2022 blended earnings growth estimate is -17.8%. The Q1 2022 blended revenue growth estimate for this index is 10.1%. Of those companies to have reported their quarterly results so far, 73% announced revenue that exceeded analyst expectations and the remaining 27%

Ninety-nine percent of companies in our Retail/Restaurant Index have reported Q4 2021 EPS. Of the 203 companies in the index that have reported earnings to date, 73% have reported earnings above analyst expectations, 3% matched and 24% reported earnings below analyst expectations. The Q4 2021 blended earnings growth estimate is 48.6%. The Q4 2021 blended revenue growth estimate is 13.5%. Sixty eight percent have reported revenue above analyst expectations, and 32% reported revenue below analyst expectations. Exhibit 1: Refinitiv Earnings Dashboard Source: I/B/E/S data from Refinitiv Lululemon Q4 2021 earnings Lululemon reported stronger-than-expected earnings but missed revenue expectations. Still, revenue

The COVID-19 pandemic has caused unprecedented market turmoil, with volatility reaching levels not last seen since 2008.  As a result, we have observed a “flight to safety” where risk assets such as equities and commodities have sold off, while safe-haven assets, including bonds and have soared. For equity investors looking to maintain or increase equity exposure, incorporating a quality factor to the stock selection process can be effective during a market downturn.  The StarMine Earnings Quality Model can be viewed as a proxy for quality, which analyzes the persistence and sustainability of future earnings by looking at accruals, cash flow,

After years of double-digit revenue growth, Adidas’ revenue growth has fallen to single-digit growth over the past year.  We look at different datasets to get a full picture of the company’s prospects. Adidas revenue growth slowed to 6.0% last quarter (Exhibit 1). This is a drastic drop from the double-digit growth seen in previous years.  One explanation for the sales slowdown is that the amount of money consumers spent per visit at Adidas has come down in recent years. In 2014, the average spend per record was in the range of $64 – $84. This range has come down to

The history of roll-ups is a checkered one. Roll-up is the colloquial term given by investors to a company that consolidates an industry by a large number of acquisitions, rolling them up under a parent company. According to a September 2008 Harvard Business Review article authored by Paul Carroll and Chunka Mui, more than two-thirds of roll-ups have failed to create any value for investors. Let’s analyze a current example. Steinhoff International Holdings NV, a Dutch public company listed in both Johannesburg (SNHJ.J) and Frankfurt (SNHG.DE), has assembled a collection of 40 brands in 30 countries —  UK-based discount retailer

There seems to be a shift to thrift amid the economic turmoil in Brazil and retailers with deep pockets may benefit.

With a possible market shift from momentum to value, Cisco comes through as a star.

High quality dividend payers emerge from Eikon screener.