To date, 186 of the 204 companies in our retail/restaurant index have reported their EPS results for Q4 2023, representing 91% of the index. Of those companies that have reported their quarterly results, 69% announced profits that beat analysts’ expectations, while 3% delivered on-target results and 28% reported earnings that fell below estimates. The Q4 2023 blended earnings growth estimate now stands at 36.7%. The blended revenue growth estimate for the 204 companies in this index is 4.6% for Q4 2023. Of those companies that have reported their quarterly results so far, 58% announced revenue that exceeded analysts’ expectations and

To date, 158 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q4 2023, representing 78% of the index. Of those companies that have reported their quarterly results, 68% announced profits that beat analysts’ expectations, while 4% delivered on-target results and 28% reported earnings that fell below estimates. The Q4 2023 blended earnings growth estimate now stands at 35.0%. The blended revenue growth estimate for the 204 companies in this index is 4.5% for Q4 2023. Of those companies that have reported their quarterly results so far, 59% announced revenue that exceeded analysts’ expectations and

What commodity volatilities mean for consumers Ninety-two percent of companies in our Retail/Restaurant Index have reported Q4 2021 EPS. Of the 186 companies in the index that have reported earnings to date, 74% have reported earnings above analyst expectations, 3% matched and 24% reported earnings below analyst expectations. The Q4 2021 blended earnings growth estimate is 48.4%. The Q4 2021 blended revenue growth estimate is 13.5%. Seventy percent have reported revenue above analyst expectations, and 30% reported revenue below analyst expectations. Exhibit 1: Refinitiv Earnings Dashboard Source: I/B/E/S data from Refinitiv  Rising commodity prices Since the pandemic, The Refinitiv /

Eighty eight percent of companies in our Retail/Restaurant Index have reported Q4 2020 EPS. Of the 181 companies in the index that have reported earnings to date, 70% have reported earnings above analyst expectations, 2% matched and 28% reported earnings below analyst expectations. The Q4 2020 blended earnings growth estimate is -11.3%. The Q4 2020 blended revenue growth estimate is 7.7%. Sixty seven percent have reported revenue above analyst expectations, and 33% reported revenue below analyst expectations. Exhibit 1: Refinitiv Earnings Dashboard Source: I/B/E/S data from Refinitiv  Q4 2020 retail earnings As predicted by StarMine data, Dick’s Sporting Goods reported

The COVID-19 pandemic has caused retailers, manufacturers and businesses to close their physical stores around the world. It has disrupted the natural economic cycle and imposed a hard stop on the global economy, making it difficult to predict when we will see a restart. As retailers close their physical stores, consumers turn to online shopping. To track the online trends, Refinitiv partnered with StyleSage Co., which analyzes retailers, brands, online trends and products across the globe. We tracked the average discount percentage retailers are offering and how much retail assortment is on sale since the coronavirus outbreak. Here are some

The U.S. Thanksgiving holiday on Thursday, Nov. 22 kicks off the retail Christmas holiday season. We look at some trends shaping up for the retail year’s make-or-break fourth quarter. The Refinitiv Same Store Sales Index posted an impressive 3.9% average for the first half of 2018. However, it looks like consumer spending might slow down from the previous two quarters (Q3 and Q2) into Q4. For Q4 2018, the Refinitiv Same Store Sales Index is looking for a 3.0% growth, slightly below the 3.1% SSS Q4 2017 result. Despite a slight slowdown, a 3.0% SSS still reflects healthy U.S. consumer

Among the companies in the Thomson Reuters Retail/Restaurant Index, 68% have reported Q4 2017 revenue above analyst expectations.

Metadescription: Among the companies in the Thomson Reuters Retail/Restaurant Index, 79% have reported Q4 earnings above analyst expectations.

On 31 October we presented an overview of our Global Economic and Markets Outlook for 2017 Q4 at an event hosted by Thomson Reuters in London. We were joined by former Bank of England policymakers Charles Goodhart and Rachel Lomax. Fathom Director Erik Britton opened proceedings by setting out what we see as the most likely outcome for the global economy, distinguishing our relatively positive near-term outlook from our more muted medium- to long-term growth story. Refresh the chart in your browser | Edit chart in Datastream As we explained in more detail at Tuesday’s event and to clients in a series

U.S. retailers and restaurants warn Q4 2016 earnings may be soft.