Category: Insight Market Hit

Michael Gunther

Nov 28, 2023 | 5 minutes read | Insight Market Hit

Following LOW’s revenue miss, management cited a pullback in DIY spending as the driver of the decline. Management did highlight one bright spot, h...

Michael Gunther

Nov 20, 2023 | 5 minutes read | Insight Market Hit

Off-price retailer TJX Companies (TJX), who owns brands including T.J. Maxx, Marshalls, and HomeGoods, recently reported US Revenue growth up 9.7% ye...

Michael Gunther

Nov 17, 2023 | 5 minutes read | Insight Market Hit

Department store Dillard’s (DDS) recently reported total revenue growth down -4.4% year over year, close to CE implied reported growth of -4.5% and...

Katherine Bjorkman

Nov 15, 2023 | 5 minutes read | Insight Market Hit

Fast-casual Mediterranean restaurant company Cava Group (CAVA) reported total revenue growth of +27%, in-line with the CE Implied reported growth of ...

Michael Gunther

Nov 14, 2023 | 5 minutes read | Insight Market Hit

Grocery delivery service Instacart (CART) recently reported interesting growth both around increasing customer transaction amount and overall revenue...

Katherine Bjorkman

Nov 3, 2023 | 5 minutes read | Insight Market Hit

Online marketplace Amazon (AMZN) recently reported North America sales growth of 11%, in-line with CE implied reported growth of 11.1% beating consen...

Katherine Bjorkman

Oct 31, 2023 | 5 minutes read | Insight Market Hit

In its recent earnings call, BJRI cited deteriorating traffic trends throughout the summer for slower sales growth, caused by last year’s abnormal ...

Katherine Bjorkman

Oct 27, 2023 | 5 minutes read | Insight Market Hit

In its recent earnings report, Tractor Supply management cited macroeconomic pressures continuing to weigh on consumer spending behavior, particularl...

Katherine Bjorkman

Aug 28, 2023 | 5 minutes read | Insight Market Hit

Beauty products retailer BBWI recently reported a North America sales decline of (3.6%), close to CE Transact implied reported growth of (4.3%)....