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StaceyRetail

Author's details

Name: Stacey Widlitz
Date registered: March 3, 2011

Latest posts

  1. Widlitz Moderates Intersect Retail: Luxury Quiet Giants — June 28, 2016
  2. My Old Self & New Self Kicking Cancer — April 5, 2016
  3. Dear Amazon: No Anniversary Card from Walmart — July 15, 2015
  4. Omnichannel Shoppers May Be Omni-Disappointed — December 22, 2014
  5. Look No Further than Retail for a Halloween Fright — October 31, 2014

Most commented posts

  1. My Visit to USS Michael Murphy: What I learned from Murphy, My Great Uncle Bob and my Scottish Husband — 5 comments
  2. No Love Letters for Ron Johnson on his JCP Anniversary — 1 comment

Author's posts listings

Oct
21

URBN: Fast Fashion is the Icing on the Cake

Urban Outfitters (URBN) just became the poster child for how a company should not to manage expectations after it has reduced guidance only a few weeks after an investor day. On Thursday night Urban reported that comparable-store sales have remained negative into October. That shouldn’t come as a surprise if you’ve actually visited any Urban store during the …

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Oct
21

WMT: Watch Out Falling Prices and Margins

Published Oct 15 Wal-Mart (WMT) kicks off its analyst day this morning and may reveal quarter-to-date comps. My guess is similar to last year: Management will not let the cat out of the bag. After all, it is a safe assumption that store traffic continues to be negative, and offering up another comp data point distracts from …

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Oct
21

JCP New Leader Trades in Orange Apron for Full Plate

Published Oct 13, 2014 J.C. Penney (JCP) finally found its leader. Marvin Ellison will leave his orange apron at Home Depot (HD) to join JCP Nov. 1st as CEO in training. He will officially take over August 2015. Ellison has an outstanding track record running stores at Home Depot and JCP is banking on the hope he can …

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Oct
21

COST: Costco Breaks the Cycle

Published Oct 8, 2014 Even though it is trading at a 24x multiple on a day where retail dinosaurs J.C. Penney(JCP) and Sears (SHLD) seem to be losing the good fight, Costco (COST) is looking pretty outstanding. This morning, after months of incredibly consistent same-store sales but lagging profit growth, Costco reported a long-awaited earnings-per-share (EPS) beat. The naysayers on …

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Oct
21

YUM : Chinese Consumers Chickening Out?

Original Publish Date Oct 7, 2014 (YUM) reports after the close tonight and all eyes will be on China after a supplier scandal emerged in the middle of July. This is the second consecutive year in which Yum! Brands has been hit by negative headlines driven by supply chain issues(think mixing expired chicken with fresh chicken). …

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