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Tag Archive: aeropostale

Sep
02

Teen Retail: Old Guard May Not Cut it in New World

originally published on August 22 2014 Teen retailers have been in a death spiral for years now, yet recently the street has decided that fewer bad results are the new good. Take American Eagle (AEO), for example. Comps declined 7% this quarter and gross margins were down ONLY 40 basis points. Most surprising, the company issued guidance …

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Dec
03

Nordstrom: a Retail BOGO?

original publish date Nov 14 There’s confirmation from Wal-Mart (WMT) and Kohl’s (KSS): all of retail is not winning. As we talked about yesterday on “Power Lunch,” a few good retail reports don’t make a holiday season. Here is the deal. Companies that are surprising to the upside are best in class (L Brands (LTD), …

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Nov
03

Laggards Trade Place with the Leaders

retail 50 off

The Laggers Trade Place with the Leaders Who turned the lights out on retail in October? While we did not have high expecations for the month and were fully prepared to hear the usual blame game from retailers (the weather did not cooperate) misses were broad based. Maybe we have become too accustomed to relying …

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