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Tag Archive: aro


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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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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ANF: Not Buying Inventory Excuse in Europe


What was all that talk about a sequential improvement in Abercrombie & Fitch’s (ANF) international business last quarter? Turns out that must have been fleeting because Abercrombie reported first-quarter total same-store sales fell 15%. The U.S. was bad, down 14%, but international was downright ugly, falling 16%. I’m just relieved that all my talk about …

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ICR Retail Takeaways; Managements Do Matter

This article was originally published on Real Money, Jan 18, 2012 The Super Bowl of retail, the ICR XChange conference, is over, and all the retail experts are headed back to where they came from. When I arrived at the conference, I had some favorite ideas, and I left feeling even more comfortable with …

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Topshop selling 25% stake ? A New Worry for US Retailers


Topshop selling 25% stake ? A New Worry for US Retailers Several new outlets are reporting Philip Green is close to selling a 25% stake in Topshop/Topman to LA based private equity firm Leonard Green. So what will Sir Philip do with the ~£250M? One thing we can be sure of is Topshop has its …

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