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Tag Archive: discounters

Sep
02

WMT: Break the Streak

this was originally published Aug 14 2014 Wal-Mart (WMT) must have been chanting “Break the Streak” during the second quarter, and it worked. After five quarters of negative same-store sales, the discounter finally achieved sales guidance and put up a flat comparison. Note that this was following five quarters of missing comp estimates of flat to …

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Jul
31

Target new CEO; Clear the Decks and Target May Hit a Bullseye

http://www.dreamstime.com/stock-photo-bullseye-target-success-image8730360

What happened to the days when the company was a fashion leader and had differentiated merchandising collections? Simply put the company has started to blend into the discount landscape with promotions and less compelling offerings

Jul
11

FDO: Pop-Tarts and Tobacco Not Recipe for EPS Growth

Stock quotes in this article: FDO, DLTR, DG Published originally July 10, 2013 Family Dollar (FDO) reported in-line Q3 revenues today, but lowered Q4 comparable sales guidance to 2% from 4%. EPS for Q4 was also lowered to $0.82-0.87 from previous $0.85-0.95. Why did investors cheer at the guide down? Simple. Nobody believed the company …

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May
27

DLTR: No Excuses Here

Dollar Tree

We heard you loud and clear retailers, first-quarter misses were all about the weather. Just when you thought you couldn’t take the weather blame game any longer, Dollar Tree (DLTR) comes along with a clean quarter and raises guidance. No excuses necessary here. Dollar Tree reported a first-quarter comparable sales increase of 2.1%, in line …

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Feb
19

WMT: It Wasn’t The Chinese but Leaked Emails Setting the Retail Bar Low

No the Chinese are not hacking Wal-Mart. However, internal emails seem to be on the loose. The first bombshell email dropped by an executive on Feb 1 asked “where are all the customers? And where is all their money?”. Friday a second email leaked out suggesting February sales to date “are a total disaster”. In …

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