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Tag Archive: $FDO

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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Feb
13

CVS:No More Smoke With Your Coke

original publish date Feb 6 2014 CVS Caremark (CVS) is taking the generally accepted moral high ground and saying, “No more smoke with your Coke (KO).” The drugstore chain is pulling all tobacco products from their stores, effective Oct. 1 of this year. At first glance, the move makes total sense. CVS is on the road …

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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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May
24

WMT: And the Blame Game Continues

This was originally posted on 5/16 The Street was braced for a negative same-store sales out of Wal-Mart (WMT), but not quite 1.4% negative. As I discussed in my Tuesday piece, the blame game marched across the press release — weather, payroll tax — but the company threw in another addition: inflation. Well, specifically, the …

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