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Tag Archive: kss

Oct
31

Look No Further than Retail for a Halloween Fright

halloween

In honor of Halloween lets talk about what scares me for H2 1.This year I am going to dress up as Sir Philip Green (Topshop founder) and scare US retailers to death.  If I don’t scare them on Halloween the opening of Tophsop Fifth Avenue will do the “trick”. For the teen and missy space …

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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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Aug
24

Retail: Back To School All About Inventory Discipline

back-to-school

Earnings season was a sigh of relief for the most part. Retailers exposed to Europe were not the disaster many expected (well with the exception of ANF). And back home July’s strong showing seemed to continue into August for the majority of names (with the exception of ARO, GES and BIG). As we head into …

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Aug
09

KSS: Rinse, Wash, Repeat

Kohls

KSS: Rinse, Wash, Repeat Last year Kohl’s mistakenly assumed it could pass along higher input costs. And guess what? Consumers pushed back. This year the company is focusing on more opening level price points and value. Not exactly a surprise that is working to some degree (have you met the KSS customer?). However the major …

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Jul
06

Best Buy lets go Geeks, rubbing a little salt in the jobs data wound

Best Buy lets go Geeks, rubbing a little salt in the jobs data wound Today Best Buy confirmed it will let go 650 Geek Squad employees. The announcement coincided with less than stellar jobs data. It also came one day after the release of less than inspiring June retail sales. Maybe the company is making …

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