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Tag Archive: retail earnings

May
20

Beware Retail Zombie H2 Syndrome

First-quarter retail earnings have kicked off and investors seem to be willing to look way beyond the weather and Easter Bunny issues and hoping for a better second half of the year. I call this the “Retail Zombie Second-Half Syndrome.” We have heard these stories year after year, particularly in the never-ending bloated inventory teen …

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May
20

Target CEO Leaves the Building

Originally published May 5th 2014 Target (TGT) announced its CEO will head for the exit after 35 years with the company. The reality is someone’s head had to roll for the company’s less-than-stellar handling of a data breach during the all-important holiday season. But the delayed and poor response to the customer data breach was just …

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Aug
28

RL:Like a Good Polo Player Don’t Wait on Sidelines Too Long

polo

Originally published in 8/8/2013 Ralph Lauren (RL) was the latest to give investors a wake-up call with its 9% decline Wednesday after it turned fiscal 2014 earnings into a “back-half story.” While first-quarter earnings and sales were right in line with expectations, slack second-quarter guidance implies that earnings pressure has moved into the second half …

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May
29

ANF: Not Buying Inventory Excuse in Europe

abercrombie

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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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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