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Tag Archive: retail news

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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Oct
21

JCP New Leader Trades in Orange Apron for Full Plate

Published Oct 13, 2014 J.C. Penney (JCP) finally found its leader. Marvin Ellison will leave his orange apron at Home Depot (HD) to join JCP Nov. 1st as CEO in training. He will officially take over August 2015. Ellison has an outstanding track record running stores at Home Depot and JCP is banking on the hope he can …

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Oct
30

COH-The Kitchen Sink?

Is Coach’s management sand-bagging (pun intended) sales guidance? While Coach’s (COH) comps were exceptionally bad this quarter — -6.8% vs. estimates of -3.5% — management’s guidance really forced the wheels off the stock. The company now expects comp declines for the remainder of the year in the high-single-digit range. Previous guidance was for negative low-single-digits. …

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Nov
19

40 is the New 20 and Thanksgiving is the New Black Friday

In case you haven’t heard 40 is the new 20, and Thanksgiving is the new Black Friday. Scratch that—the Friday before Thanksgiving is the new Black Friday. Black Friday is old news. Every year the deals start earlier, and this year is no exception. Wal-Mart Stores set the tone this year with plans for an …

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Jun
21

SW June European Store Tour Report-Early, Late or Stubborn? (ANF,COH,KORS,GPS,GES and more)

GAP-75% OFF LAUNCHES THIS WEEK

London sales launched in June. And if you are not 30-50% off you are not in the game. Our comprehensive June report tells you who was early, who was late, where the highest promos are taking place, traffic reports. You can’t afford to miss the European part of the equation. Former US Retail sell-side veteran …

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