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Tag Archive: retail sales

Dec
22

Omnichannel Shoppers May Be Omni-Disappointed

Just when retailers are saying, “hey look over here at online and forget about our flailing in store traffic,” FedEx (FDX) goes all Grinch today. In its disappointing report this morning, the delivery behemoth suggested West Coast port issues are more significant than maybe retailers have been letting on.  That raises my Grinch red flag for retail …

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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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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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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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