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Tag Archive: Widlitz

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
28

Why Ackman Needs Media Training: JCP

photo credit nypost.com

Originally published on 8/9/2013 Bill Ackman really should consider getting some media training. Yesterday, the hedge fund manager of Pershing Square—J.C. Penney’s largest shareholder—did it again when he issued a letter to his fellow board members calling for a speedier process to identify a new CEO. He suggested that the board could find a new …

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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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Mar
27

TIF:Another Back Half Story?

tiffany-pouch

Tiffany (TIF) lowered earnings guidance in each quarter of 2012. The most recent guide down came when the company posted disappointing holiday comparable sales numbers and suggested fourth-quarter earnings would come in at the low end of the expected range (the low end was $1.35 a share). Well, EPS came in above that range at …

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Mar
27

LULU:Bottom Line Has Changed and I Can See Right Through It

This article was published on the street.com Real Money 3/19 Remember when transparency used to be a good thing? First, monthly sales disappeared and then Macy’s (M), Dick’s Sporting Goods (DKS), Urban Outfitters (URBN) and others stopped breaking out online sales. And now Lululemon Athletica (LULU) has a transparency problem of a different kind. On …

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