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Tag Archive: wmt

Jul
15

Dear Amazon: No Anniversary Card from Walmart

Black friday RIP

Dear Amazon: Don’t Expect an Anniversary Card from Walmart You have no doubt been up all night scouring Amazon’s Prime Day deals and you are now entering the zombie phase in front of your computer or smartphone. We can now officially say RIP to Black Friday but the competition is stomping its feet. Let’s be …

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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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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

COST: Costco Breaks the Cycle

Published Oct 8, 2014 Even though it is trading at a 24x multiple on a day where retail dinosaurs J.C. Penney(JCP) and Sears (SHLD) seem to be losing the good fight, Costco (COST) is looking pretty outstanding. This morning, after months of incredibly consistent same-store sales but lagging profit growth, Costco reported a long-awaited earnings-per-share (EPS) beat. The naysayers on …

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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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