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Tag Archive: wmt


CVS:No More Smoke With Your Coke

original publish date Feb 6 2014 CVS Caremark (CVS) is taking the generally accepted moral high ground and saying, “No more smoke with your Coke (KO).” The drugstore chain is pulling all tobacco products from their stores, effective Oct. 1 of this year. At first glance, the move makes total sense. CVS is on the road …

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Nordstrom: a Retail BOGO?

original publish date Nov 14 There’s confirmation from Wal-Mart (WMT) and Kohl’s (KSS): all of retail is not winning. As we talked about yesterday on “Power Lunch,” a few good retail reports don’t make a holiday season. Here is the deal. Companies that are surprising to the upside are best in class (L Brands (LTD), …

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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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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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Retail Sales;Let the Blame Game Begin

Published 4/12/2013 March retail sales came in at a disappointing -0.4%, the slowest level in nine months. There are so many places to point a finger, it is hard to choose any one. Thursday, we were reminded (by the few retailers still reporting monthly sales) that the Easter calendar shift was one culprit. The holiday …

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