Category: Retail Sector
The analysis published under this category are as follows.
Sunday, March 05, 2017
Inflation Tsunami - Supermarkets, Retail Sector Crisis 2017, EU Suicide and Burning Stocks / Companies / Retail Sector
By: Nadeem_Walayat
In June 2016 the people of Britain voted against the interests of the establishment political elite that have played pass the parcel amongst themselves at each general election for at least the past 40 years, who in treaty after treaty have been systematically selling the sovereignty of the British people to the emerging european union superstate primarily for personal gain.
Whilst the formal process for Britain leaving the European Union remains pending triggering of Article 50, which should occur by the end of this month. However, despite little so far having changed on the ground in Britain's relationship with the EU, there was one significant immediate reaction to the Brexit vote which was sterling's sharp 20% drop and which currently stands about 18% below its pre-brexit trading level.
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Monday, July 25, 2016
Retailers Are Doomed as Most Americans Are Too Poor to Shop / Companies / Retail Sector
By: John_Mauldin
BY TONY SAGAMI : We are entering the heart of earnings season. It may be a wild one as Wall Street’s outlook is quite poor.
The consensus Wall Street estimates for Q2 profits of the S&P 500 is a 5.6% fall (YOY). That would be the fifth quarter in a row of falling corporate profits.
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Monday, May 16, 2016
Retail Collapse Signals the Economic Recovery is Officially Dead / Companies / Retail Sector
By: Graham_Summers
The “recovery” is over, at least as far as retail is concerned.
The retail ETF (XRT) has taken out its bull market trendline dating back to the 2009 bottom.
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Friday, May 13, 2016
J.C. Penney Still On Bankruptcy Path / Companies / Retail Sector
By: James_Quinn
I find J.C. Penney to be a sick joke. The executives of this company think they can put out positive press releases and have their financial statements not properly show in the earnings press release to cover up the fact their financial results are deteriorating – not improving. CNBC will dutifully report the corporate lies. Checkout the press release where, for some reason, the financial results don’t format. Must be a glitch. Right?
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Tuesday, April 19, 2016
Woe-Mart: The Retail Giant Walmart Has Faltered / Companies / Retail Sector
By: EWI
The era of "always low prices" no longer translates into always high profits. Learn what we think is behind the shift
Walmart founder Sam Walton said:
"There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else."Read full article... Read full article...
Tuesday, February 02, 2016
Rodney Johnson: Time For Retailers to Panic? / Companies / Retail Sector
By: Rodney_Johnson
By most accounts, holiday retail sales were a letdown. While retail sales climbed 3.3% over November and December, stores reported a 6.4% drop in foot traffic. So even though people might have spent a bit more, they were choosy in where they spent.When customers spend less, companies earn less, affecting the bottom line. This relationship is on display at companies like Macy’s, which warned that sales were off 4.7% in November and December. The company plans to close stores and lay off thousands of workers. The same story is unfolding at Gap.
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Wednesday, October 21, 2015
Wal-Mart Symbol of U.S. Economic Condition / Companies / Retail Sector
By: BATR
Whether you love it or hate it, Wal-Mart is a goliath among giants. It employs 1.4 Million Americans or 1% of the work force. As a gauge of economic activity, financial analyses weigh the performance, sales and consumer attitudes closely. So with the historic stock crash of 10% in one trading day and 22% overall, quite a lot of attention was reported. Most noteworthy comes from The Street; Did Wal-Mart’s CEO Just Drop a Major Bombshell?
Saturday, July 04, 2015
The Most Pressing Reason Yet You Want to Avoid Investing in Retail Stocks / Companies / Retail Sector
By: ...
MoneyMorning.com Keith Fitz-Gerald writes:President Obama announced last week that he’s directing the Department of Labor to mandate higher overtime pay for anybody making $50,400 or less per year. Coupled with rising minimum wage standards, that’s given many people reason to cheer.
Yet, this is absolutely the last thing you want to see as an investor.
To be clear, I think anybody who wants a job should have one and that it should pay well. So let’s get that off the table right away.
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Friday, February 06, 2015
Stock Buybacks and Sears’ Death Spiral / Companies / Retail Sector
By: LewRockwell
Eric Englund writes On November 17, 2004, big news hit the retail world. Attention Kmart shareholders, your company announced that it was going to purchase Sears, Roebuck for $11 billion. In a November 18, 2004 New York Times article, it was stated: “The takeover is a triumph for Kmart’s largest shareholder, Edward S. Lampert, a billionaire investor who pushed the company to emerge from bankruptcy barely 18 months ago, shut many stores and sold dozens of others to Sears as he presided over a run-up in Kmart’s value on Wall Street.” It was further reported, in this article, that: “’This is going to be an enormous undertaking,’ said Mr. Lampert, who is Kmart’s chairman and will become chairman of the new company, to be called Sears Holdings. ‘We’re really not looking to have two separate cultures. We’re hoping to blend these into one great culture.’” To be sure, it is wonderful to have a great corporate culture; however, culture doesn’t matter if a company is broke. Under the chairmanship of Eddie Lampert, Sears has been driven to financial insolvency. I firmly believe Sears will declare bankruptcy and Eddie Lampert’s penchant for stock buybacks will have played a key role in breaking this company.
Saturday, January 24, 2015
Target Stock Canada's Failure Threatens American Investors / Companies / Retail Sector
By: Money_Morning
Target Corp. (NYSE: TGT) had one chance to make a good first impression in Canada… and blew it. And Target stock may soon feel the effects.
I know because I saw it clearly for myself.
While that may sound harsh, it's the reality of what happened.
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Friday, December 05, 2014
E-commerce Online Shopping Trend Is Still Returning 45% Each Year / Companies / Retail Sector
By: Money_Morning
Michael A. Robinson writes: You’ve seen the headlines – and if you shopped online last weekend, you were a part of the story.
Storefront retail traffic was down around 11% on Black Friday, but online shopping was up more than 17%. In other words, we’ve changed the way we’ve shopped.
Thanksgiving Day was Target Corp. (NYSE: TGT)’s best online day ever, with sales rising 40% over the previous year. And so many smartphone-wielding customers headed to Best Buy Co. Inc. (NYSE: BBY) that its website suffered outages all through the long holiday weekend.
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