Retail

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Gap’s Management Changes Aren’t Enough

There was almost an exciting headline on the tape at 12:30 called "Gap Inc. Announces Senior Management Changes at Gap and Old Navy Brands."  Gap Inc. (GPS-NYSE) is making management changes in the design…

Douglas A. McIntyre · 20 years ago

Interpreting Sears

The hardest part of making any strong stand in Sears Holdings (SHLD) is that the bet is really on Eddie Lampert than it is on the entire company.  Sears same-store-sales fell 5.6% in the…

Douglas A. McIntyre · 20 years ago

McDonald’s Chases Starbucks, Or The Other Way Around

With the resurrection of McDonald’s (MCD) same-store sales and Starbucks (SBUX) march to 40,000 stores, an ugly competition is shaping up. McDonald’s has about 36,000 stores around the world, so some clash was probably…

Douglas A. McIntyre · 20 years ago

RadioShack’s Mixed Message Isn’t So Mixed

This morning RadioShack was lost with the rest of the news out there, but the stock is surprisingly higher on what would be negative news if we weren’t talking about a company in turnaround…

Douglas A. McIntyre · 20 years ago

Wal-Mart’s New Ad Campaign Sure Sounds Defensive

It sure looks like Wal-Mart (WMT) is going on the defensive rather than trying to do the right thing.  Numerous weekend reports have the company unveiling a new ad campaign to help the company’s…

Douglas A. McIntyre · 20 years ago

December Retail Sales

From The Average Joe Investor I don’t know that I’m all that pessimistic about the December retail sales, and, in fact, I think it could be creating some buying opportunities in the retail industry.…

Douglas A. McIntyre · 20 years ago

Post Scriptum

From Contrarian Edge By Vitaliy Katsenelson Since I (unintentionally) became a member of Defend Bob Nardelli Club, I’ve received many emails telling me that Bob Nardelli didn’t do a great job managing Home Depot…

Douglas A. McIntyre · 20 years ago

Cramer’s #2 Speculative Stock for 2007

Tonight Cramer continued his quest of delivering his favorite TOP 3 SPECULATIVE STOCKS FOR 2007.  Cramer’s #2 Speulative stock for 2007 is Rite Aid (RAD).  Cramer has been a RAD fan for about 30%…

Douglas A. McIntyre · 20 years ago

Blame Home Depot’s Board, Not Nardelli

From Contrarian Edge The ousting of Bob Nardelli sent a wrong message to American CEOs: it taught them an incorrect lesson – manage the stock, not the company. As Herb Greenberg mentioned in his…

Douglas A. McIntyre · 20 years ago

Did E-commerce Kill Retail Sales?

Stocks:  (WMT)(TGT)(GPS)(AMZN) Comscore reports that online retail sales rose 26% from November 1 to December 31, and hit $24.6 billion. Did that hurt same-store sales for big walk-in stores? Perhaps. With retail sales at…

Douglas A. McIntyre · 20 years ago

Retail Sales: The Consumer Cuts Back (WMT)(BBY)(GPS)

Retail sales for December put shareholders in companies like Target and Gap on suicide watch. Target same store figures were up about 4%, the low end of expectations. Gap same store sales fell 8%.…

Douglas A. McIntyre · 20 years ago

Wal-Mart Sticks By Earnings, Foreign Sales (WMT)

Wal-Mart is sticking with its Q4 earnings projections. Since US sales were poor, it margins must have been spectacular, which is unlikely, or sales overseas in markets like China, were excellent. Assume the latter.…

Douglas A. McIntyre · 20 years ago

Costco Sales Up 9%, Did It Lose Money?

Costco’s (COST) same-store sales rose 9% the last five weeks of the year. Net sales rose 14% for the period to $7.24 billion. Analysts had expected less. Before Wall St. bids the stock up,…

Douglas A. McIntyre · 20 years ago

Wal-Mart Hammers Its Workers (WMT)

Wal-Mart has decided that it will use computers to match store traffic to the number of workers it has in its stores. The idea is novel, but its puts the burden on the retailer’s…

Douglas A. McIntyre · 20 years ago

Wal-Mart Gets Coal For Xmas (WMT)

Wal-Mart had slightly better than expected same-store sales in December, up 1.6%. It did not matter much. The performance was dismal. Research firm Retail Metrics said that overall retail sales rose 4.6% if Wal-Mart’s…

Douglas A. McIntyre · 20 years ago