Upside Surprise for Retailers Continues

by: SA Editor Mohit Manghnani

September same-store sales:

Company Symbol Actual Consensus
Abercrombie ANF +13.0% +3.3%
Aeropostale ARO +3.0% -2.4%
American Eagle AEO +4.0% -0.7%
BJ's Wholesale BJ +1.5% +2.1%
Bon-Ton Stores BONT +5.9% +0.0%
Cato Corp CATO +2.0% +0.5%
Costco COST +5.0% +4.5%
Dillard's DDS +3.0% -0.7%
Fred's FRED +0.0% +1.7%
Gap Inc GPS -2.0% +0.2%
Hot Topic HOTT -2.6% -4.5%
JC Penney JCP +5.1% +3.0%
Kohl's KSS +3.0% +3.4%
Limited LTD +12.0% +4.5%
Macy's M +4.8% +3.3%
Nordstrom JWN +7.5% +4.6%
Ross Stores ROST +2.0% +2.2%
Saks SKS +6.5% +5.3%
Stage Stores SSI +1.8% +0.3%
Stein Mart SMRT +0.4% -2.8%
Target TGT +1.3% +2.2%
The Buckle BKE +3.0% -5.0%
TJX Cos TJX +1.0% +0.8%
Wet Seal WTSLA -0.7% -3.0%
Zumiez Inc ZUMZ +17.0% +12.2%
Click to enlarge

Summary: 6 misses and 19 beats