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Retail Geeks is a blog providing institutional investors unbiased retail/consumer industry commentary and data. http://www.retailgeeks.com/
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  • Lost in Imitation: AEO Copied in China

    A recent New York Times article “Economic Indicator: Even Cheaper Knockoffs” points out that after years of knocking off luxury products, criminals are discovering there is money to be made in faking the more ordinary.  For example, in California, the authorities recently seized a shipment of counterfeit Angel Soft toilet paper!

    To that point, our Summer intern (Cindy Jin) discovered Ameri Eagle while shopping in China last week.  The clothing design and the logo look very similar to American Eagle (AEO – $12.68).  The flying eagle in its original logo version on the American Eagle brand is flying from East to West, and in its imitation logo version the Ameri Eagle brand eagle is flying from West to East.

     

     

    amerieagle 

    Men’s short sleeve polo on the Ameri Eagle web site

     
     

     

    americaneagle 

    Eagle athletic pique polo on the American Eagle web site

     

    AEO announced its plans to open three stores in early 2011 in Hong Kong, Beijing and Shanghai.  Ironically, Ameri Eagle might be their competitor in China.

    Here is a link to the Ameri Eagle’s website: http://www.us-aecl.com/default.asp.

     

    amerieaglewebsite

    Ameri Eagle web site home page



    Disclosure: No positions
    Aug 02 8:39 PM | Link | Comment!
  • Is Imitation the Highest Form of Flattery? SBUX Copied in China.

    Recently, a friend was walking through the Beijing airport and sent us this photo of a Starbucks (SBUX – $26.04) look-alike location.

     SPR Coffee

     

    Your eyes are not fooling you.  Yes, it looks eerily similar to a Starbucks store, but it’s called SPR Coffee (see www.sprcn.net and www.sprcoffee.com).  A quick glance at the web site suggests the company is actually headquartered in (of all places) Chicago and have over 450 locations.

    While our friend was greatly disappointed in the experience at this particular chain, we’re betting that Mr. Schultz at SBUX is not too happy with the striking similarity of the chain versus Starbucks.

    SPR Coffee2
     
    SPR Coffee3



    Disclosure: No positions
    Jul 14 11:42 AM | Link | Comment!
  • 1H 2010 Stock Price Winners/Losers

    The S&P Retail Index (RLX) was down -5.6% thus in the first half of calendar 2010.  It’s worth noting that WMT’s predominance in the overall index skews the result.  WMT was down -10.2% over the same timeframe. 

    Let’s take a look (click here) at some winners/losers in 1H 2010 by category (we’re excluding stocks priced below $5 at the end of December 2009):

    Specialty Apparel:
    Winners:

    Children’s Place (NASDAQ:PLCE)                       $44.02                   +33.4%

    Mother’s Work (MWRK)                       $25.30                   +31.3%

    Jos A Bank (NASDAQ:JOSB)                             $53.99                   +27.8%

     

    Losers: 
    Charming Shoppes (NASDAQ:CHRS)                  $3.75                     -42.3%

    American Eagle (NYSE:AEO)                        $11.75                  -30.9%

    Chico’s FAS (NYSE:CHS)                             $9.88                   -29.7%

     

    Department Store:
    Winners:

    Dillards (NYSE:DDS)                                    $21.50                   +16.5%

    Saks (NYSE:SKS)                                        $7.59                   +15.3%

                                   
    Losers:

    Sears Holdings (NASDAQ:SHLD)                         $64.65                   -22.6%

    J.C. Penney (NYSE:JCP)                              $21.48                   -19.4%

     

    Specialty Hardlines:
    Winners:

    Select Comfort (NASDAQ:SCSS)                        $8.75                     +34.6%

    West Marine (NASDAQ:WMAR)                           $10.88                   +33.0%
    Pier 1 (NYSE:PIR)                                        $6.41                    +25.2%

    Losers:

    Office Depot (NASDAQ:ODP)                               $4.04                     -37.5%

    Barnes & Noble (NYSE:BKS)                            $12.90                   -30.9%

    Big Five Sports (NASDAQ:BGFV)                          $13.14                   -24.0%

     

    Discount:
    Winners:

    Family Dollar (NYSE:FDO)                            $37.69                   +35.3%

    Dollar Tree (NASDAQ:DLTR)                             $41.63                   +29.1%

     
    Losers:

    Stein Mart (NASDAQ:SMRT)                                $6.23                    -42.0%

    Wal-Mart (NYSE:WMT)                               $48.07                   -10.2%

     

    Footwear:
    Winners:

    Crocs (NASDAQ:CROX)                                     $10.58                   +83.5%

    Brown Shoe (NYSE:BWS)                           $15.18                   +52.6%

     
    Losers:

    Payless ShoeSource (NYSE:PSS)              $15.80                   -30.7%
    Steve Madden (NASDAQ:SHOO)                    $31.52                   -23.5%

                                   

    Restaurant:
    Winners:

    Chipotle Mex Grill (NYSE:CMG)                   $136.81                 +55.4%

    CKE Restaurants (CKR)                  $12.53                   +47.8%

     
    Losers:

    Sonic (NASDAQ:SONC)                                     $7.75                      -23.0%

    Bob Evans (NASDAQ:BOBE)                          $24.62                   -15.2%

     

    Wholesale:
    Winners:

    Under Armour (NYSE:UA)                            $33.13                   +21.1%

    Columbia Sportswear (NASDAQ:COLM)       $46.67                   +19.1%

     
    Losers:

    Liz Claiborne (LIZ)                               $4.22                     -25.3%

    Warnaco Group (NYSE:WRC)                   $36.14                   -14.5%

                                   

    Grocery:
    Winners:

    Whole Foods (WFMI)                          $36.02                   +30.8%

    Casey’s Gen Store (NASDAQ:CASY)             $34.90                   +8.9%

                                   
    Losers:
    Great Atl & Pac (GAP)                         $3.90                     -66.9%
    SuperValu (NYSE:SVU)                               $10.84                   -14.7%

                                   

    Internet Retail:
    Winners:

    NetFlix (NASDAQ:NFLX)                                      $108.65                 +96.7%

    Overstock (NASDAQ:OSTK)                               $18.07                   +33.2%

     
    Losers:

    Blue Nile (NASDAQ:NILE)                                     $47.08                   -26.0%

    Amazon (NASDAQ:AMZN)                                  $109.26                 -18.9%

     

    Consumer Packaged Goods:
    Winners:

    Del Monte Foods (DLM)                      $14.39                   +26.6%

    Sara Lee (SLE)                                  $14.10                   +15.7%

     
    Losers:

    Ralcorp Holdings (NYSE:RAH)                       $54.80                   -8.4%

    Kellogg (NYSE:K)                                         $50.30                   -5.7%

                                   

    Consumer Personal Products:
    Winners:

    Estee Lauder (NYSE:EL)                                $55.73                   +15.0%

    Proctor & Gamble (NYSE:PG)                    $59.98                   -1.3%

     
    Losers:

    Avon Products (NYSE:AVP)                           $26.50                   -16.1%

    Nu Skin (NYSE:NUS)                                     $24.93                   -7.4%

     

    Consumer Beverages:
    Winners:

    Dr Pepper Snapple (NYSE:DPS)                   $37.39                   +31.8%

    Coca-Cola Ent (NYSE:CCE)                        $25.86                   +21.8%

     

    Losers:

    Coca-Cola (NYSE:KO)                                     $50.12                   -12.2%

    Pepsi (NYSE:PEP)                                        $60.95                   +0.0%

     



    Disclosure: No positions
    Jul 01 1:29 PM | Link | Comment!
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