Black Friday news wrapup: 1) Online shopping watcher Brad Wilson has an interesting take on why...

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vallies Comments (344)
 
While I was out this week watching the stores, restaurants ect, TGT slowed slightly from a very busy Sunday. Wendsday was not as busy in the malls either. It very might be because it was the begging of the month., and or BLACK THURSDAY approaches. SBUX had good drive through at the window and decent walk in. WEND's drive lines kept pace, I like both for the coming winter, both have products that can warm you up, chili and coffee. CMG had people sitting inside but those once always lines didn't seem to be as strong. PNRA definitely seems to be bringing them in. One note I like to add was the constant drive through at Taco Bell, YUM. They just kept coming. So I had the to try something again there. I had the Chicken Cantina Bowl, and for under 5.00 I think they have a great product. Guacamole, beans, rice and chicken; I wonder if the are going to have this in China. The difference between CMG and YUM is the age of the people. Younger, the more disposable income, tend to gravitate toward CMG. Those who may live at home or have a roommate to split the bills, couples who have an apartment, the 20 something crowed, much like LTD. LTD has a great store set up. It's like your going into your own bedroom. The apparel is conveniently placed in pull out draws much like your dresser. It's friendly to both sexes. But one thing LTD has that CMG doesn't is Bath Body Works. LTD plays it in such a way that its store locations are in close proximity. Meaning if V.S. has a sale most everyone goes in. But when Bath Body Works has a sale all go in. Those who aren't a thin 19 year old, as V.S. store front displays show ,swamp in. They price it such so that you think your getting a better deal than the other store. It works well on peoples psyche. Especially on those who might feel left out because of size and age. CMG doesn't seem to have this, plus from what I see with PNRA being that busy, it may have some problems with it's one style product, giving what Taco Bell now offers. Plus YUM employees seem to have a sense of pride with their new product. JCP is out at 6AM tomorrow, I am watching this close. I saw a lot of good store traffic, so I am wondering if this is store specific. I really like the look of this store now. Wendsday is retail sales. I am long TGT and will add to the position. When you look at the store map it has a lot of room to grow out west, but if we can't get our arms around the F.C. problem, there is DG. SBUX closed at 50.86, EBAY 47.89, watching if QCOM peels back 3 to four days out . BMRN most likely is a sell on the news and, and what the hell SYSS after a 12.00 sell off.
8 Nov 2012, 06:09 PM Reply Like