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Brian Sozzi
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Biography CEO & Chief Equities Strategist of Belus Capital Advisors. In this capacity, responsible for researching and developing an equities portfolio of mid and large-cap positions for clients, in addition to leading the firm’s digital content and broader research initiatives. Belus... More
My company:
Wall Street Strategies Inc.
  • Media Citations for Brian Sozzi 0 comments
    Jan 12, 2010 2:58 PM | about stocks: WMT, TGT, COST, BJ, ANF, AEO, BEBE, SHLD, ARO, AZO, GME, EA, ATVI, THQIQ, GES, RL, KATE, JNY, CHS, GYMB, SKS, M, JCP, KSS, ROST, TJX

    Provided below are the snapshots into a small sampling of articles I have been quoted on lately as well as the links to the actual pieces.  I have had the great pleasure of touching base with the top reporters on the retail sector for publications such as The Wall Street Journal, Bloomberg, Financial Times, CNBC, Reuters, Forbes, and PBS.  Additionally, I have made a fair amount of live appearances on CNBC and Fox Business Network.  The dialogue has been wonderful , and I truly appreciate being able to help anyone I could with my sector analysis.

    If one wants to peruse my entire compilation of media citations (I am lucky enough to be averaging over 100 a month) please visit www.wstreet.com and click on the “media citations” section.  Or, one could just Google my name “Brian Sozzi.”
    All the best,
    Brian

    Tuesday, January 12, 2010
    Tiffany's Holiday Results A Contrast To Competitors
    The Wall Street Journal

    Tiffany & Co.'s (TIF) stellar holiday sales may seem like a sharp contrast to some of its competitors.

    The high-end jeweler said Tuesday its holiday same-store sales rose 8% in constant currencies, as U.S. same-store sales jumped 12%. That jump helped prompt the retailer to raise its full-year sales and earnings view.

    The strength of Tiffany's results may suggest competitors such as Zale may not be doing as well as they could, said Brian Sozzi analyst at Wall Street Strategies.

    Link to full article: http://online.wsj.com/article/BT-CO-20100112-710558.html?mod=WSJ_latestheadlines

    Tuesday, January 12, 2010
    Shine returns as Tiffany’s sales rise
    Financial Times

    Tiffany, the US jeweller, raised its profit outlook on Tuesday as strong holiday sales brought some shine back to an industry that cash-constrained consumers shunned during the worst of the recession.

    Brian Sozzi, an analyst at Wall Street Strategies, noted that Tiffany had helped itself by adding lower cost merchandise in the past year which had allowed it to steal market share from smaller independent retailers. Last year 2,000 independent jewellers closed, leaving “low hanging fruit” for Tiffany.

    Link to full article: http://www.ft.com/cms/s/0/b76dd8aa-ffa4-11de-921f-00144feabdc0.html

    Tuesday, January 12, 2010
    Tiffany Boosts Profit Forecast as Holiday Sales Rise
    Bloomberg

    Tiffany & Co., the world’s second- largest luxury-jewelry retailer, raised its annual earnings forecast and said holiday sales rose after wealthy consumers started spending more.

    Brian Sozzi, an analyst with Wall Street Strategies Inc. in New York, projected a 9.1 percent increase in worldwide sales in the two months over the same period in 2008.

    Link to full article: http://www.bloomberg.com/apps/news?pid=20601103&sid=aKokH23Ta3Rg

    Friday, January 08, 2010
    US Rebates On Energy Efficient Appliances Hampered By States
    The Wall Street Journal

    A hodgepodge of requirements and limitations on the state level threaten to dilute the impact of $300 million of U.S. government rebates on purchases of energy efficient appliances, observers say.

    "It's a disappointment that they can't coordinate it to get this out on a national basis," said Brian Sozzi, an analyst with Wall Street Strategies. With cash-for-clunkers, "it was a national program, you bought a new car, you got a rebate."

    Link to full article: http://online.wsj.com/article/BT-CO-20100108-709739.html?mod=WSJ_latestheadlines

    Thursday, January 07, 2010
    Retailers See Stronger Profits as Sales Strengthen
    CNBC

    Retailers reported stronger than expected sales gains in December despite prior indications that consumers remained very deliberate in their spending over the holidays.

    "Considering the holidays were competitive on price and analysts' estimates heightened, to see the magnitude of the guidance revision was striking," said Wall Street Strategies analyst Brian Sozzi. "Management teams are operating at a high level, driving supply chain savings and keeping inventories lean. But, for the first time in a while, greater-than-expected sales trends appear to be a factor in stronger than previously thought fourth-quarter earnings."

    Link to full article: http://www.cnbc.com/id/34745479

    Thursday, January 07, 2010
    Early data show U.S. retailers posting Dec gains
    Reuters

    U.S. retailers including Sears Holdings Corp and Costco Wholesale Corp posted higher sales for December as cautious consumers did their holiday shopping with an eye for bargains.

    "Traffic to Hot Topic stores was slow as there were more visually appealing promotions elsewhere in the mall on items in line with prevalent fashion trends," Wall Street Strategies analyst Brian Sozzi said, citing plaid, straight-leg denim, and military styles.

    Link to full article: http://www.forexyard.com/en/reuters_inner.tpl?action=2010-01-07T125524Z_01_N07183710_RTRIDST_0_USA-RETAILSALES-WRAPUP-1

    Wednesday, January 06, 2010
    Hot Topic December same-store sales fall
    Reuters

    Teen clothing retailer Hot Topic Inc. posted a bigger-than-expected 10.9 percent drop in December sales at stores open at least a year and cut its fourth-quarter earnings outlook, sending its shares down 7 percent.

    Wall Street Strategies analyst Brian Sozzi said in an email that Hot Topic's miss could be partly attributed to its New Moon merchandise facing stiffer competiton compared with last year.

    Link to full article: http://www.reuters.com/article/idUSSGE6050DD20100106?type=marketsNews

    Wednesday, January 06, 2010
    UPDATE: Zumiez, Rue21 Lift 4Q Views;Hot Topic Cuts Estimates
    The Wall Street Journal

    A trio of teen retailers revised their fiscal fourth-quarter expectations with the holidays now over, with Zumiez Inc. (ZUMZ) boosting expectations along with Rue21 Inc. (RUE) as Zumiez posted surprise growth in December same-store sales.

    Higher competition for the "Twilight" sequel's merchandise, limited cast availability on mall tours to promote the movie and later shipments of the merchandise hurt the company's results, Equity Research Analyst Brian S. Sozzi said after the news.
    Sozzi added sales would have still been down 7% excluding those products, citing slow traffic when there were more visually appealing products elsewhere in the mall on items in line with prevalent fashion trends, such as plaid and military styles.

    Link to full article: http://online.wsj.com/article/BT-CO-20100106-712252.html

    Wednesday, January 06, 2010
    What Macy’s (M) Store Closings Really Mean: More Dead Malls
    The Fashion Beat

    Brian Sozzi, a crack equity analyst over at Wall Street Strategies, says that while closing five underperforming stores in 2010 was an easy/smart financial decision for Macy’s, the end of those stores will wreak havoc on the malls that they anchor.

    See his client note below:

    There is more to a retail store closure then a company press release.  In Macy’s (M) announcing five store closures today, it will be leaving malls already hurt by a wave of national chain closures since 2008.  As a result, the exit of Macy’s could cause other leftover anchor tenants to vacate and create a “dead mall” syndrome, where vacancy rates rises above 70%.

    Link to full article: http://www.tfbeat.com/2010/01/what-macys-m-store-closings-really-mean-more-dead-malls/

     



    Disclosure: We are not long any stocks mentioned.
    Stocks: WMT, TGT, COST, BJ, ANF, AEO, BEBE, SHLD, ARO, AZO, GME, EA, ATVI, THQIQ, GES, RL, KATE, JNY, CHS, GYMB, SKS, M, JCP, KSS, ROST, TJX
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