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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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  • 1H 2010 Stock Price Winners/Losers 0 comments
    Jul 1, 2010 1:29 PM | about stocks: PLCE, MWRK, JOSB, CHRS, AEO, CHS, DDS, SKS, SHLD, JCP, SCSS, WMAR, PIR, ODP, BKS, BGFV, FDO, DLTR, SMRT, WMT, CROX, BWS, PSS, SHOO, CMG, CKR, SONC, BOBE, UA, COLM, FNP, WRC, WFM, CASY, GAP, SVU, NFLX, OSTK, NILE, AMZN, DLM, HSH, RAH, K, EL, PG, AVP, NUS, DPS, CCE, KO, PEP

    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 (PLCE)                       $44.02                   +33.4%

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

    Jos A Bank (JOSB)                             $53.99                   +27.8%

     

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

    American Eagle (AEO)                        $11.75                  -30.9%

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

     

    Department Store:
    Winners:

    Dillards (DDS)                                    $21.50                   +16.5%

    Saks (SKS)                                        $7.59                   +15.3%

                                   
    Losers:

    Sears Holdings (SHLD)                         $64.65                   -22.6%

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

     

    Specialty Hardlines:
    Winners:

    Select Comfort (SCSS)                        $8.75                     +34.6%

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

    Losers:

    Office Depot (ODP)                               $4.04                     -37.5%

    Barnes & Noble (BKS)                            $12.90                   -30.9%

    Big Five Sports (BGFV)                          $13.14                   -24.0%

     

    Discount:
    Winners:

    Family Dollar (FDO)                            $37.69                   +35.3%

    Dollar Tree (DLTR)                             $41.63                   +29.1%

     
    Losers:

    Stein Mart (SMRT)                                $6.23                    -42.0%

    Wal-Mart (WMT)                               $48.07                   -10.2%

     

    Footwear:
    Winners:

    Crocs (CROX)                                     $10.58                   +83.5%

    Brown Shoe (BWS)                           $15.18                   +52.6%

     
    Losers:

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

                                   

    Restaurant:
    Winners:

    Chipotle Mex Grill (CMG)                   $136.81                 +55.4%

    CKE Restaurants (CKR)                  $12.53                   +47.8%

     
    Losers:

    Sonic (SONC)                                     $7.75                      -23.0%

    Bob Evans (BOBE)                          $24.62                   -15.2%

     

    Wholesale:
    Winners:

    Under Armour (UA)                            $33.13                   +21.1%

    Columbia Sportswear (COLM)       $46.67                   +19.1%

     
    Losers:

    Liz Claiborne (LIZ)                               $4.22                     -25.3%

    Warnaco Group (WRC)                   $36.14                   -14.5%

                                   

    Grocery:
    Winners:

    Whole Foods (WFMI)                          $36.02                   +30.8%

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

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

                                   

    Internet Retail:
    Winners:

    NetFlix (NFLX)                                      $108.65                 +96.7%

    Overstock (OSTK)                               $18.07                   +33.2%

     
    Losers:

    Blue Nile (NILE)                                     $47.08                   -26.0%

    Amazon (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 (RAH)                       $54.80                   -8.4%

    Kellogg (K)                                         $50.30                   -5.7%

                                   

    Consumer Personal Products:
    Winners:

    Estee Lauder (EL)                                $55.73                   +15.0%

    Proctor & Gamble (PG)                    $59.98                   -1.3%

     
    Losers:

    Avon Products (AVP)                           $26.50                   -16.1%

    Nu Skin (NUS)                                     $24.93                   -7.4%

     

    Consumer Beverages:
    Winners:

    Dr Pepper Snapple (DPS)                   $37.39                   +31.8%

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

     

    Losers:

    Coca-Cola (KO)                                     $50.12                   -12.2%

    Pepsi (PEP)                                        $60.95                   +0.0%

     



    Disclosure: No positions
    Themes: retail, consumer, contrarian, independent research Stocks: PLCE, MWRK, JOSB, CHRS, AEO, CHS, DDS, SKS, SHLD, JCP, SCSS, WMAR, PIR, ODP, BKS, BGFV, FDO, DLTR, SMRT, WMT, CROX, BWS, PSS, SHOO, CMG, CKR, SONC, BOBE, UA, COLM, FNP, WRC, WFM, CASY, GAP, SVU, NFLX, OSTK, NILE, AMZN, DLM, HSH, RAH, K, EL, PG, AVP, NUS, DPS, CCE, KO, PEP
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