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Retail watch: Online sales take a bigger role with mall traffic lower

  • The NRF has a fairly optimistic forecast out for holiday sales, but separating the winners from the losers in retail could come down to online execution.
  • ShopperTrak sees foot traffic falling in both November and December with malls in the U.S. getting hit the hardest.
  • Potential online winners: Macy's (M), Urban Outfitters (URBN), Gap (GPS), Under Armour (UA), Zale (ZLC).
  • Mall laggards: Sears Holdings (SHLD), J.C. Penney (JCP), Dillards (DDS), Kohl's (KSS).
Comments (3)
  • rickraff
    , contributor
    Comments (313) | Send Message
     
    KORS is a winner...
    3 Oct 2013, 08:34 AM Reply Like
  • Stone Fox Capital
    , contributor
    Comments (5821) | Send Message
     
    funny b/c $SHLD has a better online presence than at the malls. That would be great news for it if it was a retailer. In reality though, SHLD wants higher mall traffic to redevelop its stores.
    3 Oct 2013, 12:04 PM Reply Like
  • ldeaster
    , contributor
    Comments (85) | Send Message
     
    one day take a look @ JCP careers site and all of the jobs that are designed for the on-line store, is weak in seeking people that have that special skill that could help JCP.
    4 Oct 2013, 12:43 PM Reply Like
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