- The extended forecast from the National Weather Service for the U.S. shows the warm weather trend continuing for a large portion of the nation.
- The warm snap already impacted some categories in the retail sector around the Black Friday to Cyber Monday period, but now threatens to dampen or push out later on the calendar sales for certain items.
- The weather excuse is a frequent topic on Q4 earnings conference calls.
- The flip side of the U.S. weather issue is the performance of FedEx (NYSE:FDX) and UPS (NYSE:UPS). The shippers benefit on the expense side from calm weather in high population areas during the holiday period.
- Snow cover map of the U.S.
- Weather-watching: DKS, ACAT, HIBB, DKS, CRI, DECK, LE, COLM, ARO, AEO, ANF, TGT, UA, FL, FINL.