Tue, Feb. 24, 9:09 AM
Wed, Feb. 18, 9:28 AM
Thu, Feb. 12, 11:22 AM
- The National Retail Federation forecasts retail sales will rise 4.1% in 2015.
- Retail sales rose 3.5% in 2014.
- Non-store sales are expected to show a 7% to 10% gain.
- The latest guidance from the Beast of Retail (NYSE:WMT) is for 2015 revenue growth (global) of 2% to 3%.
- Earlier today, the Commerce Department's report on January Retail Sales disappointed, although there were some nice pockets of strength.
- Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
Tue, Feb. 10, 9:07 AM
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Wed, Jan. 21, 9:29 AM
Fri, Jan. 16, 5:57 PM
- Frustrations are mounting over stalled contract negotiations between West Coast dockworkers and port owners, prompting 175 industry groups representing agriculture, manufacturing, retailers, and other import/export operations to send a letter to the two sides urging them to solve their differences and agree to a contract.
- While both sides agreed earlier the month to use a federal meditator, the latest public sniping has raised fears that the ports are heading toward a shutdown, which some say could cost the economy $2B/day if it lasts 20 days.
- Midwest manufacturers have had to slow and even stop production due to delays in receiving components, and retailers are experiencing delays in early spring merchandise, including products for Valentine’s Day and Easter; the impact on the agricultural sector also has been dramatic, hurting producers from Washington apple growers to Idaho potato farmers.
- A Cowen report this week said that while lower gas prices could boost consumer spending, retailers face increased shipping costs due to the port slowdown.
- ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC
Tue, Jan. 13, 9:11 AM
Tue, Jan. 6, 9:03 AM
Dec. 30, 2014, 8:59 AM
Dec. 30, 2014, 8:11 AM
Dec. 26, 2014, 12:32 PM
- MasterCard Advisors estimates U.S. retail sales from Black Friday through Christmas Eve were up 5.5% Y/Y, in-line with prior forecasts. The figure follows consensus-beating Redbook and ICSC weekly retail sales data earlier this week.
- For its part, the National Retail Federation has forecast low gas prices and healthy macro conditions will help U.S. November/December retail sales rise 4.1% Y/Y - the period's highest growth rate since 2011's 4.8%.
- E-commerce continues taking share from traditional retail. IBM estimates holiday season online sales rose 8.3% Y/Y, with mobile accounting for 34.8% of sales; comScore sales from Nov. 1-Dec. 21 were up 15%. A year ago, Custora estimated U.S. holiday online orders rose 12%, with mobile accounting for 29% of them.
- Globally, eMarketer forecasts retail sales will rise 6.1% this year to $22.5T, and 6.4% next year to $23.9T. E-commerce is expected to grow 22% this year to $1.3T, and 21% next year to $1.6T.
- ETFs: XLP, XLY, VDC,VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
Dec. 23, 2014, 2:59 PM
- The strong reads on consumer spending (ICSC, Redbook) bode well for Q4 earnings in the retail sector, note analysts.
- Electronics sellers (BBY, HGG) and the luxury sector (RL, TIF, COH, KORS, KATE, FOSL, VRA) are viewed as being in a good position to see a December boost.
- Companies which eased off on pulling a bulk of their sales forward with Black Friday/Cyber Monday deals are also seen as potential winners with sub-$2 gas resetting some holiday budgets.
- Though e-commerce is expected to dazzle again this holiday season. It's not all fun and games for analysts looking at margins. The extension by Amazon (AMZN -0.1%) of its free shipping offer could be a signal that inventory levels are higher than anticipated and that the growth-at-all-costs mentality at the company is as entrenched as ever, notes Nasdaq Advisory Services.
- The S&P Retail ETF (NYSEARCA:XRT) has doubled up the return of the S&P 500 over the last 3 months, 10.8% vs. 5.1%.
- Previously: Retail trends to watch: Athleisure, P-E buyouts, and new online channels (Dec. 20 2014)
- Related ETFs: XLP, XLY, VDC,VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
Dec. 23, 2014, 9:13 AM| Comment!
Dec. 23, 2014, 8:00 AM
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