Market Currents

• Thursday, December 3, 2009

• 07:45 AM Nov. same-store sales (actual vs. Briefing.com estimate), update #1:
  ARO +7% vs. +10%.
  APP -11% vs. -3%.
  BKE +1.4% vs. +4%.
  BONT -6% vs. +1%.
  COST +6% vs. +8.2%.
  HOTT -11.7% vs. -7.9%.
  LTD +3% vs. -2.3%.
  PLCE -13% vs. +0.8%.
  SMRT -7.2% vs. -6.5%.
  SSI -12.5% vs. -5.3%.
  ZUMZ -8.5% vs. -8.1%.
  10 misses, 1 beat. 9 Comments

• Thursday, November 5, 2009

• 08:48 AM Same-store sales ((SSS)) results (actual vs. consensus):
  ANF -15% vs. -15.1%.
  ARO +3% vs. +13.5%.
  APP -6% vs. -12%.
  AEO -5% vs. +1.9%.
  BJ -1.1% vs. -0.3%.
  BONT +3.1% vs. -4%.
  PLCE -2% vs. -3.6%.
  COST +5% vs. +4.8%.
  FRED +0.4% vs. +1.4%.
  GPS +4% vs. +1.4%.
  HOTT -2.6% vs. -4.1%. Comment!

• Thursday, October 8, 2009

• 08:08 AM Same-store sales results #2 (actual vs. consensus): ANF -18% vs. -21.4%. APP -15%. AEO -6% vs. -4.1%. BJ -0.5% vs. -1.1%. BONT -4.8% vs. -7%. DDS -6% vs. -9.8%. FRED +3.3% vs. +0.9%. GPS -1% vs. -0.2%. M -2.3% vs. -5%. SSI -5.6% vs. -4.3%. SMRT -5.4% vs. -4%. Total positive vs. negative suprises: 12:5. 1 Comment

• Thursday, September 3, 2009

• 07:59 AM Same-store sales [SSS] (actual % gain/loss vs. consensus): American Apparel (APP) +31% vs. -20%. Bon-Ton Stores (BONT) -5.1% vs. -7.9%. Children's Place (PLCE) -8% vs. -2.9%. Fred's (FRED) -1.4% vs. -0.3%. Hot Topic (HOTT) -8.1% vs. -6.9%. Comment!

• Thursday, August 13, 2009

• 17:03 PM American Apparel (APP): Q2 EPS of $0.06 beats by $0.03. Revenue of $136M (+2%) vs. $140M. Sees full-year revenue of $540M-555M vs. $568M and expects to open 25-30 new stores. (PR) Comment!

• Thursday, August 6, 2009

• 08:34 AM SSS #3: The Buckle (BKE) +2.8% vs. +10.2%. Wet Seal (WTSLA) -12.1% vs. -9.3%. Zumiez (ZUMZ) -16.8% vs. -21%. American Apparel (APP) -13% vs. -15%. Gap Inc (GPS) -8% vs. -8.6%. Comment!

• Thursday, July 9, 2009

• 07:45 AM SSS #2: The Buckle (BKE) +9.6% vs. +12.4%. Children's Place (PLCE) -12% vs. -8.6%. American Apparel (APP) -13% vs. -6.3%. Bon-Ton Stores (BONT) -8% in-line. Limited (LTD) -12% vs. -8.1%. Stein Mart (SMRT) -8% vs. -5.3%. Comment!

• Thursday, June 4, 2009

• 08:13 AM SSS #3: American Apparel (APP) -10% vs. -4%. Bon-Ton Stores (BONT) -12.1% vs. -8%. Abercrombie (ANF) -28% vs. -23.4%. Aeropostale (ARO) +19% vs. +10.1%. Gap (GPS) -6% vs. -5%. 1 Comment

• Tuesday, May 19, 2009

• 09:00 AM Premarket gainers: IRE +22%. THC +16%. SKS +15%. HEB +13%. BEAT +13%. TRID +12%. AIB +10%. DSCO +9%. SOLF +7%. TRIN +6%. CTIC +6%. NVAX +5%. DB +5%. AAUK +4%. CNB +4%. YRCW +4%. UBS +4%. FIG +4%.
  Losers: APP -20%. JASO -14%. MXB -10%. PVA -7%. SAY -7%. HOV -6%. VOD -6%. RBC -6%. INFY -5%. Comment!

• Monday, May 18, 2009

• 16:47 PM American Apparel (APP): Q1 EPS of -$0.13 misses by $0.08. Revenue of $114M vs. $117.5M. Issues downside guidance for FY '09: sees revenue of $550-575M, income from operations $40-50M. (PR) 1 Comment
• 12:49 PM Woody Allen accepts a $5M settlement from American Apparel (APP) after the clothing company used an image parodying Allen without his permission. American Apparel president Dov Charney says he's not sorry, and it wasn't his choice to settle. 5 Comments
• 00:10 AM Notable earnings after Monday's close: APP Comment!

• Thursday, May 7, 2009

• 08:00 AM SSS #2: The Buckle (BKE) +18.2% vs. +11.3%. American Apparel (APP) -7.0% vs. -5.0%. Bon-Ton Stores (BONT) -5.1%. Fred's (FRED) +5.0% vs. -1.2%. Wet Seal (WTSLA) -2.2% vs. -7.8%. Comment!

• Wednesday, April 22, 2009

• 10:48 AM A battle of Talmudic proportions brews between Woody Allen and American Apparel (APP). Comment!

• Friday, March 13, 2009

• 09:00 AM Premarket gainers: APP +34%. LVS +27%. HOLX +18%. ACAS +14%. ETFC +12%. ALU +12%. C +11%. GNW +10%. SIRI +10%. GM +11%. FWLT +8%. HBAN +8%. FITB +8%. MTG +8%. HIBB +9%. PALM +8%. SWHC +7%. BAC +6%. AIG +5%. DNDN +6%. Comment!

• Thursday, February 5, 2009

• 07:58 AM Jan. same-store sales II: APP +2%. BONT -8.2% vs. -12%. CACH -16% vs. -17.5%. PLCE -11% vs. -2.7%. FRED -1.9% vs. -2.5%. HOTT +6% vs. +2.3%. Comment!