Market Currents

• Wednesday, November 18, 2009

• 07:41 AM BJ's Wholesale Club (BJ): Q3 EPS of $0.45 in-line. Revenue of $2.51B (+2%) in-line. (PR) 1 Comment
• 00:05 AM Notable premarket earnings: BJ, CHS, NM, SOLF 1 Comment

• 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

• 08:23 AM SSS #3: Abercrombie (ANF) -29% vs. -23.9%. American Eagle (AEO) -7% vs. -8.3%. BJ's Wholesale (BJ) -6% vs. -8%. Dillard's (DDS) -12% vs. -10.5%. Gap (GPS) -3% vs. -7%. Comment!

• Wednesday, August 19, 2009

• 07:31 AM BJ's Wholesale Club (BJ): Q2 EPS of $0.64 beats by $0.02. Revenue of $2.6B (-5%) in-line. (PR) Comment!
• 00:05 AM Notable earnings before Wednesday's open: BJ, DE, EV, YGE Comment!

• Thursday, August 6, 2009

• 08:16 AM Same-store sales [SSS] (actual % gain/loss vs. consensus): Abercrombie (ANF) -28% vs. -25.7%. American Eagle (AEO) -11% vs. -9.2%. BJ's Wholesale (BJ) -9.1% vs. -5.9%. Bon-Ton Stores (BONT) -9.8%. Children's Place (PLCE) -4% vs. -3.5%. Comment!

• Thursday, July 9, 2009

• 08:13 AM SSS #3: Abercrombie (ANF) -32% vs. -27.8%. Aeropostale (ARO) +12% vs. +10.2%. American Eagle (AEO) -11% vs. -7.8%. BJ's Wholesale (BJ) -7.5% vs. -7.4%. Cato Corp (CTR) -3% vs. -4%. Dillard's (DDS) -14% vs. -10.3%. Comment!

• Thursday, June 4, 2009

• 09:14 AM SSS #6: American Eagle (AEO) -7% vs. -7.8%. BJ's Wholesale (BJ) -6.8% vs. -6.3%. Stein Mart (SMRT) +0.2% vs. -7.5%. Comment!

• Wednesday, May 20, 2009

• 07:15 AM BJ's Wholesale Club (BJ): Q1 EPS of $0.45 beats by $0.01. Revenue of $2.31B (+0.3%) in-line. Full-year EPS guidance of $2.44-2.54 in line. (PR) Comment!
• 00:05 AM Notable earnings before Wendesday's open: ANN, BJ, CTR, DE, EV, MPEL, TGT, TWB Comment!

• Thursday, May 7, 2009

• 08:41 AM SSS #4: BJ's Wholesale (BJ) -4.9% vs. -2.9%. Macy's (M) -9.1% vs. -7.4%. Target (TGT) +0.3% in-line. JC Penney (JCP) -6.6% vs. -6.8%. Ross Stores (ROST) +3.0% vs. +4.0%. Comment!

• Saturday, April 11, 2009

• 16:17 PM Put BJ's Shares in Your Cart: Since October, BJ's Wholesale Club's (BJ) same-store sales have outshone Costco's (COST) as shoppers cut back on discretionary purchases, which play a bigger part in Costco's sales mix. Yet shares of BJ trade at 14.1x earnings, vs. COST's pricier 18.1x. Comment!

• Thursday, March 5, 2009

• 10:48 AM SSS #5: Nordstrom (JWN) -15.4% vs. -14.7%. BJ's Wholesale (BJ) +0.6% vs. +1.1%. 1 Comment

• Wednesday, March 4, 2009

• 07:06 AM BJ's Wholesale Club (BJ): Q4 EPS of $0.89 beats by $0.03. Revenue of $2.5B (+3.2%) vs. $2.6B. (PR) Comment!