Market Currents

• Thursday, October 8, 2009

• 08:44 AM Same-store sales results #3 (actual vs. consensus): ARO +19% vs. +12.3%. CTR +6% vs. flat. JCP -1.4% vs. -3.3%. KSS +5.5% vs. +0.2%. JWN -2.4% vs. -5.9%. ROST +8% vs. +7.3%. SKS -11.6% vs. -11.9%. TGT -1.7% vs. -2.2%. TJX +7% vs. +4.1%. Total positive vs. negative suprises: 21:5. Comment!

• Thursday, September 3, 2009

• 08:40 AM SSS #4: Stage Stores (SSI) -9.5% vs. -5.7%. TJX Cos (TJX) +5% vs. +3.8%. Cato Corp (CTR) +5% vs. +2%. JC Penney (JCP) -7.9% vs. -6.8%. Nordstrom (JWN) -7.6% vs. -9.5%. Target (TGT) -2.9% vs. -5.2%. Comment!

• Thursday, August 6, 2009

• 08:44 AM SSS #5: Cato Corp (CTR) -3% vs. +2%. JC Penney (JCP) -12.3% vs. -12.2%. Kohl's (KSS) +0.4% vs. -4%. Nordstrom (JWN) -6.9% vs. -11%. Ross Stores (ROST) +4% vs. +0.8%. Stein Mart (SMRT) -5.5%. 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

• 07:45 AM Same-store sales [SSS] (actual % gain/loss vs. consensus): Cato Corp (CTR) -3% vs. -1.5%. Children's Place (PLCE) -9% vs. -1.6%. Costco (COST) -7% vs. -6.3%. Fred's (FRED) +0.2% vs. +1.5%. Hot Topic (HOTT) -6.4% vs. -4.8%. Comment!

• Wednesday, May 20, 2009

• 08:33 AM Cato (CTR): Q1 EPS of $0.64 beats by $0.02. Revenue of $238M (+5.4%) vs. $241M. Sees Q2 EPS of $0.48-0.54 vs. $0.34. (PR) Comment!
• 00:05 AM Notable earnings before Wendesday's open: ANN, BJ, CTR, DE, EV, MPEL, TGT, TWB Comment!

• Thursday, May 7, 2009

• 10:07 AM SSS #5: Saks (SKS) -32.0% vs. -29.6%. Stein Mart (SMRT) -12.3% vs. -13.5%. TJX Cos (TJX) +3.0% vs. -1.4%. Cato Corp (CTR) +11.0%. Comment!

• Thursday, September 4, 2008

• 08:24 AM SSS #7: Abercrombie & Fitch (ANF) -11% vs. -7.9%. Aeropostale (ARO) +13% vs. 6.9%. TJX Companies (TJX) +4% vs. +2.1%. Cato (CTR) -8% vs. -1.5%. Comment!

• Thursday, July 10, 2008

• 07:31 AM Retailers report same-store sales [SSS], actual vs. consensus: CACH +6% vs. +2.4%. CTR +4% vs. 2.3%. CHS -12.9% vs. -13.8%. PLCE +16% vs. +8.9%. COST +9% vs. +7.8%. Comment!

• Thursday, June 5, 2008

• 08:03 AM Same-store sales III: FRED +3.4%. APP +24%. PLCE +10% (vs. 4.3%). PSUN -3% in line. CTR +2%. WTSLA -2%. MWRK +4.3%. Comment!