Aug. 15, 2014, 4:05 PM
Aug. 8, 2014, 7:13 AM
Jul. 14, 2014, 12:49 PM
- A bankruptcy auction of Coldwater Creek stores brought in winning bids from women's retailers Lane Bryant, J Gill Group, Talbots, and Maurices - although it was fast-fashion chain Forever 21 which went for the priciest stores.
- What to watch: The influx of fast-fashion chains at malls is another headache for teen retailers (AEO, ARO, ANF, ZUMZ) unable to keep up with current demand trends as neatly as H&M and Forever 21. To stay ahead of the fast-fasion curve, forward-thinking retailers such as Gap (GPS -0.9%) are going with simpler assortments or a safer mix-and-match strategy.
Jul. 11, 2014, 9:00 AM
- Canaccord Genuity backs its long-term bullish thesis on Gap (GPS) despite the retailer's disappointing report on June same-store sales growth.
- There's a bit of patience with Gap amongst retail analysts with the company set to roll out a global merchandising and marketing strategy later this summer. The plan could boost results.
- GPS -1.0% premarket
Jul. 10, 2014, 4:05 PM
Jul. 3, 2014, 9:38 AM
- Keep an eye on specialty retailers, advises Topeka Capital's Dorothy Lakner.
- A nice pickup in retail demand in May could be followed up by more strength in June with the economy stable, says the analyst.
- If the stock market keeps moving higher and a potentially-disruptive West Coast port lockout can be avoided, the sector could be set for gains heading into the back to school and fall season.
- Looking for a comeback: EXPR, RUE, ZUMZ, PSUN, ARO, AEO, ANF, CACH, BODY, CHS, CWTR, NWY, BEBE, ANN, CBK, GPS, GES.
Jun. 18, 2014, 8:49 AM
Jun. 9, 2014, 7:11 AM
Jun. 6, 2014, 8:40 AM| Comment!
May. 22, 2014, 4:01 PM
May. 21, 2014, 5:35 PM
May. 21, 2014, 8:42 AM
- Dick's Sporting Goods (DKS) tipped off during its earnings call yesterday that the women's athletic apparel initiative is delivering comps in the low teens.
- Execs said that the company may devote more floor space to the category due to the strong response.
- The development could give Athleta (GPS), Lululemon (LULU), and Under Armour (UA) something to think about.
- Earnings call transcript
May. 21, 2014, 6:41 AM
May. 13, 2014, 9:00 AM
- A disappoint read on retail sales from April's report could reset some expectations in the sector after analysts overestimated consumer demand.
- The electronics and appliance store category (RSH, BBY, CONN, WHR) saw sales fall 2.3% M/M and 1.5% Y/Y.
- Clothing and clothing accessory stores (AEO, GPS, BKE, TLYS, ANF, ANN, LB, ARO, GES, CATO) registered a 1.2% M/M and 1.1% Y/Y gain in sales which didn't show the snap-back from soft winter traffic patterns forecast by some.
- Related ETFs: XLY, XRT, VCR, RTH, RETL, FXD, FDIS, PMR, RCD, PEZ, PSCD
May. 9, 2014, 1:12 PM
- Citigroup weighs in on Ralph Lauren (RL -2.6%) after the luxury seller disappointed with its sales and profit guidance.
- The investment firm keeps a Buy rating on shares, but takes the stock off of its U.S. Focus List. The take from Citi is that Ralph Lauren needs to show a payoff from its strategic growth investments before it will move all-in.
- The disparity between Ralph Lauren's outlook and the momentum picking up at Gap (GPS +3.6%) is striking. Retail analysts note a lot of the so-called pent-up retail demand in early spring has veered toward online shopping and on-trend promotions - two areas Gap appears to be a step ahead of peers.
May. 9, 2014, 9:48 AM
GPS vs. ETF Alternatives
Other News & PR