Market Currents

• Thursday, November 19, 2009

• 09:08 AM Ross Stores (ROST): Q3 EPS of $0.84 in-line. Revenue of $1.74B (+12.1%) in-line. Sees Q4 EPS of $0.88-0.94 vs. $0.99 consensus. Shares -1.8% premarket. (PR) Comment!
• 00:05 AM Notable premarket earnings: BKE, DKS, GME, HP, PDCO, PLCE, ROST, SHLD, STP, TSL, WSM Comment!

• Thursday, November 5, 2009

• 08:53 AM Same-store sales results #2:
  CATO flat vs. +4%.
  JCP -4.5% vs. -2.6%.
  LTD -4% vs. -3.1%.
  M -0.8% vs. flat.
  JWN +6.5% vs. +2.9%.
  ROST +9% vs. +7.1%.
  SSI -0.1% vs. -4.4%.
  TGT -0.1% in line.
  BKE +4.3% vs. +5.8%.
  WTSLA -1.3% vs. -7.3%.
  ZUMZ -8.9% vs. -6.5%.
  SKS +0.7% vs. -3%. Comment!

• 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

• 08:50 AM SSS #5: Aeropostale (ARO) +9% vs. +6.9%. Costco (COST) -2% vs. -5.6%. Kohl's (KSS) +0.2% vs. -1.6%. Macy's (M) -8.1% vs. -7.6%. Ross Stores (ROST) +6% vs. +4.4%. Saks (SKS) -19.6% vs. -13.7%. 1 Comment

• Thursday, August 20, 2009

• 08:49 AM Ross Stores (ROST): Q2 EPS of $0.84 beats by $0.02. Revenue of $1.8B (+8%) in-line. Shares +0.8% premarket. (PR) Comment!
• 00:05 AM Notable earnings before Thursday's open: BKE, BKS, DKS, GME, HNZ, PDCO, RGS, ROST, SHLD, STP 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

• 08:44 AM SSS #5: Kohl's (KSS) -5.6% vs. -6.7%. Nordstrom (JWN) -10% vs. -10.6%. Ross Stores (ROST) +1% vs. -1.8%. Saks (SKS) -4.4% vs. -9.8%. Target (TGT) -6.2% vs. -5.9%. Comment!

• Wednesday, July 8, 2009

• 17:37 PM Neil Hennessy, portfolio manager for the Hennessy Focus 30 Fund, thinks the recovery is for real (video, 2min). He likes low-end retailers like Ross Stores (ROST) and oil majors like ExxonMobil (XOM). 3 Comments

• Thursday, June 4, 2009

• 08:44 AM SSS #5: Ross Stores (ROST) +4% vs. +2.3%. Saks (SKS) -26.6% vs. -13.3%. Target (TGT) -6.1% vs. -3.7%. TJX Cos (TJX) +5% vs. +3.6%. Comment!

• Thursday, May 21, 2009

• 08:35 AM Ross Stores (ROST): Q1 EPS of $0.72 in-line. Revenue of $1.69B (+8.7%) in-line. Sees Q2 EPS of $0.60-$0.63 vs. $0.54 consensus, and full-year EPS of $2.62-$2.72 vs. $2.54. Shares +3.9% premarket. (PR) Comment!
• 00:05 AM Notable earnings before Thursday's open: BKE, BKS, BONT, PLCE, GME, HRL, MF, NM, NWY, PDCO, ROST, SOL, SSI, SMRT, STP, TECD, TTC 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!

• Thursday, March 19, 2009

• 08:46 AM Ross Stores (ROST): Q4 EPS of $0.76 in-line. Revenue of $1.73B (+5%) in-line. Shares +2.5% premarket. (PR) Comment!
• 00:05 AM Notable earnings before Thursday's open: BKS, DFS, FDX, ROST Comment!