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  • Dec. 13, 2011, 12:08 PM
    A group of retailers protest the conclusions of a credit card study sponsored - not coincidentally - by credit card giants such as Mastercard (MC), Visa (V), and American Express (AXP). Though the data from the credit card outfit claims stores are pocketing the difference from paying less in interchange fees to the tune of $825M since Oct. 1 and on pace for $8B in savings this year, the Merchants Payments Coalition isn't buying it. "Calling this research amateurish would be an insult to amateurs."
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  • Nov. 28, 2011, 10:05 AM
    Investors in retailers choose to accentuate the positive and eliminate any potential negative, as retail stocks (XRT +3.9%) post major moves in the early going. Among the notable gainers: AEO +5.2%, ANF +4.6%, BBY +4.2%, TIF +5.6%, AMZN +5.3%, JCP +3.5%, KSS +2.4%, TGT +2.3%, WMT +1.4%.
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  • Oct. 24, 2011, 1:25 PM
    Shares of retail stores (XRT +3%) enjoy a boost from FedEx's (FDX +2.8%) forecast of record holiday shipments. FedEx expects to ship 17M packages, a 10% rise Y/Y, and overall retail sales to rise 2.5%-3% this holiday season. Leading today's charge is JC Penney (JCP +3.7%), named a top pick last week at T2 Partners; also ANN +3.3%, M +4.7%, OMX +9%.
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  • Jul. 11, 2011, 4:02 PM
    Amazon (AMZN -2.6%) pressures retailers for market share due to its competitive price advantages, a report by William Blair found. The firm has an average 11% price discount on each item, and even higher for online bulk sales. Retailers rated at above-average risk for share loss: HGG, BBY, BBBY, TGT, DKS, KSS, PETS
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  • Apr. 13, 2011, 8:20 AM
    Economists estimate that growth in retail sales slowed to 0.5% in March from 1% in February, indicating that higher costs for fuel and food are restraining consumer spending. The figures, from the Commerce Department, are due out in ten minutes.
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  • Apr. 8, 2011, 3:36 PM
    Retailers (XRT -1.3%) are active as investors continue to digest same-store sales (I, II, III). Goldman downgrades Costco (COST -1.5%), tossing aside five straight months of rising average purchases, as earnings estimates and current stock valuation "fully reflect its strong franchise value." BJ's Wholesale (BJ +1.7%) gets an upgrade, since its shares represent a better value.
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  • Apr. 7, 2011, 1:41 PM
    Rising oil prices can't kill the retail rally, Stuart Frankel's Steve Grasso says; shorting retailers because of crude gains "has proved to be the worst bet you could have made." Retail's up around 52-week highs (XRT +1.1%, RTH +0.4%) after most of this morning's same-store reports beat expectations, and Grasso expects more of the same through April and May.
  • Mar. 21, 2011, 7:56 AM
    Tiffany's (TIF) strong Q4 bodes well for sellers of luxury goods. Gross margin rose more than two points to 60.9%, "with the increase primarily reflecting the recapture of higher product costs through retail price increases." Ex-forex fluctuations, worldwide sales surged 12%, and comps were up 8%. TIF +5% premarket. (PR)
  • Mar. 7, 2011, 10:45 AM
    The price chart for cotton officially becomes a set of stairs as cotton is limit up again, the May contract hitting a new record of $2.1970/pound. No news surrounding the move, but that won't ease the pain for apparel makers and retailers. BAL +5.2%, RTH -0.5%, XRT -1.1%.
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  • Feb. 3, 2011, 3:37 PM
    Retailers (XRT +2.8%) pull the broader stock market higher after unexpectedly strong January sales; average same-store sales gained 4.2% over December and 3.3% Y/Y (list). Analysts say retailers were able to move their winter items and open up space for spring inventories. BJ +11.9%, LTD +7.5%, BONT +7.3%, ROST +6%, DDS +5.3%, TJX +5.2%, COST +4.5%.
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  • Jan. 6, 2011, 8:24 AM
    Retailers moving premarket on same-store sales beats/misses (I, II...): ANF +0.4%, AEO -6.7%, DDS +1.55%, GPS -6.6%, M -3.1%, TGT -5.4%, WTSLA -4.1%, ZUMZ -7.4%.
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  • Dec. 31, 2010, 5:20 PM
    Best performing asset classes of 2010: SLV +82.3%, PEJ +38.3%, XRT +36.2%, EWM +35.1%, XME +33.7%. Worst performing asset classes of 2010: UNG -40.5%, TAN -28.9%, EWP -23.5%, GEX -19.9%, EWI -15.6%. (top 10 best/worst)
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  • Dec. 28, 2010, 8:56 AM
    There was much excitement about the revival in consumer spending this holiday season, but the celebration may have been premature. Many consumers simply plan to cut back in January to make up for their splurges in December.
  • Dec. 27, 2010, 10:55 AM
    More snow fallout: With Eastern U.S. storms shaking up one of the year's busiest shopping days, retailers might have to deepen discounts to get snowbound shoppers out of their homes: "Look for sales to be repeated... They’re going to be more aggressive. They’ve got to throw another party."
  • Dec. 27, 2010, 8:19 AM
    Retailers from Best Buy (BBY) to Macy's (M) are lifting restrictive return policies, hoping to stay ahead of the competition and make consumers feel more comfortable about making purchases.
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  • Dec. 20, 2010, 10:46 AM
    American Eagle (AEO) is -4.5% after getting downgraded to Neutral by Susquehanna analysts who expect American Eagle's shares to enter "a holding pattern with no meaningful catalyst to drive near-term appreciation.” Rivals are down too: ARO -2.2%, ANF -1.4%.
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