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  • 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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  • Dec. 2, 2010, 8:24 AM
    Costco (COST +1%) is getting a nice bounce premarket after reporting a 9% rise in same-store sales vs. expectations of +6.3%. Excluding fluctuations in currencies and gasoline prices, sales were up 6%. Other retailers are showing similar strength (I, II).
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  • Nov. 30, 2010, 12:54 PM
    One more Black Friday survey: Shoppers favored cash, with the lowest percentage ever using credit cards over the weekend: 16.3%, vs. 30.9% last year. It's another caution for retail forecasts, as customers may spend twice as much when using credit. (Black Friday retail spending)
  • Nov. 28, 2010, 10:02 AM
    Shoppers swarmed to Black Friday sales and retailers exuded a rare optimism, but retail spending rose only 0.3% from the previous year, to $10.69B from $10.66B, as a more discriminating public shopped more carefully for discounts and bought more goods online.
  • Nov. 26, 2010, 7:35 AM
    Toys R Us CEO Jerry Storch sums it up for retailers: "I believe it’s going to be the biggest Black Friday we’ve had. Everyone has been focused on decreasing prices and these prices may never be repeated." But with many of the consumers lured in by rock-bottom prices, it's unclear sales will translate into profits.
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  • Nov. 24, 2010, 1:35 PM
    With the much-hyped holiday shopping season starting earlier and ending later every year, Black Friday's sales results just don't mean as much as they used to.
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  • Nov. 24, 2010, 12:02 PM
    With e-commerce spending expected to rise 11% this holiday season, investors are giving Amazon (AMZN) a vote of confidence and a hefty bounce ahead of Black Friday. Shares +4.9%. Other retail gainers: EBAY +2.7%. OSTK +4.4%. TGT +3%.
  • Nov. 24, 2010, 8:12 AM
    Retailers obviously think free shipping is this season's silver bullet, as Home Depot (HD) joins a growing list of chains offering free delivery on thousands of products.
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  • Nov. 23, 2010, 9:13 AM
    Redbook Chain Store Sales: +2.5% Y/Y vs. +2.7% last week. The report claims shoppers are holding off ahead of Black Friday promotions.
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  • Nov. 23, 2010, 8:09 AM
    ICSC Retail Store Sales: -0.6% W/W, vs. -0.1% last week. +2.8% Y/Y, vs. +3.4% last week. A pre-holiday lull ahead of Black Friday prompted the W/W decline, but the report still sees strong growth of +3-4% Y/Y.
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  • Nov. 18, 2010, 8:08 AM
    As many as 138M U.S. shoppers could hit the stores next week looking for Black Friday bargains, according to today's survey by the National Retail Federation. That's 4M more than last year's forecast, and a positive sign for retailers who count on Black Friday sales to kick off the holiday shopping season.
  • Nov. 16, 2010, 10:19 AM
    The rise in cotton prices has been 'terrifying' and could force U.S. retailers like Gap (GPS), J.C. Penney (JCP) and Wal-Mart (WMT) to pay their Chinese suppliers as much as 30% more for clothes. The price hikes, unsurprisingly, will probably be passed along to consumers.
  • Nov. 16, 2010, 9:14 AM
    Redbook Chain Store Sales: +2.7% Y/Y vs. +2.6% last week. Sales have been steady so far this month, but are up only 0.1% M/M. (see also: ICSC sales)
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  • Nov. 16, 2010, 8:03 AM
    ICSC Retail Store Sales: -0.1% W/W, vs. +1.3% last week. +3.4% Y/Y, unchanged from last week. Despite the slight dip in weekly sales, ICSC forecasts a strong month, and expects the full-month Y/Y gain to come in at 4-5%.
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