schnickelfritz

Discount Retailers Thriving in Recession

What the author conveniently omits from the equation is how did the margin grow in comparison with the sales increases?
With discounts ranging to 70% plus another 10% and/or $10 coupon promo, how bad would the economy have to get NOT to notice some uptick in sales?

Kohl's: Early Estimates Haunt the Holiday Shopping Season

Much of Kohl's 12.5% annual growth rate can be attributed to the fact that Kohl's was experiencing a fantastic expansion nationally over the last decade, and approximately on average 75-95 new stores were being opened each year.
The real growth rate must also heavily consider same store sales comps. How does Kohl's rank in SSS with its competition?
With retailers' markdowns ranging from 60%, 70%, and more, what can be done in the first half of 2009 for an encore? Most retailers in this sector are now conditioning the public to expect markdowns in the 60-80% range. How will that mindset impact future margins?
My overall views are not contrary to Mr. Schiro's analysis. I'm only suggesting a history of Kohl's SSS comps could also add additional support of his assessment.

Middle Class Retail Sales Point to Continued Weakness

I agree with everything the author reports, but today the market doesn't hear a word.