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February 2010



Gap Beats the Street, but Don’t Call it a Comeback

February 25, 2010 – Comments (2) | RELATED TICKERS: GPS

Gap Inc. managed to beat consensus analyst earnings estimates by a penny for the fourth quarter of 2009, as improving sales and substantially higher margins helped drive strong bottom-line growth from the year-ago period.  [more]



Can Abercrombie & Fitch Find its Mojo Again?

February 19, 2010 – Comments (4) | RELATED TICKERS: ANF , AEO , AROPQ

Once the darling of the teen retail scene, Abercrombie & Fitch has fallen on hard times since the start of the recession. Missteps including fashion flops and their refusal to markdown prices have driven U.S. consumers to lower-priced rivals American Eagle Outfitters and especially Aeropostale. The company has acknowledged its past mistakes and is working to address the problems, but A&F still has a long way to go before it regains the title as king of teen retail.  [more]



Weekly Retail Sales: Not Much Love for Valentine’s Day

February 17, 2010 – Comments (1)

Mother nature was not kind to retailers last week, as severe winter weather kept shoppers out of the stores and lean inventories held back sales of winter gear early in the week. While demand picked up over the weekend heading into Valentine’s and President’s Day, bargain-hunting shoppers continue to reign and retailers are struggling to wean them off the deep discounts they have become accustomed to.  [more]



January Retail Sales Better Than Expected, But Hardly Robust

February 12, 2010 – Comments (0)

The U.S. Department of Commerce released January retail sales this morning, reporting that sales rose 0.5% from December and 4.7% year-on-year (adjusted). Analysts and pundits alike are cheering the “better-than-expected” performance, along with the slight upward revisions to November and December results. Indeed, this certainly looks like a strong showing, as this is the third straight YoY gain after 14 consecutive monthly declines:  [more]



McDonald’s Reports 81st Consecutive Month of Same-Store Sales Growth

February 09, 2010 – Comments (0) | RELATED TICKERS: MCD

For a company that analysts thought had long ago saturated the market, McDonald’s continues to show why it’s the best run quick-service restaurant chain in the world. Even as growth in the U.S. has stagnated over the past few months, they were able to post an incredible 81st consecutive month of positive same-store sales growth in January.  [more]



January Same-Store Sales Recall the Good-Old Days

February 04, 2010 – Comments (6) | RELATED TICKERS: ANF , COST , JWN

It appears retailers were able to carry the positive holiday momentum into the new year after all, as most companies posted better-than-expected same-store sales in January.  [more]



Valentine’s Day Spending Expected to Remain Subdued This Year

February 02, 2010 – Comments (1)

While some may write it off as a “manufactured” Hallmark holiday, Valentine’s Day takes a larger share of shoppers’ wallets than any other holiday season except Christmas and back-to-school. Consumers are still being cautious with their discretionary dollars and won’t be spreading the love like in years past, but spending is expected to hold relatively steady compared to last year.  [more]

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