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May 2009



What Ever Happened to the Gap?

May 31, 2009 – Comments (5) | RELATED TICKERS: GPS , AEO , ANF

You remember when the Gap was hip and innovative?  They made khakis and basic tees cool.  Banana Republic made preppy cool.  Old Navy made you want to wear board shorts and flip flops with annoying commercials you couldn’t get out of your head.  Somewhere along the line they lost their way – while almost all retailers are struggling in an extremely tough environment, the Gap seems to have missed out on the bubble-induced spending orgy altogether.  With Q1 results in, they have now reported 19 consecutive quarters of negative same-store sales growth:  [more]



Buckle Up: A Mall-Based Retailer Shines

May 29, 2009 – Comments (1) | RELATED TICKERS: BKE , HOTT.DL , ZUMZ

Although we learned this week that consumers are more upbeat about the future of the economy than at any time since September, it’s doubtful that sentiment will translate into a meaningful improvement in performance for most retailers – mall stores have been hit especially hard which make the continued out-performance of The Buckle even more impressive.  This mall-based retailer, similar in size and flavor to the likes of Zumiez, Wet Seal and Hot Topic, seems to have forgotten that we are in a recession.  How about this – 21 consecutive months of double-digit same-store sales gains, with 32 consecutive months of positive same-store sales results overall:  [more]



A Comparison of 3 Teen Retailers

May 28, 2009 – Comments (5) | RELATED TICKERS: AROPQ , AEO , ANF

With 1st Quarter earnings season coming to an end, it’s becoming quite clear that not all retailers should be painted with the same brush.  Taking a look at 3 apparel retailers targeting young men & women, we can see that some retailers have not only held up better than others, but have been able to thrive in an extremely tough environment.  Here is a snapshot of Abercrombie & Fitch, American Eagle Outfitters, and Aeropostale:  [more]

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