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J.C. Penney CEO Bullish on RecessionFri Nov 20th, 2009
Associated Press This holiday season, J.C. Penney (JCP) CEO and Chairman Myron E. Ullman III is armed with a lineup of exclusive fashion brands he helped bring to the department store chain, and he's ready to battle |
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Why the Sears Story Continues To Be a Sad OneWed Nov 18th, 2009
Scott Reeves The US Commerce Department said retail sales rose 1.4% in October, surpassing the forecast 0.9% increase, but look for downbeat numbers when Sears Holdings (SHLD) reports third-quarter earnings Thurs |
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Four Key Sectors Are Making Bulls Question Their StanceTue Nov 17th, 2009
Bill Luby While I still have at least one and a half feet placed firmly in the bull camp, I'm increasingly concerned with a number of signs from some key technical indicators.Near the top of my list of concern |
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The Dollar Stores That Deserve Your BucksMon Nov 16th, 2009
Scott Reeves Friday’s successful launch of Dollar General’s (DG) IPO suggests the recession is a good time for deep discounters, or stores that offer rock-bottom prices to cash-strapped shoppers.Dolla |
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Bernanke Built It, But They Did Not ComeMon Nov 16th, 2009
Prieur du Plessis This week’s review comes to you in a shortened format as I don’t have access to my normal research resources while on the road in Europe. Although very little commentary is provided, a fu |
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In Video-Game Sector, Now May Be the Time to ScoreFri Nov 13th, 2009
Michael Comeau NPD reported that US video-game sales fell 19% in October as the industry suffered from tough comps and consumers pulled back from discretionary buys. It's not actually news, since we've recently see |
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Macy’s Beats, But Investors BalkWed Nov 11th, 2009
Lisa LaMotta The holidays are just around the corner and many retailers are hoping that consumers will feel a little more jovial (and a little more like spending) as the weather gets colder.A startlingly high une |
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Starbucks Only Thinks It's Brewing Growth in ChinaMon Nov 9th, 2009
Kristin Graham It’s been quite some time since I remember opening up a Starbucks (SBUX) quarterly report with a smile. Thankfully last week’s fourth-quarter results finally helped me regain some of my f |
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Is the Risk Trade Back On?Mon Nov 9th, 2009
Prieur du Plessis This week’s review comes to you in a shortened format as I’m about to leave Cape Town for a visit to the colder environs of Switzerland and Slovenia. Although reduced commentary is provid |
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Three Retailers to ShortThu Oct 29th, 2009
Josh Lipton How is the consumer feeling?Not so great, it turns out.We learned this week that the Consumer Confidence Index (CCI) slipped to 47.7 this month from 53.4 last month. Consumers’ perceptions of c |





