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J.C. Penney CEO Bullish on Recession

Fri 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

Why the Sears Story Continues To Be a Sad One

Wed 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

Four Key Sectors Are Making Bulls Question Their Stance

Tue 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

The Dollar Stores That Deserve Your Bucks

Mon 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

Bernanke Built It, But They Did Not Come

Mon 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

In Video-Game Sector, Now May Be the Time to Score

Fri 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

Macy’s Beats, But Investors Balk

Wed 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

Starbucks Only Thinks It's Brewing Growth in China

Mon 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

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

Three Retailers to Short

Thu 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
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