The NRF predicts 4.1% increase in retail sales
Seeking Alpha - at Seeking Alpha - Thu Feb 12, 10:22AM CST
PEJ: 36.97 (-0.02), WMT: 85.81 (-0.08), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
No Oil 'Windfall' Either
Joseph Calhoun - Seeking Alpha - Thu Feb 12, 3:15AM CST
By Jeffrey P. Snider The problem with a high rate of inventory build is that it eventually has to go somewhere. In an actual economic "boom" that isn't much of a concern as businesses remain relatively confident that even if inventory is...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
U.S. Retail Sales: January 2015 Preview
James Picerno - Seeking Alpha - Thu Feb 12, 12:09AM CST
US retail sales are expected to rise 0.2% in Thursday's January report vs. the previous month, according to The Capital Spectator's median point forecast for several econometric estimates. The median prediction reflects a rebound vs. the previous...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Consumer staples giants navigate around F/X issue
Seeking Alpha - at Seeking Alpha - Tue Feb 10, 7:28AM CST
XLP: 49.50 (-0.23), VDC: 127.48 (-0.41), FSTA: 30.05 (-0.11), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), FXG: 44.35 (+0.11)
Consumer Companies Issue Most Negative Guidance Ever Despite Lower Gasoline Prices
Wolf Richter - Seeking Alpha - Tue Jan 06, 9:14AM CST
The price of oil continues to crash relentlessly. WTI trades at $49.80 as I'm writing this on Monday after hours, down 5.5% for the day, and down 54% since June 2014. The oil price plunge is eating into the American oil boom, munching on income...
PEJ: 36.97 (-0.02), OLO: 7.58 (+0.02), BNO: 23.05 (+0.78), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), OLEM: 25.07 (+0.30), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), USO: 19.62 (+0.44), VDC: 127.48 (-0.41), UCO: 9.19 (+0.39), DTO: 81.31 (-5.12), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), UWTI: 3.71 (+0.23), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), SCO: 70.05 (-3.45), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), DWTI: 95.90 (-7.40), PSCD: 52.50 (+0.09), USL: 26.81 (+0.40)
MasterCard: Holiday retail sales up 5.5% Y/Y
Seeking Alpha - at Seeking Alpha - Fri Dec 26, 11:32AM CST
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), IYC: 142.85 (+0.77), XLY: 74.89 (+0.45), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Retail tailwinds start to pick up
Seeking Alpha - at Seeking Alpha - Tue Dec 23, 1:59PM CST
PEJ: 36.97 (-0.02), BBY: 39.11 (-0.08), KORS: 73.27 (+1.72), RTH: 75.72 (unch), RL: 135.20 (-0.60), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), FOSL: 98.44 (-0.30), COH: 39.85 (+0.64), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), VRA: 20.18 (+0.47), FXD: 36.45 (+0.13), KATE: 33.89 (+0.05), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), AMZN: 381.83 (+4.66), VDC: 127.48 (-0.41), HGG: 6.78 (+0.34), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), TIF: 89.05 (+0.95), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Econ Wrap-Up: Retail Sales, Sentiment, Business Inventories And Import Export Prices
Wall Street Strategies - Seeking Alpha - Fri Dec 12, 3:49AM CST
By Jennifer Coombs Likely as a result of lower gasoline prices, November retail sales came in at a strong 0.7% boost after rebounding by 0.5% in October and well above consensus at 0.4%. Automobile sales also jumped considerably, by 1.7% after an...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
An Upside Surprise For November Retail Sales
James Picerno - Seeking Alpha - Fri Dec 12, 3:45AM CST
US retail spending jumped substantially more than expected last month, the Census Bureau reports: up 0.7% in November vs. the previous month. That's well above the 0.4% consensus forecast. The profile for consumption looks even stronger on a...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
U.S. Retail Sales: November 2014 Preview
James Picerno - Seeking Alpha - Wed Dec 10, 1:43PM CST
US retail sales are expected to rise 0.2% in tomorrow's November report vs. the previous month, according to The Capital Spectator's median point forecast for several econometric estimates. The median prediction reflects a slight deceleration in...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Leisure Segment To Lead Growth In Q4 And 2015
Leigh Drogen - Seeking Alpha - Tue Dec 09, 2:16AM CST
The third-quarter earnings season for companies in the S&P 500 officially comes to an end, with H&R Block reporting after the closing bell. Both Estimize and Wall Street are expecting earnings per share (EPS) to come in at $-0.42,...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Black Friday: The Aftermath
Wall Street Survivor - at Seeking Alpha - Fri Dec 05, 2:15AM CST
Ah, Black Friday. That fateful day every year when American consumers rush to retail stores everywhere to battle it out for the ultimate holiday savings. And for investors, the market usually responds. Because it's such a historically good shopping...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
How Big Is Christmas For Retail?
Dr. Bill Conerly - Seeking Alpha - Tue Dec 02, 1:22PM CST
Christmas is big, no doubt about it. How big depends on what type of retail. Highest honors for big holiday volume goes to sporting goods, electronics, and clothing, but general merchandise and non-store retailers (like Amazon (NASDAQ: AMZN )) are...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
The Retail Apocalypse Accelerates: Collapsing Holiday Sales Are A Signal That A Recession Is Coming
Michael T. Snyder - Seeking Alpha - Tue Dec 02, 8:26AM CST
Retail sales during the four day Thanksgiving weekend were down a whopping 11 percent from last year. This is a "make or break" time of the year for many retailers, and if things don't turn around during the coming weeks we could see a...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Cyber Monday sales slow on early discounts
Seeking Alpha - at Seeking Alpha - Tue Dec 02, 1:42AM CST
SPLS: 16.86 (-0.22), PEJ: 36.97 (-0.02), M: 64.32 (-0.34), WMT: 85.81 (-0.08), BBY: 39.11 (-0.08), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), EBAY: 56.47 (+1.73), UGE: 100.04 (+0.53), TGT: 76.12 (-0.75), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), AMZN: 381.83 (+4.66), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), DKS: 53.95 (+0.47), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), GPS: 41.20 (-0.37), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Thanksgiving weekend retail sales decline
Seeking Alpha - at Seeking Alpha - Mon Dec 01, 1:35AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), PEJ: 36.97 (-0.02), VDC: 127.48 (-0.41), IYC: 142.85 (+0.77), XLY: 74.89 (+0.45), WMT: 85.81 (-0.08), PBJ: 30.70 (-0.05), RTH: 75.72 (unch), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), TGT: 76.12 (-0.75), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), FXG: 44.35 (+0.11), PSCD: 52.50 (+0.09)
Retail ETFs catch a break
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 9:26AM CST
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Black Friday deals draw the crowds
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 4:21AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), PEJ: 36.97 (-0.02), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), RTH: 75.72 (unch), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), FXG: 44.35 (+0.11), PSCD: 52.50 (+0.09)
Learning About Black Friday From Google Trends
Sober Look - at Seeking Alpha - Thu Nov 27, 12:28AM CST
As usual, economists will be paying close attention to Black Friday shopping, trying to get a glimpse of the overall retail sales this holiday season. Expectations this year are more optimistic than what we saw the last couple of years ( see chart )....
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
The Impact Of Gas Prices On Retail And Restaurant Sales
Elephant Analytics - at Seeking Alpha - Wed Nov 26, 11:20PM CST
PEJ: 36.97 (-0.02), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), PBJ: 30.70 (-0.05), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), SPY: 209.78 (+0.86), FSTA: 30.05 (-0.11), QQQ: 106.91 (+0.91), RETL: 123.53 (+1.13), PSCC: 52.79 (-0.19), DIA: 180.34 (+0.50), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), IWM: 121.53 (+0.72), PSL: 52.57 (-0.02), FXG: 44.35 (+0.11)