JWN : Analysis & Opinions

  1. Bebe Upholds Jim Wiggett to the Position of Permanent CEO - ...

    December 16, 2014
    Bebe Stores Inc. (BEBE), on Monday named Jim Wiggett as its permanent chief executive officer (CEO), while also appointing ...
  2. The Final Black Friday? - Ahead of Wall Street

    November 28, 2014
    The reason? Because that pent-up excitement in retail has already been engaged -- on Thanksgiving Day and even the night ...
  3. Bull of the Day: Vince (VNCE) - Bull of the Day

    November 14, 2014
    Bull of the Day: Vince (VNCE) - Bull of the Day
  4. How You Can Add Retail to Your Portfolio Now - Industry Outlook

    November 12, 2014
    How You Can Add Retail to Your Portfolio Now - Industry Outlook
  5. Wal-Mart's Woes In Attracting Clients No Different From Luxury ...

    August 19, 2014
    When asked to comment on how the retailer's core customer is adapting to the challenging economy, Wal-Mart's (NYSE: ...
  6. Entering the August Dial-Down - Ahead of Wall Street

    August 12, 2014
    Q2 earnings season is almost over, with results from 91% of the S&P 500 members already. The Retail sector is the only ...
  7. Retail Begins Picking It Up - Industry Outlook

    July 15, 2014
    Retail Begins Picking It Up - Industry Outlook
  8. Stocks Still in a Sour Mood? - Ahead of Wall Street

    May 16, 2014
    It increasingly appears that the growth rebound will likely be less robust relative to some of the more optimistic estimates.
  9. Retail Industry Stock Outlook - March 2014 - Industry Outlook

    March 13, 2014
    Retail Industry Stock Outlook - March 2014 - Industry Outlook
  10. Forget Wal-Mart: This Is The Only Clothing Retailer I'd Own Right ...

    November 29, 2013
    For investors looking to buy stock in a clothing retailer, it would normally be a no-brainer to consider stalwarts like Wal-Mart ...
  11. #PreMarket Primer: Friday, November 15: Markets Higher Due To ...

    November 15, 2013
    Markets across the world improved after Janet Yellen was approved as the new Federal Reserve Chairwoman on Thursday. Yellen’s ...
  12. Spending on luxury goods continues to surge

    For Consumer Discretionary Investors, Luxury Is Where It’s At ...

    October 4, 2013
    For the rich and growing middle classes of the world, spending on luxury goods continues to surge. That can provide a nice ...
  13. Nordstrom Shows That Even The Best Can Struggle A Bit

    August 19, 2013
    Are disappointing comps at Nordstrom the start of a downturn, or just a bump on the road?
  14. Growing Pains For Francesca's Holdings

    June 6, 2013
    Francesca's misses on growth and margins, but could still be a successful growth stock
  15. Familiar Challenges, Familiar Opportunities At Chico's

    May 29, 2013
    Chico's is seeing the same weak business conditions as other retailers, but there could be value in these shares
  16. Tiffany Logs A Big Beat, But Fiscal 2014 Still A Work In Progress

    May 28, 2013
    Tiffany still needs to work out its silver strategy, but a strong rebound in comps is a good sign.
  17. Sears' Losses Widen In Q1 - Time To Merge With JC Penney?

    May 27, 2013
    Sears Holdings delivered another brutal quarter May 23. CEO and majority owner Edward Lampert has his hands full trying to ...
  18. Is Lululemon's Chief Product Officer to Blame For Sheer Debacle?

    April 5, 2013
    Lululemon announced April 3 that Chief Product Officer Sheree Waterson was leaving the company as of April 15. Assigning ...
  19. Walmart's Cupboard Lies Bare

    March 28, 2013
    Bloomberg ran an article March 26 suggesting Walmart is losing market share due to disorganized stores. Specifically, it ...
  20. Oxford Industries Experiencing Some Growing Pains

    December 6, 2012
    Oxford has a bold growth plan, but the numbers don't necessarily add up.
  21. Retail Industry Stock Outlook - Nov. 2012 - Industry Outlook

    November 21, 2012
    As consumer spending is the key to the viability of any economy, the health of the retail industry is an important economic ...
  22. Hudson's Bay Company: Canada's Largest IPO Of 2012

    November 21, 2012
    Canada's oldest company reentered the public markets Nov. 20 with an IPO at $17 per share.
  23. 5 Moves Every Investor Should Make to Prepare for the Fiscal ...

    November 14, 2012
    The presidential election is over, but another day of reckoning approaches. A "fiscal cliff" consisting of major tax increases ...
  24. Dalian Wanda's Acquisition Of AMC Just The Start

    September 6, 2012
    Chinese conglomerate Dalian Wanda closed its $2.6 billion purchase of ANC theaters September 5. The acquisition is the start ...
  25. Retail Industry Stock Outlook - Aug. 2012 - Zacks Analyst Interviews

    August 7, 2012
    Retailers procure goods in large quantities directly from manufacturers or wholesalers and sell them in small quantities ...
  26. Nordstrom On The Sales Rack

    June 15, 2012
    Nordstrom remains on track to continue to leverage high single digit annual sales growth into double digit annual profit ...
  27. Build Diversity Through Beta

    May 2, 2012
    In conjunction with stock valuation ratios like the price-to-earnings ratio and the price-to-earnings-growth ratio, a stock's ...
  28. Crocs Could Surprise On The Upside

    April 27, 2012
    Casual footwear provider Crocs reported first quarter results on Thursday and provided another indication that its namesake ...
  29. Wendy's Looks To Be A Cut Above

    March 7, 2012
    Wendy’s has much work to do to revitalize what used to be an iconic restaurant brand.
  30. TJ Maxx Selling Consistency

    March 5, 2012
    The only thing not to like about TJX is its valuation.
  31. The Week Ahead: Individual Investors Not Buying

    March 3, 2012
    There’s lots of cash on the sidelines of this aging rally, but investors should not get caught up in the hype. Instead, stay ...
  32. 3 Reasons Saks Makes Sense

    January 17, 2012
    Sak's stock is priced to move.
  33. A Better Brown Shoe Is Worth A Lot More

    January 11, 2012
    Brown Shoe could offer great rewards with better performance.
  34. Build Diversity Through Beta

    January 9, 2012
    In conjunction with stock valuation ratios like the price-to-earnings ratio and the price-to-earnings-growth ratio, a stock's ...
  35. Tiffany's Mundane Track Record

    December 5, 2011
    Tiffany's valuation is currently unattractive for prospective investors.
  36. Will Retail See A Green Friday?

    November 25, 2011
    By shorting the sector and going long on some of the better retailers, investors can profit from whatever the season may ...
  37. Unmatched Consistency From TJ Maxx

    November 21, 2011
    TJX's stock still has plenty of appeal going forward.
  38. Sears' Big Move

    October 5, 2011
    Sears' stocks jumped with the news that the retailer is planning to capitalize on its large amount of real estate.
  39. Conn's Coming Back To Life

    September 13, 2011
    Conn’s appears to have weathered the worst of the storm that has hit its core consumer base.
  40. Lululemon – Does Success Have To Make Sense?

    September 9, 2011
    Lululemon just continues to put up the numbers.
  41. Limited Brands' Growth Is Unlimited

    August 31, 2011
    Limited is performing very well right now and despite being near historic highs, it's ready to go to the next level, Find ...
  42. Nordstrom Remains In Fashion

    August 16, 2011
    Nordstrom shares trade at a decent valuation level for prospective investors.
  43. JC Penney In A Flat Spot

    August 16, 2011
    Department store JC Penney had a tough second quarter, as its middle-income customer base was pressed by the latest wave ...
  44. Retail Will Benefit From Healed Balance Sheets

    July 18, 2011
    With total household debt dropping and some spending pressures beginning to ease, many analysts are predicting a revived ...
  45. Luxury Retailers Holding Strong

    June 17, 2011
    The luxury retailers continue to hold up even as the U.S. consumer is slowing.
  46. Waiting For A Clearance Sale On Ulta

    June 8, 2011
    Ulta is a great growth concept, but investors need to maintain price discipline.
  47. Tiffany's Valuation Lacks Luster

    May 31, 2011
    Tiffany has a lot going for it, and the only thing not to like is its valuation.
  48. Sears Still Doesn't Get It Right

    May 25, 2011
    Sears shows no signs of emerging from its self-made morass.
  49. Value Always Pays At TJ Maxx

    May 18, 2011
    The market is not giving TJX enough credit for its consistent results throughout nearly any economic environment.
  50. Nordstrom's Multiple Expansion Opportunities

    May 18, 2011
    Nordstrom has plenty of room to expand both of its store concepts and online sales.
  51. Coach Still Flying First Class

    May 2, 2011
    Coach continues to do what it always does - deliver at a high level.
  52. Vera Bradley Growing Briskly

    March 22, 2011
    Much of Vera Bradley's future growth is already discounted into the share price, although the growth remains impressively ...
  53. A Temporary Setback At Urban Outfitters

    March 11, 2011
    If Urban Outfitter can deliver on its growth goals and log a bottom-line increase, then the shares are a steal at 16-times ...
  54. TJX Remains Value-Oriented

    February 25, 2011
    TJX's valuation looks appealing, despite the competition. Investors just need to be patient.
  55. Nordstrom Rebounding

    February 22, 2011
    Earnings growth at Nordstrom looks set to return to double-digit levels over the longer haul.
  56. Retail Customer Service Excellence Pays

    December 9, 2010
    A look at the top 10 retailers ranked in customer service to see if it translates into stock performance.
  57. Dollar Tree A Retail Growth Star

    November 23, 2010
    Dollar Tree had another sizzling quarter, as it continues to find post-recession prosperity.
  58. Store Improvements Driving Target's Upside

    November 18, 2010
    Target's stock is currently bumping up against its highs for the year, but there is reason to believe it could go higher. ...
  59. Build Diversity Through Beta

    November 17, 2010
    In conjunction with stock valuation ratios like the price-to-earnings ratio and the price-to-earnings-growth ratio, a stock's ...
  60. No Recession In High-End Goods

    October 15, 2010
    For high-end retailers, business is as rich as ever.
  61. The Shoe Lover's Investment Portfolio

    October 12, 2010
    If you love footwear, don't miss out on these stocks.
  62. The Vikings Are Coming - With Fashion

    October 1, 2010
    H&M isn't very popular in the U.S. just yet, but it should be.
  63. Cash Conversion Cycle Sends Misleading Message

    September 3, 2010
    The cash conversion cycle can be a tricky metric, especially when you dig deeper.
  64. Steady Business At TJ Maxx

    August 20, 2010
    TJX should continue to see steady high digit growth over the long term.
  65. Profit From Nordstrom's Return To Form

    August 16, 2010
    Nordstrom's stock swoon has put its forward P/E into very reasonable territory.
  66. Department Stores Winning The Retail Battle

    July 16, 2010
    Retail sales for July just came out as the second consecutive month of declines. One bright spot is department stores.
  67. Executive Compensation Gone Mad

    June 16, 2010
    S&P 500 companies now pay millions to CEOs for supplemental executive retirement plans.
  68. Jewelers' Futures Still Muddy

    April 13, 2010
    Though the jewellery industry is gaining slightly, it may take some time before returing to its previous lustre.
  69. Four Price-To-Sales Bargains

    February 5, 2010
    Keeping an eye out for companies that trade at discounts to sales can provide investors with opportunities for nice profits. ...
  70. J&J: The Most Recession-Resistant Stock In The World?

    January 27, 2010
    This consumer products giant continues to demonstrate why it's top of its class.
  71. A Look Back At The Department Stores

    December 24, 2009
    Improved performances in this sector in 2009 signal positive things to come in the new year.
  72. Time To Bag Coach?

    December 9, 2009
    Is Coach worth getting into before the company's upcoming Q2 earnings announcement?
  73. Surprise - Luxury And Excess Are Back

    December 3, 2009
    Don't assume value-priced gift retailers are going to dominate the Christmas shopping season.
  74. Executive Bonuses Must Go

    December 3, 2009
    Professor Henry Mintzberg wrote an article about why executive bonuses must go. We look at the Forbes' CEO compensation list ...
  75. "Online Sales Ratio" Key To Retail Success

    November 18, 2009
    Some retailers are putting up some amazing numbers online, and it could point towards successful retail plays.
  76. Don't Ride Coach Just Yet

    October 22, 2009
    Despite Q1 results indicating that the cheaper Poppy line was well-received, it introduces the possibility of brand confusion ...
  77. Kohl's Strong Among Weak Retailers

    September 24, 2009
    Despite ongoing weak sales for most retailers, Kohl's has shown strength in sales and is set up to do well as the recession ...
  78. Five Reasons To Love Jos. A Banks

    September 10, 2009
    Menswear retailer Jos. A Banks announced Q2 earnings were up 40%. Here are some of the reasons to love this stock.
  79. Retail Sector In Status Quo

    September 7, 2009
    Retailers are still having a hard time bringing in the business, despite expected seasonal highs.
  80. What's Your Return On Gift Card Investment?

    June 1, 2009
    Gift cards are a great way for businesses to spread goodwill while simultaneously improving cash flow.
  81. Department Store Winners and Losers

    May 13, 2009
    Stabilizing sales and increases in EPS guidance could mean it's time to buy department store stocks.
  82. Make Money From RFID

    April 2, 2009
    Radio frequency identification (RFID) is a new technology that will save retailers a fortune. We take a look at the manufacturers ...
  83. Gymboree Deserves A Spot On The Radar Screen

    January 8, 2009
    An update on the children's retailer and why investors should keep a close eye on it.
  84. Picking At The Crocs Corpse

    November 18, 2008
    Crocs has lost 95% of its value in less than a year, but there is still a valuable lesson to be learned by dissecting what ...
  85. Capital One: Debt's In Your Wallet?

    October 8, 2008
    Capital One offers attractive valuations, but charge-offs and delinquencies are on the rise.
  86. Bargain Retailers Are No Bargain

    September 9, 2008
    Value-oriented stocks like Costco and Target get the good press, but investors may want to look at the numbers a little more ...
  87. Nordstrom Earnings Hit By Mark Downs, Slowing Economy

    August 19, 2008
    Nordstrom's same store sales slumped 6% in the quarter. The only "good" news is its discount segment is thriving.
  88. Four Stocks That Are Actually Going Up

    July 11, 2008
    When all other methods fail, maybe the best solution is just looking for stocks that are rising. We examine a quartette of ...
  89. Coach: Luxury Carpetbags For China

    July 3, 2008
    With consumer spending stalled in the U.S., luxury handbag maker Coach is focusing on a new crop of fashion fanatics in China ...
  90. Companies That Turn Dimes Into Dollars

    May 28, 2008
    Efficient use of capital can turn a mediocre company into a great one. We examine the thriftiest in the textile and personal ...
  91. Nordstrom: Recession Proof But Not Weather Proof (JWN)

    October 22, 2007
    The retailer's upscale shoppers can ignore a market downturn, but warm fall weather has kept them from buying the latest ...
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