SKS : Analysis & Opinions

  1. Little Else but Retailers This Week - Ahead of Wall Street

    August 19, 2013
    It's enough to make one consider discussing the next Fed chairperson.
  2. Benzinga Market Primer: Monday, July 29: Futures Lower On Chinese ...

    July 29, 2013
    Futures Lower On Chinese FearsU.S. equity futures traded slightly lower in early pre-market trade after Asian shares on fears ...
  3. Express Rides Fashion Star To Online Success

    May 31, 2013
    Specialty retailer Express announced first quarter earnings May 30 that beat the consensus estimate. Not only that but it ...
  4. 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 ...
  5. Williams-Sonoma: Winning With Bricks And Clicks Retail

    March 20, 2013
    Williams-Sonoma delivered fourth quarter earnings March 20 and they were especially strong online. It's business model defines ...
  6. Stock Market News for November 27, 2012 - Market News

    November 27, 2012
    Benchmarks ended lower on Monday after two consecutive days of gains as investors remained apprehensive about the fiscal ...
  7. SPG Adds Brands, Moves up Opening - Analyst Blog

    November 26, 2012
    Indianapolis, Indiana-based real estate investment trust (REIT), Simon Property Group Inc. (SPG), recently announced it had ...
  8. 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 ...
  9. The Smart Investor's 5-Step Test To Find The Next Wal-Mart

    November 5, 2012
    For several years, we've read about the deep level of distress among consumers. A tough job market, coupled with the need ...
  10. Macy's Millennial Strategy - Analyst Blog

    October 19, 2012
    The holiday season is just around the corner, and retailers are gearing up to woo consumers during the busiest time of the ...
  11. 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 ...
  12. Europe, Retail Gaining Traction? - Analyst Blog

    August 14, 2012
    Following some decent earnings numbers from a few of the U.S.'s top retailers, we also received good economic data this morning. ...
  13. Ahead of Wall Street - August 14, 2012 - Ahead of Wall Street

    August 14, 2012
    August 14, 2012 Following some decent earnings numbers from a few of the U.S.'s top retailers, we also received good ...
  14. Stock Market News for August 1, 2012 - Market News

    August 1, 2012
    Investors' cautious stance ahead of key economic announcements through this week left the benchmarks languishing in the red. ...
  15. 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 ...
  16. Stock Market News for May 4, 2012 - Market News

    May 4, 2012
    Stock Market News for May 4, 2012 - Market News
  17. Nordstrom Affordable, But Not A Steal

    February 22, 2012
    Nordstrom's valuation is reasonable but far from a steal at current levels.
  18. Tiffany's Mundane Track Record

    December 5, 2011
    Tiffany's valuation is currently unattractive for prospective investors.
  19. Some Retailers’ Q3 Earnings Woes Were Indirectly Forecasted

    November 21, 2011
    We could have seen at least some of these Q3 dissappointments coming.
  20. Which Consumer Do You Bet On?

    November 18, 2011
    The U.S. consumer is not as bad off as headlines would reflect, according to sales.
  21. Retailers Closing Despite Record Retail Sales

    October 24, 2011
    Retailing is good again, but not for every sector.
  22. Another Strong Quarter From Macy's

    October 19, 2011
    The market is currently ignoring Macy's reasonable valuation and strong trends at its existing store base.
  23. Solid Gains For August Retail Sales

    September 7, 2011
    August retail sales showed gains despite the hard economy and its recent negative news.
  24. Nordstrom Remains In Fashion

    August 16, 2011
    Nordstrom shares trade at a decent valuation level for prospective investors.
  25. June Retail Sales Surge

    July 8, 2011
    June retail sales jumped substantially. Investors wonder whether it's an anomaly or a trend.
  26. Luxury Retailers Holding Strong

    June 17, 2011
    The luxury retailers continue to hold up even as the U.S. consumer is slowing.
  27. Vera Bradley Stock Loses Some Of Its Cachet

    June 3, 2011
    This fashion-based brand still looks strong but presents high downside risk at its current valuation.
  28. Sears Still Doesn't Get It Right

    May 25, 2011
    Sears shows no signs of emerging from its self-made morass.
  29. Nordstrom's Multiple Expansion Opportunities

    May 18, 2011
    Nordstrom has plenty of room to expand both of its store concepts and online sales.
  30. Penney Edges Upscale

    May 18, 2011
    JC Penney posted modest increases in sales and profit for its first quarter. Its initiatives and cost cutting are paying ...
  31. 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.
  32. Earnings Preview for May 17

    May 16, 2011
    Here are four major earnings announcements for May 17.
  33. Macy's Is On A Roll

    May 13, 2011
    Investors are becoming increasingly convinced that Macy's strong store performance is sustainable.
  34. JCPenney Shows Turnaround Promise

    March 1, 2011
    Although the company provided an encouraging outlook, it still faces some challenges ahead.
  35. TJX Remains Value-Oriented

    February 25, 2011
    TJX's valuation looks appealing, despite the competition. Investors just need to be patient.
  36. Macy's Revival Continues

    February 25, 2011
    At the currently low valuation, Macy's stock gains could be substantial, if the company keeps delivering sales and profit ...
  37. Nordstrom Rebounding

    February 22, 2011
    Earnings growth at Nordstrom looks set to return to double-digit levels over the longer haul.
  38. The 2011 Billionaire Investment Portfolio

    February 16, 2011
    Find out where the extremely wealthy are putting their cash in 2011.
  39. Jewelers Shine Bright

    January 18, 2011
    The holiday season of 2010 could be a major turning point for retail jewelers, as they hope to continue achieving this sales ...
  40. Dollar Tree A Retail Growth Star

    November 23, 2010
    Dollar Tree had another sizzling quarter, as it continues to find post-recession prosperity.
  41. Sears Sags

    November 22, 2010
    Sears had a painful third quarter and suffered steep losses, while other retailers thrived. The company faces increased pressure ...
  42. TJX Still Performs

    November 19, 2010
    TJX Companies reported a healthy third-quarter profit increase on rising sales. The market didn't care for TJX's muted fourth-quarter ...
  43. Nordstrom Shows Luxury Retailers Lead The Way

    November 17, 2010
    Luxury retailer Nordstrom fashioned a strong third quarter, but its outlook for the rest of the year was greeted poorly by ...
  44. Macy's Rides A Sales Recovery

    November 16, 2010
    Macy's continues to fire on all cylinders as customers rediscover their love for shopping.
  45. This Week's Activist Filings

    November 2, 2010
    Activist investments are not guaranteed to succeed, but they are certainly worth watching.
  46. Profit From Nordstrom's Return To Form

    August 16, 2010
    Nordstrom's stock swoon has put its forward P/E into very reasonable territory.
  47. Bank Wins With Timely Strategy

    June 4, 2010
    The company extends its winning streak by reporting yet another expectations-beating earnings result.
  48. Dillard's Back From The Dead

    May 17, 2010
    Dillard's Department Stores has risen from losing ways to post a killer first quarter.
  49. 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.
  50. Surprise - Luxury And Excess Are Back

    December 3, 2009
    Don't assume value-priced gift retailers are going to dominate the Christmas shopping season.
  51. Nordstrom Thawing From Consumer Spending Freeze

    November 18, 2009
    Nordstrom's results indicate that tangible signs of a sales and profit recovery are starting to occur.
  52. A Retail Resurgence

    November 11, 2009
    Four discount retail companies to keep an eye on when they report their earnings November 17.
  53. A Retailer Fit For Any Portfolio

    October 29, 2009
    Investors looking for a holiday retail play may like VFC for its strong margins, lean inventory levels and manageable debt ...
  54. 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 ...
  55. T.J. Maxx Continues To Excel

    August 21, 2009
    TJX is outperforming rivals that also adhere to a discount philosophy.
  56. Tiffany Could End Up Golden

    June 2, 2009
    Tiffany shares should rebound substantially once business trends reverse course.
  57. Tractor Supply Continues To Reap Rewards

    April 28, 2009
    Last July I wrote a glowing review of Tractor Supply. On April 23, it reported excellent Q1 sales and earnings. I foresee ...
  58. Stocks Trading Near Their Lows

    April 8, 2009
    When stocks are trading near their lows, there are some possible value plays. We look at some companies that show promise ...
  59. Nordstrom Racks Up A Respectable Quarter

    February 27, 2009
    Conditions remain challenging in the upscale retail department, but Nordstrom is outperforming its peers.
  60. Consumers Still Pinching Penneys

    February 24, 2009
    J.C. Penney continues to struggle in the scaled-back sales of a difficult retail environment.
  61. The Devil Can't Afford Prada

    November 26, 2008
    The slump in luxury spending is going global.
  62. This Dead Money Has A Pulse

    November 20, 2008
    Downward retail trends will eventually reverse, but Nordstrom stock will likely move before tangible signs of a turnaround ...
  63. Ghost Of Christmas Past Haunts Wall Street

    November 17, 2008
    Retail stocks look like a bad investment right now, but there is a reason to hang onto these lumps of coal.
  64. Five Reasons Old Navy Must Go

    October 22, 2008
    Make Old Navy walk the plank before this business drags the rest of the company down with it.
  65. Sotheby's: Beauty Is In Eye Of Beholder

    September 10, 2008
    Sotheby's has had a rough 2008 so far. Shares are down 40% in the past 52 weeks. Can they make a comeback? I'll take a look.
  66. Retail Bears For July 29

    July 29, 2008
    A slowing economy has crippled the retail sector. With oil prices falling, however, there might be hope in sight.
  67. Find Bargains With Discount Retailers

    June 12, 2008
    Value-oriented stores like PriceSmart or Costco should benefit from continued economic softness and Washington's stimulus ...
  68. Dillard's Pulls Off The Terrible Trifecta

    May 28, 2008
    Revenue was down; comps were down, and gross margin was down. Is there any hope for this struggling retailer?
  69. Off The Rack (KSS, JWN, ANF)

    May 17, 2007
    Whether middle-market, high-end or specialty, one of these retailers may be tailor made for you.
  70. Is There Wisdom to Teenage Girl Madness?

    March 14, 2006
    A look at a company that has profited from the surge in denim sales.
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