Some same store sales in Nov.

AGA7d

Nov. same-store sales (actual vs. Briefing.com estimate), update #1:
ARO (Aeropostale) +7% vs. +10%.
APP (American Apparel) -11% vs. -3%.
BKE (Buckle) +1.4% vs. +4%.
BONT (Bonton) -6% vs. +1%.
COST (Costco) +6% vs. +8.2%.
HOTT (Hot Topic) -11.7% vs. -7.9%.
LTD (Limited) +3% vs. -2.3%.
PLCE (Child Place) -13% vs. +0.8%.
SMRT (Stein Mart) -7.2% vs. -6.5%.
SSI (Stage Stores) -12.5% vs. -5.3%.
ZUMZ (Zumiez) -8.5% vs. -8.1%.

10 misses, 1 beat.

AGA7d

More:

Dillard's down 11%
Target down 1.5%
JC Penney down 5.9%
Macy down 6.1%
Walgreen up 3.9%
BJ's up 1%
Kohl's up 3%

Only Kohl's beat - less discounting ones like DDS and M down the most

zleyre22

AGA7d

WMT/BBY/AMZN do not report monthly #. JWN up 2.2% (in line).

With the poor retail sales, how can the rally sustain? Dec. sales likely to be worse.

zhishun

熊熊救星啊。。。。

源济

Poo

Nov. same-store sales (actual vs. Briefing.com estimate), update #1:
ARO (Aeropostale) +7% vs. +10%.
APP (American Apparel) -11% vs. -3%.
BKE (Buckle) +1.4% vs. +4%.
BONT (Bonton) -6% vs. +1%.
CO ...
AGA7d 发表于 2009-12-3 08:01

你这明明是 10 beats 1 miss

整天想要那么多“小姐“是会出问题的。 看看Tiger  

nctree

AGA7d

Target down $1.4 on 1.5% SSS drop. Sounds a bit harsh? But its SSS down 10.1% last Nov. So the consensus is it can keep a flat SSS.

"The 0.3 percent drop, according to the International Council of Shopping Centers-Goldman Sachs Index, is far worse than the original 5 to 8 percent growth forecast. The results come on top of a 7.7 percent drop a year ago.

Michael Niemira, chief economist at ICSC, said he wasn't lowering his already conservative 1 percent holiday sales growth forecast. He still expects December sales at stores open at least a year to rise 2 to 3 percent and said consumers appear to be delaying their holiday buying."

Obviously, this Niemira is not as good as Beemer and Davidowitz.