retail stocks

The Worst Kept Secret on Wall Street

By Monday, June 2, 2014
Why Retail Stocks Will Get Hit the HardestIn the first quarter of 2014, Retail Metrics, a retail industry research firm, found U.S. retailers missed their corporate earnings estimates by the most since the year 2000! As I have been writing, consumer spending only increases when consumer confidence is rising. Unfortunately, in the U.S. economy today, that confidence is plummeting. Last month, the Thomson Reuters/University of Michigan’s consumer sentiment index declined three percent from a month earlier. It .

What I Learned About Retail Stocks While Shopping in South Florida

By Tuesday, January 7, 2014
Top Retail Stocks to Watch in the New YearI’m not a shopper by any means but I just got back from my annual trip to South Florida where I was able to take a look at the retailers that appear to be attracting tons of traffic in the retail sector. First of all, the big-time shopping mall in the Orlando area is the “Premium Outlets” mall chain. The operator of these discount outlet malls across America (which recently .

New Retirement Trend: One-Third of Americans Need to Work Until 80

By Monday, October 28, 2013
281013_PC_lombardiAccording to the just-released annual Wells Fargo & Company Middle Class Retirement Study, about 60% of middle-class Americans say that getting monthly bills paid is their top concern. This number stood at 52% in the 2012 study. (Source: Wells Fargo & Company, October 23, 2013.) But there are more depressing results of the survey… 34% of middle-class Americans say that they will work until they are 80 years old, because .

U.S. Retailers’ Dwindling Fortunes a Signal of Economic Slowdown Ahead?

By Tuesday, September 10, 2013
economic slowdownWhen retailers in the U.S. economy warn about their sales being in a slump or start to forecast rough roads ahead, it should be a warning to investors of an economic slowdown ahead. The logic behind this is very simple: Retailers in the U.S. economy show trends about consumer spending; if retailers are worried, it means consumer spending is in trouble. One way to get an idea about bleak consumer .

Even Deep Discounts at These Stores Couldn’t Lure Customers in Last Month

By Monday, August 12, 2013
retail sectorThe retail sector of the economy acts as a gauge of consumer spending. When the retail sector shows weakness, it means consumer spending isn’t as strong. If that becomes the case, economists assume the U.S. economy will perform poorly since consumer spending makes up about two-thirds of U.S. gross domestic product (GDP). As it stands, the retail sector is showing weakness and providing troubling news on consumer spending. According to .

Retail Stocks Find Big Success in the Great Outdoors

By Tuesday, May 7, 2013
Retail-StocksThe great outdoors are back—big time. Among retail stocks, it was widely expected that Cabela’s Incorporated (NYSE/CAB) would report very good earnings results. But the company didn’t just announce good earnings—it hit a grand slam. Cabela’s is the world’s largest direct marketer of hunting, fishing, camping, and other outdoors merchandise. It is one of those retail stocks that is implementing its business plan perfectly. It currently has 41 stores in .

From Discount to Big Box: Some Retailers to Watch

By Wednesday, November 28, 2012
Some Retailers to WatchIt’s now officially the holiday shopping season after a relatively decent Good Friday and Cyber Monday. Online spending, according to the Adobe Digital Index, is estimated to reach record sales of around $2.0 billion, up 17% year-over-year. (“Cyber Monday Sales Climb to Record $2 billion,” BGR, last accessed November 27, 2012.) If the numbers are any indication, the retail sector could be in for a strong holiday shopping season over .

The Best Retail Stocks this Holiday Shopping Season

By Friday, November 23, 2012
Best Retail StocksToday is the big day for you shoppers! It’s Black Friday, and the retail sector is hoping you have the “shop until you drop” mentality this year. Retail heavyweights Wal-Mart Stores, Inc. (NYSE/WMT) and Target Corporation (NYSE/TGT) are two major retailers that decided to open their doors Thursday night and enter the Black Friday shopping window earlier. At stake are billions of dollars and the potential to give the retail .

Who’s Benefiting? Discount
Retail Stocks Hitting New Highs

By Friday, August 10, 2012
Retail Stocks Hitting New HighsWant to know which stock market sector is making new record highs in this market? Retail stocks. Of course, the retail stocks that are doing great aren’t the big luxury names, but the discount retailers that are benefiting from the age of austerity. (See “Who Benefits in an Economy and Stock Market Like Today’s?”) The stock market has been very kind to discount retail stocks that have produced solid revenue .

Luxury Brand Stocks Losing Some of Their Luster

By Wednesday, August 1, 2012
Luxury Brand Stocks Losing Some of Their LusterThe shares of luxury stock Coach, Inc. (NYSE/COH) got sideswiped on Tuesday after the maker of high-end designer handbags and accessories fell short on its fiscal fourth-quarter sales. The company blamed the shortfall on lower-than-expected growth at factory stores. And if not for strong sales in China, the miss would have been much larger. China is extremely brand-conscious. Same-store sales from China grew at double digits versus a muted 1.7% .

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From: Michael Lombardi, MBA
Subject: Gold: The Stock Contrarian Investors’ Best Play of the Decade

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