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Tag Archives: retail
AMAZON.COM Q4 SALES SOAR 42%
In my Jan. 14 post US RETAIL SALES: AN ANALYSIS OF THE LAST 2 YEARS, I outlined the significant market share gain of “non-store” retailers. I wrote However, the “new normal” can be applied to online shopping, the only segment … Continue reading
US CHAIN STORE SALES PLUNGE
ICSC-Goldman’s chain store same-store-sales fell 2.5% last week. Even though January is a low volume month, the trend is definitely worrying. Chain store sales are barely ahead of their deeply depressed levels of last year. Even though January is a … Continue reading
STIMULUS BACKLASH IN Q2 2010?
Dennis Gartman raises an interesting point. The effective tax rate is as low as it gets and Q2 take-home-pay will likely be lower than in 2009. Normally, these things smooth themselves out over a year. But current economic conditions are … Continue reading
US CHAIN STORE SALES UP 2.0% LAST WEEK
Discretionary spending is very volatile these days, exacerbated by January being a low volume month and by weather fluctuations. The trend remains flat since September. Trailing 4-week sales are up 2.2% over the very depressed same period last year.
DECEMBER CHAIN STORE SALES: THE GOOD, THE BAD AND THE UGLY
Retailers same-store-sales for December have been better with 9 of the 13 chains that I follow showing positive YoY SSS. Only 4 did so in November. Of course, the December 2008 comp was the easiest of the year. Still, many … Continue reading
Healthier Holiday Season for Stores
As I reported yesterday, US retail sales had a nice jump after Christmas which saved the season for most retailers. Since inventories were quite lean going into the last stretch, margins were much better than in 2008, allowing for jolly … Continue reading
POST-CHRISTMAS US CHAIN STORE SALES JUMP
This is a very welcome report. Retailers had a strong finish which certainly helped clear inventories. The 4-week moving average remains low, however. Since April, US chain store sales have been essentially flat. ICSC-Goldman reports strong post-Christmas bargain hunting in … Continue reading
E-Commerce Sales Rise by 5 Percent
Following a 3% decline in 2008. comScore (NASDAQ : SCOR), a leader in measuring the digital world, today reported retail e-commerce spending for the holiday season from November 1 through Christmas Eve. During this period, approximately $27 Billion was spent … Continue reading
CHAIN STORE SALES UP 0.4% LAST WEEK, 1.0% IN 2 WEEKS
Chain store sales bounced back 1.0% in the last 2 weeks, erasing the big early December –1.3% drop. The 4-week moving average remains low, however, as it is down 0.75% from the 4-week m.a. at the end of November. The … Continue reading
THE US CONSUMER: BUYING AND DELIVERING THE GOODS
Amid declining employment, work week and hourly earnings and faced with a record debt level, the US consumer was hard pressed to maintain the right balance between spending and saving in order to help sustain the economy while restoring its … Continue reading
Posted in ***CONSUMER WATCH, CONSUMER, US consumer
Tagged ***CONSUMER WATCH, ***RECOVERY WATCH, CONSUMER, retail
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Late Holiday Shopping Puts Retailers Ahead
(…) A late boost from procrastinating consumers and an extra day of shopping between Thanksgiving and Christmas increased total retail sales, excluding automobiles and gas, 3.6% over the year-earlier period through Christmas Eve, according to MasterCard Inc.’s SpendingPulse unit. Still, … Continue reading
CHAIN STORE SALES UP 0.6% LAST WEEK
Not a bad number considering the heavy snow storms in the Northeast which impacted sales last Saturday, the last day of the week. The 4-week m.a. remains down.
