Retail & Wholesale

Farallon Capital Management sold its position in Yahoo! Inc. (YHOO) during the third quarter. The stock accounted for 3.39% of the fund’s total 2Q14 portfolio.

Wall Street analysts predicted a 13.3% YoY rise in Kroger’s earnings in 3Q16, going to $0.39 from $0.35 in 3Q15. Sales for fiscal 1H16 stood at $58.5 billion.

For the next four quarters, analysts are expecting Lowe’s to post revenue of $68.9 billion—a growth of 3.4% over its ~$66.6 billion from the last four quarters.

In the second half of fiscal 2018, AutoZone’s management decided to discontinue aggressive promotional discounts for its ship-to-home sales.

Costco (COST) impressed investors with its sales growth rate in fiscal 2018.

Lowe’s inventory turnover came in at 4.1x in fiscal 2015 compared to 4.9x for Home Depot (HD).

Lowe’s (LOW) derived about 2.5% of its sales from the e-commerce channel, or an estimated $1.4 billion, in fiscal 2015.

Today at 7:09 AM ET, Macy’s (NYSE:M) stock rose 8% to $6.65 in the pre-market session. The shares rose due to positive developments.

Macy’s (M) stock price has fallen a whopping 46.7% this year. On December 21, 2015, Macy’s share price fell to $35.02. It touched its 52-week low of $34.50 on December 17.

Key threats to the company include higher labor costs and greater regulation. After the Bangladesh factory tragedy, stricter regulations can be expected.

The CBD market is growing, and acquisitions are heating up. Real Brands is a top, under-the-radar investment candidate that should be on your radar.

In this article, we’ll use the 12-month forward PE (price-to-earnings) ratio to assess Macy’s current valuation and compare it with its peers’.

NVIDIA’s revenues of $2.6 billion represented a quarterly top-line record. The revenue figure rose 32% year-over-year and topped the consensus estimate by ~$280.0 million.

Investment-grade corporate bonds worth $28.8 billion were issued in the primary market in the week to May 27, 2016.

PayPal (PYPL) has partnered with AliExpress, a marketplace owned by Alibaba (BABA). PayPal is helping merchants on AliExpress accept payment from international consumers.

On January 25, 2017, Morgan Stanley initiated the coverage of Carter’s with “overweight” rating. It set the stock’s price target at $103.0 per share.

Walmex also looking at higher sales through the e-commerce channel. It launched e-commerce in Mexico in 2013. The growth has been moderate.

Appaloosa Management significantly lowered its position in American Airlines (AAL) in the third quarter that ended in September 2014. The position accounts for 3.81% of the fund’s total third-quarter portfolio.

DE Shaw increased its position in specialty retailer Sears Holdings (SHLD) from 0.01% to 0.07% in 4Q 2013.

Same-store sales growth came in at 1.5% in 3Q16 for Walmart US compared to 0.4% in 3Q15. Target’s (TGT) same-store sales grew 1.9% in 3Q16, driven by both higher traffic and transaction size.

In this part of the series, we’ll conduct a SWOT (strength, weakness, opportunity, and threat) analysis for The Fresh Market (TFM).

Developed by Harvard Business School professor Michael E. Porter, Porter’s Five Forces Model is used for assessing the nature of competition and attractiveness of an industry.

Druckenmiller’s firm bought 710,200 shares of Alibaba (BABA) in 2Q17. The holding accounted for nearly 5.4% of the firm’s portfolio in 2Q17.

Walmart (WMT) is editing its corporate name. The retailer wants to be known simply as Walmart Inc., not Wal-Mart Store Inc. as it is currently legally known.

NIO (NIO) stock has been highly volatile since its listing on the New York Stock Exchange in September.

The growth in ODP and OMX’s combined sales fell—compared to Staples. They were ~143% of SPLS’s sales in 2007. This is just over $8 billion. That fell to $7.3 billion in 2013.

Of the 32 analysts covering Costco (COST), 69.0% have rated the stock as a “buy” as of April 5. The stock has been rated as a “hold” by 31% of these analysts.

A professional customer is one who’s looking for products to complete projects for other customers.

The Guggenheim China Technology ETF (CQQQ) is a passive fund that looks to replicate the AlphaShares China Technology Index.

Competitive rivalry is extremely strong in the organic and natural food industry. More companies are entering and expanding their presence in the industry.

At the end of 2Q17, eBay had 171 million active buyers. The company describes an active buyer as one who successfully closed a transaction on its platforms within the trailing 12 months.

In the first six months of fiscal 2016, HomeGoods accounted for 12.2% of the consolidated net sales of TJX Companies. That’s up from 11.2% in the comparable period of the previous year.

The Fidelity China Region Fund Class C (FHKCX) aims to achieve long-term capital growth.

Casey’s, as per the North American Industry Classification System (NAICS), falls under the sub-category of gas stations with convenience stores.

There aren’t many large brick-and-mortar players left in the market. The industry faced stiff competition from online retailers like Amazon (AMZN).

Alibaba’s (BABA) war on fake goods on its marketplaces has been widely criticized as being weak or lacking direction.

Trends shaping the jewelry industry include Increasing demand for branded jewelry and an increased focus on e-commerce sales.

The stock price of retail giant Walmart (WMT) has risen by 20.1% on a YTD (year-to-date) basis to $73.84, as of July 18. Walmart’s stock has outperformed the S&P 500 Index, which has risen 7.7% on a YTD basis.

Strength in the American Eagle and Aerie brands along with a robust digital business contributed to its top-line growth.

JCPenney (JCP) considers its private brands as key sales drivers. Some of the company’s popular private brands are St. John’s Bay, Arizona, Okie Dokie, Total Girl, and Xersion.