Dillards Inc

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  • uploads///dillards results
    Consumer

    Dillard’s Stock Posted Weak Q1 Results, Still Rose 9%

    Dillard’s (NYSE:DDS) stock gained around 9% in after-hours trading on Thursday following its lower-than-expected first-quarter results.

    By Ambrish Shah
  • uploads///AdobeStock_
    Basic Materials

    David Einhorn’s Greenlight Capital: Analyzing Its 13F

    On November 14, Greenlight Capital filed its 13F. In the third quarter, the company bought a fresh stake in NeuBase Therapeutics.

    By Rabindra Samanta
  • uploads///AdobeStock_
    Basic Materials

    What’s the Next Big Move for David Einhorn?

    Billionaire David Einhorn is prominent in the hedge fund industry for his bold investment strategies.

    By Rabindra Samanta
  • uploads///AdobeStock_
    Basic Materials

    What Drove Einhorn’s Greenlight Capital’s Gains in Q2?

    In contrast to last year, Greenlight Capital’s performance this year has been improving. In 2018, GLRE fell 34%, vastly underperforming the markets.

    By Anuradha Garg
  • uploads///PArt
    Consumer

    Einhorn’s New Stakes and Exits in Q1

    David Einhorn’s Greenlight Capital (GLRE) initiated a new stake in Teekay LNG Partners (TGP) during the first quarter of 2019.

    By Anuradha Garg
  • uploads///KSS
    Consumer

    How Kohl’s PE Multiple Compares with Peers’

    On January 16, Kohl’s (KSS) 12-month forward PE ratio was 12.1x. Meanwhile, Nordstrom (JWN), Macy’s (M), and Dillard’s (DDS) have PE ratios of 12.1x, 7.3x, and 11.2x, respectively.

    By Victoria Dean
  • uploads///hanger _
    Consumer

    Kohl’s Tanks 9.2%—Even with Strong Third-Quarter Results

    On November 20, Kohl’s Corporation (KSS) posted its third-quarter results. Net sales of $4.37 billion and adjusted EPS of $0.98 beat the consensus estimates.

    By Victoria Dean
  • uploads///KSS
    Consumer

    A Look at Kohl’s Capital Allocation Plans

    On September 17, Kohl’s was trading at a 12-month forward PE multiple of ~14.0x.

    By Victoria Dean
  • uploads///KSS
    Consumer

    How Does Kohl’s Price-to-Earnings Multiple Stack Up with Peers?

    On May 14, Kohl’s (KSS) was trading at a 12-month forward PE (price-to-earnings) multiple of 11.4x.

    By Victoria Dean
  • uploads///Retail Stock
    Consumer

    Retail Stocks Tick Higher as Tax Reform Bill Gains Momentum

    Retail stocks closed higher on Monday, December 4, 2017, probably in reaction to the Senate’s passing its tax reform bill early Saturday morning.

    By Amit Singh
  • uploads///Macys Q Sames store
    Company & Industry Overviews

    Efforts to Improve Macy’s Same-Store Sales Growth

    At the Goldman Sachs Global Retailing Conference, Macy’s senior management discussed the company’s initiatives to improve Macy’s same-store sales.

    By Sirisha Bhogaraju
  • uploads///KSS Valuation
    Consumer

    Kohl’s Valuation Surges after Fiscal 2Q16 Results

    As of August 15, Kohl’s was trading at a 12-month forward PE (price-to-earnings) ratio of 11.7x.

    By Sirisha Bhogaraju
  • uploads///JWN Same store sales
    Consumer

    Insight into Nordstrom’s Sales-Driving Strategies

    Nordstrom (JWN) has been aggressively investing in its growth initiatives, including expansion into Canada and the strengthening of its online business.

    By Sirisha Bhogaraju
  • uploads///JCP sales growth
    Company & Industry Overviews

    Can JCPenney Get Its Sales Back on Track?

    JCPenney (JCP) has been implementing several initiatives to improve its sales growth.

    By Sirisha Bhogaraju
  • uploads///JCP Same store sales
    Earnings Report

    JCPenney Looks for Growth beyond Apparel

    JCPenney’s (JCP) same-store sales declined by 0.4% in 1Q16 ended April 30, 2016.

    By Sirisha Bhogaraju
  • uploads///KSS Q Sales
    Earnings Report

    Kohl’s 1Q16 Sales Fell amid Challenging Retail Environment

    Kohl’s (KSS) disappointed its investors with lower-than-expected sales of about $4.0 billion in 1Q16.

    By Sirisha Bhogaraju
  • uploads///M Q EPS
    Earnings Report

    Why Did Macy’s 1Q16 Earnings Drop Sharply?

    The 28.6% decline in Macy’s 1Q16 adjusted EPS was higher compared to a 14.2% decline in 4Q15 adjusted EPS and a 6.7% decline in 1Q15 adjusted EPS.

    By Sirisha Bhogaraju
  • uploads///Macys Margins
    Earnings Report

    Why Macy’s Margins Might Be under Pressure in Fiscal 1Q16

    Macy’s (M) gross margin in fiscal 4Q15 declined by 290 basis points on a year-over-year basis. Weak holiday sales and higher markdowns impacted Macy’s gross margin.

    By Sirisha Bhogaraju
  • uploads///KSS Sales Growth Quarterly
    Earnings Report

    How Kohl’s Plans to Boost Its Sales in Fiscal 2016

    In 4Q15, Kohl’s reported sales growth of 0.8% in comparison to 1.2% in 3Q15 and 3.9% in 4Q14.

    By Sirisha Bhogaraju
  • uploads///JCP Margins
    Earnings Report

    JCPenney: What Does the Company Expect for Its Gross Margin?

    JCPenney’s (JCP) gross margin expanded to 34.1% in 4Q15 ended January 30, 2016, compared with 33.8% in 4Q15.

    By Sirisha Bhogaraju
  • uploads///Macys valuation
    Earnings Report

    Why Macy’s Valuation Has Risen in 2016

    Macy’s (M) 12-month forward PE (price-to-earnings) ratio increased by 2.5% to 11.0x on February 23, the day the company announced its fiscal 4Q15 and fiscal 2015 results.

    By Sirisha Bhogaraju
  • uploads///Macys EPS
    Earnings Report

    Did Macy’s Fiscal 4Q15 Earnings Beat Analysts’ Estimates?

    Macy’s fiscal 4Q15 adjusted EPS (earnings per share) came in at $2.10, exceeding the consensus Wall Street estimate of $1.70, which excluded the impact of one-time items.

    By Sirisha Bhogaraju
  • uploads///Macys margins
    Earnings Report

    Macy’s Fiscal 4Q15 Margins Fall in Heavy Promotional Environment

    In Macy’s fiscal 4Q15, which ended January 30, 2016, the company’s gross margin declined to 37.4% from 40.3% in fiscal 4Q14.

    By Sirisha Bhogaraju
  • uploads///Macys sales
    Earnings Report

    Did Macy’s Beat Fiscal 4Q15 Sales Estimates?

    Macy’s reported fiscal 4Q15 net sales of $8.9 billion, exceeding the consensus Wall Street estimate of $8.8 billion.

    By Sirisha Bhogaraju
  • uploads///KSS Valuation
    Earnings Report

    Can Kohl’s Growth Strategy Boost Its Valuation?

    As of February 19, 2016, Kohl’s was trading at a 12-month forward PE ratio of 10.4x. Its valuation multiple has fallen by 0.8% since the start of 2016.

    By Sirisha Bhogaraju
  • uploads///KSS price
    Earnings Report

    How Do Most Analysts Currently Rate Kohl’s?

    13 out of 24 analysts have “hold” recommendations on Kohl’s. Eight analysts have “buy” recommendations, and three analysts have “sell” recommendations.

    By Sirisha Bhogaraju
  • uploads///KSS EPS Preview
    Earnings Report

    Kohl’s Fiscal 4Q15 Earnings May Suffer on Lower Sales

    Kohl’s is scheduled to report its fiscal 4Q15 and 2015 results on February 25, 2016. On February 4, the company provided an update on its fiscal 4Q15 sales.

    By Sirisha Bhogaraju
  • uploads///M Margins
    Earnings Report

    Why Might Macy’s Margins Come Down in Fiscal 4Q15?

    Aside from expected markdowns on merchandise, Macy’s margins in fiscal 4Q15 are likely to have been impacted by investments in several growth initiatives.

    By Sirisha Bhogaraju
  • uploads///MAcys price
    Company & Industry Overviews

    Macy’s Closes Brooklyn Real Estate Transaction

    On January 29, 2016, Macy’s (M) announced the completion of its transaction with Tishman Speyer for the redevelopment of its Brooklyn, New York, store on Fulton Street.

    By Sirisha Bhogaraju
  • uploads///JCP price
    Company & Industry Overviews

    Can JCPenney’s Turnaround Efforts Boost Its Stock Price in 2016?

    JCPenney’s stock was trading at $6.79—down 2.6% since the beginning of 2016. The S&P 500 Index and the SPDR S&P Retail ETF (XRT) have fallen 5.4% and 5.7%.

    By Sirisha Bhogaraju
  • uploads///JCP Merchandise Mix
    Company & Industry Overviews

    JCPenney Brings Appliances Back to Stores after Over 3 Decades

    JCPenney (JCP) will be bringing a leading assortment of major appliances to 22 pilot stores effective February 1, 2016.

    By Sirisha Bhogaraju
  • uploads///JWN
    Company & Industry Overviews

    Can Nordstrom’s 4Q15 Results Boost Its Stock Price?

    Analysts’ 12-month price target for Nordstrom’s stock is $56.60.

    By Sirisha Bhogaraju
  • uploads///JWN Sales by segment
    Company & Industry Overviews

    Is Nordstrom’s Rack Business Losing Ground?

    Nordstrom’s same-store sales at both its full-line stores and off-price Nordstrom Rack stores fell in 3Q15.

    By Sirisha Bhogaraju
  • uploads///BI
    Macroeconomic Analysis

    Business Inventories and Sales Decline with Sluggish Demand

    The November business inventories to sales ratio stood at 1.4, compared with 1.3 in November 2014.

    By Lara Sheldon
  • uploads///Macys margins
    Company & Industry Overviews

    Macy’s Announces Productivity Measures, Massive Job Cuts

    On January 6, 2016, Macy’s (M) announced measures to enhance productivity and improve performance. It aims to bring down selling, general, and administrative expenses by $400 million.

    By Sirisha Bhogaraju
  • uploads///M stock price movement
    Company & Industry Overviews

    Macy’s Investors Disappointed in 2015: Stock Falls More Than 46%

    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.

    By Sirisha Bhogaraju
  • uploads///Valuation
    Company & Industry Overviews

    Sizing up Kohl’s Relative Valuation versus Its Peer Group

    As of December 15, Kohl’s was trading at a forward PE multiple of 10.2x. Kohl’s is trading at a premium valuation compared to Macy’s and Dillard’s.

    By Sirisha Bhogaraju
  • uploads///earnings
    Company & Industry Overviews

    Has Kohl’s Been Able to Deliver an Improved Performance so Far?

    After disappointing investors in 2Q15, Kohl’s bounced back in 3Q15, beating the consensus Wall Street analyst earnings and sales estimates in 3Q15.

    By Sirisha Bhogaraju
  • uploads///Debt
    Company & Industry Overviews

    Kohl’s Has Reasonable Debt Levels Compared to Peers

    As of 3Q15, Kohl’s total debt stood at $5.1 billion. Its total debt also declined in fiscal 2014 to $4.8 billion from $4.9 billion in fiscal 2013.

    By Sirisha Bhogaraju
  • uploads///Kohls capital expenditure
    Company & Industry Overviews

    Kohl’s Brings Down its Capital Expenditure on New Stores

    Kohl’s is directing its investments more toward revamping its existing stores and in IT rather than in new stores.

    By Sirisha Bhogaraju
  • uploads///Kohls sales growth
    Company & Industry Overviews

    Understanding the Key Elements of Kohl’s Greatness Agenda Strategy

    Kohl’s aims to achieve $21 billion in sales by 2017 with the help of its new “Greatness Agenda” strategy.

    By Sirisha Bhogaraju
  • uploads///Kohls merchandise mix
    Company & Industry Overviews

    Kohl’s Merchandise Mix and Its Focus on Women’s Apparel

    In fiscal 2014 ended January 31, 2015, women’s apparel accounted for 30% of Kohl’s net sales.

    By Sirisha Bhogaraju
  • uploads///TJX Margins
    Earnings Report

    Why TJX Companies’ Margins Declined in Fiscal 3Q16

    For the full-year fiscal 2016 ending January 30, 2016, TJX Companies expects a gross margin of 28.5%, unchanged from fiscal 2015.

    By Sirisha Bhogaraju
  • uploads///TJX Sales Q
    Earnings Report

    Higher Traffic Helped TJX Deliver a Sales Beat in Fiscal 3Q16

    Off-price retailer TJX Companies reported its results for fiscal 3Q16 on November 17, 2015. Its sales of $7.8 billion beat the consensus Wall Street analyst sales estimate of $7.7 billion.

    By Sirisha Bhogaraju
  • uploads///dds pe
    Earnings Report

    How Has Dillard’s Performed Compared to Its Peers?

    Dillard’s peers have outperformed based on PE, PBV, and PS. However, Dillard’s is ahead of its peers based on EPS and net profit margin.

    By Gabriel Kane
  • uploads///JWN stock price
    Earnings Report

    Nordstrom’s Stock Underperformed Other Off-Price Retailers

    As of November 4, Nordstrom’s stock price has fallen by 11.3% to $66.42 since the announcement of the company’s 2Q15 results on August 13.

    By Sirisha Bhogaraju
  • uploads///ROST debt
    Company & Industry Overviews

    Ross Stores Boasts Lower Debt Level Compared to Its Peers

    As at the end of fiscal 2014 ended January 31, 2015, Ross Stores had a total debt level of $398.4 million, compared to $150 million in fiscal 2013.

    By Sirisha Bhogaraju
  • uploads///Same store sales
    Company & Industry Overviews

    Why JCPenney’s Strategic Initiatives Boosted Same-Store Sales Growth

    JCPenney’s (JCP) turnaround efforts that commenced in 2013 have helped improve its same-store sales.

    By Sirisha Bhogaraju
  • uploads/// stock price movement
    Company & Industry Overviews

    JCPenney’s Turnaround Strategy: An Attempt to Rise from the Ashes

    Mike Ullman implemented several initiatives as part of a turnaround strategy that aimed to bring back JCPenney’s consumers and improve its financial position.

    By Sirisha Bhogaraju
  • uploads///Valuation
    Earnings Report

    Key Department Store Stocks Underperform in the Market

    As of September 4, department store stocks for Macy’s fell by 11.1% since the start of 2015. Despite 1H15 sales growth, Nordstrom’s stock also fell by 7%.

    By Sirisha Bhogaraju
  • uploads///Department store sales H
    Earnings Report

    Nordstrom Steals Thunder from Department Store Peers in 1H15

    Nordstrom reported a 9.4% rise in total revenue for 1H15. The sales growth was due to growth from full-line stores, online businesses, and off-price stores.

    By Sirisha Bhogaraju
  • uploads///US Department Store sales
    Earnings Report

    Major US Department Stores Struggle to Attract Consumers in 1H15

    The US Census Bureau’s latest report revealed a 0.8% decline in July US department store sales, compared to June 2015. Sales showed YoY declines of 2.7%.

    By Sirisha Bhogaraju
  • uploads///Retail Sales Trend Since
    Macroeconomic Analysis

    What Do Recent Retail Sales Trends Indicate?

    After the June figures not meeting the expectations, investors had a smile on their faces when the July retail sales number increased 0.6% month-over-month, beating the consensus of 0.5%.

    By Mark Jonker
  • uploads///JCP Q EPS
    Earnings Report

    JCPenney’s Turnaround Strategy Helps Narrow 2Q15 Loss

    JCPenney (JCP) trimmed its adjusted loss per share in fiscal 2Q15 to $0.41 compared to $0.75 in the corresponding quarter last year.

    By Sirisha Bhogaraju
  • uploads///JWN Sales Q
    Earnings Report

    Nordstrom Impresses Investors with Strong Sales Growth in 2Q15

    Nordstrom’s (JWN) sales in 2Q15 increased by 9.1% to $3.7 billion from the comparable quarter of the previous year.

    By Sirisha Bhogaraju
  • uploads///Macys Q margins
    Earnings Report

    What Brought Down Macy’s Margins in 2Q15?

    Macy’s margins in 2Q15 were affected by a 150 basis point increase in selling, general, and administrative expenses, or SG&A, as a percentage of sales.

    By Sirisha Bhogaraju
  • uploads///unemployment
    Macroeconomic Analysis

    What’s the Easter Bunny Bringing for Retailers?

    The unemployment rate in the month of February 2015 moved down to 5.5% from 5.7% in January.

    By Sirisha Bhogaraju
  • uploads///Redbook Index
    Macroeconomic Analysis

    Two Key Retail Sales Indices Lift Hope for Department Stores

    The Johnson Redbook Index and the Retail Economist-Goldman Sachs Weekly Chain Store Sales Index are two key retail sales indices that measure same-store sales on a weekly basis.

    By Sirisha Bhogaraju
  • uploads///Valuation
    Earnings Report

    Macy’s Stock Underperforms Key Department Store Rivals

    Macy’s stock has underperformed peers like Dillard’s, Kohl’s, and Nordstrom, which have appreciated by 35%, 30%, and 28.2%, respectively.

    By Sirisha Bhogaraju
  • uploads///Inventory Q
    Earnings Report

    What Steps Has Macy’s Taken to Improve Inventory Management?

    Department stores like Macy’s (M) are focusing on improving their inventory management so as to maintain the optimal level of inventory, bring down costs, and avoid stock-outs.

    By Sirisha Bhogaraju
  • uploads///Margins
    Earnings Report

    How Macy’s Productivity Measures Aim to Improve Operating Margins

    Macy’s (M) has been implementing productivity measures to improve its operating margins in order to offset the impact of stagnant sales amid intense competition.

    By Sirisha Bhogaraju
  • uploads///Same Store Sales
    Earnings Report

    Macy’s Same-Store Sales Growth Slows Down in Fiscal 2014

    Macy’s same-store sales growth slowed down to 0.7% in fiscal 2014 compared to 1.9% in fiscal 2013 and 3.70% in fiscal 2012.

    By Sirisha Bhogaraju
  • uploads///Chart
    Earnings Report

    Macy’s: The Largest Department Store Sees Sluggish Top Line

    Macy’s (M) is a leading department store chain that operates about 823 stores in 45 states, the District of Columbia, Guam, and Puerto Rico.

    By Sirisha Bhogaraju
  • uploads///Capital spending
    Earnings Report

    Nordstrom: Spending aggressively to generate results

    On top of technology upgrades and fulfillment centers, Nordstrom has allocated 25% of its future spending to expand Canadian and Manhattan stores.

    By Sirisha Bhogaraju
  • uploads///same store sales
    Earnings Report

    Nordstrom ramps up retail footprint in North America

    In fiscal 2015, it plans to open four full-line stores in the US and two in Canada. Nordstrom also plans to open 27 more Nordstrom Rack stores in the US.

    By Sirisha Bhogaraju
  • uploads///Net Sales Breakdown
    Earnings Report

    Nordstrom’s Rack stores and online channel are top performers

    Nordstrom’s Rack stores sell clearance and end-of-season merchandise at deep discounts. Today there are 167 Nordstrom Rack stores across the US.

    By Sirisha Bhogaraju
  • uploads///Online
    Company & Industry Overviews

    Nordstrom’s online business is its fastest-growing channel

    Nordstrom’s online business has been registering about 30% growth annually for the past three years.

    By Sirisha Bhogaraju
  • uploads///trunk club
    Company & Industry Overviews

    Nordstrom extends menswear offerings with Trunk Club acquisition

    This article discusses Nordstrom’s Trunk Club acquisition.

    By Sirisha Bhogaraju
  • uploads///debt profile
    Company & Industry Overviews

    Nordstrom’s debt levels are improving

    Nordstrom’s debt levels have decreased over the past three years.

    By Sirisha Bhogaraju
  • uploads///inventory
    Company & Industry Overviews

    Nordstrom’s inventory management better than that of its peers

    This article discusses Nordstrom’s inventory management in comparison to that of its industry peers.

    By Sirisha Bhogaraju
  • uploads///multichannel strategy
    Company & Industry Overviews

    Nordstrom’s multichannel strategy, customer focus lead to success

    Nordstrom’s multichannel strategy and best-in-class customer service have made the company famous.

    By Sirisha Bhogaraju
  • uploads///capital expenditure
    Company & Industry Overviews

    Nordstrom’s capital expenditure for new stores, technology

    Nordstrom’s capital expenditure from fiscal 2009 to fiscal 2013 was $2.2 billion.

    By Sirisha Bhogaraju
  • uploads///operating margins
    Company & Industry Overviews

    Nordstrom’s operating margin impacted by growth initiatives

    Nordstrom’s operating margin declined from 11.5% in fiscal 2011 to 11.1% in fiscal 2012 and 10.8% in fiscal 2013.

    By Sirisha Bhogaraju
  • uploads///Nordstrom Rack
    Company & Industry Overviews

    Big plans for Nordstrom Rack stores

    Nordstrom Rack stores sell clearance and end-of-season designer merchandise at a 30% to 70% discount.

    By Sirisha Bhogaraju
  • uploads///retail segment
    Company & Industry Overviews

    Understanding Nordstrom’s revenue streams

    In fiscal 2013, the company’s Retail segment contributed 97% of Nordstrom’s revenues of $12.5 billion, while the Credit segment accounted for only 3%.

    By Sirisha Bhogaraju
  • uploads///ETFs
    Company & Industry Overviews

    ETFs with holdings in Nordstrom

    This article discusses ETFs with holdings in Nordstrom.

    By Sirisha Bhogaraju
  • uploads///chart
    Company & Industry Overviews

    An overview of Nordstrom’s growth story

    This article provides a brief overview of Nordstrom’s growth story.

    By Sirisha Bhogaraju
  • uploads///inventory
    Company & Industry Overviews

    Macy’s works on inventory management: Will it improve sales?

    Macy’s is taking measures to improve inventory management, including its My Macy’s program that customizes merchandise according to local preferences.

    By Sirisha Bhogaraju
  • uploads///Part
    Company & Industry Overviews

    Selling Channels: How Coach Products Reach Customers

    Coach, Inc. (COH) distributes products through wholesale and direct-to-customer channels. It runs wholesale shops-within-shops at major department stores.

    By Phalguni Soni
  • Consumer

    TPG-Axon Capital buys CNX, M, OUTR, and DDS and decreases positions in ROC, GNC, and WYN—13F Flash C

    In this six-part series, we’ll go through some of the main positions TPG-Axon Capital traded this past quarter. Why buy Outerwall Inc. (OUTR)?

    By Samantha Nielson
  • uploads///TPG
    Consumer

    TPG-Axon Capital buys CNX, M, OUTR, and DDS and decreases positions in ROC, GNC, and WYN—13F Flash A

    In this six-part series, we’ll go through some of the main positions TPG-Axon Capital traded this past quarter. Why buy CONSOL Energy (CNX)?

    By Samantha Nielson
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