L Brands: Don't Panic [0.05]

Posted on Aug. 17, 2017, 5:38 p.m. by Long Investing Ideas from Seeking Alpha @ [source]

L Brands (LB) is taking another leg lower today after the company delivered weak guidance in its Q2 earnings report. About two weeks ago, we conveyed our short-term bearish, long-term bullish stance on LB.

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After reporting Q2 2017 earnings Mr. Market found disappointing, Dick's Sporting Goods (DKS) shares fell 20%.

Many investors and analysts were obviously disappointed with Q2 results as results came in below guidance in what management highlighted on the conference call as a tough retail environment.

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Mutual funds managers pumped more than Rs 30,000 crore in the stock markets during April-July of the current fiscal due to strong participation from retail investors.In comparison, foreign portfolio investors (FPIs) bought equities worth 21,000 crore during the period under review. Also, they are buoyed by continued strong inflows from retail investors, she added.

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After a stellar earnings report, with a surprising 1.3 percent gain in same store sales, Target shares are up only 3 percent today, after dropping 23 percent for the year.

A number of retailers have also reported a sequential improvement in business, including Home Depot, Kohl's, JC Penney, and Nordstrom.

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Urban Outfitters (URBN) has just reported earnings and shares are getting rallying hard. It is worth noting that net sales increased 2.9% at the Free People brand, but fell 4.0% at the Anthropologie Group and cratered 7.9% at Urban Outfitters.

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The retail industry has been in turmoil this year, and as more companies are reporting, it doesn’t seem to be getting any better. Most expected this struggling retailer to tank on this earnings report, but it surprised analysts and investors, bouncing off a multiyear low.

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But he's feuding with one of America's most famous, most respected and wealthiest business leaders -- Amazon's Jeff Bezos -- mainly because the company is so successful. Layoffs are just one part of the story.

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Off-price was only off-trend for a short while. The results all together affirm that off-price retail remains a winning strategy in the rapidly changing retail landscape.

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But he's feuding with one of America's most famous, most respected and wealthiest business leaders -- Amazon's Jeff Bezos -- mainly because the company is so successful. Layoffs are just one part of the story.

Amazon Bezos big job July Retail retailers tax taxes Trump


The big deal for markets Wednesday could be the minutes from the Fed's last meeting, if they include any fresh insights on inflation.

The minutes, released at 2 p.m., could provide some insight into the view on the Federal Open Market Committee.

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Is this the end of retail as we know it? [0.20]

Posted on Aug. 15, 2017, 9:20 p.m. by Fast Money @ [source]

Is this the end of retail as we know it?

The “Fast Money” traders discuss retail stocks getting whacked and where to put your money in the plummeting sector.

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Urban Outfitters, Inc. (NASDAQ: URBN) reported fiscal second quarter financial results after markets closed Tuesday.

By brand, comparable retail segment net sales increased 2.9% at Free People, but decreased 4.0% at the Anthropologie Group and 7.9% at Urban Outfitters.

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As a value investor we are taught time and time again not to be obsessive over quarterly results and to take more of long term view on the company's prospects, but when a company you are invested in loses a quarter of its market cap in a single trading session, if you were not asking those difficult questions from your investment before, you sure are now. In the article that follows I show why I believe there is value in Office Depot (ODP) while it still trades at $2.2 billion market cap.

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Home Depot: Sell-Off Play [0.14]

Posted on Aug. 15, 2017, 7:33 p.m. by Long Investing Ideas from Seeking Alpha @ [source]

HD has been, continues to be, and will remain better positioned than other retailers to combat retail headwinds. Home Depot (HD) stock is off by more than 3% after reporting better than expected second quarter results and raising full-year sales and earnings guidance.

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Home Depot is down more than 3 percent despite a stellar earnings report that posted its highest quarterly sales in the company's history.

Simply put, continuing fears of the "Amazonification" of retail is hitting the sector hard today, and Home Depot—long considered immune from the Amazon effect—is getting swept up in the worries.

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The Keynesian economists and the monetarists at the Fed are singing a happy tune today as retail sales bounced 0.6 percent vs the Econoday consensus estimate of 0.3%.

The revisions help explain 2nd quarter GDP numbers, but now economists will likely revise the second quarter up.

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Shares of Dick’s Sporting Goods Inc. (NYSE: DKS) hit a multiyear low after the company reported its most recent quarterly results before the markets opened on Tuesday.

Shares of Dicks were last seen down about 20% at $27.93, with a consensus analyst price target of $49.08 and a new 52-week range of $27.85 to $62.88.

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Orange is the new black?

Home Depot stock fell despite the good news.

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Retail Sales increased 0.6% in July [-0.04]

Posted on Aug. 15, 2017, 12:40 p.m. by Calculated Risk @ [source]

On a monthly basis, retail sales increased 0.6 percent from June to July (seasonally adjusted), and sales were up 4.2 percent from July 2016. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline).Retail sales ex-gasoline were up 0.7% in July.The second graph shows the year-over-year change in retail sales and food service (ex-gasoline) since 1993.

basis ex gasoline food increased July June Retail sales seasonally shows


NEW DELHI: Stock market corrections are always painful. Indian fund houses see around Rs 4,700 crore new investment in equity through the SIP route every month.

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