Retail Focus 11/2/19 – Carter’s Flexes Wholesale Muscles; ROIC Shows Neighborhood Retail Strength

As earnings season gets under way, we go beyond the main earnings metrics for Carter’s to find that children’s clothing retail may be more robust than thought, especially given declining birth rates. From there, we take a look at Walgreens’ front-store sales and an earnings call from ROIC that suggests neighborhood shopping centers are popular as ever. We close by discussing Amazon’s latest grocery delivery efforts and Wayfair’s quest to stop hemorrhaging money.