We begin with sad news—that of Ollie’s CEO Mark Butler’s passing. From there, we discuss Aldi’s postponement of building in Arizona, Kroger’s latest earnings call, and retailers we both paid a visit to last week. Additionally, we conduct a deep dive on Big Lots, discussing how their “Store of the Future” layout and their movement away from essentials marks another pivot for the company. In closing, we look ahead to Conn’s earnings and how tariffs may affect Five Below’s runaway success.
Retail Focus 7/11/19 – Bed Bath & Beyond’s Earnings; Back-to-School Sales Forecasts
Retail Focus 7/3/19 – Potential Walmart E-Commerce Losses; Optimism Surrounding C-Stores
Retail Focus 6/27/19 – Toys”R”Us Plans B&M Rebuild; Gordmans Ahead of Schedule
Retail Focus 6/20/19 – Retail in Colombia, Target Deals with #Targetdown Aftermath
Retail Focus 6/8/19 – Five Below Toys Around with New Ideas; GameStop Needs an Extra Life
Retail Focus 5/31/19 – Dressbarn Set to Shutter; Dollar General & Dollar Tree Look Forward
Retail Focus 5/25/19 – Best Buy’s Earnings; Where Foot Locker Sees Growth
Retail Focus 5/17/19 – Walmart’s NextDay Shipping; Macy’s Updates Progress on Initiatives
Retail Focus 5/11/19 – Tuesday Morning Mulls Shift in Model; Office Depot/Max Continues Pivot
Retail Focus 5/3/19 – Northeastern Grocers in the News; Single-Tenant Retail Real Estate
Retail Focus 4/19/19 – New Initiatives for Two Retailers in Flux; Which Retail REITs Lead the Way?
Retail Focus 4/9/19 – Duluth Trading Co. Reveals Initiatives; Sears Planning New Stores
Retail Focus 4/2/19 – Shoe Carnival, Sportsman’s Warehouse Make Market Share Plays
Retail Focus 3/25/19 – Hibbett’s Strong Earnings Showing, ascena Announces maurices Sale
Retail Focus 3/21/19 – Dollar General Earnings; Neiman Marcus’ Slow Digital Growth
Retail Focus 3/9/19 – Target & Kroger Earnings; Dollar Tree's Family Dollar Question
Retail Focus 3/2/19 – JCPenney and Lowe’s Beat Slightly on Earnings; An Upstart Dallas-Based Retailer
Retail Focus 2/21/19 – Walmart Earnings; Advance Auto’s Place in Auto Parts Retail
Retail Focus 2/15/19 – Clarity on Sears Deal, JCPenney Pivots Away from Appliances
Retail Focus 2/5/19 – Amazon Continues to Invest; Simon Shows Mall Trend Isn’t All Downward
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