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Market Oracle FREE Newsletter

Category: Retail Sector

The analysis published under this category are as follows.

Companies

Wednesday, April 17, 2019

Online Grocery Shopping Will Go Mainstream as Soon as This Year / Companies / Retail Sector

By: Stephen_McBride

—and These 2 Stocks Will Rake In Bill

Americans spend more money on groceries than anything besides housing.

The American grocery market is also 3X bigger than ALL of the online retail market. In other words, we spend 3-times more money on groceries than we do buying stuff over the internet.

Yet almost none of it happens on the internet.

You can see on this chart that a tiny 2% sliver of total grocery sales in America happens online:

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Companies

Thursday, March 14, 2019

Why Walmart Will Crush Amazon / Companies / Retail Sector

By: John_Mauldin

By Robert Ross : Last week, Amazon announced that it would launch its own grocery chain.

This is Amazon’s second big leap into groceries. In 2017, the company bought grocery chain Whole Foods for $13.7 billion.

All of this prompted a number of speculations about Amazon’s move into “offline” retail.

While Whole Foods gave Amazon access to 479 physical stores, the company, in effect, has little interest in the brick-and-mortar presence.

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Economics

Sunday, March 10, 2019

US Retail Sales Panic Data Could Be Just a Glitch / Economics / Retail Sector

By: John_Mauldin

Recession antennae popped up everywhere on February 14.

The Commerce Department reported retail sales fell 1.2% in December. It was the worst month-over-month decline since 2009:

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Companies

Friday, March 08, 2019

Consumer Behavior: What you need to know to read your Audience / Companies / Retail Sector

By: Submissions

Studying consumer behavior is like learning to read minds. You will find out how your customers think, feel, and, most importantly, choose which products and services they will buy. A competitive advantage that allows you to create irresistible offers for your target market, precisely because you, more than your competitors, understand what your customers want, and need, without them having to express their desire in an objective way.

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Companies

Monday, February 25, 2019

Warren Buffett Bought Only One Stock in This Sector—and It’s Exploding / Companies / Retail Sector

By: Stephen_McBride

Amazon sells stuff online for cheap. Usually cheaper than what you’ll pay in a store.

This has given the company a critical edge over brick-and-mortar retailers.

Since it was founded 24 years ago, Amazon has contributed to putting Bon-Ton, Borders, Circuit City, RadioShack and hundreds of store chains out of business.

Many other retailers are barely clinging to life.

Macy’s (M), JCPenney (JCP), and GameStop (GME) still have a pulse, but they’re fading fast. Since 2014, their stocks have plunged 53%, 77%, and 68%.

Store closings in the US hit an all-time high last year, according to leading research firm Nielsen.
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Economics

Friday, February 15, 2019

Chinese Lunar New Year Sales in line with Expectations / Economics / Retail Sector

By: Dan_Steinbock

According to some international observers, the Lunar New Year sales indicate a plunge in Chinese consumption. Economic realities tell a different story.

Chinese Lunar New Year can be seen as a barometer for Chinese private consumption, due to gift-giving and family reunions. Consequently, both holiday data and its international coverage are of great interest.

Here’s the bottom line: During the Lunar New Year holiday in early February, Chinese retail and catering businesses generated a record over 1 trillion yuan ($148 billion). Sales by retail businesses rose 8.5% from a year earlier.
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Stock-Markets

Friday, November 23, 2018

XLY – Don’t Count the American Consumer Out Yet / Stock-Markets / Retail Sector

By: ElliottWaveForecast

The U.S. Consumer Measured Via the XLY

“The U.S. economy is the global economic driver. And within the U.S. economy, the U.S. consumer is the global driver.” James P. Gorman

We’re Entering In Negative Territory for 2018

The stock market (measured via the S&P 500 and Dow Jones Industrial Average) has officially erased all of its 2018 gains. I can see from the headlines like the one pictured below from The Drudge Report that there’s certainly starting to be a bit of panic in the air.

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Stock-Markets

Thursday, September 13, 2018

Next Financial Crisis Is Already Here! John Lewis 99% Profits CRASH - Retail Sector Collapse / Stock-Markets / Retail Sector

By: Nadeem_Walayat

This week the mainstream press has been busy focusing on remembering the 'start' of the financial crisis of September 2008 "Lehman's Brother Collapse" that most of whom never saw coming. In act the financial crisis actually began much earlier than September 2008 with the first obvious signs of a credit crisis brewing being the collapse of two Bear Stearns hedge funds during July 2007, but it would take the mainstream financial press another year before they started to connect the dots for the train wreck well in motion.

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Companies

Friday, September 07, 2018

UK Retail Sector Catastrophe - Toys R Us Woolworth's Moment - ALL Stores Closed Down! / Companies / Retail Sector

By: Nadeem_Walayat

I have been warning for several years now that the UK retail sector was facing a crisis that would result in several Woolworth moments of giant retailers going bust, closing down ALL of their stores. This year has seen the retail sector crisis turn into a catastrophe with several popular chains such as Maplins and Toys closing down ALL of their stores, with many more chains such as New Look, Debenhams and Marks and Spencer teetering on the brink, and not even the pound stores are immune to the unfolding high street catastrophe as illustrated by the fate of Poundstretcher.

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Companies

Tuesday, March 27, 2018

Toys R Us Not the Only Major Retail Casualty / Companies / Retail Sector

By: Harry_Dent

Toys R Us just joined the unenviable list of top retail failures of the past decade: Circuit City, Linens-N-Things, A&P (the Great Atlantic & Pacific Tea Company), Sports Authority, and Radio Shack (whose downfall we called in 2016).

While there are many reasons for the loss of these once household names, and Toys R Us is citing massive debt burdens as one element in its undoing, there is a much bigger – and more predictable – underlying factor.

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Companies

Wednesday, March 21, 2018

Brick and Mortar Stores vs. Online Ssellers / Companies / Retail Sector

By: BATR

For consumers who watched the Wal-Mart store spread throughout the countryside saw local small retailers became an endangered species. Now, some may relish the payback with the dominance of online juggernaut Amazon, who has a prime objective of closing down what remains of the brick and mortar stores. Both in the shopping center era and today with the direct delivery to your doorstep, the low cost seller proves to be the winner. What has changed is that government subsidies are fueling the carriage costs.

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Companies

Thursday, January 25, 2018

Can Toys R Us Survive by Learning Lessons from The Entertainer Toy Shop's Relative Success? / Companies / Retail Sector

By: Nadeem_Walayat

In December the British arm of Toys R Us came to within hours of going bust the followed it's american parent company's filing for bankruptcy protection in September 2017 which that triggered a downsizing programme through rapid store closures that are likely to see at least 200 of it's 866 US stores close in an attempt at reducing its $5 billion debt mountain which dates back to its leveraged buy out of 2005 that costs Toys R Us $400 billion a year in interest payments.

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Personal_Finance

Wednesday, December 20, 2017

Could Toys R Us Crisis Collapse Give Shoppers Closing Down Sales Discount Bargains? / Personal_Finance / Retail Sector

By: Nadeem_Walayat

The British arm of Toys R Us has been teetering on the brink of collapse for several months now following it's american parent company filing for bankruptcy protection in September 2017 that triggered a downsizing programme through rapid store closures that are likely to see at least 200 of it's 866 US stores close in an attempt at reducing its $5 billion debt mountain which dates back to its leveraged buy out of 2005 that costs Toys R Us $400 billion a year in interest payments and thus acts as a huge noose around Toys R Us's corporate neck.

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Companies

Tuesday, December 19, 2017

Toys R Us Teetering on the Brink of Collapse, UK Retail Sector Crisis Perfect Storm / Companies / Retail Sector

By: Nadeem_Walayat

The British arm of Toys R Us has been teetering on the brink of collapse for several months now following it's american parent company filing for bankruptcy protection in September 2017 that triggered a downsizing programme through rapid store closures that are likely to see at least 200 of it's 866 US stores close in an attempt at reducing its $5 billion debt mountain which dates back to its leveraged buy out of 2005 that costs Toys R Us $400 billion a year in interest payments.

So it should not come as that much of a surprise that the British arm of Toys R Us with its 106 stores could now be heading for at least a similar fate if not a 'Woolworth's' moment, that could unfold rapidly, all within a matter of days that could see the retailer plunged into administration with the potential loss of 3200 jobs. The triggering factor for which is a £30 million black hole in its employees pension fund that the Government Pension Protection Fund is demanding a near immediate payment of £9 million into to cover 3 years worth of past pension contributions, against which the distressed retailer is offering just £1.6 million and thus the current crisis.

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Companies

Tuesday, November 28, 2017

Retail Industry Index Providing The Next Stocks Long / Companies / Retail Sector

By: ElliottWave-Forecast

The S&P Retail Industry Index comprises stocks in the S&P Total Market Index that are classified in the GICS retail sub-industry. For this article we’ll be using The SPDR S&P Retail ETF (XRT) which tracks an equal-weighted index of stocks in the US retail industry and correspond generally to the total return performance of the S&P Retail Select Industry Index.

The performance of XRT is significantly correlated to the prevailing level of consumer confidence in the economy because the ETF represent the companies whose main business is selling retail merchandise to consumers like WalMart , Groupon, American Eagle, ect.

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Companies

Sunday, August 06, 2017

Asda Sales Collapse and Profits Crash! UK Retailer Sector Crisis 2017 / Companies / Retail Sector

By: Nadeem_Walayat

In a series of videos I have been explaining why the likes of Tesco and rest of the already depressed retail sector were facing a perfect storm of rising brexit producer prices, falling consumer disposable earnings whilst at the same time continuing to haemorrhage customers to the discounters. All of which would culminate in increasing pressure on profit margins and balance sheets. Which ultimately warns to expect a woolworth's moment, i.e. a retail giant going bust, whilst in the meantime the crisis will at the very least translate into many job losses and the mothballing of many unprofitable stores, the closure of huge super markets, something that is unthinkable to most will likely become a reality as distressed retailers attempt to bolster profit margins by cutting costs by closing super markets that are no longer able to operate at a profit.

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Companies

Thursday, August 03, 2017

Asda Sales and Profits CRASH - UK Retailer Sector Crisis 2017 Continues to Worsen / Companies / Retail Sector

By: Nadeem_Walayat

Up until results released this weeks, Asda had been battling Sainsbury to take the second place spot in terms of being Britain's 2nd largest retailer with sales for both virtually neck and neck on £24 billion. Asda as part of the giant US Wal-Mart group has been seen as being the more robust of Britain's largest retailers, many of whom are facing a perfect storm of BrExit inflation producer price hikes, contracting customer disposable earnings and loss of customers to the discounters such as Aldi and Lidl. Which has thrown all of the retailers into a full blown crisis as my analysis from earlier this year has been warning of that ultimately this means we may witness a Woolworth's moment that see's one of Britain's largest retailers goes bust, with my focus being on Britain's biggest retailer TESCO that has been in a literal death spiral now for several years.

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Companies

Monday, July 17, 2017

A Former Lehman Brothers Trader: It’s Time To Buy Brick And Mortar Retailers / Companies / Retail Sector

By: John_Mauldin

BY JARED DILLIAN : Everyone thinks it is only a matter of time before Amazon puts every department store, every mall, every brick-and-mortar retailer out of business. Amazon gets an infinity market cap and everyone else gets zero.

Sound familiar?

That’s the accepted wisdom.

Is Amazon a great business? Yes.

Is a department store a bad business? Probably.

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Stock-Markets

Thursday, June 15, 2017

The Retail Sector Downfall We Saw Coming / Stock-Markets / Retail Sector

By: Harry_Dent

It’s like a scene out of “Resident Evil.”

Sheets of newspaper scratch along the dusty linoleum floor as the wind beats them into the remnants of a bench… or through the open glass door and into the darkened, empty space beyond.

Escalators haven’t run in decades.

The air itself looks dusty.

Could this really be the future of the American mall?
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Companies

Wednesday, May 24, 2017

Marks and Spencer Profits Collapse, Latest Retailer Hit by Brexit Inflation Tsunami 2017 / Companies / Retail Sector

By: Nadeem_Walayat

Marks & Spencers, Britain's 6th largest retailer saw its profits collapse by 64% in the year to April 1st. With the mainstream press reliant on M&S advertising revenues eager to swallow M&S smoke screen of reasons to explain away the collapse in profits as being due to a series of one off events such as restructuring costs and property impairments when instead the reality is that the whole retail sector is set to experience a perfect storm during 2017 of falling customers disposable earnings and the Brexit inflation tsunami.

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