Tuesday, August 26, 2014

Top 5 Retail Companies To Watch For 2015

Daniel Acker/Bloomberg via Getty Images Not to be outdone by other large retailers, Walmart Stores announced Tuesday that it will kick off its Black Friday deals one week early. The retailer said it will mark down prices on a number of toys and electronics starting Nov. 22, in stores and online. "Black Friday is our Super Bowl, and we plan to win," said Duncan Mac Naughton, chief merchandising and marketing officer for Walmart U.S. The news follows Sears and Kmart's (SHLD) announcement last week that they would offer Black Friday deals to "Shop Your Way" rewards customers one week early. Walmart (WMT) had said just a week ago that it would kick off its Black Friday sales at 6 p.m. on Thanksgiving Day. The list of retailers pushing Black Friday sales earlier may not be over, and it appears consumers are responding. According to a study by the National Retail Federation last week, 53.8 percent had already started their holiday shopping. Paired with a shorter holiday calendar this year, with six fewer days between Thanksgiving and Christmas, retailers are doing anything they can to remain competitive.

Top 5 Retail Companies To Watch For 2015: DSW Inc (DSW)

DSW Inc. (DSW), incorporated on January 20, 1969, is a United States branded footwear and accessories specialty retailer operating 326 shoe stores in 40 states as of January 28, 2012, and dsw.com. DSW has two segments: the DSW segment, which includes the DSW stores and dsw.com sales channels, and the leased business division segment. As of January 28, 2012, it operated 326 DSW stores, dsw.com and leased departments in 261 Stein Mart stores, 74 Gordmans stores and one Frugal Fannie�� store. During the fiscal year ended January 28, 2012 (fiscal 2011), DSW opened 17DSW stores and closed two DSW stores. On May 26, 2011, Retail Ventures, Inc. (RVI) merged with and into DSW MS LLC (Merger Sub), with Merger Sub surviving the Merger and continuing as a wholly owned subsidiary of DSW. In March 2012, the Company announced the opening of its store on 34th Street in Manhattan. In September 2013, DSW Inc announced the opening of a new store in Eatontown, NJ. In October 2013, DSW Inc announced the opening of two new stores in New York City. In October 2013, DSW Inc announced the opening of a new store in Greenville, SC.

The Company offers an assortment of brand name and designer dress, casual and athletic footwear for women and men, as well as accessories through its DSW stores and dsw.com. It also offers kids' shoes exclusively on dsw.com. The Company leases stores, distribution and fulfillment centers and office facilities under various arrangements with related and unrelated parties. DSW also operates leased departments for three retailers in its leased business division segment. As of January 28, 2012, DSW supplied merchandise to 261 Stein Mart stores, 74 Gordmans stores and one Frugal Fannie�� store. During fiscal 2011, DSW added 20 leased departments and ceased operations in 36 leased departments.

Advisors' Opinion:
  • [By Laura Brodbeck]

    Tuesday

    Earnings Expected: Bob Evans Farms (NASDAQ: BOBE), Analog Devices (NASDAQ: ADI), TiVo (NASDAQ: TIVO), Best Buy (NYSE: BBY), DSW (NYSE: DSW) Sanderson Farms (NASDAQ: SAFM) Economic Releases Expected: U.S. consumer confidence, U.S. house price index, U.S. Redbook, U.S. durable goods orders

    Wednesday

  • [By Sue Chang]

    DSW Inc. (DSW) �is seen posting first-quarter earnings of 48 cents a share.

  • [By jaggom]

    The footwear advertise in the U.S. is really divided and there are players like (DSW) and Foot Locker (FL) in the same space.

    DSW has been on an expansion drive and is poised to include 30 stores in the U.s. this year. This expansion drive indicates that the organization's designer shoes and accessories are fast picking up fame among target customers and urging it to develop its business. What's more, its wedding shop accumulation sets it separated from peers. Presently, DSW operates 382 stores in 42 states, the District of Columbia and Puerto Rico.

Top 5 Retail Companies To Watch For 2015: McDonald's Corporation(MCD)

McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.

Advisors' Opinion:
  • [By Lu Wang]

    McDonald�� (MCD) declined 2.6 percent to $100.20 for the worst retreat in the Dow. The world�� biggest restaurant chain said sales at stores open at least 13 months fell 0.6 percent in April as growth slowed in its Asia-Pacific region. Analysts estimated a 0.5 percent drop, the average of estimates from Consensus Metrix.

  • [By Steve Symington]

    McDonald's (NYSE: MCD  ) , for example, also took a hit during April, as same-store sales for its Asia/Pacific region fell 2.9% that month, thanks largely to weakness in China. Of course, when we remember McDonald's currently operates less than one-third the total number of locations in China as Yum! Brands, combined with the fact that Mickey D's most significant market here in the U.S. is showing remarkable strength, it should come as no surprise that McDonald's investors weren't nearly as concerned as those with an interest in Yum! stock.�

Top Performing Stocks To Watch Right Now: Advance Auto Parts Inc(AAP)

Advance Auto Parts, Inc., through its subsidiaries, operates as a retailer of automotive aftermarket parts, accessories, batteries, and maintenance items. It operates in two segments, Advance Auto Parts (AAP) and Autopart International (AI). The AAP segment operates stores, which primarily offer auto parts, including alternators, batteries, chassis parts, clutches, engines and engine parts, radiators, starters, transmissions, and water pumps; accessories comprising floor mats, mirrors, vent shades, MP3 and cell phone accessories, and seat and steering wheel covers; chemicals consisting of antifreeze, freon, fuel additives, and car washes and waxes; and oil and other automotive petroleum products. This segment also provides battery and wiper installation, battery charging, check engine light reading, electrical system testing, video clinics and project brochures, loaner tool programs, and oil and battery recycling services; and sells its products through online. The AI segm ent operates stores that offer replacement parts for domestic and imported cars, and light trucks to customers in northeast and mid-Atlantic regions, as well as to warehouse distributors and jobbers in North America. As of January 1, 2011, the company operated 3,369 AAP stores, including 3,343 stores located in the northeastern, southeastern, and Midwestern regions of the United States under the Advance Auto Parts and Advance Discount Auto Parts trade names; 26 stores situated in Puerto Rico and the Virgin Islands under the Advance Auto Parts and Western Auto trade names; and 194 stores under the Autopart International trade name in the United States. It serves do-it-yourself, do-it-for-me, or commercial customers. The company was founded in 1929 and is based in Roanoke, Virginia.

Advisors' Opinion:
  • [By Dan Caplinger]

    What's interesting, though, is that historically, auto-parts makers are seen as relying on the lack of success among automakers. After all, new cars don't need parts nearly as often as older cars do, and when Ford and GM perform well, their customers don't have to rely as much on Genuine Parts or competitors AutoZone (NYSE: AZO  ) and Advance Auto Parts (NYSE: AAP  ) for replacements. Yet, even though Advance's 15% gain, and AutoZone's 20% rise year to date, aren't quite as substantial as Genuine Parts, they still signal a paradigm shift in the way investors look at the industry, perhaps recognizing that for every new car sold, there's usually a used car that gets traded in, and so good news for Ford and GM sales might actually translate into more business for the parts industry.

  • [By Ben Levisohn]

    Investors really like Advance Auto Parts (AAP) deal to buy a chain of repair shops–so much so that a stock that finished yesterday in the low 80s is now trading in the mid-90s.

    Agence France-Presse/Getty Images

    Reuters has the details on the deal:

    Advance Auto Parts Inc will buy 1,418 outlets of the Carquest chain to boost its auto repair operations to complement its car parts business, sending its shares up as much as 20 percent to a record high.

    Advance Auto, which sells products such as batteries, air fresheners and engine parts, said it would buy General Parts International Inc for just over $2 billion, creating the largest North American retailer of auto parts.

    General Parts is the biggest operator of the Carquest chain, which runs auto repair shops and car parts stores. General Parts also owns Worldpac, the No.1 supplier of replacement parts for imported car and truck brands.

    Reuters notes that the finished product will be the largest supplier of auto parts by sales, just beating out Autozone (AZN).

    Credit Suisse analyst Simeon Gutman and team call the deal a “smart strategic acquisition.” They write:

    The acquisition would solve two important issues for AAP. First, it has struggled in the DIFM segment, primarily due to a weaker and less accessible distribution network. General Parts has one of the most established distribution networks in the country (~40 DCs vs. AAP’s 10) and long standing relationships with mechanics nationwide. More importantly, WORLDPAC (estimated $1 billion in sales) is the leader in foreign parts with AAP owning the number three player and we see synergies from AI flooding into WORLDPAC.

    A meaningfully positive aspect of the transaction is targeted annual cost savings of roughly $160 million within three years (~6.1% of acquired sales). This seems relatively consistent with previous DIY Auto deals. The deal is expected to be 20%+ accretive to FY 14 ca

  • [By Ben Levisohn]

    Heading into last night’s earnings report, O’Reilly had returned 50% this year including reinvested dividends, easily besting peers Autozone (AZO), which had returned 22%, Genuine Parts (GPC), which has returned 26%, and Advance Auto Parts (AAP), which had returned 38%,� thanks in large part to a 25% gain in the last month due to its purchase of General Parts International. Clearly, investors thought O’Reilly had something going for it its competitors did not.

Top 5 Retail Companies To Watch For 2015: Restoration Hardware Holdings Inc (RH)

Restoration Hardware Holdings, Inc. (Restoration Hardware Holdings), incorporated on August 18, 2011, is a holding company. The Company is merchants of home furnishings. Restoration Hardware Holdings offers merchandise assortments across a number of categories, including furniture, lighting, textiles, bath ware, decor, outdoor, garden, and baby and child products. The Company�� business is integrated across its multiple channels of distribution, consists of its stores, catalogs and Websites. As of July 28, 2012, the Company�� operated a total of 73 retail stores, consisted of 71 Galleries and two full line Design Galleries, and 10 outlet stores throughout the United States and Canada. RH is a brand in the home furnishings. During the fiscal year ended January 28, 2012 (fiscal 2011), the Company opened five stores and closed 22 stores. In fiscal 2011, the Company distributed approximately 26.1 million catalogs, and its Websites logged over 14.3 million visits.

Restoration Hardware Holdings operates a Website for its Baby & Child brand at www.rhbabyandchild.com. The Company opened its two full line Design Galleries in Los Angeles in, June 2011 and Houston in November 2011. In May 2011, the Company launched catalog applications for Apple�� iPad and iPhone that enable customers to view and purchase its product assortment. Restoration Hardware Holdings operates three store types: the Company's full line Design Gallery format, approximately between 22,000 and 28,000 gross square feet; its Gallery format of approximately 7,000-15,000 gross square feet, and its Baby & Child Gallery format of approximately 2,000-3,000 gross square feet.

Advisors' Opinion:
  • [By Lisa Levin]

    Home Furnishing Stores: The industry gained 1.78% by 10:25 am. The top performer in this industry was Restoration Hardware Holdings (NYSE: RH), which gained 13.5%. Restoration Hardware reported stronger-than-expected first-quarter earnings. The company's adjusted earnings came in at $0.18 per share, topping analysts' expectations of $0.11 per share.

  • [By Ben Levisohn]

    Not investors in Restoration Hardware (RH). Its shares have dropped 2% in after-hours trading after it reported a profit of 49 cents a share, above forecasts for 43 cents, but offered mixed guidance. Oxford Industries (OXM) is off 7.3% at $60 after it announced a profit of $1.01, ahead of 98 cents consensus forecasts, but lowered its 2013 guidance. Shares of SunEdison (SUNE) have dropped 5.4% to $7.90 after it announced a secondary offering.

Top 5 Retail Companies To Watch For 2015: Target Corporation(TGT)

Target Corporation operates general merchandise stores in the United States. The company offers household essentials, including pharmacy, beauty, personal care, baby care, cleaning, and paper products; hardlines comprising music, movies, books, computer software, sporting goods, and toys, as well as electronics that comprise video game hardware and software; apparel and accessories consisting of apparel for women, men, boys, girls, toddlers, infants, and newborns; and intimate apparel, jewelry, accessories, and shoes. It also provides food and pet supplies, including dry grocery, dairy, frozen food, beverages, candy, snacks, deli, bakery, meat, produce, and pet supplies; and home furnishings and d�or, such as furniture, lighting, kitchenware, small appliances, home d�or, bed and bath, home improvement, and automotive products, as well as seasonal merchandise, which include patio furniture and holiday d�or. The company sells its merchandise products under private-labe l and exclusive licensed brands. In addition, it provides in-store amenities. As of January 28, 2012, Target Corporation operated 1,763 stores in 49 states and the District of Columbia under Target and SuperTarget names. Further, it offers general merchandise through its Website, Target.com. The company distributes its merchandise through a network of distribution centers, as well as third parties and direct shipping from vendors. Additionally, it offers credit to guests through its branded proprietary credit cards, the Target Visa Credit Card and the Target Credit Card, as well as through its branded proprietary Target Debit Card. Target Corporation was founded in 1902 and is headquartered in Minneapolis, Minnesota.

Advisors' Opinion:
  • [By Matt Brownell]

    Alamy The holiday shopping season is upon us, and that means you're probably about to spend a whole lot of money: According to the National Retail Federation, the average American will spend about $738 on gifts, decorations and other holiday purchases. And, actually, that's down 2 percent from last year, so perhaps we're all trying to be a hair more frugal. But another way to save on those holiday outlays can be to pick the right card when you get to the checkout counter. So which one should you use? If you're planning on carrying a balance into 2014, the answer is obvious: Whichever card has the lowest rate. But if you're planning on paying off your purchases in full and APRs aren't a concern, then you'll need to consider what ancillary benefits you can get by choosing one card over another. The Rewards Carousel The biggest consideration here is what sort of cash-back rewards you can get out of your card. Usually, you get only 1 percent back, which is a drop in the shopping bucket. But many cards have 5 percent bonus categories that rotate on a quarterly basis. And the good news is that credit-card issuers tend to pick bonus categories for the fourth quarter that line up nicely with where you're likely to spend money for the holidays. Take the Chase (JPM) Freedom card, for instance: This quarter, you can get 5 percent cash-back at Amazon.com (AMZN) and department stores including J.C. Penney (JCP), Sears (SHLD) and Nordstrom. The bad news is that some of the retailers with the lowest prices, including Target (TGT), Walmart (WMT) and warehouse-club stores, are excluded from the deal. Still, if you drop $300 between Macy's and Amazon this holiday season, you're getting back $15 just by using your Freedom card. If you intend to do most of your shopping online, your best bet might be the Discover (DFS) It card, which provides 5 percent cash-back on all online purchases through the end of the year. "As people do more holiday spending online, this is a great

  • [By Paul Ausick]

    Among the many retailers that no longer report monthly sales are Target Corp. (NYSE: TGT), Macy�� Inc. (NYSE: M), Kohl�� Corp. (NYSE: KSS), Wal-Mart Stores Inc. (NYSE: WMT), Abercrombie & Fitch Co. (NYSE: ANF) and American Eagle Outfitters Inc. (NYSE: AEO).

  • [By Demitrios Kalogeropoulos]

    There wasn't much to like in Target's (NYSE: TGT  ) latest earnings results. Profits were down. Sales were lower than expected. And the company even ratcheted back its expectations for the rest of the year.

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