As one
retail analyst noted, «there is never too much liquidating product on the market these days.»
Not exact matches
«Story represents the future of
retail — curation, editorial storytelling, interactive events and displays... and will help amplify Macy's instagrammable moments and help connect with Millennial shoppers,» Cohen & Co.
analyst Oliver Chen said in a
note to clients.
Maureen Atkinson, a
retail analyst with J.C. Williams Group,
noted that a colder - than - usual spring contributed in part to consumers» hesitation to spend on items such as clothing.
«Overall the [fiscal third - quarter] result suggests investments continue to favorably impact comp growth and shows Walmart is effectively competing in a tough
retail environment,» Mark Astrachan, an
analyst at Stifel, said in a
note.
«Internet
retailers (led by Amazon) have added $ 27.8 billion to their apparel revenue since 2005, while dept stores have lost $ 29.6 billion,» Morgan Stanley
analysts wrote in a 2016
note.
For now, the company is in «rarefied air, given the current
retail environment,» Scot Ciccarelli, an
analyst at RBC Capital Markets LLC, said in a
note.
The changes are a sign that U.S. parent company Sears Holdings, which owns nearly 93 % of the Canadian division, «is seeking to revive the Sears Canada
retail franchise and is not simply planning to harvest the company's declining cash flow,» wrote Desjardins Securities
analyst Keith Howlett in a recent
note.
«We expect Best Buy to continue to perform at a high level across multiple categories, with appliances likely to be one of the bright spots given market dynamics,» Moody's
retail analyst Charlie O'Shea wrote in a research
note.
Amazon's purchase of Whole Foods is clearly «a warning shot for the food
retail industry that competition likely heightens on top of an already challenging
retail backdrop,» Wells Fargo senior
analyst Zachary Fadem wrote in a
note to investors on Friday.
«Humana is potentially an attractive asset for Walmart as it would help diversify its revenue stream,» Cantor Fitzgerald health insurance
analyst Steven Halper wrote in a recent report,
noting that the
retailer and insurer already partner on a co-branded Medicare prescription drug plan.
Analysts have blamed the slowdown on bad weather,
noting that the construction and
retail sectors are usually negatively affected during cold snaps.
Gordon Haskett
retail analyst Chuck Grom wrote in a research
note Friday.
By ignoring new shopping centers being built, the research
note took an overly simplistic view of the changing landscape of shopping centers, said
analyst David Marcotte, senior vice president with Kantar
Retail.
Retail analysts also
note that because Amazon aggregates data on the market, it can use that to inform its own designs and create logical price points.
«It is clear to us that a lot of top flight talent has left Nike in a very short period of time,» wrote Sam Poser, a
retail analyst at Susquehanna Financial Group, in a recent research
note that counted nine such exits in 35 days, adding that «Nike has a track record of developing and promoting talent from within.»
Deborah Weinswig, a
retail analyst at Citi Research, said in a
note to investors that beginning Nov. 20, Penney may postpone granting a registration to Pershing Square under the agreement or require Pershing Square to refrain from disposing of Penney's stock for no more than 90 days, based on an analysis of the filing.
UBS
analysts noted that e-commerce companies are cooperating with established offline
retail chains to improve customer service and distribution coverage in small cities.
Oliver Chen, a
retail analyst at Cowen & Co., said in a research
note that Lululemon's new site included better content, storytelling and product imagery.
«Historically, the
retail infant formula business has not been price - sensitive, «
notes Larry Feinberg, an
analyst at Drexel Burnham Lambert Inc. «A doctor tells a mom what formula to buy and she buys it.
In a letter sent to vendors in January and cited by Citi
analyst Deborah Weinswig in a
note to clients, the company wrote, «What we aren't willing to do is let online - only
retailers use our brick - and - mortar stores as a showroom for their products and undercut our prices.»
While Amazon.com has declined to break out exact sales numbers, the online
retailer insists that its Kindle line is collectively the bestselling product on its site; an
analyst with advisory group Collins Stewart estimated in a Dec. 1 research
note that the company could earn as much as $ 301.4 million off the Kindle in 2009.
Doug Stephens, a Toronto - based
retail analyst and strategist,
noted that both sides will likely see disadvantages to this deal.
When the S8 finally hits
retail stores, it should be somewhere in March, a period that is, according to
analysts, enough for consumers to forget the Galaxy
Note 7 and its problems.
«The transaction would be logical because Parisian and Lord & Taylor have similar positioning in the [higher - end] market,» wrote Bear Stearns
retail analyst Christine Augustine, in a
note to investors.
RBC REIT
analyst Rich Moore also
noted that
retailers continue to expand their workforce, indicating that net store openings are likely to be positive.
Analysts agree that
retail REIT investment is poised to increase, but they
note that the industry also is poised for some fallout.
Nevertheless,
analysts remain bullish on public
retail REITs,
noting that investors are overlooking many strong companies.
«Buyers of these properties face massive execution risk,» the
analysts said,
noting that owners of the spaces may face lower - than - expected rents, more
retailer defaults or a long leasing process.
This is «problematic as the list of
retailers seeking that [floor plan] is short,»
analysts from Green Street Advisors wrote in a recent
note to clients.