U.S. Retail Earnings Update - August 13, 2024

To date, 145 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2024, representing 73% of the index. The blended revenue growth estimate for the 199 companies in this index is 3.5% for Q2 2024. Home Depot reported better-than-expected Q2 earnings and revenue.

Seeking Alpha • Aug 14, 2024

Outlook For Consumer Discretionary Stocks Amid Shifting Spending Patterns

Some consumer discretionary stocks have performed better than others. Luxury, homebuilding, and travel have been a bright spots.

Seeking Alpha • Aug 30, 2023

Inflation Continues To Dampen U.S. Retail Sales While Luxury Shines

The first month of 2023 (and the last month of the retail industry's Q4 2022) saw America's largest party supply store file for Chapter 11 bankruptcy, a move that the StarMine credit models had predicted about a year ago. According to StarMine, Bed Bath & Beyond scores in the bottom decile when it comes to the Relative Valuation, Val-Mo, and Short Interest models.

Seeking Alpha • Jan 25, 2023

U.S. Retailers Ramp Up Black Friday Deals

40% of the online merchandise for U.S. retailers is on sale as we enter Black Friday week of 2022. The average percent discount in November is 36.3%; this has come down from the YTD levels of 37.6% and is significantly below the pre-pandemic levels.

Seeking Alpha • Nov 24, 2022

Retail Outlook: Who Will Be In The Driver's Seat This Holiday Season?

The mismatch between supply and demand within the retail space has reversed in advance of this year's holiday shopping season. Higher prices that retailers have successfully implemented since the pandemic are not going to reverse entirely.

Seeking Alpha • Oct 27, 2022

Final Trades: Exxon, Nvidia, Devon Energy & more

The "Halftime Report" traders give their top picks to watch for the second half.

CNBC Television • Jul 27, 2022

Weakness In Retail

The broader retail space has been weak relative to the S&P 500 so far this year. On a YTD basis, the VanEck Vectors Retail ETF has underperformed the S&P 500 by 4.5 percentage points, trading down by 18.2% as of today.

Seeking Alpha • Jun 7, 2022

Relative Support For Consumer Discretionary Stocks

US Consumer Discretionaries have fallen back to old support relative to Staples.

Seeking Alpha • Mar 10, 2022

Retail Spending Posted A Modest Gain In November

Retail sales have posted gains in four consecutive months but November is the slowest pace of the four. Most categories were up in November though breadth was weaker than in October.

Seeking Alpha • Dec 16, 2021

What The U.S. Retail Sales Recovery Says About Corporate Earnings

Fernandes: U.S. retail sales in June 2020 were already higher than in December 2019. Fernandes: US consumer is in a much better position than they were in 2008.

Seeking Alpha • Sep 28, 2021