Thursday Tipsheet: Breaking: Target Q3 Comps +.9% | Lowe’s Call Hlights | Wmart & New Suppliers

  “Breaking:  Target Q3 Comp Sales Up Sluggish .9%”  “In third quarter 2013, sales increased 2.0 percent to $16.9 billion from $16.6 billion last year, reflecting a 0.9 percent increase in comparable sales.”  Read the Full Release   “Target earnings beat; shares slip on light sales” at CNBC.  “Target on Thursday reported comparable sales rose […]

Wednesday Tipsheet: 100’s Line Up @ Costco | Lowe’s Comp +6.2% | H.Depot Call Highlights | Wgreen Cuts at HQ

  “Lowe’s Q3 Comps Up 6.2%”  “Sales for the quarter increased 7.3 percent to $13.0 billion from $12.1 billion in the third quarter of 2012, and comparable sales for the quarter increased 6.2 percent. For the nine month period, sales were $41.8 billion, a 5.8 percent increase over the same period a year ago, and […]

Tuesday Tipsheet: Breaking Comps: H.Depot +8.2%; Dick’s +3.3%; B.Buy +1.7% | Costco’s Fictional Bible

  “Home Depot U.S. Comps Jump 8.2% in Q3.”  Highlights: * U.S. comps +8.2% * Overall comps +7.4% * # of customer transactions +4% * Avg. ticket +3.2% * Sales increased 7.4% to $19.5 Bil * Raises full year comp guidance to +7% *  Frank Blake: “”Our third quarter results reflect the continuing improvement in […]

Monday Tipsheet: Should Wmart Get Rid of Sam’s? | Costco #5 Down Under | Walmart Invades Twin Cities

  This Weeks Earnings Calendar: 11/19:  Home Depot, Dick’s, Best Buy 11/20:  Lowe’s, JCP, Staples 11/21:  Target, Dollar Tree   “Costco Opens Stores #4 and #5 in Australia” by Anne Davies at Sydney Morning Herald.  “In fiscal year 2012-13 Costco snared $600 million of the grocery and retail market. While it remains a minnow compared […]

Friday Tipsheet: Walmart/Sam’s Earnings Call Highlights | BJ’s & Costco: More Turkey Time | Menard Saga Continues

  Walmart & Sam’s:  Dissecting the 11/14/13 Earnings Call: Rosalind Brewer on Sam’s * Q3: opened 13 new and relocated clubs. * Sam’s Club comp of 1.1% without fuel. * Comp traffic grew 2.4% and comp ticket by 1.3% driven by softness in our tobacco business. * Grocery and beverage: low single-digit comp. * Technology and entertainment:  mid-single-digit negative […]

Thursday Tipsheet: Q3 Comps: Wmart -.3%, Sam’s +1.1%, Nhd Mkts +3.4% | Costco’s $20 Mil Peanut Loss

  “Breaking:  Walmart US Q3 comp sales decline 0.3%;  Sam’s +1.1%;  Neighborhood Market rose approximately 3.4%”  “Our most important priority is growing top line sales, including comp sales,” Duke added. “The retail environment, both in stores and online, remains competitive. Walmart has aggressive plans to help our customers enjoy the holiday season, and there is […]