Tag: retail sales
Are Consumers Overwhelmed by Inflation, High Interest Rates, and Geopolitics?
I’ll start today with my thoughts on the Retail Sector ETF (XRT) as we ended last week:
“For Granny Retail XRT we first want to...
Retail & Autos in Focus: November Interim Sales Trends
The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon.
A strong Q3 earnings season is in the books,...
Snap Goes The Economy
“…the macro environment has deteriorated further and faster than we anticipated when we issued our quarterly guidance last month.” -Snap CEO Evan Spiegel
First-quarter 2022 GDP fell by...
Holiday Sales Reports are Top of Mind for Investors
The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon.
Executive Summary
- A “SMID” cap focused on supply chain...
Back-to-School Boom: A Closer Look at Same Store Sales Data
The following research was written with Christine Short, VP of Research at Wall Street Horizon.
The July Retail Sales report revealed a drop of 1.1%,...
Stock Market Update: Retail’s Conspicuous & Inconspicuous Consumption
It’s about that time of year again.
Soon is the time when consumer sentiment is about to go through the ultimate test - Black Friday.
Black...
Retail Sales Trends: Department Stores Rise From Ashes
It’s true…
The decline of the department store is nothing new. We have seen record retail closures, drastic shifts in business models, and full-blown marketing...
The Changing Consumer And What It Means For Retail Sector
This is part 2 of our investing research series on changing consumer and retail trends. (Read part 1 here).
This post was written with Chris...
May Retail Sales Report: Green Shoots At Department Stores?
The overall headline number for the May Retail Sales Report was subdued. Retail sales fell by 0.3% in the month of May after a 0.4% increase...
Chinese Retail Sales Closing The Gap With US
China Gets Competitive With US Retail Sales
For the past several months we've seen a lot of headlines questioning growth in China. While those may hold...
