The Retail Focus Podcast

Retail Focus 11/23/16 – Foot Locker and Hibbett Sports Report Earnings, Looking Ahead to Black Friday

In an abbreviated Retail Focus, we look at the different directions Foot Locker and Hibbett Sports are headed, and more bad news for the Abercrombie brand.  We also take a look ahead to Black Friday, and discuss why it is important to wait before passing judgement on Black Friday sales reports.

Retail Focus 11/16/16 – JCP Setting Up for Growth, What Should Nordstrom Do with Trunk Club?

We take a trip through department store financials, talking about positive signs at JC Penney, some better news regarding Kohl’s, and split news from Nordstrom—their brick-and-mortar is driving growth, but their e-commerce acquisition Trunk Club is weighing financials down. Additionally, we discuss American Apparel’s re-entry into bankruptcy, and Kenneth Cole’s outlet shutdown.

Retail Focus 11/9/16 – Updates From Sprouts and Whole Foods, Small Business Saturday

Mixed earnings reports from Sprouts Farmers Market come out alongside reports of front office movement at competitor Whole Foods. Additionally, Lowe’s rolls out a limited cash back program to drum up pre-Black Friday sales (and compete with Menards), while Toys “R” Us makes only slight adjustments to their Black Friday approach. Sydney Anselmi joins us to discuss the AmEx-fueled “Small Business Saturday,” and what small retailers are doing to take part.

Retail Focus 11/2/16 – Amazon & L Brands Eye International Growth, Tuesday Morning Looks Toward Holidays

A bevy of earnings calls gives us an excuse to talk about where analyst expectations of Lumber Liquidators may be unrealistic, Tuesday Morning’s inventory growth after supply chain issues, and an international focus for Amazon and L Brands. Additionally, how much longer will Office Depot be profitable in their current state?