Retail Focus 9/6/19 – Michaels Attempts Differentiation, Impact of Hurricane Dorian on Retail

We begin our show by looking at Michaels earnings results—more specifically, we look at Michaels’ continued attempts to differentiate in the craft retail space and hone in on their core consumer. From there, we discuss the potential impacts of Hurricane Dorian on U.S. retail, paper shrink in organics, and Kimberly-Clark’s confidence. Additionally, we address Kirkland’s “accelerating in a not-positive direction,” as Layton puts it.