Reuters Insider - Trading at Noon: Retailers set to shine and suffer this Xmas

bebe stores

28/12/2015 08:33

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 Source:             Thomson Reuters                                   
                                                                       
 Description:        Thomson Reuters analysis of retailers this holiday 
                     season.                                           
 
 
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Transcript (May be auto-generated)

                 If you haven't yet been if your holiday shopping their time to act both laugh 
when it gets. A lot of deals are happening and here. I anorexic consumers are 
what you want to. Shoppers aren't I I am one point get laughed but I completed 
most of it by Lawrence you know big Saturday the Saturday. Holidays. One room. 
Protect. Act yes absolutely so Thomson Reuters is looking at a one point 2% 
growth for this holiday season. That includes that month of November December 
and January and this is significantly weaken them here's two point 8%. Now just 
put things into perspective at 3% reflects healthy consumer spending still won't
point 2% is really weak. Since the beginning. Water retailers have been warning 
us not to expect much from them this holiday season. They told us that they were
going into the season. 

With high inventory levels we've seen some of it being discounted going into 
Black Friday and we're seeing it even more discounted now going into the 
Christmas season. And apple. Juice and we. Warm latter. Eric there's people 
outside walking around and teacher and hook up. Which is crazy but absolutely 
because I'm not selling the warm merchandise those big coats. Especially for 
micro quartz it's interesting to see that Internet outlets and department 
stores. August merchandise just accumulating a because that's not resonating 
well and be because of the one other. Hot items are. Well Alec Chinese consumer 
electronics are huge. At leisure Wear lululemon and Nike and to some extent in a
foot locker doing good because of this. Hot trend going on a little lemon and 
Nike know that it's such a hot trend did he even offered discounts on Black 
Friday or something Monday because they don't how you. Are airing it a lot of 
that yes an assault Larry yeah with the movie coming out Ed beds out wearable 
technology. All of those were the hot hot trends for this holiday season. On 
some specific winners and losers aren't with the winner. 

When the when it's on top we have Kate Spade because ten backs our favorite 
sport there retail season. At some point 8% followed by little tab beauty salon 
because the woman love there have met a and fragrances and those always forget 
gift. We talked about lululemon India leisure trends and that took some X and 
the news thing footlocker you know receiving some benefiting from that Chad. 
American Eagle has been benefiting from there you read the kitchen which sells 
out lingerie to young ladies which. Landry also has the B and they'd get the 
people don't like but spell it again for the holiday season. Other winners by 
the holiday season include home improvement and home furnishing stores like 
Williams-Sonoma. Han people lows. Of course Al brands that owns Victoria's 
Secret is also an award went through wants losers. 

The live there's so yes we have the teen retailers still means and the buckle. 
They've been losing some market share what's wait. Free for gas that's the worst
one Susan about the have been losing market share to some of the fast fashion 
retailers like a check now on the forever 21. Men's Wearhouse BB. Their marriage
and that hasn't resonated well for quick on consumers for some time now. And as 
a company for inventory levels are very high especially for department stores. 
Here is the worst ones among the department stores and negative five point 1%. 
The it was pretty much a ghost town at Sears during during the holidays. Macy's 
is also suffering expected to post and negative 1% speech stores. 

All of the departments there's a scene out weak sales except for JC Penney. T 
think he got there that they are they offering all those discounts again and the
values but their core consumer wants. So they aren't top within that sector and 
within that discount factor we forgot to mention target. It is back on the 
amount banks with omni channel strategies. I online and pick up in store which 
which has been very popular so much so that there website crashed on Cyber 
Monday. That's pretty interesting thought because if you go though without 
talking about Abbott on. Our market share from some of these stores and I sign 
it didn't clear ultimate winner the holiday season expect that the post earnings
up. 261%. The highest amongst all the department stores. 

And those triple digit growth are not the end just for the season expected to 
continue to go over the next required that's unheard up right now that we took 
him army kept that about. Much any other retailers such as exactly even revenues
are expected in the double digits. If that Neil Lagos. Passes by that they can 
have Jones. Expect those items to be even shipped within a few hours in Europe 
and on foot on the doorstep so. Amazon is that. Is the one to watch out for. Now
we re release Amazon and not mention the fact that app. Wall e-commerce 
transactions though only make a small fraction opt total retail sales right at 
about 7%. Though Amazon has been having such an impact with perhaps small market
will happen when it. Oxen eight premiere that struck cries that the delivery 
track and write some house and they opened up and it's only Amazon that's all 
you can see right so they're here winner. Unlike tells you are right they're 
still only make of smog checks of over our retail sales which means that. Is 
that have to go into the brick and mortar source if you wanna try on this the 
sport at those issues. Fell online sales the money that people spend online is 
still going for the most part and what we're seeing is the shift in consumer 
spending so. All of these deals that used to be only in brick and mortar and 
consumers used to feel overwhelmed and and pressured to do that impulse 
shopping. Now we're moving on line and those deals are now expended over longer 
periods of time. Which means that the consumer has time to make a decision 
before finalizing that and action. 

Does some research price comparison so they're more conscious about what they're
buying rather than just buying things in polls and I'm not around Black Friday. 
It's going to line. You know prime warnings about midnight. Absolutely I've been
doing that over ten years and I can tell you that up fight it was absolutely one
of last cod Black Friday is seen. And over on because now consumers won them by.
At a convenience from their from their couch right why be inline with all these 
crowds you know. When you can buy an item on line but there's still some people 
a lot different at different the tradition you. One of the big lines that 
without was backed by so they have that he knows strong consumer based loyalty 
of those with customers that come every year the. 

All right Jeremiah. And that director of second degree through here at Morgan 
thank you so much you be joining the name came out here. A lot of talk about 
that I can't. Flat at. You give you an avid out. Balance at bat an act act out 
well an act and 500. I've kept a little bit is that what they shortened trading 
equity market closing at one entity. Due to equipment colony and aren't out 
weekly probably out this warning. At all at 201000. 

This week the 47. Seconds week lol the 100000. Level for the topic for 
continuing to look strong. Let's take a quick look at oil prices. Up about 1%. 
Today on track forty war three T. That is. Rapid trading at noon today ala on 
footer at one insider we have a lot more videos. I went up comic you thought for
the holidays happy wonderfully tomorrow we'll see you back here and techniques. 
I only basket at this board that