Briefing.com does a great write up of the market action on a daily basis. Here is their morning take on the retail SSS that came out earlier today.<\/p>\n
Generally, there is a LARGE disparity from the analyst expectations to the actual numbers. 10% or more in some cases. Below is the commentary from Briefing and under that is the history that we use to help us watch for trends that may be occurring.<\/p>\n
Notice that this is one of the best YoY reports that has been seen for a while. The numbers are impressive.<\/p>\n
From Briefing.com<\/a>:<\/p>\nSome cos that beat December Same-Store Sales estimates include (listed according to the magnitude of the beat)<\/span><\/strong><\/p>\n\nSaks (SKS<\/strong>) 11.8% vs. 5% consensus, stock gapped 1.3% to $11.13 and closed up 4.6% at $11.50.<\/li>\nAbercrombie (ANF<\/strong>) 15% vs. 10.1% consensus, stock opened nearly flat but closed 3.3% lower.<\/li>\nTJX Cos (TJX<\/strong>) reported Dec comps of +2% vs. -2.8% consensus and raised Q4 EPS guidance. The stock gapped up 2.4% to $44.02 and continued to climb\u201d\u201dup nearly 6%.<\/li>\nRoss Stores (ROST<\/strong>) reported Dec comps of +4% vs. -0.7% consensus and \u00a0raised Q4 EPS guidance<\/span><\/strong>. The stock gapped up 1.7% to $63.72 and closed near that same level.<\/li>\nDillard’s (DDS<\/strong>) 7% vs. 2.4% consensus, stock gapped up ~1% at the open and has \u00a0edged higher\u201d\u201dto nearly 4% on the day<\/span><\/em><\/strong>.<\/li>\n<\/ul>\nSome cos that missed December Same-Store Sales ests include (listed according to the magnitude of the miss)<\/span><\/strong>:<\/p>\n\nAmerican Eagle (AEO<\/strong>) -11% vs. -1.8% consensus, stock \u00a0dropped 5.2% at the open<\/span><\/strong> to $13.72 but recouped losses among speculation surrounding the co’s cancelation out of a conference next week. AEO closed 4% higher.<\/li>\nGap Inc (GPS<\/strong>) -3% vs. 2.4% consensus, stock tumbled almost 7% at the open and remained lower\u201d\u201dended down 6.9% at $20.70.<\/li>\nWet Seal (WTSLA<\/strong>) -2.1% vs. 2.9% consensus, stock gapped 7.9% lower to $3.6 and was \u00a0leading decliner by end of day at 12%<\/span><\/strong>.<\/li>\nTarget (TGT<\/strong>) reported Dec comps of 0.9% vs. 3.9% consensus and said current Q4 EPS estimates are in reasonable range of possible outcomes (typical commentary), stock dropped 5.3% at the open to $55.81 and remained lower on the day.<\/li>\n<\/ul>\nRetail Same Store Sales 20110203<\/a> <\/embed><\/object><\/p>\n","protected":false},"excerpt":{"rendered":"Briefing.com does a great write up of the market action on a daily basis. Here is their morning take on the retail SSS that came out earlier today. Generally, there is a LARGE disparity from the analyst expectations to the actual numbers. 10% or more in some cases. Below is the commentary from Briefing and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12,42],"tags":[481,490],"class_list":["post-12039","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","category-stocks","tag-economy","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=12039"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=12039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=12039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=12039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Some cos that beat December Same-Store Sales estimates include (listed according to the magnitude of the beat)<\/span><\/strong><\/p>\n\nSaks (SKS<\/strong>) 11.8% vs. 5% consensus, stock gapped 1.3% to $11.13 and closed up 4.6% at $11.50.<\/li>\nAbercrombie (ANF<\/strong>) 15% vs. 10.1% consensus, stock opened nearly flat but closed 3.3% lower.<\/li>\nTJX Cos (TJX<\/strong>) reported Dec comps of +2% vs. -2.8% consensus and raised Q4 EPS guidance. The stock gapped up 2.4% to $44.02 and continued to climb\u201d\u201dup nearly 6%.<\/li>\nRoss Stores (ROST<\/strong>) reported Dec comps of +4% vs. -0.7% consensus and \u00a0raised Q4 EPS guidance<\/span><\/strong>. The stock gapped up 1.7% to $63.72 and closed near that same level.<\/li>\nDillard’s (DDS<\/strong>) 7% vs. 2.4% consensus, stock gapped up ~1% at the open and has \u00a0edged higher\u201d\u201dto nearly 4% on the day<\/span><\/em><\/strong>.<\/li>\n<\/ul>\nSome cos that missed December Same-Store Sales ests include (listed according to the magnitude of the miss)<\/span><\/strong>:<\/p>\n\nAmerican Eagle (AEO<\/strong>) -11% vs. -1.8% consensus, stock \u00a0dropped 5.2% at the open<\/span><\/strong> to $13.72 but recouped losses among speculation surrounding the co’s cancelation out of a conference next week. AEO closed 4% higher.<\/li>\nGap Inc (GPS<\/strong>) -3% vs. 2.4% consensus, stock tumbled almost 7% at the open and remained lower\u201d\u201dended down 6.9% at $20.70.<\/li>\nWet Seal (WTSLA<\/strong>) -2.1% vs. 2.9% consensus, stock gapped 7.9% lower to $3.6 and was \u00a0leading decliner by end of day at 12%<\/span><\/strong>.<\/li>\nTarget (TGT<\/strong>) reported Dec comps of 0.9% vs. 3.9% consensus and said current Q4 EPS estimates are in reasonable range of possible outcomes (typical commentary), stock dropped 5.3% at the open to $55.81 and remained lower on the day.<\/li>\n<\/ul>\nRetail Same Store Sales 20110203<\/a> <\/embed><\/object><\/p>\n","protected":false},"excerpt":{"rendered":"Briefing.com does a great write up of the market action on a daily basis. Here is their morning take on the retail SSS that came out earlier today. Generally, there is a LARGE disparity from the analyst expectations to the actual numbers. 10% or more in some cases. Below is the commentary from Briefing and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12,42],"tags":[481,490],"class_list":["post-12039","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","category-stocks","tag-economy","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=12039"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=12039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=12039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=12039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Some cos that missed December Same-Store Sales ests include (listed according to the magnitude of the miss)<\/span><\/strong>:<\/p>\n\nAmerican Eagle (AEO<\/strong>) -11% vs. -1.8% consensus, stock \u00a0dropped 5.2% at the open<\/span><\/strong> to $13.72 but recouped losses among speculation surrounding the co’s cancelation out of a conference next week. AEO closed 4% higher.<\/li>\nGap Inc (GPS<\/strong>) -3% vs. 2.4% consensus, stock tumbled almost 7% at the open and remained lower\u201d\u201dended down 6.9% at $20.70.<\/li>\nWet Seal (WTSLA<\/strong>) -2.1% vs. 2.9% consensus, stock gapped 7.9% lower to $3.6 and was \u00a0leading decliner by end of day at 12%<\/span><\/strong>.<\/li>\nTarget (TGT<\/strong>) reported Dec comps of 0.9% vs. 3.9% consensus and said current Q4 EPS estimates are in reasonable range of possible outcomes (typical commentary), stock dropped 5.3% at the open to $55.81 and remained lower on the day.<\/li>\n<\/ul>\nRetail Same Store Sales 20110203<\/a> <\/embed><\/object><\/p>\n","protected":false},"excerpt":{"rendered":"Briefing.com does a great write up of the market action on a daily basis. Here is their morning take on the retail SSS that came out earlier today. Generally, there is a LARGE disparity from the analyst expectations to the actual numbers. 10% or more in some cases. Below is the commentary from Briefing and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12,42],"tags":[481,490],"class_list":["post-12039","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","category-stocks","tag-economy","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=12039"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=12039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=12039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=12039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Retail Same Store Sales 20110203<\/a> <\/embed><\/object><\/p>\n","protected":false},"excerpt":{"rendered":"Briefing.com does a great write up of the market action on a daily basis. Here is their morning take on the retail SSS that came out earlier today. Generally, there is a LARGE disparity from the analyst expectations to the actual numbers. 10% or more in some cases. Below is the commentary from Briefing and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12,42],"tags":[481,490],"class_list":["post-12039","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","category-stocks","tag-economy","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=12039"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=12039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=12039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=12039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Briefing.com does a great write up of the market action on a daily basis. Here is their morning take on the retail SSS that came out earlier today. Generally, there is a LARGE disparity from the analyst expectations to the actual numbers. 10% or more in some cases. Below is the commentary from Briefing and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12,42],"tags":[481,490],"class_list":["post-12039","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","category-stocks","tag-economy","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=12039"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12039\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=12039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=12039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=12039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}