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Aritzia Third-Quarter Profit Rises as U.S. Sales Climb
WSJ· 2026-01-08 21:36
Core Insights - The Canadian clothing retailer reported a profit of $100.2 million, indicating strong financial performance [1] - Sales in the U.S. experienced a significant increase of 54%, highlighting robust market demand [1] Company Performance - The profit of $100.2 million reflects the company's successful strategies and operational efficiency [1] - The substantial 54% sales growth in the U.S. market suggests effective marketing and product appeal [1]
M&S reports 5.6% rise in Christmas food, offsetting slip in clothes
Reuters· 2026-01-08 07:09
British retailer Marks & Spencer reported a 5.6% rise in like-for-like food sales in the Christmas quarter on Thursday but clothing, home and beauty sales fell 2.9%, reflecting lingering issues from l... ...
Wells Fargo Sees Opportunity at Walmart (WMT) Despite Uneven Sector Backdrop
Yahoo Finance· 2026-01-07 20:35
Walmart Inc. (NASDAQ:WMT) is included among the 14 Best Dividend Growth Stocks to Buy and Hold in 2026. Wells Fargo Sees Opportunity at Walmart (WMT) Despite Uneven Sector Backdrop Niloo / Shutterstock.com On December 19, Wells Fargo raised its price target on Walmart Inc. (NASDAQ:WMT) to $130 from $120 and kept an Overweight rating on the shares. The firm described the 2026 outlook for the group as mixed, though still offering opportunity. Wells remains constructive on broadlines and food service, noti ...
Wolfe Research Sees Regional Gaps in Target’s (TGT) Holiday Performance
Yahoo Finance· 2025-12-29 19:56
Target Corporation (NYSE:TGT) is included among the 10 Cash-Rich Stocks to Buy Now. Wolfe Research Sees Regional Gaps in Target’s (TGT) Holiday Performance Ken Wolter / Shutterstock.com On December 23, Wolfe Research analyst Spencer Hanus told investors that the firm’s checks show Walmart continues to outperform Target Corporation (NYSE:TGT) across most trade areas. Target has delivered solid seasonal merchandise execution in a few markets, including Northern New Jersey, but performance has been uneven. ...
‘Tis the season to be returning: UK public set to return over £1bn of Christmas gifts
Retail Times· 2025-12-29 11:46
Core Insights - UK retailers are projected to face a £1.05 billion returns challenge post-Christmas, with an estimated 52 million gifts expected to be returned [1] - The overall return rate has decreased from 43% to 33% year-on-year, but the total value of returns remains significant, with an average returned gift valued at £57 [1] Retailer Challenges - The scale of returns places immense logistical and financial pressure on retailers, highlighting the importance of effective returns management to build long-term customer trust and loyalty [2] - Retailers are experiencing a clash between consumer expectations for seamless and free returns and the operational realities of processing returns and managing inventory [7] Shopping Trends - There is a notable shift towards hybrid shopping, with 31% of consumers planning to shop half in-store and half online, and 26% intending to shop mostly in-store but partly online [2] - Only 5% of consumers plan to do all their shopping online, indicating a rebound from the post-COVID e-commerce surge [2] Generational Differences - A significant generational divide exists in shopping and returns behavior, with 23% of those aged 65+ planning to shop entirely in-person compared to only 10% of those aged 18-24 [3] - Older consumers (65+) are less likely to return gifts, with 87% not returning any gifts last Christmas, while 53% of shoppers aged 18-24 admitted to returning at least one gift [6] Returns by Product Category - Clothing and footwear are the most returned items, with 39% of consumers returning clothing and 37% returning shoes/footwear [3] - The return rate for footwear has surged from 21% to 37%, while jewellery/watches and cosmetics also feature prominently with a 12% return rate each [3] Customer Experience Preferences - A strong preference for human store associates over digital assistants exists, with 81% of consumers favoring human support for returns, primarily due to trust [5] - The findings emphasize the need for a blended approach in customer experience, where technology complements rather than replaces human interaction [5]
What to Monitor With TJX Stock in 2026
The Motley Fool· 2025-12-21 03:39
Core Insights - TJX has outperformed the S&P 500 with a 28% gain this year and a 129% return over the past five years, driven by its discount retail model [1][2] - The company's primary brands, T.J. Maxx and Marshalls, are crucial for its success, contributing approximately 60% of total sales in Q3 FY26 [5][3] - Economic conditions favor TJX's business model, attracting consumers seeking low-priced essential products during downturns [9][10] Financial Performance - The U.S. Marmaxx division grew by 7% year over year, while Canadian and international segments increased by 8% and 9% year over year, respectively [7] - Comparable sales for the parent company increased by 5%, indicating customer loyalty and larger order sizes [8] Market Trends - The growing trend of clothing reselling, particularly among Gen Z, presents an opportunity for TJX as consumers buy and resell discounted items [11] - The company is positioned well for continued growth into 2026, especially if comparable sales and revenue maintain their upward trajectory [12]
Retail sales unchanged in October hurt in part by a decline in auto sales
Yahoo Finance· 2025-12-16 13:46
NEW YORK (AP) — Sales at U.S. retailers and restaurants were unchanged in October from September as consumers moderated their spending amid worries about higher prices and other economic uncertainties after splurging over the summer. But a big factor dragging down the figure was a 1.6% drop in sales at motor vehicles and auto parts dealerships, hurt by the expiration of federal government subsidies that sliced demand for battery-powered electric cars. Excluding that category, retail sales rose 0.4%, the C ...
Why Fast-paced Mover Gap (GAP) Is a Great Choice for Value Investors
ZACKS· 2025-12-11 14:56
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...
巨型吊牌能否破解电商困局?
Sou Hu Cai Jing· 2025-12-11 01:35
在社交平台上,"巨型吊牌防退货"的话题热度不断攀升。越来越多消费者注意到:吊牌变得越来越大了。 衣服上的巨型吊牌。受访者供图 商家的无奈之举 电商服饰品类的退货率长期在高位徘徊。据36氪研究院的报告,男装退货率通常在30%-40%,女装则普遍高达50%-60%。另据复旦消费大数据实验室的数 据,今年"双十一"女装直播的退货率高达80%。对于利润微薄的中小商家而言,高频退货随时可能带来现金流危机。 面对越来越高的退货率,义乌从事女装直播供货的商家林倩(化名)已经习惯了将退回来的衣服摊在桌上,一件件仔细检查。她说:"我们最怕的是那种 明显穿出去溜达过的衣服,火锅味、粉底印、香水味、不自然皱褶……一个都不能放过。否则下一位买家投诉'以旧充新',平台扣分,我们还得赔 偿。"她清楚地知道,当平台规则要求商家承担"举证责任"时,自己常常处于不被相信的一方。 近日,在杭州读大学的王欣收到了在电商直播间购买的一件卫衣。拆开快递袋的瞬间,王欣愣住了——首先映入眼帘的并非衣服本身,而是一张几乎有 A4纸大小的巨型吊牌,它从领口直坠腰部,将卫衣拉扯得变了形。 "不剪吊牌根本没法穿。"她拍照发给朋友,不到一分钟便收到对方回复:"这就 ...
Walmart Just Hit the Nasdaq Exchange. Should You Buy WMT Stock Here?
Yahoo Finance· 2025-12-10 20:37
Core Viewpoint - Walmart has transitioned its common stock and bonds to the Nasdaq, emphasizing its shift towards technology-driven innovation, particularly in artificial intelligence [1] Company Overview - Walmart, headquartered in Bentonville, Arkansas, is one of the largest retailers in the U.S., operating thousands of stores and offering a wide variety of products including groceries, clothing, and electronics [3] - The company focuses on low prices and convenience, serving millions of customers daily [3] Strategic Developments - CEO Doug McMillon has indicated that Walmart is increasingly becoming a tech-focused company, which may have influenced the decision to appoint John Furner, who has experience in Walmart's digital and omnichannel units, as the new leader [2] Financial Performance - Walmart reported strong third-quarter results for fiscal 2026, with revenue increasing by 5.8% year-over-year to $179.50 billion, surpassing Wall Street's expectations of $177.50 billion [7] - The company's stock has performed well, gaining 20.21% over the past 52 weeks, 16.79% over the past six months, and 10.97% over the past month [5] - Walmart's stock reached a 52-week high of $116.27 on December 5 but has since decreased by 2.34% from that peak [5] E-commerce Strategy - Walmart's omnichannel approach integrates online and in-store shopping, featuring a robust website and app that provide services like curbside pickup and home delivery, enhancing customer experience [4]