May 2008
9 posts
TickerMine Brings Stock Selection Back into Focus
There is an interesting blurb on a marketwatch blog here. The blog highlights three retail ETF’s and the earnings results of some of its components. The key point was Sears got killed while some other names are doing good. The net result is a middling performance for the ETF versus the strong names in the sector. The ETF’s were up today about 1%-1.5%. Good names, like LULU on our...
LuLu Lemon Looks Strong as Summer Approaches
Our second survey on LULU is proving to be positive just like the first. We find it interesting that the average price for purchases is over $100 and that most products are bought at full price, not on significant discounts like we saw happening with Dicks Sporting Goods (see TickerMine and search under DKS). LULU’s stock is showing a recognition of this trend and we hope that readers are...
High End Jeans Still Hold Up Despite Economic...
TickerMine keeps working to alert readers to trends in the real economy with our primary data service. One of the more interesting segments right now in the retail space is the high end jean product category. We have just posted two stories to TickerMine with results showing that demand remains strong for high end jeans in general and specifically for Joe’s Jeans and True Religion jeans....
Retail Surveys Prepare Investors for "Unexplained"...
Hello everyone. We are at the tail end of earnings and TickerMine continues to put out very interesting, but more importantly, predictive stories on a large range of retail and consumer companies. Last week we posted a positive report on Liz Claiborne stores. We saw that 62% of our survey respondents were saying that business was better than the year before. Liz Claiborne reported earnings this...
Women's Clothing Selling Well at JC Penney, but...
TickerMine’s most recent survey of JC Penney stores finds that 66% of respondents report that “Women’s Clothing” is the top selling category of items in their stores. “Chidren’s Apparel” as a category was ranked by 9% as the top selling group of items. 40% of respondents reported that business was the same as last year at this time, while 14% cited slower...
Harley Sales Flattening?
24% of Harley Davidson dealers in our March survey characterized sales as worse than last year, up slightly from our February survey (23%) and November survey (20%). 38% say business is the same, up from 31% in February, and 38% reported that business is better this year, down from 46% in February. The Sportster was cited as the best-selling model by 48% of those polled, jumping from 33% in both...
Customer Spending $50 or More Per Trip, Repeat...
In TickerMine’s survey of Lululemon stores we found that most shoppers spend over $50 per visit and that a majority of Lululemon store representatives believe that most customers are repeat customers to their store. TickerMine’s survey showed that 45% of customers spent $50-$75 per store visit and that 37% spent $75-$125 per store visit. There were no responses below $40 in our survey....
Cheesecake Factory Reporting Shorter Wait Times...
Cheescake Factory restaurants are reporting shorter wait times and smaller checks on average compared to last month. Tickermine interviewed employees of twenty-four Cheesecake Factory restaurants and found that the average wait time was less than 10 minutes for seventeen (71%) respondents. Twenty-one (87%) restaurants reported that the average check size for a party of two is between $20 and $50....
Business Strong At Buffalo Wild Wings
In a recent survey of Buffalo Wild Wings restaurants, nearly 48% of the respondents stated that business is up over last year, while only 8% felt business is down. 28% saw no change. The average bill for two is just $21-$30 at 65% of the locations and $31-$40 at 20%. 56% mentioned the menu as the main reason to dine in a Buffalo Wild Wings, and the wings are by far the most popular dish, cited by...