Posts Tagged ‘tgt’
Wall Street vs. Main Street Investment Attributes
Market leadership is constantly changing as sub-sectors come in and out of favor and particular investment attributes ebb and flow in popularity. One new theme in 2016 is the resurgence of “Main Street” type investments and overall investment exposures relative to “Wall Street” investment exposures. More simply put, mass market exposures are outperforming higher-end, upper income/luxury…
Read MoreUS Economy Demonstrates Resiliency – Retailer Comp Sales Strengthen in September
Despite massive uncertainty stemming from the manner in which Europe is handling its financial crisis, a gut wrenching stock market sell-off (the S&P 500 was down 7.2% last month), negative headlines almost every day, and predictions towards the end of the month that the US economy is now “in a recession”, the US consumer continues…
Read MoreTarget – Missoni is a Home Run!
A number of news reports have been out regarding the new exclusive apparel and home line designed by Missoni for Target (TGT). The Italian designer is very well regarded in the fashion world and Target getting an exclusive launch of this magnitude speaks to the credibility of the merchandising team and the power of the…
Read MoreRetail Chain Sales Very Strong – No Recession
It was particularly impressive that sales in August were not only strong for retailers that sell lots of food and consumer products (which benefited from the buying panic pre-Irene) but that they were broadly strong. While the food and broadline retailers should have benefited from some buying “pull-forward” before the storm, other retailers such as…
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