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Same Store Sales – How Did Your Favorite Do? (ARO) (BKE) (GPS)

November 5, 2009

We are regularly watching the trends in the retail sector. It has been a real treat to watch as these companies are on the front line with the consumer. What we are noticing is the continued shift by the consumer.

There was a mixed bag of results from the retailers and some of the apparel manufactures were hit hard, while others were bid higher. The difference this time was the obvious spread that showed most of the lower end retailers did better than the higher end. That may seem obvious at first, but it is abundantly clear that consumers are trading down.

Of note, Aeropostale (ARO), The Buckle (BKE) and The Gap (GPS).

Click HERE or below for the full results/report in pdf

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

Written by Andrew Horowitz · Filed Under Earnings, Economy, Markets, Stocks 

Comments

3 Responses to “Same Store Sales – How Did Your Favorite Do? (ARO) (BKE) (GPS)”

  1. Bob R. on November 5th, 2009 9:48 pm

    Andrew, what do you think of HOTT with the upcoming twilight sequel coming out in late November?

  2. Andrew Horowitz on November 5th, 2009 10:39 pm

    I think that dog may have barked

  3. Market and Economy on November 16th, 2009 6:30 pm

    Empire State Manufacturing Stalls, Retail Sales Rise (Somewhat)…

    Last week we had a look at the Johnson Redbook numbers that showed a slowdown in sales. This week we…

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