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BBBY , BBY , W , WSM , AMZN , TGT , M , WMT

+43 pts



Data on holiday spending intentions indicate strength for consumer electronics, but weakness for home goods

By mooreideas on Nov. 17, 2021, 10:19 a.m.
Tagged topics: analyst checks , Consumer spending , eCommerce

Views: 195, Votes: 7, Responses: 0, Attachments: 1
WMT , TGT , AMZN , KR , ULTA , M , KSS , WSM , BBBY , JWN , DKS , Retail

+36 pts



Americas Retail: Holiday Pricing Study 2021

By ethonomics on Oct. 26, 2021, 11:59 a.m.
Tagged topics: pricing , analyst checks , holiday shopping

Views: 33, Votes: 3, Responses: 0, Attachments: 2
WMT , TGT

+35 pts



Goldman adds $WMT to Conviction List and removes $TGT from re-assessing profitability improvement

By ethonomics on Oct. 19, 2021, 12:01 p.m.
Tagged topics: retail , margin improvement , eCommerce , Goldman Sachs

Views: 72, Votes: 1, Responses: 0, Attachments: 2
WMT , TGT

+34 pts



$WMT - Barclays sees favorable setup into Q2 print next week given low investor expectations and likely conservative guide

By labjordan on Aug. 10, 2021, 9:40 a.m.
Tagged topics: low expectations , retail , eCommerce , earnings preview , Barclays , upside to estimates

Views: 110, Votes: 2, Responses: 1, Attachments: 2
AMZN , WMT , TGT

+30 pts



$AMZN - JP Morgan estimates e-commerce will reach 30% retail penetration by 2025 driven by categories like grocery, furniture, and appliances

By labjordan on June 15, 2021, 8:52 a.m.
Tagged topics: eCommerce , brick and mortar , JP Morgan , mobile commerce

Views: 146, Votes: 1, Responses: 0, Attachments: 16
AMZN , WMT , W , TGT , ULTA , BBY , DKS , BJ , COST , HD , LOW

+32 pts



JPM believes retail won't die, but ecom won't step back on reopening, and $AMZN will overtake $WMT as largest US retailer in 2022 (deep dive)

By mooreideas on June 11, 2021, 11:14 a.m.
Tagged topics: retail , home improvement , eCommerce , deep dive , pandemic spending , post-pandemic , JP Morgan , sporting goods

Views: 180, Votes: 2, Responses: 0, Attachments: 106
TGT

+30 pts



$TGT - Barclays data shows Target is gaining the most market share with Hispanic/Latino consumers

By josiebe on June 1, 2021, 2:53 p.m.
Tagged topics: analyst checks , retail sales , market share gains , Barclays

Views: 171, Votes: 1, Responses: 0, Attachments: 7
TGT

+30 pts



$TGT - the Q1 beat-and-raise shows that supply chain, private-label, and omni-channel distribution positions Target for share gains over coming years

By josiebe on May 19, 2021, 12:04 p.m.
Tagged topics: retail , private label , earnings results , market share gains , beat and raise , Raymond James , strong growth outlook

Views: 135, Votes: 1, Responses: 0, Attachments: 3
EL , TPR , ULTA , URBN , AMZN , COST , DG , DLTR , HD , LOW , NKE , TGT , WMT

+64 pts



$AMZN, $WMT, $TGT - Telsey sees opportunity to buy currently out-of-favor 2020 winners with investors focused on recovery stocks

By labjordan on March 15, 2021, 11:35 a.m.
Tagged topics: buying opportunity , sector rotation , post-COVID , economic recovery , Telsey , out of favor stocks

Views: 160, Votes: 2, Responses: 0, Attachments: 3
TGT , AMZN

+31 pts



$TGT - Raymond James raises price target to $200 on improving outlook for sustained market share gains

By bbern3 on Nov. 19, 2020, 9:28 a.m.
Tagged topics: eCommerce , market share gains , analyst raises estimates

Views: 78, Votes: 2, Responses: 0, Attachments: 4
TGT , ULTA

+32 pts



$TGT, $ULTA - Jefferies says Ulta + Target retail partnership is a "win-win" that will help both better capture customers

By bbern3 on Nov. 10, 2020, 11:43 p.m.
Tagged topics: retail , analyst checks , partnership

Views: 70, Votes: 3, Responses: 0, Attachments: 6
WMT , TGT , EBAY , W , GOOGL

+32 pts



RayJay data show how shopping trends are evolving with COVID

By josiebe on Oct. 2, 2020, 11:06 a.m.
Tagged topics: analyst checks , Consumer spending , eCommerce

Views: 69, Votes: 2, Responses: 0, Attachments: 14
HD , LOW , BBY , TGT , WMT

+32 pts



$WMT, $TGT, $HD, $LOW, $BBY - 5 interesting trends in retail sales

By mooreideas on June 16, 2020, 12:21 p.m.
Tagged topics: analyst checks , COVID-19 , retail sales

Views: 193, Votes: 7, Responses: 0, Attachments: 0
AMZN , JWN , WMT , EBAY , TGT , JCP

+62 pts



Winners And Losers of Holiday Sales So Far

By realjoe on Dec. 2, 2019, 8:02 a.m.
Tagged topics: US Thanksgiving , strong online sales growth , Cyber Monday , Christmas , Black Friday

Views: 462, Votes: 5, Responses: 4, Attachments: 0