Clearly they’re the leading broad-line retailer right now. They’re going to exit this environment with tremendous market share gain, and hopefully they’ll be able to translate sales momentum into robust earnings momentum.

I think high-end retail sales will get a boost from this news.

Clearly the last 10 days before Christmas were very strong and allowed retailers to achieve their sales plans for the month despite the lack of aggressive promotions we saw in 2002.

You tend to mark down stuff when you’re stuck,

Wal-Mart’s cautious comments are warranted, … Even though its problems are not company-specific, it does bode badly for the profits and sales across the retail chain in the back half of the year.

Wal-Mart and Target continue to prove that they can operate well in this challenging retail environment and deliver profits despite modest to weak sales results.

We believe that consumers are going to be reluctant to visit shopping malls due to their being a population center and a potential terrorist target. We think some of the department stores in urban centers,...

Wal-Mart has made it very clear that the prospects for this holiday are much stronger than the conventional wisdom would have had it.

We knew Sears was going to have some rough sledding ahead but what’s obvious now is that it’s going to be a lot rougher than anticipated,

Other retailers took advantage of that.

In the game of chicken between retailers and consumers, with one looking to improve profit margins and the other holding out for discounts, it would appear that the consumer blinked. The initial read on the...

I really would be surprised if they filed. The part of the equation that is missing in a typical bankruptcy situation is that vendors are not clamping down on them. Vendors are not limiting the...

We have always been skeptical of their reverting back to their blue light roots in the stores and on the Web, … Instead of emphasizing every-day low prices, it appears to emphasize one-time grab-bag bargains,...

The same issues which are depressing the consumer confidence numbers are going to depress holiday sales, … Christmas is going to show up this year as it shows up every year. The question is, how...

As we get through the season, department stores are going to be brutal in throwing merchandise back to vendors.

The low energy prices are more beneficial than any tax break, particularly for discount shoppers.

We knew today was going to be a disaster. What surprises us was how bad it was was.

Alternatively, the offer could generate additional interest from outside parties, like private equity companies, thus driving Sears Canada’s shares.

Any retailer who could not surpass expectations last month has to have company-specific problems. September was simply a stellar month.

Given the severity of the storm, we expect that stores in the affected areas could lose up to two days of sales as roads were nearly impossible to navigate.

Wal-Mart’s management is rather conservative, but it sounds upbeat about the future. I’m very confident that if the economy improves, the company could surpass its own guidance for the rest of the year.

The stock is manipulated by perceptions of the future, and investors are very concerned right now that the economy is weaker than we thought. Wal-Mart is doing a superb job. On other the hand, the...

It would be considered a non-operating item and really will have a very limited financial impact as far as analysts are concerned,

Wal-Mart’s cautious comments are warranted. Even though its problems are not company-specific, it does bode badly for the profits and sales across the retail chain in the back half of the year.

Even though Wal-Mart is definitely in a better position than most retailers to absorb any shortfalls, others could be in for a very tough period ahead.

It was very clear to us that … this year’s annual meeting had a new, more sober tone. In the past, (Wal-Mart management) was willing to accept their shortcomings, though some might say it was...

He (Lacy) was dealing with a deceitful department head who sounds like he was hiding some bad news, … Our feeling is Alan Lacy is being very forthcoming and straightforward with the problems, and is...

They’re trying to create the perception on Wall Street that inventories are in great shape, but how much of that is true sales of merchandise and how much is just accounting?

While Kohl’s is expected to steal market share from Mervyn’s, it should be limited to 1 to 2 percent of total division shares,

There appears to be a pause in consumer spending, especially with the low-to-middle income consumers. The slowing sales also counterbalance positive economic data that show rising income and confidence levels and oil prices coming down....