Wednesday, July 21, 2010

Cola Wars: Coke vs. Pepsi

Click on the following link to see David Silver's appearance on the Business News Network discussing the second quarter earnings release for the Coca-Cola Company (KO) and PepsiCo (PEP), and what is next for the industry. 

http://watch.bnn.ca/market-morning/july-2010/market-morning-july-21-2010/#clip327332

Wednesday, July 21, 2010

Earnings: Instant Reaction to Coca-Cola Earnings

Click the following link to see David's appearence on CNBC's Squawk Box on the morning of July 21 discussing the second quarter earnings release from the Coca-Cola Company (KO).

http://www.cnbc.com/id/15840232?video=1548888431&play=1

Friday, June 04, 2010

Jewelry Retailers' Shares Gain On String Of Positive Results

The Wall Street Journal

Shares of jewelry retailers were among the best performers Thursday as fiscal first-quarter results at several big names showed demand for higher-end goods is rebounding.

Tiffany & Co. (TIF), along with Movado Group Inc. (MOV) and Signet Jewelers Ltd. (SIG), followed several department stores that earlier this month reported improved results, giving investors some hope the market for luxury goods, including jewelry, is returning.

Brian Sozzi of Wall Street Strategies talks about the sector.

Link to full article: http://online.wsj.com/article/BT-CO-20100527-712721.html?mod=WSJ_earnings_MIDDLETopHeadlines

Friday, June 04, 2010

Wal-Mart, Target divergence seen in first quarter

Reuters

At the same time, consumers who have held onto their jobs and enjoy a higher income bracket have become more willing to buy items like clothes and home furnishings, a shift that helps Target, analysts said.

"Right now they (Wal-Mart) are selling basic apparel and things that are selling right now are non-basic apparel," said Brian Sozzi, analyst at Wall Street Strategies.

Link to full article: http://www.reuters.com/article/idUSN139790520100513

Friday, June 04, 2010

Retail Stocks Slide As Cautious Outlooks Concern Investors

The Wall Street Journal

Retail stocks slid again Friday as cautious outlooks from department store operators stoked investor concern and stocks succumbed to profit-taking.

Brian Sozzi of Wall Street Strategies breaks down the market environment.

Link to full article: http://online.wsj.com/article/BT-CO-20100514-712821.html?mod=rss_Hot_Stocks

Friday, June 04, 2010

Have Consumers Moved on From Discounters?

SmartMoney

In general, deep discount retailers continue to thrive because many customers are still struggling economically, and because the chains have upgraded their merchandise to retain that recently-expanded customer base, says Brian Sozzi, an equity research analyst who covers the retail sector at Wall Street Strategies. But a transition appears to be underway. Despite Wal-Mart’s ongoing strong earnings, there have been some small but significant issues that could impact long-term outlook for the stock’s growth. While Wal-Mart’s store sales rose in Mexico, Canada and China, comparable store sales dropped by 1.4% in the U.S. due to a dip in customer traffic, which has been declining since the fourth quarter.

Link to full article: http://www.smartmoney.com/investing/stocks/market-update-tuesday-may-18-2010-22241/

Friday, June 04, 2010

Wal-Mart profit rises, but US sales in squeeze

Bloomberg

Company officials also acknowleged Wal-Mart's own stumbles -- not keeping up with rivals' price-cutting and reducing the number of products in its stores too deeply.

"Wal-Mart's customers are finding new stores to shop," said analyst Brian Sozzi with Wall Street Strategies, noting expanding merchandise offerings at dollar stores.

Schoewe said it's too early to tell whether price cuts, which began in April, have attracted customers.

Link to full article: http://www.businessweek.com/ap/financialnews/D9FPEQD80.htm

Friday, June 04, 2010

American Eagle's weak Q2 view drags down shares

Reuters

During the quarter, total merchandise inventory for the company, that has leaned heavily on denims to attract girls, was $326 million, an increase of $47 million.

Wall Street Strategies analyst Brian Sozzi said the rising inventory would probably mean that the company would have to discount more, putting margins under pressure.

However, American Eagle was planning to cut down inventory in the second half of the year, as it looks to manage pricing and units better, it said on a conference call with analysts.

Link to full article: http://www.reuters.com/article/idUSN2513165120100526

Friday, June 04, 2010

The Rising Cost of Retail: Who Will Win?

TheStreet.com

Retailers have been plagued by issues; some have suffered from product misses, others from deep discounts, and everyone has been hurt by the decline in consumer spending. But one factor that has actually been a positive for the sector may now begin to put pressure on retailers.

Brian Sozzi of Wall Street Strategies talks about the sector.

Link to full article: http://www.thestreet.com/story/10770077/1/the-rising-cost-of-retail-who-will-win.html?cm_ven=GOOGLEN

Friday, June 04, 2010

May US retailers' sales lackluster; consumers wary

Reuters

May brought lackluster sales results for U.S. retailers, with discount chains turning in the strongest performance, as consumers again showed their cautious side in a fitful economic recovery.

Brian Sozzi of Wall Street Strategies talks about May same-store sales.

Link to full article: http://www.reuters.com/article/idUSN0315933420100603

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