Kohl's http://www.so-l.ru/tags/show/kohl_s Sun, 29 Mar 2020 14:58:33 +0300 <![CDATA[Q3 2019 U.S. Retail Scorecard – Update Nov. 19, 2019]]> Seventy four percent of companies in our Retail/Restaurant Index have reported Q3 2019 EPS. Of the 154 companies in the index that have reported earnings to date, 69% have reported earnings above analyst expectations, 6% reported earnings in line with analyst expectations and 25% reported earnings below analyst expectations. The Q3 2019 blended earnings growth estimate is 3.4%.

The Q3 2019 blended revenue growth estimate is 5.7%. 54% have reported revenue above analyst expectations, and 46% reported revenue below analyst expectations.

Exhibit 1: Refinitiv Earnings Dashboard

Source: I/B/E/S data from Refinitiv

Retail Earnings This Week

Home Depot beat its Q3 earnings estimate, but missed on revenue and SSS. The retailer said it continues to see a strong and engaged customer, and that both ticket and transaction were up from last year. They lowered guidance because of significant and long-term investments. Online sales grew 22% for Q3 from a year-ago, and over 50% of their online U.S. orders were picked up in our store – underlining the importance for the retailer to “serve customers in an interconnected way.” (Source: Home Depot Inc. earnings call, 11/19/19).

Meanwhile, Kohl’s missed Q3 expectations because of warmer than usual weather, and an increasing competitive promotional environment. This underlines that the value proposition is key to the consumer right now. Hence, TJX’s strong Q3 results as they continue to offer designer clothing for less. TJX also raised their full-year guidance.

Here are the Same Store Sales and Earnings estimates for retailers reporting earnings this week:

Exhibit 2: Same Store Sales and Earnings Estimates/Results – Week Of Nov 18, 2019

 

]]>
http://www.so-l.ru/news/y/2019_11_20_q3_2019_u_s_retail_scorecard_update_n Wed, 20 Nov 2019 05:55:53 +0300
<![CDATA[Инвесторы получают противоречивые сигналы перед отчетностью американских ритейлеров]]> http://www.so-l.ru/news/y/2019_11_19_investori_poluchayut_protivorechivie_signal Tue, 19 Nov 2019 11:28:18 +0300 <![CDATA[Solid Comps Aid Kohl's to Grow 54% in a Year Amid Hurdles]]> Kohl's Corporation KSS is riding on solid inventory management efforts, expanding e-commerce operations and a strong brand portfolio. In fact, this renowned discount retailer’s well-chalked efforts to draw shoppers and improve sales have been consistently driving comparable store sales (comps) growth.

In fact,  the company’s stellar comps show combined with management’s raised outlook for fiscal 2018 is fueling investors’ optimism, evident from the stock’s surge of 53.5% in the past year compared with the industry’s rise of around 39%.

However, persistent increase in SG&A expenses is a worry. Let’s take a closer look at the aspects that are impacting the performance of this Zacks Rank #3 (Hold) company.

Efforts to Boost Sales & Margin Bodes Well

Kohl's is progressing well with efforts to achieve cleaner inventory levels. Impressively, the company has managed to deliver per store inventory reductions for 11 straight quarters. This in turn, is fueling gross margin performance as sustained inventory management efforts are aiding lower promotional markdowns.

Further, the company’s e-commerce operations are steadily expanding over the last few years. Markedly, digital sales witnessed a mid-teen increase during the third quarter of fiscal 2018, with more than 70% of digital traffic coming from mobile sales. Moreover, to improve online offerings, Kohl’s has been expanding e-commerce fulfillment centers. Additionally, it focuses on strengthening in-store pickups. In this regard, the company launched Buy-Online-Ship-to-Store (or BOSS) in July, which is being rolled out to more stores. Other efforts to bolster digital sales include Smart Cart, BOPIS, Your Price and personalized search.

To top these, Kohl’s gains from a solid portfolio that includes brands such as Levi’s, Columbia Sportswear COLM, Reebok, Champion and KitchenAid. Exclusive brands such as Simply Vera by designer Vera Wang and Chaps by Polo Ralph Lauren have drawn customers to Kohl's stores. Moreover, in the active category, brands like Adidas, Under Armour and Nike NKE have been doing well. Also, the company regularly introduces new brands to keep the inventory assortment fresh. Incidentally, the company launched a fresh apparel collection — POPSUGAR at Kohl’s — in September. Further, it plans to launch the iconic Nine West brand in 2019.

Moreover, to attract more customers, Kohl’s is strengthening ties with retail giant Amazon AMZN. The company started accepting returns for Amazon customers on select products and it will also provide free packing and shipping services for the merchandise. This move followed Kohl's decision to sell Amazon devices, accessories and smart home devices in selected stores.

Such efforts to attract shoppers are yielding, evident from the company’s sturdy comps trend. Markedly, Kohl’s is delivering positive comps for five straight quarters. Comps in the third quarter rose 2.5%, on the back of strength in store and digital channels, while proprietary and national brands also displayed sturdy performances.



Can Efforts Counter Hurdles?

Kohl’s is experiencing rising selling, general and administrative (SG&A) expenses. SG&A expenses increased almost 2.6% during the third quarter of fiscal 2018. This was preceded by increases of 4% and 3.7% during the second and the first quarters, respectively. For this fiscal, management expects SG&A expenses to increase at the higher end of 1-2%. Surging SG&A expenses may affect the company’s profitability, unless cushioned by adequate revenues and gross profit growth.

Additionally, the risk of losing foot-traffic in brick-and-mortar stores, thanks to consumers’ shift toward online shopping, poses significant risks. Further, competition from other discount retailers is a viable threat.

Nevertheless, we expect Kohl’s robust revenue-driving initiatives to counter these headwinds and help the company sustain the robust momentum.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

More Stock News: This Is Bigger than the iPhone!

It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.

Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020.

Click here for the 6 trades >>


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Amazon.com, Inc. (AMZN): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
NIKE, Inc. (NKE): Free Stock Analysis Report
 
Columbia Sportswear Company (COLM): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_11_28_solid_comps_aid_kohl_s_to_grow_54_in_a Wed, 28 Nov 2018 20:24:00 +0300
<![CDATA[The Zacks Analyst Blog Highlights: Conn's, Boot Barn Holdings, Shoe Carnival, Urban Outfitters and Fossil Group]]> For Immediate Release

Chicago, IL – November 28, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Conn's, Inc. CONN, Boot Barn Holdings, Inc. BOOT, Shoe Carnival, Inc. SCVL, Urban Outfitters, Inc. URBN and Fossil Group, Inc. FOSL.

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Tuesday’s Analyst Blog:

Holiday Shopping Season Off to a Smashing Start: 5 Winners

Consumers have thronged stores and logged onto online sites for the best bargains from Thanksgiving Day to Cyber Monday. As widely expected, a healthy economic backdrop and a two-decade high consumer confidence have provided the wherewithal for such high spends.

It goes without saying that retailers have started off the 2018 holiday shopping season with a bang, which undoubtedly calls for investing in the space.

Happy Holidays for Retailers?

Black Friday and Thanksgiving Day sales have been massive this year. Mastercard total spend for Black Friday (online and offline) was $23 billion, up nearly 9% from the day after Thanksgiving last year. Mastercard has projected a 5% rise in holiday sales from November 1 through Christmas Eve this year compared to last year.

Mastercard senior advisor Steve Sadove agreed that “both online and in-store sales are tracking very well.” Brian Field, senior director of global retail consulting for ShopperTrak, added that “the fact that the shopper visits remained almost the same this year compared to the last three years proves that the notion of Black Friday not being popular anymore is a myth and that retailers are in for a successful holiday season.”

Adobe Analytics that predominantly tracks digital sales further said that online purchases on Black Friday climbed 24% to $6.2 billion compared to last year. In fact, many shopped on their smartphones on Thanksgiving.

Online sales during Thanksgiving were $3.7 billion, up 28% from a year ago. This marked the fastest growing online sales in history on Thanksgiving Day, added Adobe. The Thanksgiving Day also turned out to be the first day in 2018 to see $1 billion in sales on smartphones. Notably, Kohl's Corporation (KSS) had said that it had a record day for digital sales on Thanksgiving, while Walmart Inc. (WMT) and Target Corporation (TGT) acknowledged strong online traffic.

Nonetheless, Customer Growth Partners summed up by saying that the overall four-day Black Friday weekend sales totaled a whopping $60 billion. While consumer electronics and appliance sales jumped 6.4%, apparel sales climbed 5.4% — the best since 2011.

Cyber Monday Sales on Pace to Hit a Record High

Internet sales, by the way, were on pace to hit $7.8 billion by the end of Cyber Monday (Nov 26), marking the largest online shopping day on record, per Adobe. In fact, Adobe added that online sales are likely to touch a staggering $124.1 billion this holiday shopping season.

Deloitte strengthened the spirit by announcing that e-commerce sales are projected to increase 17% to 22% compared with last years’ holiday season, which came in at $109.9 billion. Notably, most of the purchases are widely expected to be made via mobile devices, according to market-watcher App Annie.

The top online products included Little Live Pets in toys, Nintendo Switch in video games and Roku in streaming devices, with Cyber Monday offering massive discounts on toys. 

Catalysts Behind the Rise in Spending

The strong holiday sales are being fueled by a healthy economy and high levels of consumer confidence. The U.S. economy got a boost in the third quarter, with GDP increasing at an annualized pace of 3.5%, per the U.S. Commerce Department. In fact, the country’s total output of goods and services followed an even stronger 4.2% growth in the second quarter.

The U.S. economy, thus, in the last two quarters recorded the fastest six-month growth in four years and is on track to hit the Trump administration's annual growth target of 3%. If that happens, it would be the best yearly performance since 2005, two years before the Great Recession.

At the same time, consumers in America are currently most confident in almost two decades, courtesy of a healthy labor market. The consumer confidence index climbed to 137.9 last month from 135.3 in September, per the Conference Board, a business research organization (read more: Consumer Confidence Leaps to 18-Year High: 5 Big Gainers).

5 Top Retailers to Buy Now

With the holiday shopping season getting off to a hot start, retailers are undoubtedly set to witness a strong year-end rally. Hence, it will be prudent to invest in five of the best retail stocks for handsome returns. The stocks also have a Zacks Rank #1 (Strong Buy) or 2 (Buy).

Conn's, Inc. operates as a specialty retailer of durable consumer goods and related services in the United States. Currently, the company has a Zacks Rank #1. In the last 60 days, one earnings estimate moved north, while none moved south for the current year. The Zacks Consensus Estimate for earnings has risen 1.7% in the same period. The stock’s estimated growth rate for the current year is 157.9% versus the Retail - Consumer Electronics industry’s projected rally of 8.6%.

Boot Barn Holdings, Inc. offers western and work-related footwear, apparel, and accessories for men, women, and kids. The company presently has a Zacks Rank #1. In the last 60 days, six earnings estimates moved up, while none moved down for the current year. The Zacks Consensus Estimate for earnings has risen 8.7% in the same period. The stock’s estimated growth rate for the current year is 78.6% versus the Retail - Apparel and Shoes industry’s estimated rise of 12.4%.

Shoe Carnival, Inc. operates as a family footwear retailer in the United States. Currently, the company has a Zacks Rank #1. In the last 60 days, one earnings estimate moved north, while none moved south for the current year. The Zacks Consensus Estimate for earnings has risen 10.2% in the same period. The stock’s estimated growth rate for the current year is 59.7% versus the Retail - Apparel and Shoes industry’s projected rally of 12.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.

Urban Outfitters, Inc. retails women's and men's fashion apparel, active wear, intimates, footwear, accessories, home goods, electronics, and beauty products. Currently, the company has a Zacks Rank #2. In the last 60 days, 11 earnings estimates moved north, while one moved south for the current year. The Zacks Consensus Estimate for earnings has climbed 1.9% in the same period. The stock’s estimated growth rate for the current year is 62.9% versus the Retail - Apparel and Shoes industry’s expected rally of 12.4%.

Fossil Group, Inc. designs, develops, markets, and distributes consumer fashion accessories. Currently, the company has a Zacks Rank #1. In the last 60 days, two earnings estimates moved north, while none moved south for the current year. The Zacks Consensus Estimate for earnings has risen 32.1% in the same period. The stock’s projected growth rate for the current year is more than 100% versus the Retail - Apparel and Shoes industry’s estimated growth of 12.4%.

The Hottest Tech Mega-Trend of All                

Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce ""the world's first trillionaires,"" but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Strong Stocks that Should Be in the News

Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year. See these high-potential stocks free >>.

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Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339

support@zacks.com

https://www.zacks.com/

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Fossil Group, Inc. (FOSL): Free Stock Analysis Report
 
Shoe Carnival, Inc. (SCVL): Free Stock Analysis Report
 
Urban Outfitters, Inc. (URBN): Free Stock Analysis Report
 
Conn's, Inc. (CONN): Free Stock Analysis Report
 
Boot Barn Holdings, Inc. (BOOT): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_11_28_zacks_investment_research_the_zacks_analy Wed, 28 Nov 2018 17:29:00 +0300
<![CDATA[The Zacks Analyst Blog Highlights: Conn's, Boot Barn Holdings, Shoe Carnival, Urban Outfitters and Fossil Group]]> For Immediate Release

Chicago, IL – November 28, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Conn's, Inc. CONN, Boot Barn Holdings, Inc. BOOT, Shoe Carnival, Inc. SCVL, Urban Outfitters, Inc. URBN and Fossil Group, Inc. FOSL.

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Tuesday’s Analyst Blog:

Holiday Shopping Season Off to a Great Start: 5 Winners

Consumers have thronged stores and logged onto online sites for the best bargains from Thanksgiving Day to Cyber Monday. As widely expected, a healthy economic backdrop and a two-decade high consumer confidence have provided the wherewithal for such high spends.

It goes without saying that retailers have started off the 2018 holiday shopping season with a bang, which undoubtedly calls for investing in the space.

Happy Holidays for Retailers?

Black Friday and Thanksgiving Day sales have been massive this year. Mastercard total spend for Black Friday (online and offline) was $23 billion, up nearly 9% from the day after Thanksgiving last year. Mastercard has projected a 5% rise in holiday sales from November 1 through Christmas Eve this year compared to last year.

Mastercard senior advisor Steve Sadove agreed that “both online and in-store sales are tracking very well.” Brian Field, senior director of global retail consulting for ShopperTrak, added that “the fact that the shopper visits remained almost the same this year compared to the last three years proves that the notion of Black Friday not being popular anymore is a myth and that retailers are in for a successful holiday season.”

Adobe Analytics that predominantly tracks digital sales further said that online purchases on Black Friday climbed 24% to $6.2 billion compared to last year. In fact, many shopped on their smartphones on Thanksgiving.

Online sales during Thanksgiving were $3.7 billion, up 28% from a year ago. This marked the fastest growing online sales in history on Thanksgiving Day, added Adobe. The Thanksgiving Day also turned out to be the first day in 2018 to see $1 billion in sales on smartphones. Notably, Kohl's had said that it had a record day for digital sales on Thanksgiving, while Walmart and Target acknowledged strong online traffic.

Nonetheless, Customer Growth Partners summed up by saying that the overall four-day Black Friday weekend sales totaled a whopping $60 billion. While consumer electronics and appliance sales jumped 6.4%, apparel sales climbed 5.4% — the best since 2011.

Cyber Monday Sales on Pace to Hit a Record High

Internet sales, by the way, were on pace to hit $7.8 billion by the end of Cyber Monday (Nov 26), marking the largest online shopping day on record, per Adobe. In fact, Adobe added that online sales are likely to touch a staggering $124.1 billion this holiday shopping season.

Deloitte strengthened the spirit by announcing that e-commerce sales are projected to increase 17% to 22% compared with last years’ holiday season, which came in at $109.9 billion. Notably, most of the purchases are widely expected to be made via mobile devices, according to market-watcher App Annie.

The top online products included Little Live Pets in toys, Nintendo Switch in video games and Roku in streaming devices, with Cyber Monday offering massive discounts on toys.  

Catalysts Behind the Rise in Spending

The strong holiday sales are being fueled by a healthy economy and high levels of consumer confidence. The U.S. economy got a boost in the third quarter, with GDP increasing at an annualized pace of 3.5%, per the U.S. Commerce Department. In fact, the country’s total output of goods and services followed an even stronger 4.2% growth in the second quarter.

The U.S. economy, thus, in the last two quarters recorded the fastest six-month growth in four years and is on track to hit the Trump administration's annual growth target of 3%. If that happens, it would be the best yearly performance since 2005, two years before the Great Recession.

At the same time, consumers in America are currently most confident in almost two decades, courtesy of a healthy labor market. The consumer confidence index climbed to 137.9 last month from 135.3 in September, per the Conference Board, a business research organization (read more: Consumer Confidence Leaps to 18-Year High: 5 Big Gainers).

5 Top Retailers to Buy Now

With the holiday shopping season getting off to a hot start, retailers are undoubtedly set to witness a strong year-end rally. Hence, it will be prudent to invest in five of the best retail stocks for handsome returns. The stocks also have a Zacks Rank #1 (Strong Buy) or 2 (Buy).

Conn's, Inc.operates as a specialty retailer of durable consumer goods and related services in the United States. Currently, the company has a Zacks Rank #1. In the last 60 days, one earnings estimate moved north, while none moved south for the current year. The Zacks Consensus Estimate for earnings has risen 1.7% in the same period. The stock’s estimated growth rate for the current year is 157.9% versus the Retail - Consumer Electronics industry’s projected rally of 8.6%.

Boot Barn Holdings, Inc.offers western and work-related footwear, apparel, and accessories for men, women, and kids. The company presently has a Zacks Rank #1. In the last 60 days, six earnings estimates moved up, while none moved down for the current year. The Zacks Consensus Estimate for earnings has risen 8.7% in the same period. The stock’s estimated growth rate for the current year is 78.6% versus the Retail - Apparel and Shoes industry’s estimated rise of 12.4%.

Shoe Carnival, Inc. operates as a family footwear retailer in the United States. Currently, the company has a Zacks Rank #1. In the last 60 days, one earnings estimate moved north, while none moved south for the current year. The Zacks Consensus Estimate for earnings has risen 10.2% in the same period. The stock’s estimated growth rate for the current year is 59.7% versus the Retail - Apparel and Shoes industry’s projected rally of 12.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.

Urban Outfitters, Inc. retails women's and men's fashion apparel, active wear, intimates, footwear, accessories, home goods, electronics, and beauty products. Currently, the company has a Zacks Rank #2. In the last 60 days, 11 earnings estimates moved north, while one moved south for the current year. The Zacks Consensus Estimate for earnings has climbed 1.9% in the same period. The stock’s estimated growth rate for the current year is 62.9% versus the Retail - Apparel and Shoes industry’s expected rally of 12.4%.

Fossil Group, Inc. designs, develops, markets, and distributes consumer fashion accessories. Currently, the company has a Zacks Rank #1. In the last 60 days, two earnings estimates moved north, while none moved south for the current year. The Zacks Consensus Estimate for earnings has risen 32.1% in the same period. The stock’s projected growth rate for the current year is more than 100% versus the Retail - Apparel and Shoes industry’s estimated growth of 12.4%.

The Hottest Tech Mega-Trend of All                

Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce ""the world's first trillionaires,"" but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>              

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Strong Stocks that Should Be in the News

Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year. See these high-potential stocks free >>.

Follow us on Twitter: https://twitter.com/zacksresearch

Join us on Facebook: https://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339

support@zacks.com

https://www.zacks.com/

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Fossil Group, Inc. (FOSL): Free Stock Analysis Report
 
Urban Outfitters, Inc. (URBN): Free Stock Analysis Report
 
Shoe Carnival, Inc. (SCVL): Free Stock Analysis Report
 
Conn's, Inc. (CONN): Free Stock Analysis Report
 
Boot Barn Holdings, Inc. (BOOT): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_11_28_the_zacks_analyst_blog_highlights_conn Wed, 28 Nov 2018 16:19:00 +0300
<![CDATA[Kohl's declares $0.61 dividend]]> http://www.so-l.ru/news/y/2018_03_01_kohl_s_declares_0_61_dividend Tue, 20 Nov 2018 15:35:57 +0300 <![CDATA[Kohl's sets tender offer for certain notes and debentures]]> http://www.so-l.ru/news/y/2018_04_02_kohl_s_sets_tender_offer_for_certain_not Mon, 02 Apr 2018 16:29:09 +0300 <![CDATA[Dillard's Rallies 35% in 3 Months: What's Driving the Stock?]]> Dillard’s Inc. DDS has been moving up the charts mainly due to a robust surprise trend backed by various strategic actions. Notably, the company’s fourth-quarter fiscal 2017 results marked its third-earnings beat in the last four quarters. Moreover, the company delivered positive sales surprise for three consecutive quarters.

This robust performance has driven shares of Dillard’s up 35.3% in the last three months, significantly outperforming the industry’s 17% growth. Moreover, this Zacks Rank #1 (Strong Buy) stock witnessed a rise of 13.3% following fourth-quarter results on Mar 27. This also marks a notable improvement from the industry’s 1.5% upside.



Growth Catalysts

Dillard’s has created a niche position in the industry by its stringent focus on offering fashionable products to its customers and adding value through exceptional customer care service. We believe that the company’s strategy of offering fashion-forward and trendy products acts as a catalyst for attracting more customers.

The company is well positioned to benefit from growth opportunities in both its brick-and-mortar stores and e-commerce business, which is likely to aid in retaining existing customers and attracting new ones. On one hand, the company will gain by enhancing brand relations, focusing on in-trend categories, store remodels and rewarding store personnel. On the other hand, some of the strategies to boost growth across its e-commerce business include enhancing merchandise assortments and effective inventory management.

We expect the company’s top and bottom lines to gain from its focus on increasing productivity at existing stores, developing a leading omni-channel platform and enhancing domestic operations in the long term.

Further, Dillard’s boasts a healthy cash position which provides it the financial flexibility to take up shareholder-friendly moves as well as engage in store and online business expansion. In fiscal 2017, the company generated net cash flow from operations of $274.2 million and incurred $9.4 million in dividends. Moreover, it repurchased 4.1 million shares for about $219 million in fiscal 2017. As of Feb 3, 2018, Dillard’s had an authorization worth $34.8 million remaining under its $500 million buyback program.

All these efforts led the company to deliver another strong quarter in fourth-quarter fiscal 2017. Notably, both top and bottom lines surpassed estimates and improved year over year in the quarter, driven by the persistence of the positive trends witnessed in the third quarter into the fourth quarter. Earnings growth came on the back of solid comparable store sales (comps) increase, along with higher gross margins and relative expense management. Sales gained from strength across its ladies’ apparel, juniors' and children's apparel, and men's apparel and accessories categories.

Dillard's, Inc. Price, Consensus and EPS Surprise

Dillard's, Inc. Price, Consensus and EPS Surprise | Dillard's, Inc. Quote

Looking for Trending Retail Picks? Check These

Other top-ranked stocks in the retail sector include Macy’s Inc. M sporting a Zacks Rank #1, and Kohl’s Corporation KSS and Nordstrom Inc. JWN both carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Macy’s, with long-term earnings per share growth rate of 8.5%, has surged 41.3% in the last six months.

Kohl’s has advanced a substantial 47.4% in the last six months. The stock has a long-term growth rate of 6.7%.

Nordstrom has a long-term EPS growth rate of 6%. Further, the stock has returned 9.6% in the last six months.

Can Hackers Put Money INTO Your Portfolio?

Earlier this year, credit bureau Equifax announced a massive data breach affecting 2 out of every 3 Americans. The cybersecurity industry is expanding quickly in response to this and similar events. But some stocks are better investments than others.

Zacks has just released Cybersecurity! An Investor’s Guide to help Zacks.com readers make the most of the $170 billion per year investment opportunity created by hackers and other threats. It reveals 4 stocks worth looking into right away.

Download the new report now>>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Nordstrom, Inc. (JWN): Free Stock Analysis Report
 
Macy's, Inc. (M): Free Stock Analysis Report
 
Dillard's, Inc. (DDS): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_04_02_dillard_s_rallies_35_in_3_months_what Mon, 02 Apr 2018 15:57:00 +0300
<![CDATA[The Zacks Analyst Blog Highlights: Seagate Technology, Micron Technology, IDEXX Laboratories, Kohl's and Motorola Solutions]]> For Immediate Release

Chicago, IL – April 2, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Seagate Technology plc STX, Micron Technology, Inc. MU, IDEXX Laboratories, Inc. IDXX, Kohl’s Corporation KSS and Motorola Solutions, Inc. MSI.

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Thursday’s Analyst Blog:

5 Top-Performing S&P 500 Stocks of Q1

The S&P 500, which had more than tripled on Mar 9 after a grueling spell following the Great Recession, is now on the second-longest and second-highest bull market run in history. The bull run through the 1990s has been the longest. Stocks scaled new highs on Republican tax cuts and robust economic growth at home and abroad.

But, recent trade war tensions, uproar in the White House, higher interest rates and half a trillion dollars of loss for tech stocks in just over a two-week span have pushed the index back to critical support at its 200-day moving average. The S&P, in fact, fell into correction territory, while volatility has more than doubled so far this year.

Not all S&P stocks are, however, facing a tumultuous Q1. Some of them have been able to dish out impressive year-to-date gains and have remained unperturbed by the higher bouts of gyrations.

What Backed the S&P Rally?

The S&P started Q1 on a positive note. Trump’s polices, including tax cuts, repealing regulations and increased infrastructure outlays restored expectations of a pro-growth agenda that helped the S&P move north.

The latest tax laws gave companies massive tax relief as they will now be paying between 8% and 15.5% instead of the earlier 35% for bringing back money held overseas. This means around $1.2 trillion in foreign profits that the S&P 500 companies are hoarding be brought back. This in turn can be used to create jobs and reward shareholders — something the Trump administration has been aiming for since the campaigns days.

Trump’s economy is also in good shape, with the jobless rate near a 17-year low. Initial jobless claims remained near the lowest level since 1970 and the number of people collecting unemployment benefits tanked to a fresh 45-year low.

But, there is another major factor behind the strong American growth. It’s the global economic growth, with every major country from China to Europe and Latin America to Japan expanding at a healthy pace. According to the International Monetary Fund, the global economy expanded at rate of 3.7% last year, the fastest since 2010.

S&P Ends Q1 on a Sour Note

Selling in stocks intensified after the Trump administration announced that it will levy tariffs on tens of billions of dollars of Chinese imports on top of imposing duties on foreign steel and aluminum. In response to Trump’s tariffs, Beijing said that it will target 128 U.S. products with an import value of $3 billion. Investors panicked as a full-blown trade war might deal a heavy blow to economies, resulting in widespread unemployment.

A number of high-profile departures from the Trump administration, in the meantime, pushed political-risk to the highest level since the 2003 invasion of Iraq. Such events threatened to upset the Trump administration’s business-friendly policies.

Amid all these, the Fedhas tightened its monetary policy. At the conclusion of the FOMC meeting on Mar 21, Jerome Powell-led Federal Reserve hiked interest rates by a quarter-percentage point and projected a steeper path of rate hikes in 2019 and 2020. This hasn’t gone down well with investors as we all know that they had piled up on U.S. stocks with the notion that quantitative easing will help the domestic economy grow at a better rate than emerging economies like China.

Adding to the downbeat tone is also a sharp selloff in the technology sector. Investors remained concerned about tighter regulations for large tech companies. The sector took a beating following the backlash over Facebook's handling of user data. Everyone raised questions as to how Cambridge Analytica, which worked on Trump’s election campaign, had gained access to personal data on roughly 50 million Facebook users without their knowledge.

The S&P tech sector, which was the most crowded trade of the year, peaked on Mar 12 to 1,233.93, putting its market cap at about $6 trillion. However, the market cap is currently down to nearly $5.5 trillion, a decline of 8.8%, per WSJ Market Data Group.

5 Best S&P 500 Stocks of Q1

The S&P, now, has fallen more than 10% from its peak in January. The average number of stocks on the index is almost 15% below the 52-week high, while the average stock in some of the sectors are already in bear-market territory, defined as a decline of 20%, as per Bespoke Investment Group.

Despite the brutal selloff of the past few weeks, some stocks have managed to give encouraging returns, thanks to a great story or maybe a little luck. Here is the rundown of the best stocks from the S&P 500 in Q1. These stocks also flaunt a Zacks Rank #1 (Strong Buy) or 2 (Buy).

Seagate Technology plc provides data storage technology and solutions the United States and internationally. Even though the company is part of the larger tech sector, traders have been ploughing back into STX stock. The stock has a Zacks Rank #1. The Zacks Consensus Estimate for its current-year earnings rose 12.5% in the last 60 days. The company is expected to give a solid return of 18.2% this year. Seagate Technology has outperformed the broader industry in the year-to-date period (+36% vs +17.4%).

Considering Seagate Technology has done so well in Q1, it comes as no surprise that close-cousin Micron Technology, Inc.’s performance has been pretty encouraging. The provider of semiconductor systems has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings rose 11.8% in the last 60 days. Micron Technology is expected to give a staggering return of 121.6% this year, while the stock has already given a steady return of 25.2% in the year-to-date period.

IDEXX Laboratories, Inc. develops, manufactures, and distributes products and services primarily for the companion animal veterinary, livestock and poultry, dairy, and water testing markets. The stock has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings rose 9.6% in the last 60 days. The company is expected to give a promising return of 25.3% this year. IDEXX Laboratories has outperformed the broader industry in the year-to-date period (+20.7% vs +6.8%). You can see the complete list of today’s Zacks #1 Rank stocks here.

Kohl’s Corporation operates department stores in the United States. The company has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings climbed 16.2% in the last 60 days. The stock is expected to give a solid return of 25.1% this year. Kohl’s has outperformed the broader industry in the year-to-date period (+19.1% vs +13.4%).

Motorola Solutions, Inc. provides mission-critical communication infrastructure, devices, accessories, software, and services. The company has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings rose 13.1% in the last 60 days. The stock is expected to give an encouraging return of 20.3% this year. Motorola Solutions has outperformed the broader industry in the year-to-date period (+15.1% vs -2.9%).

Investor Alert: Breakthroughs Pending

A medical advance is now at the flashpoint between theory and realization. Billions of dollars in research have poured into it. Companies are already generating substantial revenue, and even more wondrous products are in the pipeline.

Cures for a variety of deadly diseases are in sight, and so are big potential profits for early investors. Zacks names 5 stocks to buy now.

Click here to see them >>

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1 Stock of the Day pick for free.

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Strong Stocks that Should Be in the News

Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year.See these high-potential stocks free >>.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


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Seagate Technology PLC (STX): Free Stock Analysis Report
 
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Kohl's Corporation (KSS): Free Stock Analysis Report
 
Micron Technology, Inc. (MU): Free Stock Analysis Report
 
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Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_04_02_the_zacks_analyst_blog_highlights_seaga Mon, 02 Apr 2018 14:47:00 +0300
<![CDATA[Kohl's (KSS) Up 4.4% Since Earnings Report: Can It Continue?]]> It has been about a month since the last earnings report for Kohl's Corporation KSS. Shares have added about 4.4% in that time frame.

Will the recent positive trend continue leading up to its next earnings release, or is KSS due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.

Kohl's Q4 Earnings & Sales Beat Estimates, Increase Y/Y

Kohl’s posted fourth-quarter fiscal 2017 results, with the top and bottom line improving year over year and beating the Zacks Consensus Estimate. While this marked Kohl’s third consecutive sales beat, earnings reverted to the positive surprise track after delivering a miss in the previous quarter.

Adjusted earnings per share of $1.87 surpassed the Zacks Consensus Estimate of $1.77 and jumped 29.9% from $1.44 recorded in the year-ago period. Including the impact of state tax settlement, earnings soared about 38% to $1.99 per share. On a reported basis, earnings jumped considerably to $2.81 per share.

The bottom line was backed by solid sales and enhanced gross margin. Also, earnings gained from an additional week in the fourth quarter of this fiscal year.

Sales and Margins

Fourth-quarter net sales came in at $6,776 million, which beat the Zacks Consensus Estimate of $6,737 million and advanced 9.2% year over year. Sales benefited from an additional week, wherein the company generated roughly $170 million in total sales.

Further, comparable store sales (comps) rose 6.3% against a 2.2% dip recorded in the year-ago period. It looks like the company’s strategic initiative, Greatness Agenda, is yielding results. The initiative, which commenced in first-quarter 2014, was designed to drive transactions per store and sales.

Gross margin expanded 43 bps to 33.8% in the reported quarter. Selling, general and administrative expenses increased 7.3% to $1,459 million.

However, management is pleased with its improved merchandise margins, which in turn was a result of efficient inventory management and better promotional and permanent markdowns. Notably, the company ended fiscal 2017 with inventory down 7% year over year. Also, expenses were managed well across all business areas.

Other Financial Details

Kohl’s ended the quarter with cash and cash equivalents of $1,308 million, long-term debt of $2,797 million and shareholders’ equity of $5,426 million. Cash flow from operations amounted to $1,691 million during the fiscal.

On Feb 28, Kohl's declared an 11% hike in its quarterly cash dividend, taking it from 55 cents per share to 61 cents. The new dividend is payable on Mar 28 to shareholders of record as of Mar 14.

The company opened four new stores, while it relocated one namesake store during fiscal 2017. Also, it opened an Off/Aisle location during the same time period. Kohl’s ended fiscal 2017 with 1,158 stores across 49 states.

Guidance

Management remains impressed with its solid sales trends and better-than-expected results in fiscal 2017. For fiscal 2018, the company anticipates comps growth in the range of flat to a rise of 2%, while sales growth is expected in a band of negative 1% to positive 1%.

Further, gross margin is estimated to rise 10 bps from fiscal 2017, whereas SG&A expenses are estimated to grow in the 1-2% range. Also, management expects interest costs of $280 million and an effective tax rate between 24% and 25%. Consequently, Kohl’s envisions earnings for fiscal 2018 in the range of $4.95-$5.45 per share.

Kohl’s projects capital expenditures for fiscal 2018 to be roughly $700 million and share buybacks of $300-$400 million.

How Have Estimates Been Moving Since Then?

It turns out, fresh estimates flatlined during the past month. There have been two revisions higher for the current quarter compared to two lower. In the past month, the consensus estimate has shifted by 7.5% due to these changes.

Kohl's Corporation Price and Consensus

VGM Scores

At this time, KSS has a great Growth Score of A, a grade with the same score on the momentum front. Following the exact same course, the stock was allocated a grade of A on the value side, putting it in the top quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

Based on our scores, the stock is equally suitable for value, growth, and momentum investors.

Outlook

KSS has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.


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Kohl's Corporation (KSS): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_04_02_kohl_s_kss_up_4_4_since_earnings_repo Mon, 02 Apr 2018 10:54:00 +0300
<![CDATA[Why Macy's (M) Stock Looks Like a Buy]]> Shares of Macy's M popped over 1.5% on Thursday to inch closer to their 52-week high as investors begin to assess the possibility of a brighter future for the much-maligned retailer.

Some of the most recent Macy’s positivity might be attributed to President Donald Trump’s renewed public attack on Amazon AMZN, based on what he views as unfair tax treatment toward the e-commerce powerhouse.

The validity of these concerns aside, Macy’s has to do far more than bank on any Amazon downturn. Luckily for investors, the department store has indeed made improvements to its business that might warrant investor consideration.

Macy’s announced last week that it is set to debut app-based mobile checkout at locations around the country, designed to decrease wait times. The company is also expected to roll out a new augmented reality furniture shopping feature that will be accessible through the Macy’s app as early as April.

These moves are part of a bigger digital push that includes offerings such as Amazon-like locker pickups for online sales, which have led to real results.

The fourth quarter marked the 34th-straight quarter in which Macy’s posted double-digit growth in its digital business. Meanwhile, the company’s overall Q4 revenues climbed by 1.8% to reach $8.67 billion, with comps up 1.4%. Macy’s adjusted earnings surged nearly 40% from the year-ago period and also beat our Zacks Consensus Estimate.

Recent Price Performance

Shares of Macy’s have dipped slightly since the company reported its Q4 earnings results last month. However, this shouldn’t detract from the bigger picture, as Macy’s stock has soared over the last six months, outpacing its industry’s average.

Valuation

Investors should also note that, despite Macy’s recent price performance strength, the company has consistently traded at a substantial discount to its industry’s average. Macy’s Forward P/E of roughly 8.2 also marks a discount to direct rivals Dillard’s DDS and Kohl’s KSS, which are currently trading at roughly 13x forward earnings.

Outlook

Macy’s has earned seven earnings estimate revisions, with 100% agreement to the upside, all within the last 60 days. This has raised the retailer’s full-year earnings estimate from $2.80 per share to $3.63 per share.

Our latest Zacks Consensus Estimates are calling for Macy’s first-quarter earnings to soar by 50% to hit $0.36 per share. The retailer’s Q1 revenues are projected to reach $5.42 billion, which would mark a more modest 1.5% climb.

Bottom Line

Macy’s has been able to fight through some rough times and has seen its shares surge accordingly. The retailer has also committed to improving its e-commerce business and deployed some app-based innovations aimed at sparking continued growth.

Furthermore, the department store bellwether is trading at a discount to some of its biggest competitors and is trading at an even more attractive valuation than it was just a month ago. 

Coupled with the fact that Macy’s stock is currently a Zacks Rank #1 (Strong Buy) and sports an “A” grade for both Value and Growth in our Styles Scores system, now might be an intriguing time to buy.

Investor Alert: Breakthroughs Pending

A medical advance is now at the flashpoint between theory and realization. Billions of dollars in research have poured into it. Companies are already generating substantial revenue, and even more wondrous products are in the pipeline.

Cures for a variety of deadly diseases are in sight, and so are big potential profits for early investors. Zacks names 5 stocks to buy now.

Click here to see them >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Amazon.com, Inc. (AMZN): Free Stock Analysis Report
 
Macy's, Inc. (M): Free Stock Analysis Report
 
Dillard's, Inc. (DDS): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_03_29_why_macy_s_m_stock_looks_like_a_buy Thu, 29 Mar 2018 23:21:00 +0300
<![CDATA[GameStop (GME) Tops on Q4 Earnings & Sales, Guides for '18]]> GameStop Corp. GME reported fourth-quarter fiscal 2017 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. The company’s results were driven by Nintendo Switch’s stellar performance in the quarter.

In the quarter under review, adjusted earnings came in at $2.02 per share surpassing the Zacks Consensus Estimate of $1.96 but decreased 15.1% from the year-ago period. Also, net sales were up 15% year over year to $3,502.5 million, which outpaced the consensus estimate of $3,253 million.

The company’s sales were driven by robust demand for Nintendo Switch, and collectibles and software. International sales were also strong during the quarter. Further, GameStop witnessed sharp increase in worldwide omni-channel sales.

Let’s Delve Deeper

Consolidated comparable store sales (comps) increased 12.2%, reflecting a gain of 8.3% at international locations and 14.2% at domestic locations.

By sales mix, new video game hardware sales jumped 44.8% to $844 million while new video game software sales were up 12.4% to $1,042.3 million. However, pre-owned and value video game products sales came in at $663.1 million, down 2.6% year over year. Increase in new hardware sales were driven by solid demand for Nintendo Switch while new software sales increased on account of robust title lineup.

Video game accessories sales jumped 37.4% to $327.7 million. While non-GAAP digital receipts increased 10.6% to $413 million, GAAP digital sales rose 7.3% to $61.4 million.

Technology Brands sales were down 14.2% to $219.7 million due to alteration in AT&T’s dealer compensation structure. Additionally, the company stated that performance of Technology Brands was not up to the mark in fiscal 2017 and fell short of its estimates primarily on delay in release of the iPhone 8 and iPhone X as well as due to change in compensation structure by AT&T. The company said similar situation will persist in the first half of fiscal 2018.

Nevertheless, Collectibles sales surged 22.8% to $260.8 million buoyed by growth of licensed merchandise offerings and promotions during holiday season.

GameStop intends to enhance collectibles business to $1 billion by the end of fiscal 2019. Earlier, management had stated that it remains optimistic about non-physical gaming businesses and expects this category to reach approximately 50% of operating earnings by the end of fiscal 2019.

While gross profit inched up 1.6% to $ 1,024.5 million, gross margin contracted 380 basis points (bps) to 29.3%. Adjusted operating income declined 9.7% to $309.8 million while adjusted operating margin shriveled 250 bps to 8.8%.

 

GameStop Corp. Price, Consensus and EPS Surprise

 

 

Store Update

In fiscal 2017, GameStop shuttered a net of 131 video game stores globally, ending the year with 3,827 video game stores in the United States and 1,969 internationally. The company closed 80 net technology brands store and sold 65 Cricket stores. At the end of 2017, the company has 1,329 AT&T stores and 48 Simply Mac stores. Also, it opened 17 collectible stores and now has 103 stores.

Other Financial Aspects

GameStop ended the quarter with cash and cash equivalents of $864.4 million, net receivables of $182.7 million, long-term debt of $817.9 million and shareholders’ equity of $2,214.5 million.

For fiscal 2018, management projects capital expenditures in the range of $110-$120 million and free cash flow to be approximately $300 million.

 



Guidance

GameStop expects fiscal 2018 total sales to be down 6% to 2% and projects comps to be flat to down 5%. For the year, management envisions earnings in the range of $3–$3.35 per share. The Zacks Consensus Estimate for fiscal 2018 is pegged at $3.32.

In fiscal 2018, the company anticipates collectibles business to register growth but expects video game business to decrease by mid-single digits.

GameStop carries a Zacks Rank #4 (Sell), which is subject to change following the earnings announcement. The stock has declined 30.8% in the past six months, underperforming the industry’s gain of 11.6%.

Three Retail Stocks Likely to Steal the Show

Dillard's, Inc. DDS delivered a positive earnings surprise in the trailing two quarters. The company sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Kohl's Corporation KSS pulled off an average positive earnings surprise of 12% in the trailing four quarters. The company has a long-term earnings growth rate of 6.7% and a Zacks Rank #2 (Buy).

Nordstrom, Inc. JWN has delivered a positive earnings surprise in the trailing three out of four quarters. The company carries a Zacks Rank of 2.

Investor Alert: Breakthroughs Pending

A medical advance is now at the flashpoint between theory and realization. Billions of dollars in research have poured into it. Companies are already generating substantial revenue, and even more wondrous products are in the pipeline.

Cures for a variety of deadly diseases are in sight, and so are big potential profits for early investors. Zacks names 5 stocks to buy now.

Click here to see them >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Nordstrom, Inc. (JWN): Free Stock Analysis Report
 
GameStop Corp. (GME): Free Stock Analysis Report
 
Dillard's, Inc. (DDS): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_03_29_gamestop_gme_tops_on_q4_earnings_sal Thu, 29 Mar 2018 18:15:00 +0300
<![CDATA[5 Growth Stocks to Scoop Up From Retail as GDP Rises 2.9%]]> Brush off market volatility, here’s some good news to cherish. With unemployment rate still at a 17-year low, initial jobless claims below the psychological mark, consumer spending being impressive and government expenditure increasing, things appear to be fairly rosy for the U.S. economy. These sentiments were rekindled when the Bureau of Economic Analysis released its third and final estimate for real GDP yesterday.

Markedly, real GDP rose 2.9% in the fourth quarter of 2017, higher than the second estimate of 2.5% and analysts’ expectations of 2.7%. Moreover, real GDP for 2017 climbed 2.3% from the 2016 level, much better than 1.5% growth witnessed in 2016. Also, consumer spending (accounting for more than two-thirds of U.S. economic activity) grew 4% in the fourth quarter, marking its highest improvement since the fourth quarter of 2014.

Apart from this, the favorable economic indicators led to a sixth Fed rate hike last week (since the financial crisis), which was also followed by a raised GDP outlook for 2018. The Fed officials now envision GDP growth rate to be 2.7% up from 2.5% for the year, which may witness two more rate hikes. While President Trump’s latest take on trade policies may hurt business sentiment and expenditure on capital goods, analysts expect government spending and the $1.5-trillion tax cuts to boost economic growth in 2018.

Retail Space Rides on Favorable Indicators

Clearly, these factors bode well for the Retail-Wholesale sector that has surged 24.6% in a year, outperforming the S&P 500’s rally of 12.4%. As consumers form the lifeline of the sector, metrics like consumer spending and consumer sentiment remain the deciding factor of the retail space’s fate. Though soft traffic and mounting competition due to consumers’ evolving shopping patterns have made things challenging for retailers, they’re exploiting every nook and cranny to keep pace with the changing trends. Retailers are going all the way to enhance omni-channel capabilities, optimize store fleet and undertake restructuring activities.



How to Identify the Potential Winners?

That said, we picked five top-ranked stocks from the space that have gained more than 30% in a year, crushing the sector’s solid growth.

Backed by sound fundamentals and impressive past records, these stocks are surely to be a valuable addition to your portfolio. Moreover, these stocks carry a favorable Growth Style Score, thereby doubling the treat. Growth stocks have solid earnings or revenue growth potential, which should lead to higher stock prices. Our research shows that stocks with a Growth Score of A or B, when combined with a Zacks Rank #1 (Strong Buy) or 2 (Buy) provide the best returns.

Shuffle Your Portfolio: 5 Key Picks

California-based The Gap, Inc. GPS, with a splendid earnings surprise history, is a solid bet. We commend Gap’s efforts to expand omni-channel operations and its solid focus on Old Navy and Athleta brands. Driven by these efforts, the company has surged about 31% over the past year, faring better than the sector. With a Growth Score of A and a long-term earnings growth rate of 8%, we expect this premier international specialty retailer to reach greater heights. Notably, this Zacks Rank #2 has seen its estimates for the current quarter and the fiscal go up by 5 cents and 32 cents to 46 cents and $2.63, respectively, over the past 30 days. You can see the complete list of today’s Zacks #1 Rank stocks here.

Investors can also count on Burlington Stores, Inc. BURL, which has seen its stock soar 33.5% in a year. This retailer of branded apparel products has been riding on solid comparable store sales and gross margin expansion trends, thanks to its strategic growth efforts like focus on store expansions. Moreover, the company has topped earnings estimates consistently for 17 straight quarters. Further, we remain optimistic about Burlington, given its Growth Score of A and a long-term growth rate of a solid 18.6%. Estimates of this Zacks Rank #2 company have gone up by 9.1% to $1.08 and 7.2% to $5.76 for the current quarter and fiscal respectively, over the past month.

You may also consider Boot Barn Holdings, Inc. BOOT, a lifestyle retail chain devoted to western and work-related footwear, apparel and accessories, headquartered in California. The stock flaunts a Zacks Rank #2 and has a Growth Score of A. The company’s bottom line outperformed the Zacks Consensus Estimate by an average of nearly 23% in the trailing four quarters and has a long-term growth rate of  20.7%. Further, Boot Barn has seen estimates for the current quarter go up from 13 cents to 17 cents in the past 30 days. Notably, the company has put up a superb bull run over a year, with its shares up a whopping 73.7%.

Investors can also place bets on Kohl’s Corporation KSS, which has returned 67.6% over the past year. Flaunting a Growth Score of A, this department store chain is likely to continue gaining from its superb traffic boosting initiatives, robust brand portfolio, inventory management efforts and growing e-commerce business. These strategies have helped this Zacks Rank #2 company deliver positive earnings surprises in three of the trailing four quarters. Also, the company with nine positive estimate revisions (in the last 30 days) for the current fiscal has a long-term growth rate of 6.7%.

Finally, we suggest taking a look at Tennessee-based, Dollar General Corporation DG. This major discount retailer delivered an average positive earnings surprise of 2.3% in the trailing four quarters and carries a Zacks Rank #2. Moreover, the company has emerged as a strong contender with a long-term earnings growth rate of 14.6% and a Growth Score of B. Dollar General’s commitment toward better price management, cost containment, private label offering, effective inventory management, merchandise and operational initiatives should drive sales and margins. With estimates for the current quarter and fiscal moving north in the past 30 days, the company has returned 33% in a year.

Investor Alert: Breakthroughs Pending

A medical advance is now at the flashpoint between theory and realization. Billions of dollars in research have poured into it. Companies are already generating substantial revenue, and even more wondrous products are in the pipeline.

Cures for a variety of deadly diseases are in sight, and so are big potential profits for early investors. Zacks names 5 stocks to buy now.

Click here to see them >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
The Gap, Inc. (GPS): Free Stock Analysis Report
 
Dollar General Corporation (DG): Free Stock Analysis Report
 
Burlington Stores, Inc. (BURL): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
Boot Barn Holdings, Inc. (BOOT): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_03_29_5_growth_stocks_to_scoop_up_from_retail Thu, 29 Mar 2018 16:07:00 +0300
<![CDATA[5 Top-Performing S&P 500 Stocks of Q1]]> The S&P 500, which had more than tripled on Mar 9 after a grueling spell following the Great Recession, is now on the second-longest and second-highest bull market run in history. The bull run through the 1990s has been the longest. Stocks scaled new highs on Republican tax cuts and robust economic growth at home and abroad.

But, recent trade war tensions, uproar in the White House, higher interest rates and half a trillion dollars of loss for tech stocks in just over a two-week span have pushed the index back to critical support at its 200-day moving average. The S&P, in fact, fell into correction territory, while volatility has more than doubled so far this year.

Not all S&P stocks are, however, facing a tumultuous Q1. Some of them have been able to dish out impressive year-to-date gains and have remained unperturbed by the higher bouts of gyrations.

What Backed the S&P Rally?

The S&P started Q1 on a positive note. Trump’s polices, including tax cuts, repealing regulations and increased infrastructure outlays restored expectations of a pro-growth agenda that helped the S&P move north.

The latest tax laws gave companies massive tax relief as they will now be paying between 8% and 15.5% instead of the earlier 35% for bringing back money held overseas. This means around $1.2 trillion in foreign profits that the S&P 500 companies are hoarding be brought back. This in turn can be used to create jobs and reward shareholders — something the Trump administration has been aiming for since the campaigns days.

Trump’s economy is also in good shape, with the jobless rate near a 17-year low. Initial jobless claims remained near the lowest level since 1970 and the number of people collecting unemployment benefits tanked to a fresh 45-year low.

But, there is another major factor behind the strong American growth. It’s the global economic growth, with every major country from China to Europe and Latin America to Japan expanding at a healthy pace. According to the International Monetary Fund, the global economy expanded at rate of 3.7% last year, the fastest since 2010.

S&P Ends Q1 on a Sour Note

Selling in stocks intensified after the Trump administration announced that it will levy tariffs on tens of billions of dollars of Chinese imports on top of imposing duties on foreign steel and aluminum. In response to Trump’s tariffs, Beijing said that it will target 128 U.S. products with an import value of $3 billion. Investors panicked as a full-blown trade war might deal a heavy blow to economies, resulting in widespread unemployment.

A number of high-profile departures from the Trump administration, in the meantime, pushed political-risk to the highest level since the 2003 invasion of Iraq. Such events threatened to upset the Trump administration’s business-friendly policies.

Amid all these, the Fedhas tightened its monetary policy. At the conclusion of the FOMC meeting on Mar 21, Jerome Powell-led Federal Reserve hiked interest rates by a quarter-percentage point and projected a steeper path of rate hikes in 2019 and 2020. This hasn’t gone down well with investors as we all know that they had piled up on U.S. stocks with the notion that quantitative easing will help the domestic economy grow at a better rate than emerging economies like China.

Adding to the downbeat tone is also a sharp selloff in the technology sector. Investors remained concerned about tighter regulations for large tech companies. The sector took a beating following the backlash over Facebook, Inc’s FB handling of user data. Everyone raised questions as to how Cambridge Analytica, which worked on Trump’s election campaign, had gained access to personal data on roughly 50 million Facebook users without their knowledge.

The S&P tech sector, which was the most crowded trade of the year, peaked on Mar 12 to 1,233.93, putting its market cap at about $6 trillion. However, the market cap is currently down to nearly $5.5 trillion, a decline of 8.8%, per WSJ Market Data Group.

5 Best S&P 500 Stocks of Q1

The S&P, now, has fallen more than 10% from its peak in January. The average number of stocks on the index is almost 15% below the 52-week high, while the average stock in some of the sectors are already in bear-market territory, defined as a decline of 20%, as per Bespoke Investment Group.

Despite the brutal selloff of the past few weeks, some stocks have managed to give encouraging returns, thanks to a great story or maybe a little luck. Here is the rundown of the best stocks from the S&P 500 in Q1. These stocks also flaunt a Zacks Rank #1 (Strong Buy) or 2 (Buy).

Seagate Technology plc STX provides data storage technology and solutions the United States and internationally. Even though the company is part of the larger tech sector, traders have been ploughing back into STX stock. The stock has a Zacks Rank #1. The Zacks Consensus Estimate for its current-year earnings rose 12.5% in the last 60 days. The company is expected to give a solid return of 18.2% this year. Seagate Technology has outperformed the broader industry in the year-to-date period (+36% vs +17.4%).

Considering Seagate Technology has done so well in Q1, it comes as no surprise that close-cousin Micron Technology, Inc.’s MU performance has been pretty encouraging. The provider of semiconductor systems has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings rose 11.8% in the last 60 days. Micron Technology is expected to give a staggering return of 121.6% this year, while the stock has already given a steady return of 25.2% in the year-to-date period.

IDEXX Laboratories, Inc. IDXX develops, manufactures, and distributes products and services primarily for the companion animal veterinary, livestock and poultry, dairy, and water testing markets. The stock has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings rose 9.6% in the last 60 days. The company is expected to give a promising return of 25.3% this year. IDEXX Laboratories has outperformed the broader industry in the year-to-date period (+20.7% vs +6.8%). You can see the complete list of today’s Zacks #1 Rank stocks here.

Kohl’s Corporation KSS operates department stores in the United States. The company has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings climbed 16.2% in the last 60 days. The stock is expected to give a solid return of 25.1% this year. Kohl’s has outperformed the broader industry in the year-to-date period (+19.1% vs +13.4%).

Motorola Solutions, Inc. MSI provides mission-critical communication infrastructure, devices, accessories, software, and services. The company has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings rose 13.1% in the last 60 days. The stock is expected to give an encouraging return of 20.3% this year. Motorola Solutions has outperformed the broader industry in the year-to-date period (+15.1% vs -2.9%).

Investor Alert: Breakthroughs Pending

A medical advance is now at the flashpoint between theory and realization. Billions of dollars in research have poured into it. Companies are already generating substantial revenue, and even more wondrous products are in the pipeline.

Cures for a variety of deadly diseases are in sight, and so are big potential profits for early investors. Zacks names 5 stocks to buy now.

Click here to see them >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Seagate Technology PLC (STX): Free Stock Analysis Report
 
Facebook, Inc. (FB): Free Stock Analysis Report
 
Motorola Solutions, Inc. (MSI): Free Stock Analysis Report
 
IDEXX Laboratories, Inc. (IDXX): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
Micron Technology, Inc. (MU): Free Stock Analysis Report
 
To read this article on Zacks.com click here.]]>
http://www.so-l.ru/news/y/2018_03_29_5_top_performing_s_p_500_stocks_of_q1 Thu, 29 Mar 2018 15:29:00 +0300
<![CDATA[6 Stocks Perfect for Millennials' Retirement Portfolio]]> With the oldest members being 37 years old and the youngest just 18, millennials believe that they have a long way to go before they reach retirement. But time flies faster than one thinks and when their retirement age arrives, these millennials may not have sufficient savings.

Some experts believe that given their current lack of savings, the majority of this generation won’t be able to retire even in their 70s. This has also been supported by a recent study from National Institute on Retirement Security, which states that two-thirds of the working millennials have saved nothing for their retirement.

Some experts believe that the generation’s interest on holidaying rather than saving is the main reason for their failure to save. Others believe that millennials are overburdened with their monthly payments like education loan and credit card bills. Apart from these, one-fifth of the generation supports aging parents by paying for their medical bills and other expenses.

All these circumstances have made it tougher for the generation to set aside money for their sunset years.

Likely Challenges for Millennials

The generation is expected to have a longer life span — thanks to the continuous advancements in medical science and healthier lifestyles — which means they will need more funds. Escalating healthcare costs also pose a challenge.

Although U.S. citizens will have social security but it is difficult to say whether it will be adequate to maintain their lifestyle. Their woes will mount if the U.S. government closes this facility after 25-30 years. It already costs the federal government more than $1 trillion, which will increase exponentially as the majority of the citizens will fall under the senior category by that time.

It’s Never Too Late to Start Saving

Whatever small amount you save today, if invested wisely, it can give you a healthy return in the long run. There are plenty of investment options available but given the young age of millennials and their risk taking capabilities, we suggest investing in equities as these offer maximum returns.
 
The improving domestic as well as global economic scenario is likely to have a positive impact on the market. Additionally, with Donald Trump’s ‘America First’ policies, the manufacturing sector is poised to witness huge investment in the next few years, thereby generating employment and increasing wage rate opportunities. All this is likely to further strengthen the U.S. economy, which will tend to reflect in the stock market.

Considering an annual return of 8%, a monthly investment of just $100 in equities by a 25-year old till his 65th birthday will save him or her approximately $341,120.

However, investing in equities has its own share of risks. Not every stock will have a remarkable run. Also, the risk of a market crash remains.

Therefore, investing in stocks that generate solid regular returns with minimum associated risks is prudent. Also, the return should cover the investment and inflation costs.

Blue Chip Dividend Stocks are the Best Choice

Blue chip dividend stocks boast solid financial structure and healthy underlying fundamentals, and are less affected by market turbulence. Such stocks are believed to be safer and more durable than an average stock. Most of these companies consistently raise dividends and are typically large in size.

The companies’ dominating market position, large customer base, sustainable business model, long track of profitability and strong liquidity help them offer outsized payouts or sizable yields on a regular basis, irrespective of the market direction. As a result, these stocks provide greater stability and offer continued income for investors, as well as more scope for capital appreciation.

Choosing the Stocks

It is difficult to pick the right stocks from a wide range of available investment opportunities.

This is where the Zacks Stock Screener comes in handy. With the help of this screener, we have filtered in Buy-rated stocks that have a market value of $10 billion or more, a decent dividend paying history along with an annualized yield of over 2%.

6 Picks

The Boeing Company BA, sporting a Zacks Rank #1 (Strong Buy), is one of the world’s largest aerospace company. With an annualized yield of 2.1%, its dividend has increased at a CAGR of 27.8% in the last five years. The stock has gained more than 1,700% in the last 25 years. You can see the complete list of today’s Zacks #1 Rank stocks here.



Our next pick is one of the world’s leading semiconductor companies, KLA-Tencor Corporation KLAC, which carries a Zacks Rank #2 (Buy). With an annualized yield of 2.2%, its dividend has risen at a CAGR of 7.2% in the last five years. The stock has gained more than 2,900% in the last 25 years.



Cisco Systems Inc. CSCO is an IP-based networking company. It also offers other products and services to service providers, companies, commercial users and individuals. The stock carries a Zacks Rank #2. With an annualized yield of 2.7%, its dividend has increased at a CAGR of 15.2% in the last five years. The stock has gained over 3,300% in the last 25 years.



Our next selection is one of the biggest retailers in the United States -- Kohl’s Corporation KSS. The stock has a Zacks Rank #2. With an annualized yield of 3.9%, its dividend has risen at a CAGR of 12.3% in the last five years. The stock has gained over 1,200% in the last 25 years.



The next stock that makes it to our list is Fastenal Company FAST, which together with its subsidiaries, engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, and internationally. With an annualized yield of 2.8%, its dividend has increased at a CAGR of 13.8% in the last five years. The Zacks Rank #2 stock has gained over 3,200% in the last 25 years.



Texas Instruments Incorporated TXN, a global semiconductor design and manufacturing company, is our next pick. With an annualized yield of 2.4%, its dividend has risen at a CAGR of 18.4% in the last five years. This Zacks Rank #2 stock has gained over 2,700% in the last 25 years.



Will You Make a Fortune on the Shift to Electric Cars?

Here's another stock idea to consider. Much like petroleum 150 years ago, lithium power may soon shake the world, creating millionaires and reshaping geo-politics. Soon electric vehicles (EVs) may be cheaper than gas guzzlers. Some are already reaching 265 miles on a single charge.

With battery prices plummeting and charging stations set to multiply, one company stands out as the #1 stock to buy according to Zacks research.

It's not the one you think.

See This Ticker Free >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Cisco Systems, Inc. (CSCO): Free Stock Analysis Report
 
The Boeing Company (BA): Free Stock Analysis Report
 
Fastenal Company (FAST): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
Texas Instruments Incorporated (TXN): Free Stock Analysis Report
 
KLA-Tencor Corporation (KLAC): Free Stock Analysis Report
 
To read this article on Zacks.com click here.]]>
http://www.so-l.ru/news/y/2018_03_28_6_stocks_perfect_for_millennials_retire Wed, 28 Mar 2018 15:43:00 +0300
<![CDATA[Nuclear Disarmament: How Helmut Kohl Nearly Prolonged the Cold War]]> http://www.so-l.ru/news/y/2018_03_26_nuclear_disarmament_how_helmut_kohl_nea Mon, 26 Mar 2018 19:33:00 +0300 <![CDATA[Kohl's Up 34% in 6 Months: Can Comps Growth Drive It Further?]]> Kohl’s Corporation KSS has been moving up the charts, courtesy of improved store sales and strong e-commerce initiatives. While many retailers have been struggling with soft traffic owing to consumers’ changing shopping preferences, Kohl’s performance continues to impress owing to its well chalked merchandise policies and improving sales across stores and online platforms. Well, these factors were enough to make investors go bullish on the stock. Shares of this retail giant have surged 34% in the last six months, compared with the industry’s rally of 25.8%.

Let’s take a closer look at the company’s growth initiatives and see if its ongoing endeavors can add more laurels to its growth story.

Impressive Comps

Kohl’s strategic initiative — Greatness Agenda — designed to drive transactions per store and sales seems to be yielding favorably. Additionally, the company’s store sales are gaining from effective merchandise policies and enhanced focus on prominent brands such as Nike NKE and Addidas ADDYY. Kohl’s is regularly introducing brands to keep the inventory assortment fresh and drive customer traffic to stores and website. Evidently, comps rose 6.3% and 0.1% during the fourth and third quarters of fiscal 2017, respectively. Moreover, management is encouraged with solid sales trends and better-than-expected results in fiscal 2017. For fiscal 2018, the company projects comps growth in the range of flat to a rise of 2%.

Kohl’s has been strengthening ties with retail giant Amazon AMZN to drive traffic. Incidentally, the company has started accepting returns for Amazon customers on select products and also provide free packing and shipping services for the merchandise to Amazon’s fulfillment centers. This move followed Kohl's decision to sell Amazon devices, accessories and smart home devices in 10 selected stores in Los Angeles and Chicago. Kohl’s believes that this store-within-store concept will boost traffic. In the long run, the company is expected to receive significant boost in its business through this partnership. Further, Kohl’s recent partnership with Aldi, which is currently in the testing phase, is expected to result in better utilization of store space across select Kohl’s stores.

To top these, Kohl’s innovations have helped the company keep the inventory assortment fresh and drive customer traffic to stores and website. Popular launches include Fit Bed under its active and wellness business and the Jumping Beans collection featuring Disney characters, amongst many others.

 



 

Expanding E-commerce Business

The company experienced significant growth in its e-commerce business since the last few years. In order to improve its online service offerings, Kohl’s has been expanding e-commerce fulfillment centers and opened its fifth facility in August 2017. The company’s sustained focus on technology improvements and the omni-channel expansion have been propelling online sales. Markedly, online sales have surged 26% during the fourth quarter backed by improved traffic and higher conversion.

Focus on Reducing Inventory

Kohl’s has undertaken several initiatives to reduce inventory to boost profits. During fiscal 2017, the company made significant progress on its initiatives. As a result, inventory per store declined 7% (in terms of units and dollars). Effective merchandising initiatives bore a positive impact upon the company’s fourth-quarter gross margin performance, which expanded 43 basis points bps. In fact, the company’s speed and localization initiatives have been particularly gaining traction in benefiting inventory management and margin performance. For fiscal 2018, the company expects a mid-single digit decline in inventory levels.

More Growth in Store?

While Kohl’s performance may take hits from the rising selling, general and administrative expenses, the Zacks Rank #2 (Buy) company is expected to adequately cushion these through consistent growth in store and online sales, backed by its effective brand and merchandise strategies. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

5 Medical Stocks to Buy Now

Zacks names 5 companies poised to ride a medical breakthrough that is targeting cures for leukemia, AIDS, muscular dystrophy, hemophilia, and other conditions.

New products in this field are already generating substantial revenue and even more wondrous treatments are in the pipeline. Early investors could realize exceptional profits.

Click here to see the 5 stocks >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Amazon.com, Inc. (AMZN): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
NIKE, Inc. (NKE): Free Stock Analysis Report
 
Adidas AG (ADDYY): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_03_26_kohl_s_up_34_in_6_months_can_comps_gro Mon, 26 Mar 2018 17:00:00 +0300
<![CDATA[Top Research Reports for Oracle, Vale & General Mills]]> Friday, March 23, 2018

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Oracle (ORCL), Vale (VALE) and General Mills (GIS). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

Buy-rated Oracle’s shares have underperformed the Zacks Software industry in the last year, gaining +2.7% vs. +29.6%. However, Oracle is benefiting from strong adoption of its cloud-based solutions. Both earnings and revenues increased on a year-over-year basis in the third-quarter fiscal 2018. However, management provided soft outlook for the cloud business, which will remain an overhang on the shares in the near term.

Nevertheless, the Zacks analyst thinks the company’s growing cloud market share will continue to drive top-line growth in the long haul. Further, partnerships with the likes of Accenture are helping the company rapidly expand its cloud-base clientele.

Moreover, this has helped in improving the company's competitive position against the likes of salesforce.com and Workday. Anticipated strong demand for the next-generation autonomous database supported by machine learning will boost competitive position against AWS. However, higher investments on IaaS platform will affect gross margin expansion in the near term.

(You can read the full research report on Oracle here >>>).

Shares of Strong Buy-rated Vale have handily outperformed the Zacks Basic Materials sector in the last year (+35.2% vs. +14.1%). The company’s adjusted earnings in fourth-quarter 2017 surpassed expectations by 56.5%. Its top-line performance strengthened 1.3% sequentially on the back of increased sales volumes of Ferrous Minerals segment and higher sales prices of Base Metals segment.

Moreover, Vale’s aggregate iron ore, pellets, coal, cobalt and gold output levels improved on a year-over-year basis in fourth-quarter 2017. In addition, the Zacks analyst thinks steady improvement in operational efficacy on the back of greater cost discipline and higher mining productivity will likely work in the company’s favor. Vale is even deleveraging its balance sheet with its ongoing liability management program.

(You can read the full research report on Vale here >>>).

General Mills’ shares have lagged the market in the last year as market participants shifted away from consumer staples and other high dividend stocks. General Mills’ fiscal third-quarter earnings met expectations but revenues lagged the same. Adjusted earnings improved 10% and revenues grew 2.3% year over year due to higher sales across the board.

Organically, sales grew 1%, same as the prior quarter due to positive price/mix and currency effect. This marks the fourth consecutive quarter of sales improvement.

That said, gross margin and operating margin contracted 250 basis points (bps) and 120 bps, respectively, reflecting further deterioration from the first half. The downside was due to higher input, freight and manufacturing costs. Meanwhile, the food giant has lowered its fiscal 2018 profit outlook to reflect higher supply chain costs.

(You can read the full research report on General Mills here >>>).

Other noteworthy reports we are featuring today include Aflac (AFL), Vertex (VRTX) and Mylan (MYL).

Looking for Stocks with Skyrocketing Upside?

Zacks has just released a Special Report on the booming investment opportunities of legal marijuana.

Ignited by new referendums and legislation, this industry is expected to blast from an already robust $6.7 billion to $20.2 billion in 2021. Early investors stand to make a killing, but you have to be ready to act and know just where to look.

See the pot trades we're targeting>>

Mark Vickery

Senior Editor

Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>

Featured Reports

New Product Approvals To Offset EpiPen Woes For Mylan (MYL)

Per the Zacks analyst, while volatility in US markets is expected to continue, the approval for generic version of Copaxone should help Mylan combat EpiPen related challenges.

Vertex's (VRTX) Pipeline Strong Amid Rising Competition

0The Zacks analyst believes that Vertex's cystic fibrosis (CF) pipeline is quite strong especially the triple combination CF regimens.

Europe & Asia Units to Continue Driving Guess? (GES) Sales

Per the Zacks analyst, solid Europe and Asia sales continued driving Guess? in fourth quarter.

Orbital (OA) Gains From Strong Product Base, Nears Merger

The Zacks analyst believes Orbital ATK is gaining from its strong product offering and wide customer base, which is boosting its order book.

Motorized Segment & High Debt Level Trouble Winnebago (WGO)

Per the Zacks analyst, high material costs faced by the motorized segment and considerable outstanding debt are hampering Winnebago's financial performance.

Better-for-you Products to Fuel United Natural (UNFI) Sales

Per the Zacks analyst, robust demand for the company's better-for-you products with efficient distribution networks will continue to boost sales.

Kohl's (KSS) Comps to Continue Gaining from Greatness Agenda

Per the Zacks analyst, the company's Greatness Agenda and strategic merchandising initiatives are likely to continue fueling comps in the forthcoming periods.

New Upgrades

Solid CapEx Plan & Tax Reform to Boost OGE Energy (OGE)

Per the Zacks analyst, increased capital spending capabilities hint at enhanced operations for OGE Energy. The recent tax cut by the U.S. government will boost the company's earnings growth.

Solid Balance Sheet, Strong U.S. Business Aids Aflac (AFL)

Per the Zacks analyst, Aflac U.S. continues to perform strongly and has experienced higher top line growth. Its strong balance sheet enables share buyback, dividend payment and investment in business.

Solid Pharmaceuticals Business to Drive Waters Corp (WAT)

Per the Zacks analyst, stable demand from global pharmaceutical business, modest recovery of industrial markets as well as growth in recurring revenues continue to lend momentum to Waters Corporation.

New Downgrades

Constitution Pipeline Roadblocks to Weigh on Cabot (COG)

Grappling with lawsuits and denied a water permit, the covering analyst expects Cabot's Constitution Pipeline to be delayed interminably or cancelled, making its earnings outlook bleak.

Weak Energy Business & Rising Costs Trouble Actuant (ATU)

The Zacks analyst thinks that reduced customer spending activity will continue to dampen Actuant's Energy business. Rising costs are also expected to dent near-term profits.

High Operating Expenses & Debt Levels Hurt Sirius XM (SIRI)

The Zacks analyst is concerned about the high operating expenses of the company.


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Vertex Pharmaceuticals Incorporated (VRTX): Free Stock Analysis Report
 
VALE S.A. (VALE): Free Stock Analysis Report
 
Oracle Corporation (ORCL): Free Stock Analysis Report
 
Mylan N.V. (MYL): Free Stock Analysis Report
 
General Mills, Inc. (GIS): Free Stock Analysis Report
 
Aflac Incorporated (AFL): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_03_23_top_research_reports_for_oracle_vale Fri, 23 Mar 2018 22:02:00 +0300
<![CDATA[House leaders’ biggest 2018 fear: The lazy Republican]]>

On paper, Rep. John Culberson (R-Texas) appears to be a shoo-in for reelection. He‘s served nine terms in what’s been a GOP stronghold for decades, hasn’t had a serious challenger in years and sits on one of the most powerful committees in Congress.

But Culberson‘s suburban-Houston district went for Hillary Clinton by 1 percentage point in 2016. And when GOP leaders found out last year that he was being outraised by Democrats and barely had a campaign staff, they were exasperated.

Get your act together, they warned Culberson in so many words, according to sources familiar with the dressing-down.

Culberson’s slow start to his reelection campaign is what GOP leaders fear most heading into the thick of the midterm elections: incumbents who haven’t seen a real race in years snoozing as a Democratic wave builds. Speaker Paul Ryan and the National Republican Congressional Committee are less concerned about their battle-tested swing-district members — who face tough races every election cycle — and more worried about complacent Republicans not prepared for a fight.

“This is a very tough environment for Republicans. If you’re getting outraised or if you haven’t started your campaign yet, you need to be scared and start today,” said Corry Bliss, executive director of the Ryan-aligned Congressional Leadership Fund. “Saying ‘I’ve never lost before, therefore I can never lose this time’ is not a campaign plan.”

It’s one of the reasons Ryan’s political team and NRCC officials have started holding a series of meetings with lawmakers from traditionally reliable GOP districts. Their message: Get ready for a roller coaster and begin your campaign in earnest now.


It’s too early to tell whether leadership’s message is registering. More than 40 GOP incumbents were outraised by Democratic challengers during the last three months of 2017, a staggering number that senior Republicans said is unacceptable and amounts to nothing short of laziness.

But GOP leaders aren’t satisfied there won’t be more John Micas. The iconic former Transportation Committee chairman literally laughed at the notion that his Democratic challenger in 2016, Stephanie Murphy, would beat him — until it was too late.

Republicans blamed the loss on his blasé approach.

Other lawmakers in swing districts have been through this before. They don’t need to be warned about taking victory for granted.

"I’ve had three very tough races in a row, been a top target for the Democratic Congressional Campaign Committee, and so I think I’m well defined to the electorate," said Rep. Mike Coffman (R-Colo.), who represents a tossup suburban Denver district. But for any Republican from a safer district who "hasn't had a fight," he continued, "it could be turned into a competitive situation."

“Many of our members have not been in Congress during a possible ‘wave’ election cycle, as happened in 2006 and 2010,” added a Republican campaign staffer. “Members in Republican-leaning districts should heed the warnings from House leadership and get ready for a fight.”

Rep. Glenn Grothman’s team is another office that’s received a talking-to. Ryan is personally helping campaign for the Wisconsin Republican, who hasn’t had a competitive race since he was elected in 2014. His sprawling district partly abutting Lake Michigan has been a Republican stronghold since the 1960s. But Grothman now faces a wealthy Democratic challenger who’s planning to spend hundreds of thousands of his own money on the race.

Grothman acknowledged in an interview the battle he’s in for and said he's doing "100 percent" what he can to prepare. The 62-year-old former attorney pulled up his schedule on his phone and read a list of constituent events: a fish fry, a bowl-a-thon, some St. Patrick’s Day parades and Lincoln Day dinners.


“Obviously, that’s a bigger problem than the typical year,” Grothman said of his Democratic challenger, Dan Kohl, the nephew of former Milwaukee Bucks owner and ex-Sen. Herb Kohl. “I’ll raise more money, I think, because there’s more a necessity. … My opponent has a lot of money, and he’s telling people he’s going to spend a lot of money … so it’s concerning.”

Rep. Robert Pittenger (R-N.C.) also hails from a solid Republican district but is facing a well-funded Democratic opponent who last quarter raked in over $100,000 more than the incumbent. His staff, like Grothman’s, has been warned to be ready — particularly because Pittenger is still introducing himself to constituents after a recent redistricting changed his district’s borders.

Another North Carolinian on GOP leaders’ radar is freshman Rep. Ted Budd. His well-connected Democratic opponent, philanthropist Kathy Manning, raised $564,000 last quarter, compared to his $183,000 haul.

Budd said he realizes “the environment is tough this year,” and he just hired a campaign manager who will start next month.

Ryan’s political executive director, Kevin Seifert, and deputy executive director, Jake Kastan, are handling many of the reality-check meetings with incumbent Republicans or their staffs. While Ryan’s team often helps incumbents, it's hosting more meetings than usual, and with a greater sense of urgency.

Ryan and NRCC Chairman Steve Stivers (R-Ohio) have also delivered the same message to lawmakers in conference gatherings in recent weeks: Raise money now, be active in your districts, find legislative issues that resonate with constituents and tout your accomplishments constantly. Also, define yourself and your opponent early, and label Democrats as obstructionists.

“When you have a million dollars spent attacking [GOP lawmakers] for the first time, a lot can change, and quickly,” Bliss said.

The warnings from leadership aides are also expected to extend to a handful of Freedom Caucus members who typically feel safe enough to vote with the far right of the House Republican Conference — if they haven't already. Three Democratic opponents of caucus member Rep. Tom Garrett (R-Va.) outraised him in the last fundraising quarter, two of them by $100,000.


Garrett's district elected a Democrat to the House in 2008, before a Republican reclaimed the seat two years later. And Garrett’s conservative votes could make him more susceptible in a Democratic wave year, senior Republicans said.

Ditto, they said, for Rep. Dave Brat (R-Va.), another Freedom Caucus member, who upset former Majority Leader Eric Cantor in a 2014 primary.

Brat declined to discuss his campaign with POLITICO; two Democratic opponents collected more than him in the final three months of 2017 — including one by nearly $150,000.

“Policy, policy, policy,” Brat said when asked about his reelection effort. “All I talk is policy.”

At least one Republican, Culberson, appears to have heeded the warnings from leadership, aides say. He has hired new staff and outraised his Democratic opponents in the last quarter of 2017, though in the first six weeks of this year, his top two competitors collected more money than him, according to campaign filings.

“I’m always ready,” Culberson in a brief interview this week, “and even more so this year.”


]]>
http://www.so-l.ru/news/y/2018_03_22_house_leaders_biggest_2018_fear_the_la Thu, 22 Mar 2018 12:36:59 +0300
<![CDATA[Filling the Sweet 16 Brackets With Top-Ranked Stocks]]> The frenzy for the National Collegiate Athletic Association (NCAA) Men's Division I Basketball Tournament is not limited to the sports space but spreads to the investment world as it fuels growth in various corners. As such, millions of Americans are seeking to capitalize this opportunity by enthusiastically filling in the brackets that could lead to handsome returns from the stocks to be wagered on.

Popularly hailed as “March Madness,” the NCAA is underway with the champion slated to be crowned on April 2, at Alamodome in San Antonio, TX. Since the basketball tournament has advanced to the Sweet Sixteen level (to be played on Mar 22), let’s fill in 16 stock brackets first and then compare those like we do for March Madness to get to the real winner.

How to Pick Sweet 16 Stocks

Akin to the basketball championship, we have chosen four sectors – retail and wholesale, computer and technology, business services and basic materials – out of 16 Zacks sectors that have outperformed over the past one year. We have picked the four best industries (within the top 45%) from each sector with the help of the Zacks Industry Rank.

Then, we picked one stock from each industry having a Zacks Rank #1 (Strong Buy) or 2 (Buy) with the highest market capitalization in order to get the Sweet Sixteen stocks. Top-ranked stocks indicate rising earnings estimates, and those with strong earnings momentum are more likely to outpace the market. This was a cakewalk all thanks to the Zacks Stock Screener. You can see the complete list of today’s Zacks #1 Rank stocks here.

Once the stocks are chosen, one-year performance was considered for the qualifiers to the Elite Eight. Notably, the stocks with the highest industry ranks will matchup with the stocks having low industry ranks.

Retail and Wholesale

The four top industries and their best stocks in the retail and wholesale sector are as follows:

1.    Retail -Regional Department Stores: Rank in the top 1%; Stock – Kohl's Corporation KSS
2.    Retail - Computer Hardware: Rank in the top 12%; Stock – PC Connection Inc. CNXN
3.    Automotive - Retail and Whole Sales: Rank in the top 18%; Stock – Penske Automotive Group Inc. PAG
4.    Retail - Consumer Electronics: Rank in the top 27%; Stock – Conn's Inc. CONN

KSS vs. CONN: Conn's edged past Kohl's with a gain of 299% versus 70% for the latter.
CNXN vs. PAG: Penske Automotive has shed 4.2%, lower than 7.8% shed by PC Connection in the same period.

Computer and Technology

The four top industries and their best stocks in the computer and technology sector are as follows:

1.    Semiconductor Memory: Rank in the top 0%; Stock – Micron Technology Inc. MU
2.    Semiconductor Equipment - Wafer Fabrication: Rank in the top 2%; Stock – Applied Materials Inc. AMAT
3.    Electronics - Testing Equipment: Rank in the top 6%; Stock – Fortive Corporation FTV
4.    Semiconductor - General: Rank in the top 10%; Stock – Intel Corporation INTC

MU vs. INTC: Here, Micron Technology easily outpaced Intel as it gained about 135% in a year compared with 46% growth for INTC.
AMAT vs. FTV: Applied Materials is clearly the winner as it has returned nearly 53% in a year versus a gain of 34% for Fortive.

Business Services

The four top industries and their best stocks in the business services sector are as follows:

1.    Auction and Valuation Services: Rank in the top 5%; Stock – Copart Inc. CPRT
2.    Government Services: Rank in the top 7%; Stock – Maximus Inc. MMS
3.    Staffing Firms: Rank in the top 10%; Stock – ManpowerGroup MAN
4.    Business - Information Services: Rank in the top 12%; Stock – S&P Global Inc. SPGI

CPRT vs. SPGI: Here, CPRT wins over SPGI as it has returned 67% in a year versus a gain of 52% for the latter.
MMS vs. MAN: Manpower beats Maximus in the same period, gaining 20% against 10% for MMS.

Basic Materials

The four top industries and their best stocks in the basic materials sector are as follows:

1.    Agriculture - Products: Rank in the top 4%; Stock – Cal-Maine Foods Inc. CALM
2.    Steel - Speciality: Rank in the top 5%; Stock – Allegheny Technologies Incorporated ATI
3.    Paper and Related Products: Rank in the top 7%; Stock – Fibria Celulose S.A. FBR
4.    Mining - Iron: Rank in the top 7%; Stock – VALE S.A. VALE

CALM vs. VALE: VALE wins over Cal-Maine Foods by a wide margin of 10% over the past one year.
ATI vs. FBR: Fibria Celulose easily defeated Allegheny Technologies by climbing 112% versus 49% gain for the latter.

The winners of each industry group will compete against each other in the Elite Eight.

Elite Eight (March 25)

Among the eight winning stocks, the highest average positive earnings surprise over the past four quarters was used to decide the winners of each sector that should advance to the Final Four.

CONN vs. PAG: Conn's has seen average positive earnings surprise of 493.18% versus 2.41% for Penske Automotive. Hence, CONN wins over PAG.

MU vs. AMAT: Micron Technology wins with an average positive earnings surprise of 10.24% over the past four quarters against 4.76% for Applied Materials.

CPRT vs. MAN: Copart wins over Manpower, as its average beat of 16.57% is much higher than that of 2.72% for MAN.

VALE vs. FBR: Here, VALE is the winner with average positive earnings surprise of 12.60% as compared with negative surprise of 54.12% for Fibria Celulose.

Final Four (March 31)

We now have the best stocks in the four sectors. To advance to the next level, we have considered the year-over-year earnings growth for fiscal 2018. Let us once again dig into the Zacks Industry Rank of the four stocks to decide the contenders.

Conn's Inc. (CONN) – Zacks Industry Rank in the top 27%
Micron Technology Inc. (MU) – Zacks Industry Rank in the top 0%
Copart Inc. (CPRT) – Zacks Industry Rank in the top 5%
VALE S.A. (VALE) – Zacks Industry Rank in the top 7%

So in the matchups, we have Micron Technology and Conn's on one side, and Copart and VALE on the other.

Micron Technology Inc. (MU) vs. Conn's Inc. (CONN): Micron Technology earnings are expected to grow 114.31% while Conn's will likely see 174.62% growth. With a higher projected earnings growth rate, CONN wins and advances toward the final round to take on the winner of CRPT vs. VALE.

Copart Inc. (CPRT) vs. VALE S.A. (VALE): Here, earnings at Copart are expected to grow 34.88% while VALE earnings will see growth of 1.35%. As a result, CPRT wins and will again matchup with Conn's Inc. for the championship.

The Championship (April 2)

Let’s look at our VGM Score (V stands for Value, G for Growth and M for Momentum), which is simply a weighted combination of the three. The VGM score when combined with a Zacks Rank #1 or 2 offer the best upside potential with a frenzy of cheap price, robust growth and strong momentum.

Conn's Inc. finally wins over Copart Inc. with a VGM Score of A against D for the latter.

Result

Based on our internal research and metrics, Conn's, having a Zacks Rank #1 and a VGM Score of A, has emerged as the winner of the 2018 March Madness contest and could be a top bet for this year. While it was exciting and fun to dribble toward the winning stock, we expect the twists and turns in the NCAA tournament to lead to some dramatic moves in the investment world.

Will You Make a Fortune on the Shift to Electric Cars?

Here's another stock idea to consider. Much like petroleum 150 years ago, lithium power may soon shake the world, creating millionaires and reshaping geo-politics. Soon electric vehicles (EVs) may be cheaper than gas guzzlers. Some are already reaching 265 miles on a single charge. With battery prices plummeting and charging stations set to multiply, one company stands out as the #1 stock to buy according to Zacks research. It's not the one you think.

See This Ticker Free >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
S&P Global Inc. (SPGI): Free Stock Analysis Report
 
Penske Automotive Group, Inc. (PAG): Free Stock Analysis Report
 
Cal-Maine Foods, Inc. (CALM): Free Stock Analysis Report
 
VALE S.A. (VALE): Free Stock Analysis Report
 
Fibria Celulose S.A. (FBR): Free Stock Analysis Report
 
Conn's, Inc. (CONN): Free Stock Analysis Report
 
Kohl's Corporation (KSS): Free Stock Analysis Report
 
PC Connection, Inc. (CNXN): Free Stock Analysis Report
 
Allegheny Technologies Incorporated (ATI): Free Stock Analysis Report
 
Intel Corporation (INTC): Free Stock Analysis Report
 
Micron Technology, Inc. (MU): Free Stock Analysis Report
 
Applied Materials, Inc. (AMAT): Free Stock Analysis Report
 
Fortive Corporation (FTV): Free Stock Analysis Report
 
ManpowerGroup (MAN): Free Stock Analysis Report
 
Canadian Pacific Railway Limited (CP): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_03_21_filling_the_sweet_16_brackets_with_top_r Wed, 21 Mar 2018 16:27:00 +0300
<![CDATA[Kohl’s and 14 Other Stores Amazon Might Take Over Next]]> Amazon’s $13.7 billion deal to purchase Whole Foods had people buzzing about which retailer would be snatched up next. Part of the reason for all the excitement is the Whole Foods deal is Amazon’s largest so far. It’s several times larger than the online retailer’s $970 million purchase of Twitch, a video game streaming platform, in 2014.

Here are some predictions for 15 stores Amazon might take over next.

1. Nordstrom

nordstrom sign on a storefront

Amazon is looking to connect with higher-end brands. | Joe Raedle/Getty Images

Although Amazon is already in the clothing business, there have been whispers about a Nordstrom acquisition. New York University professor and brand expert Scott Galloway accurately predicted Amazon would buy Whole Foods. He’s now saying Amazon’s next step would likely be Nordstrom. Galloway told Recode purchasing Nordstrom would be a good move because it would be inexpensive, the retailer is in Seattle, and it is financially sound. He also said the acquisition would be a way for Amazon to connect with a high-end brand, which he says it hasn’t been able to do.

Next: This company could be a perfect fit for Amazon’s baby brands.

2. The Honest Company

Jessica Alba attends The Honest Company

Jessica Alba’s natural company could be a target. | Jason Merritt/Getty Images

Amazon made a pretty penny when it started selling its own line of baby wipes, earning $2.5 million in sales as of October 2017, according to e-commerce analytics firm One Click Retail. Amazon also just relaunched its diaper brand under the Mama Bear label. This renewed interest in baby care could mean Amazon is looking to dominate the baby products industry. Baby care is one of Amazon’s most profitable categories, growing 90% year over year, according to One Click Retail. One possible candidate for acquisition in this category is The Honest Company, which specializes in natural products for babies and families.

Next: It looks like Amazon is about to get into the pharmacy game.

3. Express Scripts

Medications on shelves of medicine cabinet

It already has the shipping game down. | smartstock/iStock/Getty Images

Suspicions about Amazon entering the pharmacy business might have been confirmed after the St. Louis Post-Dispatch reported Amazon won regulatory approval from 12 states to become a wholesale pharmaceutical distributor. According to the report, Amazon received approval for wholesale pharmacy licenses in Alabama, Arizona, Connecticut, Louisiana, Michigan, Nevada, New Hampshire, New Jersey, North Dakota, Idaho, Oregon, and Tennessee. One pharmacy Amazon might be eyeing is Express Scripts. Acquiring this company would propel Amazon into the prescription drug delivery business.

Next: Pet owners would be happy with this deal.

4. Petco

Petco

Pet owners sure do love their companions. | Petco

Amazon sells its own pet products through the AmazonBasics line, but it’s always a possibility the company could explore further and acquire a pet care company. Bloomberg reports Amazon creates its own lines to fill inventory gaps. An acquisition of Petco could further help fill that gap. Because pet owners go to great lengths to make sure their furry friends are taken care of, the retailer would have no trouble making sales in this category. Customers can purchase Petco products from Amazon through its storefront, so this could be another step into the pet care business.

Next: This company could help Amazon move further into the activewear business.

5. Lululemon

Lululemon athletica storefront

Activewear has become everyday wear. | Joe Raedle/Getty Images

Amazon recently got into the sportswear business through its private label. The retailer could further move into the activewear game if it purchases Lululemon. Activewear has been on the top of many young shoppers’ lists, especially since celebrities are pitching their own lines and activewear has become acceptable even when not at the gym. Early in 2017, there was talk of Amazon acquiring Lululemon, but it’s still a wait-and-see game for now.

Next: Could this sportswear retailer be next?

6. Nike

store entrance to Niketown

This would be a huge leap for the site. | Kevork Djansezian/Getty Images

Amazon quietly released its own line of private-label clothing not too long ago. The line includes outfits for the office, dresses, and jackets sold under the labels Goodthreads and Paris Sunday. Footwear News reports the retailer is now entering the footwear business. Nike would offer Amazon the perfect mix of the activewear and shoe businesses. Bloomberg reports Eclat Textile, a Taiwanese supplier, is working on making apparel for Amazon. Eclat also produces apparel for Nike.

Next: This celebrity favorite would help Amazon dig deeper into the handbag business.

7. Everlane

The Pleated Short in Hazel

Everlane’s collections of well-crafted basics might have caught Amazon’s eye. | Everlane

Amazon is also making moves in the handbag business. Its Amazon Fashion Collection includes shoes, handbags, and accessories. This could make Everlane another possible candidate for acquisition. The retailer specializes in clothing, handbags, and accessories, areas where Amazon is attempting to gain a foothold. Everlane has been gaining popularity among celebrities, such as Meghan Markle.

Next: This furniture giant could be one to watch.

8. Ikea

ikea

This could be the next step toward furniture dominance. | Saul Loeb/AFP/Getty Images

Amazon is also getting into the furniture business. Furniture Today reported Amazon debuted two new in-house furniture lines. Amazon’s latest interest in furniture might lead some to wonder whether the retailer might be eyeing stores, such as Ikea ,so it can strengthen its presence in the furniture market. Ikea products are already sold on Amazon’s website, so this could be the next step.

Next: This brand has a store presence and fits into the lifestyle category.

9. Warby Parker

Warby Parker

Some of the products are already available on Amazon. | Michael Buckner/Getty Images for Warby Parker

A deal with eyewear company Warby Parker could be a possible move for Amazon because it has physical stores and is in a lifestyle category, Maxim Group managing director Tom Forte told CNBC. Forte pointed out these are goals Amazon wants to accomplish in a takeover. Right now, customers can purchase some of Warby Parker’s products through the Amazon website.

Next: Could this partnership lead to something more?

10. Kohl’s

People entering a Kohl's store

Kohl’s is partnering with Amazon for another project. | Justin Sullivan/Getty Images

Another lifestyle brand that sells apparel and has physical stores is Kohl’s. This could make the department store a possible target for an Amazon acquisition. Kohl’s recently entered a partnership with Amazon, so a purchase could be the next step. Physical Kohl’s stores now prominently display products, such as Amazon Echo and Kindles, through Kohl’s Amazon shop.

Next: This big-box store is fighting to stay in the game.

11. Walmart

Customers leave a Walmart store

This would be a huge get for Amazon. | Justin Sullivan/Getty Images

Big-box retailer Walmart is also thought to be a potential acquisition target. This deal would meet all of Amazon’s goals in terms of having physical stores, selling apparel, and offering lifestyle items. A deal like this would put Amazon in direct competition with other big-box stores, such as Kmart and Target. Walmart is trying to stay on top if its game by purchasing online apparel vendor Bonobos. It also recently launched free two-day shipping without a membership, a move meant to rival Amazon Prime.

Next: Home improvement is a category Amazon has yet to enter.

12. Lowe’s

Lowe’s could be a jump into home improvement. | Justin Sullivan/Getty Images

One area Amazon has yet to explore is home improvement. Foursquare CEO Jeff Glueck said he predicts Lowe’s will be next on Amazon’s buy list based on Foursquare’s proprietary data. CNBC reports Foursquare anonymously analyzed foot traffic from more than 2.5 million Americans between January 2016 and June 2017.

Next: Does Amazon have its eye on another food brand?

13. BJ’s Wholesale Club

BJs Warehouse Clubs

It could try to go into competition with Costco. | Jeff Fusco/Getty Images

Some analysts speculate Amazon’s next move will be to take on another food brand. A move like this would get Amazon into the warehouse store market and put it in direct competition with stores, such as Sam’s Club and Costco. BJ’s Wholesale Club has a membership system similar to Amazon Prime, so this would be a natural fit for the online retailer.

Next: This organic brand would complement Whole Foods.

14. Sprouts Farmers Market

Sprouts event with line of people

Sprouts would be along the line of Whole Foods. | Sprouts via Facebook

Another possible target is Sprouts Farmers Market, which is a natural and organic grocery chain. It was founded in 2002 in Phoenix. CNBC reports Supermarket News Retail Editor Jon Springer said a Sprouts deal would help Whole Foods further expand its private label brand.

Next: Is online food delivery in the works?

15. Grubhub

Amazon could be using its delivery skills in a different way. | Grubhub via Facebook

It is also speculated Amazon might be interested in expanding its food delivery options, furthering its move into the grocery industry. One business that could be a possible fit is food-delivery company Grubhub, said tech analyst Aaron Turner in a CNBC interview. He said it would nicely complement the Whole Foods acquisition because Grubhub is within a similar geographic area and there are similar customer and diner demographics.

Follow Sheiresa on Twitter @SheiresaNgo.

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Read the original article from The Cheat Sheet]]>
http://www.so-l.ru/news/y/2018_03_21_kohl_s_and_14_other_stores_amazon_might Wed, 21 Mar 2018 00:19:00 +0300