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☆ Macy’s opens more strip mall stores as expansion strategy faces pivotal test
▼ + stars: | 2023-05-04 | by ( Melissa Repko | In Melissa-Repko | ) www.cnbc.com time to read: +11 min

The shops, called Market by Macy's and Bloomie's, are about one-fifth of the size of the retailer's typical Macy's and Bloomingdale's stores. It has not announced the locations of the four Market by Macy's stores, but said the additional Bloomie's store will be in Seattle. By opening the strip-mall shops, the retailer could steal business away from its larger namesake mall stores. Market by Macy's stores have worked best in shopping centers with grocery anchors or stores such as off-mall retailers that draw traffic, Mastronardi said. Melissa Repko | CNBCInside of Market by Macy's, shoppers find a narrower mix of merchandise than in the mall stores.

☆ The Final Call: IEF & XRT
▼ + stars: | 2023-04-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Final Call: IEF & XRTThe final trades this week. With CNBC's Sara Eisen and the Options Action traders.

☆ An update on two of Mike Khouw's trades
▼ + stars: | 2023-02-24 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAn update on two of Mike Khouw's tradesRevisiting two trades: XRT and YETI. With CNBC's Melissa Lee and the Options Action traders, Carter Worth, Bonawyn Eison and Mike Khouw.

☆ JPMorgan downgrades AutoNation, says car dealer stock is overvalued
▼ + stars: | 2023-02-21 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

It's time to sell AutoNation as consumer demand for vehicles starts to pull back, according to JPMorgan. Analyst Rajat Gupta downgraded AutoNation to underweight from neutral, saying the car dealer stock is starting to look overvalued after its solid performance during the pandemic. AutoNation shares outperformed at the onset of the Covid pandemic. The car dealer stock jumped more than 40% in 2020, and surged more than 60% in 2021. On Friday, following strong fourth-quarter results, AutoNation shares surged to an all-time high and posted its best day in about three years .

☆ Wall Street Week Ahead: Retailers' results may be next test for rally in U.S. stocks
▼ + stars: | 2023-02-19 | by ( Lewis Krauskopf | ) www.reuters.com time to read: +4 min

Nolte is considering buying home-improvement retailer stocks that were hit hard in 2022 as the housing market struggled. Other companies set to report next week include chip company Nvidia (NVDA.O), COVID-19 vaccine maker Moderna (MRNA.O) and e-commerce firm eBay (EBAY.O). Both companies are set to report on Tuesday and will "set the stage for everyone else," according to JPMorgan retail analysts. Reuters GraphicsAmong the other retailers set to report in the coming week are TJX Companies (TJX.N) and Bath & Body Works (BBWI.N). "We are clearly emphasizing retailers in select industries versus the mass market retailers," Tuz said.

☆ Final Trades: XRT, PEP & MRK
▼ + stars: | 2023-02-10 | by ( Melissa Lee | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: XRT, PEP & MRKThe final trades of the week. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Courtney Garcia and Jeff Mills.

☆ The Final Call: Oil, nat gas, XRT & CSCO
▼ + stars: | 2023-02-10 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Final Call: Oil, nat gas, XRT & CSCOThe traders make their final trades of the week. With CNBC's Melissa Lee and the Options Action traders, Carter Worth, Mike Khouw and Jeff Mills.

☆ Wall Street's favorite retail stocks include Amazon and this little-known shoe company
▼ + stars: | 2023-01-15 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Surging inflation, inventory gluts and fears of slowing consumer spending battered some popular retail stocks in 2022, but analysts think some of these names are poised for a rebound in the new year. The SPDR S & P Retail ETF (XRT) , which tracks the sector, plummeted 33% as companies grappled with this difficult macro environment and fears of a slowdown in spending on discretionary goods. A slew of little-known retail stocks dominated the list, including Shoe Carnival , a footwear company with a unanimous buy rating on Wall Street and the largest upside potential of the group. The owner of The Vitamin Shoppe shed 54% in 2022, but analysts expect good times ahead for the stock. Eighty-percent of analysts say shares are a buy, with the consensus price target implying 33% upside from Thursday's close.

☆ Final Trades: STEM, XRT, AGG & LYFT
▼ + stars: | 2023-01-13 | by ( Melissa Lee | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: STEM, XRT, AGG & LYFTThe final trades heading into the holiday weekend. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Bonawyn Eison, Steve Grasso and Jeff Mills.

☆ The stock market set-up heading into the crucial CPI report Thursday morning
▼ + stars: | 2023-01-12 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

Bespoke Investment Group noted that in the first seven trading days of 2023, 175 stocks in the Russell 1000 are up 10% or more. Going into 2023, the pain trade was that the market would rally. "An in-line report doesn't cut it, in-line has already been sold," Chris Murphy, co-head of derivative strategy at Susquehanna, told me. "In my mind it [CPI] would have to be below consensus for the market to rally," he told me. He is particularly watching rental costs: "For inflation to come down, rents have to come down, and if they don't the Fed is going to be concerned."

☆ Know what's in your ETFs: Wild divergence in retail funds to start 2023
▼ + stars: | 2023-01-11 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

At the same time, several online retail stocks have boomed, thanks in part to China abandoning its zero Covid policy. That has created a large gap between some retail ETFs, with broader funds lagging behind those with an e-commerce focus. For example, the Amplify Online Retail ETF (IBUY) and ProShares Online Retail ETF (ONLN) gained 7.7% and 8.1%, respectively in the first five trading days of the year. IBUY YTD mountain Online retail ETFs like IBUY are off to a fast start in 2023. Any reversal there could push retail ETFs that also hold more traditional "brick-and-mortar" stores, back into the lead.

☆ We're a little more positive on stocks than we are on the consumer, says Michael Baker of D.A. Davidson
▼ + stars: | 2023-01-03 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're a little more positive on stocks than we are on the consumer, says Michael Baker of D.A. DavidsonThe XRT is a pretty good place to be, says D.A.Davidson's Michael Baker.

☆ Holiday rush: Why investors may want to add retail ETFs to their cart
▼ + stars: | 2022-11-27 | by ( Noah Sheidlower | ) www.cnbc.com time to read: +1 min

Despite consumer headwinds tied to the economic slowdown, Amplify ETFs' Brian Giere sees opportunities in retail. Giere oversees the Amplify Online Retail ETF, which trades under the IBUY. VettaFi's Todd Rosenbluth, who's taking a wait and see approach on retail spending this holiday season, highlights the SPDR S&P Retail ETF as a "more targeted way of getting exposure" to traditional consumer discretionary companies such as Macy's and Gap . "[It] has become larger than some of the online retail peers that are out there." The SPDR S&P Retail ETF is down 26% so far this year.

☆ Investors in some retail stocks have more than holiday spending to worry about
▼ + stars: | 2022-11-23 | by ( Scott Schnipper | ) www.cnbc.com time to read: +3 min

But what if investors now face another risk from retail stocks? Here's a screen of high-yielding retail stocks, based on last Friday's close: Kohl's, under pressure from activist investors and its shares down 35% in 2022, now yields 6.2%. American Eagle's dividend payout ratio was at 80% vs 33% one year earlier. Gap's dividend payout ratio was 365%, up from 37% a year ago. Target's dividend payout ratio has risen to 54% from 23%, according to FactSet, while its debt-to-equity has ballooned to 153% from 102%.

☆ Here are Wall Street analysts’ favorite retail stocks as giants such as Target get set to report
▼ + stars: | 2022-11-13 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

Boots seller Boot Barn made the cut, with 83% of analysts covering it giving the stock a buy rating. Target also made the list, with 59% of analysts rating it a buy and an average price target implying upside of about 17%. The retail giant's stock has dropped more than 25% in 2022, but it has rallied 16.8% in the fourth quarter. Seventy-one percent of analysts covering the stock rate it a buy, and the average analyst price target implies upside of 41.4%, FactSet data shows. Nearly 80% of analysts covering the e-commerce giant rate it a buy, with the average price target implying upside of 41.6%.

☆ All eyes on the consumer ahead of Black Friday and the holidays
▼ + stars: | 2022-11-13 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +6 min

Beyond a slew of retail earnings reports, the government will report retail sales figures for October on Wednesday. But the most recent Consumer Price Index figures for October provided some relief for shoppers…and Wall Street. Consumer spending rose 1.4% during the third quarter, according to the government’s most recent gross domestic product (GDP) report. A report on housing starts and building permits data for October will come out towards the end of this week. When Home Depot reported its most recent earnings in August, it noted that customers didn’t make as many purchases as they did a year ago.

☆ Holiday bargains will dent retail profits. How investors can avoid taking a beating
▼ + stars: | 2022-10-12 | by ( Samantha Subin | ) www.cnbc.com time to read: +11 min

Stifel's research found that consumers plan to spend 9% more this holiday season over 2021. Roughly three-quarters of respondents to a PwC holiday poll indicated they plan to spend the same or more this holiday season. Rather than marking down inventory, companies should hold on to it for the next year if their balance sheets can withstand it, said Siegel. Across the board, many flagship retail stores heavily focused on apparel and footwear like Kohl's and Macy's may struggle to lure customers intent on saving money on discretionary purchases. He points to names heavily focused on electronics and home goods purchased by consumers during the pandemic as one of the weaker areas this holiday season.

☆ Stifel's stock chief shares 4 places to put your money now as an 'immediate window' for returns opens up while stocks hit a near-term bottom
▼ + stars: | 2022-09-26 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

He said the S&P 500 would climb back to 4,400 by early next year. He said he thinks the S&P 500 will rally back to 4,400, which is about 19% upside from where it closed on Friday. StifelProvided that inflation continues to meaningfully drop, so too will yields on 10-year Treasury Inflation-Protected Securities, or TIPS, Bannister said. When 10-year TIPS yields and 36-month fed funds futures fall, the S&P 500 tend to rise. Longer-term, the S&P 500 is likely to remain range-bound below 4,800 through the rest of the decade, he said.

☆ XRT Retail ETF posts worst quarter since Q1 2020
▼ + stars: | 2022-04-05 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailXRT Retail ETF posts worst quarter since Q1 2020Courtney Reagan, CNBC's senior retail reporter, joins 'Squawk on the Street' to discuss the overall retail landscape amid rising rates.

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