9 analysts, and 2 sector firms examine the specialty retail consumer segment in this 52 page report from The Wall Street Transcript.
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Consumer Electronics & Office Products Review: R. Scott Tilghman, Hudson Square Research, Inc.
Outlook for Specialty Retail: Christine Chen, Needham & Company, LLC
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Women's Apparel & Accessories: Neely Tamminga, Piper Jaffray & Co.
A Focus on Teen and Missy Retail: Ann Poole, Stephens, Inc.
Leaders in Specialty Retail: Sharon Zackfia, William Blair & Company
Checking Out Retail Stocks: Sam Poser, Sterne, Agee & Leach, Inc.
The State of Specialty Retail: Brian Sozzi, Wall Street Strategies Inc.
Eye on Teen Fashion Retailers: Linda Tsai, MKM Partners LLC
A Measured Look at Specialty Retail: Margaret Whitfield, Sterne, Agee & Leach, Inc.
CEO Interviews (average 2,500 words): Top management from Estee Lauder Companies, Inc. and Casual Male Retail Group examine the outlook for their firm and sector.
Topics covered: Consumer Electronics -- Innovation -- Appliance Category -- Housing Market -- Video Games -- Growth of Amazon -- International Growth -- Positives of the Downturn -- Cross-Shopping -- Buying Trends -- Competition in Specialty Retailing -- Department Stores -- Balance in Merchandise -- Underselling -- Promotions -- Informed Customers -- Internet Stores -- Change in the Consumer -- Top-Line Expansion -- Lower Cost Structure -- Teen Consumers -- Back to School -- Stablization -- Consumer Spending Trends -- Shifts in Consumer Shopping Habits -- Comparable Store Sales -- Holiday Expectations -- Retailers Reaction to Shifts in the Economy -- Value
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Companies covered: Amazon (AMZN); Best Buy (BBY); Estee Lauder (EL); hhgregg (HHG); Conn’s (CONN); GameStop (GME); Staples (SPLS); OfficeMax (OMX); Office Depot (ODP); Abercrombie & Fitch (ANF); AnnTaylor Stores (ANN); American Eagle Outfitters (AEO); Buckle (BKE); Chico's FAS (CHS); Bebe Stores (BEBE); Ann Taylor (ANN); Coach (COH); Coldwater Creek (CWTR); Nordstrom (JWN); Dick’s Sporting Goods (DKS); Foot Locker (FL); Steve Madden (SHOO); Skechers (SKX); Deckers (DECK); Hibbett’s (HIBB); Shoe Carnival (SCVL); Target (TGT); Genesco (GCO); Urban Outfitters Inc. (URBN); True Religion Apparel Inc. (TRLG); GUESS? Inc. (GES); Lululemon (LULU); J.Crew (JCG); Hot Topic, (HOTT); Talbots (TLB); Chico's (CHS); Pacific Sunwear (PSUN); Kohl's (KSS); JCPenney (JCP); BJ's Wholesale (BJ); GUESS? (GES); Tween Brands (TWB); Gymboree (GYMB); Men’s Wearhouse (MW)


