Discount retailers make one think of low-priced merchandise and maybe even low-priced stock ideas. Speaking of which, in recent weeks a bulk shipment of quarterly tidings from discounters has been delivered to investors. The old saw about inclement weather has been the prevailing theme; this year, an unseasonably cold spring supposedly put such a big chill on these retailers that many have had to slash their outlooks for the entire year.�
Don't get distracted by the cold weather, or by the market's recent rally mode. Macroeconomic factors are also in play, and they're serious. These factors should continue to have major impacts over the course of the year. One stock in the discount group sports a higher valuation, but investors should consider it the best deal of the bunch.�
The cold-weather challenge
Given the backdrop of discount retailers cutting outlooks and making excuses, here's one major anomaly that gives investors a reason to buy, or at the very least hold if it's already in their portfolios. Costco (NASDAQ: COST ) shares hit new highs after it reported its quarterly results last week. It managed to weather the cold-weather challenge relatively unscathed.
Top Defense Companies To Watch For 2015: McDonald's Corporation(MCD)
McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.
Advisors' Opinion:- [By Shauna O'Brien]
Before Tuesday’s opening bell, fast food giant McDonald’s Corporation (MCD) reported lower first quarter earnings, as last year’s earnings were impacted by a tax benefit.�
MCD’s Earnings in Brief
MCD posted Q1 earnings of�$1.205 billion, or $1.21 per share, down from $1.270 billion, or $1.26 per share, a year ago.� Revenue rose to�$6.70 billion from $6.61 billion last year. On average, analysts expected to see earnings of $1.24 per share and�$6.73 billion in revenue.CEO Commentary
Don Thompson, President and CEO of MCD, noted: “By leveraging a deeper understanding of what our customers want with the power of our business�model, our investments in restaurant capabilities and modernization, and our hard-earned competitive advantages, we will grow McDonald’s business and deliver enduring profitable growth over the long term. As we begin the�second quarter, global comparable sales for the month of April are expected to be modestly positive.”
MCD’s Dividend
MCD paid its last quarterly dividend of 81 cents on March 17. We expect the company to declare its next dividend in May.
Stock Performance
McDonald’s shares were up $1.00, or 1.00%, during pre-market trading Tuesday. The stock is up 2.72% YTD.
MCD Dividend SnapshotAs market close of April 21, 2014
Click here to see the complete history of MCD dividends.
Top 10 Retail Companies To Buy For 2014: Advance Auto Parts Inc(AAP)
Advance Auto Parts, Inc., through its subsidiaries, operates as a retailer of automotive aftermarket parts, accessories, batteries, and maintenance items. It operates in two segments, Advance Auto Parts (AAP) and Autopart International (AI). The AAP segment operates stores, which primarily offer auto parts, including alternators, batteries, chassis parts, clutches, engines and engine parts, radiators, starters, transmissions, and water pumps; accessories comprising floor mats, mirrors, vent shades, MP3 and cell phone accessories, and seat and steering wheel covers; chemicals consisting of antifreeze, freon, fuel additives, and car washes and waxes; and oil and other automotive petroleum products. This segment also provides battery and wiper installation, battery charging, check engine light reading, electrical system testing, video clinics and project brochures, loaner tool programs, and oil and battery recycling services; and sells its products through online. The AI segm ent operates stores that offer replacement parts for domestic and imported cars, and light trucks to customers in northeast and mid-Atlantic regions, as well as to warehouse distributors and jobbers in North America. As of January 1, 2011, the company operated 3,369 AAP stores, including 3,343 stores located in the northeastern, southeastern, and Midwestern regions of the United States under the Advance Auto Parts and Advance Discount Auto Parts trade names; 26 stores situated in Puerto Rico and the Virgin Islands under the Advance Auto Parts and Western Auto trade names; and 194 stores under the Autopart International trade name in the United States. It serves do-it-yourself, do-it-for-me, or commercial customers. The company was founded in 1929 and is based in Roanoke, Virginia.
Advisors' Opinion:- [By Ben Levisohn]
Shares of AutoZone have fallen 1.7% to $531.87 at 11:52 a.m., while Advance Auto Part (AAP) has dropped 1.6% to $121.27 and O’Reilly Automotive (ORLY) has declined 0.9% to $147.25. Pep Boys (PBY), however, has bucked the selling–its shares have gained 1.9% to $10.57.
- [By James E. Brumley]
O'Reilly Automotive Inc. (NASDAQ:ORLY), AutoZone, Inc. (NYSE:AZO), The Pep Boys - Manny, Moe & Jack (NYSE:PBY), and Advance Auto Parts, Inc. (NYSE:AAP) may all technically be in the same business, but they're hardly in the same proverbial boat. In fact, their performances - sales and earnings - are oddly disparate. Which among PBY, AZO, ORLY, and AAP are the winners and the losers, and perhaps more important, why? The question can at least partially be answered by a chart, and what the chart can't tell us about each, the narrative can.
O'Reilly Automotive - [By Ben Levisohn]
Heading into last night’s earnings report, O’Reilly had returned 50% this year including reinvested dividends, easily besting peers Autozone (AZO), which had returned 22%, Genuine Parts (GPC), which has returned 26%, and Advance Auto Parts (AAP), which had returned 38%,� thanks in large part to a 25% gain in the last month due to its purchase of General Parts International. Clearly, investors thought O’Reilly had something going for it its competitors did not.
- [By Peter Graham]
The fiscal Q3 2014 earnings report for auto parts retailer stock AutoZone, Inc (NYSE: AZO), a peer of Advance Auto Parts, Inc (NYSE: AAP), O'Reilly Automotive Inc (NASDAQ: ORLY) and The Pep Boys - Manny, Moe & Jack (NYSE: PBY), is scheduled for before the market opens on Tuesday. Aside from the AutoZone earnings report, it should be said that Advance Auto Parts, Inc reported Q1 2014 earnings on May 15th (results were better than expected and they upped guidance); O'Reilly Automotive Inc reported Q1 2014 earnings on April 24th (results topped expectations); and The Pep Boys reported Q4 2013 earnings on April 15th and will report Q1 2014 earnings on June 10th (PBY reported a surprise loss as tire pricing negatively hit revenue). However and given the current uncertain economy that is keeping most consumers in their old cars, you would think that auto parts retailers in general would all be doing well.
Top 10 Retail Companies To Buy For 2014: Restoration Hardware Holdings Inc (RH)
Restoration Hardware Holdings, Inc. (Restoration Hardware Holdings), incorporated on August 18, 2011, is a holding company. The Company is merchants of home furnishings. Restoration Hardware Holdings offers merchandise assortments across a number of categories, including furniture, lighting, textiles, bath ware, decor, outdoor, garden, and baby and child products. The Company�� business is integrated across its multiple channels of distribution, consists of its stores, catalogs and Websites. As of July 28, 2012, the Company�� operated a total of 73 retail stores, consisted of 71 Galleries and two full line Design Galleries, and 10 outlet stores throughout the United States and Canada. RH is a brand in the home furnishings. During the fiscal year ended January 28, 2012 (fiscal 2011), the Company opened five stores and closed 22 stores. In fiscal 2011, the Company distributed approximately 26.1 million catalogs, and its Websites logged over 14.3 million visits.
Restoration Hardware Holdings operates a Website for its Baby & Child brand at www.rhbabyandchild.com. The Company opened its two full line Design Galleries in Los Angeles in, June 2011 and Houston in November 2011. In May 2011, the Company launched catalog applications for Apple�� iPad and iPhone that enable customers to view and purchase its product assortment. Restoration Hardware Holdings operates three store types: the Company's full line Design Gallery format, approximately between 22,000 and 28,000 gross square feet; its Gallery format of approximately 7,000-15,000 gross square feet, and its Baby & Child Gallery format of approximately 2,000-3,000 gross square feet.
Advisors' Opinion:- [By Sue Chang]
Restoration Hardware Holdings Inc. (RH) �late Thursday reported adjusted third-quarter profit of 32 cents a share, above the 28 cents a share forecast by analysts. Separately, the company said Co-Chief Executive Officer Carlos Alberini resigned, effective Jan. 31. Alberini has been named chairman of the board and CEO of Lucky Brand. The company will begin to search for his successor soon. Shares of Restoration Hardware skidded 13% in after-hours trading.
- [By Dan Caplinger]
Restoration Hardware (NYSE: RH ) will release its quarterly report on Thursday, and investors have sent the stock soaring ever since spring. But with the arrival of the holiday season, can Restoration Hardware hold off competition from Pier 1 Imports (NYSE: PIR ) and Williams-Sonoma (NYSE: WSM ) and continue its excellent performance?
- [By Jon C. Ogg]
Before you consider this just to be a bit of IPO pondering, take a step back and understand that some of this list membership already has�filed to come public or actually has�made it public recently. Boise Cascade Co. (NYSE: BCC), CDW Corp. (NASDAQ: CDW), Coty Inc. (NYSE: COTY), Global Brass and Copper Holdings Inc. (NYSE: BRSS), Noodles & Company (NASDAQ: NDLS), Restoration Hardware Holdings Inc. (NYSE: RH), Sprouts Farmers Market Inc. (NASDAQ: SFM) and many others are on the list and have made it to the post-IPO stage in the stock market.
- [By Rick Munarriz]
Thursday
Restoration Hardware (NYSE: RH ) furnishes investors with its latest financial report on Thursday. The upscale retailer of home furnishings returned as a publicly traded company in November, and shares have more than doubled since the $24 IPO. Analysts see a small profit out of Restoration Hardware, but it has managed to beat Wall Street expectations in its first two reports since returning to the public market.
Top 10 Retail Companies To Buy For 2014: The Pantry Inc.(PTRY)
The Pantry, Inc. operates a chain of convenience stores in the southeastern United States. The company?s stores offer a selection of merchandise, fuel, and ancillary products and services. Its merchandise products include cigarettes, grocery and other tobacco products, packaged beverages, beer, and wine. The company operates stores under various selected banners, which primarily include Kangaroo Express. As of September 29, 2011, it operated 1,649 convenience stores located in Florida, North Carolina, South Carolina, Georgia, Alabama, Tennessee, Mississippi, Virginia, Kansas, Kentucky, Louisiana, Indiana, and Missouri; and 233 quick service restaurants. The company was founded in 1967 and is headquartered in Cary, North Carolina.
Advisors' Opinion:- [By Geoff Gannon]
For one thing, I can�� tell a great oil company from a not so great oil company. I can�� evaluate the company�� culture, management, etc. There was no way I was ever going to answer questions like that. But I can easily split Murphy�� U.S. retail business from its other operations. And I can compare that part of the company to other public companies like Pantry (PTRY) and Susser (SUSS). I can also ��this is much harder ��look at Murphy�� reserves and compare them to other oil companies��reserves. The SEC now requires a standardized way of reporting discounted net cash flows for all oil companies. So, there�� certainly a specific number available for every company. Whether it�� a very good number or not depends on the assumptions the method uses.
Top 10 Retail Companies To Buy For 2014: Bed Bath & Beyond Inc.(BBBY)
Bed Bath & Beyond Inc., together with its subsidiaries, operates a chain of retail stores. It sells a range of domestic merchandise, such as bed linens and related items, bath items, and kitchen textiles; and home furnishings, including kitchen and tabletop items, fine tabletop, basic housewares, general home furnishings, consumables, and certain juvenile products. The company also offers giftware, household products, and health and beauty care items; and infant and toddler merchandise. It operates stores under the names of Bed Bath & Beyond (BBB), Christmas Tree Shops (CTS), Harmon and Harmon Face Values (Harmon), and buybuy BABY. As of August 27, 2011, the company had a total of 1,155 stores, including 986 BBB stores, 70 CTS stores, 54 buybuy BABY stores, and 45 Harmon stores in 50 states, the District of Columbia, Puerto Rico, and Canada. It also operates two stores under the name of Home & More in the Mexico City through a joint venture. Bed Bath & Beyond Inc. was foun ded in 1971 and is based in Union, New Jersey.
Advisors' Opinion:- [By Rick Aristotle Munarriz]
WireImage/Getty Images From a poorly planned food drive to "mislabeled" bibles to a run on recliners, here's a rundown of the week's best and worst moves in the business world. La-Z-Boy (LZB) -- Winner It's not easy to get pumped about a maker of reclining furniture, but that's just what happened this week when La-Z-Boy posted better than expected quarterly results. Sales rose 14 percent for the quarter, and the furniture maker's profit of $0.31 a share was well ahead of what Wall Street was forecasting. La-Z-Boy also sweetened its own story by boosting its quarterly dividend by 50 percent. Something tells me that bigger dividends sound better to folks than the comfy chair. Walmart (WMT) -- Loser A Walmart store in Ohio made headlines for all the wrong reasons when it set up a food drive to benefit its own impoverished employees. Walmart is already taking plenty of heat for its low wages, even though it's not materially different than what many retailers pay. It never gets the accolades for making budgets last longer by offering low prices. However, this time the knocks are warranted. Setting up tables in the employees' area for sales associates and cashiers to donate food items for their poor coworkers was never going to end well. Walmart initially played it up as a positive, suggesting that it was collecting for Walmart employees whose spouses are out of work. However, the more straightforward interpretation is that Walmart doesn't pay a living wage sufficient to provide for a family, and that's the one that went viral. SodaStream (SODA) -- Winner Making soda at home just got easier with SodaStream introducing SodaStream Caps. Simply pressing a SodaStream Caps capsule down into a fizzed up SodaStream bottle provides enough syrup for the entire liter. It's a slightly more convenient process than having to pour out the syrup from a bottle's measuring cap. SodaStream Caps are now being sold exclusively through Bed Bath & Beyond (BBBY), though othe
Top 10 Retail Companies To Buy For 2014: Foot Locker Inc (FL)
Foot Locker, Inc., incorporated on April 7, 1989, is a global retailer of shoes and apparel, operating 3,335 primarily mall-based stores in the United States, Canada, Europe, Australia, and New Zealand as of February 2, 2013. The Company operates in two segments: Athletic Stores and Direct-to-Customers. The Athletic Stores segment is an athletic footwear and apparel retailer whose formats include Foot Locker, Lady Foot Locker, Kids Foot Locker, Champs Sports, Footaction, and CCS. The Direct-to-Customers segment includes Footlocker.com, Inc. and other affiliates, including Eastbay, Inc. and CCS, which sell to customers through Internet websites, mobile devices, and catalogs. In September 2013, the Company acquired Runners Point Warenhandels GmbH (Runners) from Hannover Finanz GmbH.
Athletic Stores
Foot Locker is a global athletic footwear and apparel retailer. Its stores offer the products manufactured primarily by the athletic brands. Foot Locker offers products for a variety of activities, including basketball, running, and training. Additionally, the Company operates 65 House of Hoops, primarily a shop-in-shop concept, which sells basketball inspired products. Foot Locker�� 1,883 stores are located in 23 countries, including 1,072 in the United States, Puerto Rico, United States Virgin Islands, and Guam, 129 in Canada, 590 in Europe, and a combined 92 in Australia and New Zealand. The domestic stores have an average of 2,300 selling square feet and the international stores have an average of 1,500 selling square feet. Lady Foot Locker is a United States retailer of athletic footwear, apparel, and accessories for active women. Its stores carry athletic footwear and apparel brands, as well as casual wear and an assortment of apparel designed for a variety of activities, including running, walking, training, and fitness. In November 2012, the Company announced the introduction of a new banner named SIX:02. This new banner is an elevated retail concept featuring brand! s in fitness apparel and athletic footwear for women. Lady Foot Locker and SIX:02 operate 300 and 3 stores, and are located in the United States, Puerto Rico, and the United States Virgin Islands. These stores have an average of 1,300 selling square feet.
The Company�� Kids Foot Locker is a national children�� athletic retailer that offers a selection of brand-name athletic footwear, apparel and accessories for children. Its stores feature an environment geared to appeal to both parents and children. Its 305 stores are located in the United States, Puerto Rico, the United States Virgin Islands, Europe, and Canada. These stores have an average of 1,400 selling square feet. Footaction is a national athletic footwear and apparel retailer. Its 283 stores are located throughout the United States and Puerto Rico and focus on marquee footwear and branded apparel. The Footaction stores have an average of 2,900 selling square feet. Champs Sports is a mall-based specialty athletic footwear and apparel retailers in North America. Its product categories include athletic footwear and apparel, and sport-lifestyle inspired accessories. Its 539 stores are located throughout the United States, Canada, Puerto Rico, and the United States Virgin Islands. The Champs Sports stores have an average of 3,500 selling square feet. As of February 2, 2013, the Company operated 22 stores in the United States.
Direct-to-Customers
The Company�� Direct-to-Customers segment is multi-branded and multi-channeled. This segment sells, through its affiliates, directly to customers through its Internet websites, mobile devices, and catalogs. The Direct-to-Customers segment operates the Websites for eastbay.com, final-score.com, eastbayteamservices.com, ccs.com, as well as Websites aligned with the brand names of its store banners (footlocker.com, ladyfootlocker.com, kidsfootlocker.com, footaction.com, and champssports.com). Eastbay is a direct marketer in the United States, providing the high sch! ool athle! te with a sports solution, including athletic footwear, apparel, equipment, team licensed, and private-label merchandise. CCS serves the needs of the 12-20 year old seeking an authentic board lifestyle shop. CCS is anchored in skate but appealing to the surrounding board culture. The CCS format offers board lifestyle merchandise that will fit the needs of the customer all year long and stocks a selection of both core and lifestyle brands. The retail store operations of CCS are included in the Athletic Stores segment.
Advisors' Opinion:- [By Myra Ramdenbourg]
Foot Locker Inc. (FL): EVP and CFO Lauren B Peters sold 25,000 Shares
On 07/10/2014, EVP and CFO Lauren B Peters sold 25,000 shares at an average price of $50.75. The price of the stock has decreased by 1.52% since. Foot Locker Inc. has a market cap of $7.23 billion and its shares were traded at around $49.98. The company has a P/E ratio of 16.40 and P/S ratio of 1.11 with a dividend yield of 1.64%. Over the past 10 years, Foot Locker Inc. had an annual average earnings growth of 6.30%.
- [By Jeroen Jongbloed]
Foot Locker (FL) is a retailer of athletic shoes and apparel which operates 3369 stores in the US, Canada, Europe, Australia and New-Zealand. On July 10th 2013, it completed its acquisition of Runners Point Group. In today's article, I will be looking at FL's revenue, net income, dividend and valuation. At certain points, I will use DSW, Inc. (DSW) and Shoe Carnival, Inc. (SCVL) for comparison.
Top 10 Retail Companies To Buy For 2014: Costco Wholesale Corporation(COST)
Costco Wholesale Corporation operates membership warehouses that offer a selection of branded and private label products in a range of merchandise categories in no-frills, self-service warehouse facilities. The company's product categories include candy, snack foods, tobacco, alcoholic and non-alcoholic beverages, and cleaning and institutional supplies; appliances, electronics, health and beauty aids, hardware, office supplies, garden and patio, sporting goods, toys, seasonal items, and automotive supplies; dry and institutionally packaged foods; apparel, domestics, jewelry, house wares, media, home furnishings, cameras, and small appliances; meat, bakery, deli, and produce; and gas stations, pharmacy, food court, optical, one-hour photo, hearing aid, and travel. It also provides business and gold star (individual) membership services. As of April 26, 2011, the company operated 581 warehouses, including 425 in the United States and Puerto Rico, 80 in Canada, 22 in the Uni ted Kingdom, 7 in Korea, 6 in Taiwan, 8 in Japan, 1 in Australia, and 32 in Mexico. It also has Costco Online, an electronic commerce Web site, at costco.com in the United States and at costco.ca in Canada. The company was formerly known as Costco Companies, Inc. and changed its name to Costco Wholesale Corporation in August 1999. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington.
Advisors' Opinion:- [By Dan Caplinger]
On Thursday, Costco Wholesale (NASDAQ: COST ) will release its latest quarterly results. But with the stock having hit successive new record highs since early 2011, will Costco be able to maintain enough growth to justify its somewhat rich valuation?
- [By Chris Hill]
Will Costco� (NASDAQ: COST ) continue to produce�big returns for shareholders? Should dividend lovers love Apple (NASDAQ: AAPL ) ? Will�Yum! Brands (NYSE: YUM ) right the ship with its China operations? In this installment of Motley Fool Money, our analysts discuss Costco, Apple, and Yum! Brands.
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