Kohl`s is doing it much better than most of its competitors and the stock is up around 100% YoY

I wrote about J C Penny last week. A stock that is continuing to decline on Monday. Many retailers are struggling, but not all. Kohls is a much different story. Kohls is doing it much better than most of its competitors.

The stock is doubled from $35 in May last year to $78 on Monday. Up 3,15 percent before their earning report on Tuesday. They simply beat their competitors on e-commerce, store productivity, ROIC and revenue which is pretty impressive.

Many of Kohls competitors are closing down stores, but Kohls are going in the opposite direction by opening up stores. Sales revenue increased over 6 percent in their fourth-quarter report. Diluted earnings per share came in at $5,12 in the same period.

ROIC is between 10 – 20 percent for a healthy store, while Kohls is near 10 percent, and they are keeping up their momentum. Both, J C Penny and Macys reported bad reports last week, but also here, Kohl`s are reporting positive revenue growth.

Kohls opened up its fifth e-commerce fulfillment center last year, and they have an estimated 37 million views a month to their websites. The company is also collaborating with Amazon were people can return products to Kohls.

Kohls private brands, which include Sonoma, Croft & Barrow, and Apt 9 generate nearly half of the firms $19 billion in annual sales. They also has plans to re-launch and reimagine the billion-dollar Sonoma brand for apparel and home goods.

Other brands are Jennifer Lopez and Marc Anthony. Two artist with great success on the stage.

Kohl`s uses a «racetrack» aisle that circles the entire store, a technique borrowed from discount stores. In 2011, they announced plans to remodel 100 of its 1,100 locations. Changes included redone store sections, fitting room, and newer merchandise displays.

In 2015, Kohls opened a test store built around selling only returned, yet as new clothing, home goods, jewelry, and accessories. The store, called OFF/AISLE by Kohls, sells items at a marked down price. The stores have a restrictive return policy different from regular Kohl`s stores.

In early January 2017, Kohls shares fell 19 percent in value, in what Wall Street Journal said was "the stocks worst day on record.”

Kolhl`s Corporation is expected to report earnings on August 21, 2018 before market open. The report will be for the fiscal quarter ending in July 2018. Earnings in April was a 30 percent surprise with an EPS of 0,64. The consensus EPS for the quarter this time is $1,66.

The weekly chart is positive and positive news can push the stock to a new all-time high.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

Advertisements

Leave a comment

Filed under Stocks

Freedom of speech is NOT a lisence to abuse – It is a responsibility!

It started the same day President Donald Trump was inaugurated. The MSM (Mainstream media) showed pictures from the day Trump was inaugurated, but it was only minutes after they opened up for ordinary people. The picture was not packed with people compared to Obama`s inauguration.

 

But people were watching the ceremony, and they aren`t stupid. They know that MSM tried to tell them something FAKE. A bad start for MSM, and this is back in January 2017. It`s a surprise to see that this witch hunt is still going on. They try to bring down Donald Trump.

There is no doubt that freedom of speech is understood to be fundamental in a democracy, and it has always been like that. It is thought that ancient Athens` democratic ideology of free speech may have emerged in the late 6th or early 5th century BC.

The values of the Roman Republic included freedom of speech and freedom of religion.

Concepts of freedom of speech can be found in early human rights documents. England`s bill of Rights 1680 legally established the constitutional right of `freedom of speech in Parliament` which is still in effect.

The declaration of the Rights of Man and of the Citizen, adopted during the French Revolution in 1789, specifically affirmed freedom of speech as an inalienable right. The Declaration provides for freedom of expression in Article 11, which states that:

The free communication of ides and opinions is one of the most precious of the right of man. Every citizen may, accordingly, speak, write, and print with freedom, but shall be responsible for such abuses of this freedom as shall be defined by law.

MSM is acting like a little child. They lie and produce fake news and claim they have freedom of speech.

President Trump is attacking FAKE NEWS. Not the free press or freedom of speech.

On Thursday, more than 360 newspapers coordinated an attack on Trump. They said: Stop the war on a free press, Journalists are not the enemy and so on. 360 editors together against one man reminds me of Gang Stalking mentality which is not good at all. Trump tweeted that the «Fake News Media» is the Opposition Party.

You have freedom of speech, but shall be responsible for such abuses of this freedom.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

Leave a comment

Filed under Politics

J C Penny are declining alongside other big name retailers like Macy`s that reported a disappointing gross margin outlook

The competition in the retail market is huge. Just look at J C Penny. That stock has plummeted. It peaked in February 2007. Right before the financial crisis it peaked at $85, and now the same stock can be traded for $2,41. What a ride.

J C Penny is not alone. Swedish H&M is in the same boat. The stock peaked in February 2015, but the journey from 363 SEK to 125 SEK is huge. They both need to change their strategy as soon as possible as online retailers are flooding the market all around the world.

J C Penny was founded in 1902 by James Cash Penny and William Henry McManus. That`s 116 years ago. It is an American department store chain with 850 locations in 49 U.S states, and Porto Rico.

The company has been an internet retailer since 1998. It has streamlined its catalog and distribution while undergoing renovation improvements at store level. Competitors like Alibaba, Amazon and Ebay will push their prices down. So will competition from Wal-Mart, Kohls, Macys and Target.

The arrows are going in the opposite directions. Prices and lower margins are going down while house prices are going up. Internet retailers can afford to push down the prices because they don`t have any stores.

With 98,000 employees and growing wages it speak for itself. On January 15, 2014, the company announced it was closing down 33 underperforming stores and laying off 2,000 employees. A year later, they announced that they would close 39 underperforming stores nationwide and layoff 2,500 employees and the trend has been going since then.

In May 2018, the company reported an adjusted loss of $69 million in the first quarter and lowered its projections for the year. Sales fell 4 percent.

Earlier this year, J C Penny announced it would cut 360 jobs at its stores and corporate headquarters. They lowered its earnings forecast for the year to 13 cents per share at best, and said it can lose as much as 7 cents.

J C Penny finished the quarter with just $181 million in cash, which is down from $363 million a year ago. Much of the big decrease was because of a $190 billion debt replace. Not only that; in May, they announced resignation of their CEO Marvin Ellison.

Gross margin has declined significantly since 2016, but the U.S Census Bureau reported strong retail sales growth in May and June which can be positive for J C Penny. Sales at departments stores increased 1,8 percent YoY in May and were flat in June.

I said it many year ago; the retailer market is dead. Just look at the trend. Retailers must wake up before they end up like Radio Shack. New business models must be developed and there is no doubt that a few of them will win at the end.

It will be an enormous wild ride for the JCP stock from start on Thursday.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

Leave a comment

Filed under Stocks

The Russia hoax, liars, leakers and liberals are all about corruption at the highest level

The Dems still cannot belive that Trump won the election in 2016. They still blame on Putin and Russia, but President Trump won despite the fact that nearly everybody in MSM tried to destroy him. Not only that, the FBI and the Deep State tried to steal the election. It is corruption at the highest level.

Analyst Gregg Jarret reveals the real story behind Hillary Clinton’s deep state collaborators in government in his book The Russia Hoax. The illicit scheme to clear Clinton and frame Donald Trump. His book is now a New York Times best seller.

Judge Jeanine Pirro is also out with a book called Liars, Leakers and Liberals. The case against the Anti Trump conspiracy. Another New York Times bestseller. This is the story the Fake News media doesn’t want you to hear. A withering indictment of the Deep State plot against Trump and a firsthand account to the real presidency.

At this point in American history, people are the victims of a liberal sabotage of the presidency unlike anything we’ve ever witnessed. Nevertheless President Trump continues to fight every day to keep his promise to Make America Great Again.

This is bad, and much deeper than everyone thought. Mueller’s team is about corrupting justice. This is a story about people who think they have more power than anyone else, and they belive that the law doesn’t matter. Thats what Mueller’s team is about.

Pirros book uncovers the elements of this conspiracy, including fake news propaganda, law enforcement corruption at the highest level, national security leaks by the intelligence community, bureaucratic resistance to lawful and constitutional executive orders issued by the duly elected president and crooked deals with foreign governments by U.S officials sworn to defend the U.S constitution.

A nation cannot survive treason from within, but this is not unique to the U.S. We all know the story behind John F Kennedy. People doesnt belive in the Warren commission story. They blame on the police force in Texas, and the Deep State in the U.S.

Right after Trumps inauguration, he said Look to Sweden, and he is right. Sweden is burning. A country that have a similar story. Prime Minister Olof Palme was killed, but people doesnt belive in the story in a case that still is open. People is Sweden blame on the Police force. Just like the U.S.

Swedish author Jan Guillou write about a similar story in his book The Enemy within. A novel about Ewa Tanguy. She transferred early in the novel from the fraud squad of the Swedish police to Sapo, the National Security Police, a branch which she herself distinguishes on several occasions from the real police.

Ewa have colleagues whose methods are not simply questionable but even illegal. More worrying to Ewa, and presumably the author, is the extent to which the not so good cops can behave badly with the sanctions of the law.

The author has his own reason for a grudge against Sapo. In 1973 he and fellow journalist Peter Bratt revealed the existence of a government agency which secretly gathered information on Swedish citizens at home and abroad, using illegal surveillance. The revelation caused a scandal in Sweden.

While the work is one of fiction, its firm basis in reality is clear to any reader whose country has introduced such laws to further the so-called war on terrorism. A press review quoted in the book itself describes the text as not a fiction but more of a warning cry. A view clearly supported by the interview with the author that follows the body of the text.

Contrary to the conventional police drama, this novel raises more questions than it answers, not only about the guilt or otherwise of those eventually convicted, but also about the rights of such suspects both before and after arrest, about laws designed to target particular groups in a community, and about the destruction of aspects of democracy by the very processes that are supposed to protect it.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

Leave a comment

Filed under Politics

The sales for clothing and footwear in Europe and North America will fall from more than 50 percent of the global market in 2017 to less than half in 2018

The luxury goods industry has faced a number of changes over the past two decades. Michael Kors is one of them. Kors have suffered some missteps and weakening demand as it tried to straddle the luxury and affordable accessories categories.

In order to reinstate it`s cache it started offering fewer online promotions, closed down underperforming stores and began innovating on new product lines which includes men`s footwear.

Kors is investing heavily in digital platforms in order to offer a more seamless customer experience at a time when online buying continues to expand.

 

 

International growth is anticipated to grow. Especially with acquisitions of brands such as Jimmy Choo. Credit Suisse reiterates an outperform rating on Michael Kors in front of the retailer`s FQ1 update.

«Our checks suggest F1Q trends were stable or slightly better than F4Q,» Credit Suisse writes.

The supply chain and retail network for the luxury goods industry have spread globally. However, Europe and the US have continued to account for a disproportionate share of sales. Although historically the industry has operated on a «West versus the Rest» basis, recent trends underline the growing importance of Asia, the Middle East, Latin America and Africa.

The sales for clothing and footwear in Europe and North America will fall from more than 50 percent of the global market in 2017 to less than half in 2018, while sales in Asia, Latin America, the Middle East and Africa combined will rise above 50 percent and continue to increase in subsequent years.

Most industry observers attribute this development not just to growing sales in emerging markets but also to innovative retail concepts and business models adopted in these regions.

The growing importance of non-western markets for the luxury goods industry has been supported by supply chain leadership, technological innovation and international investment. These factors will help maintain further strong growth in these geographical markets.

Italy is once again the leading luxury goods country in terms of the number of companies, while France has the highest share of sales.

China, France, Germany, Italy, Spain, Switzerland, the UK and the US together made up 83 percent of the Top 100 luxury goods companies and 90 percent of Top 100 luxury goods sales.

Cosmetics and fragrances was the top-performing sector in 2016, and the only sector with improving composite luxury goods sales growth, at 7,6 percent. Collectively, millennials and Generation Z will represent more than 40 percent of the overall luxury goods market by 2025, compared with around 30 percent in 2016.

Kors latest fashion is their exclusive graffiti print which celebrates street art and its influence on fashion. Inspired by 1980s New York, their new black and white graffiti print puts a graphic spin on todays fashion favorite jackets, shoes and bags.

Kors is still a solid company and a strong increase in store renovations will be rolled out more aggressively over the next few years. In addition, the company wants to expand Jimmy Choos store network, increasing the number of stores from 185 today to about 250.

Michael Kors Holdings Limited is expected to report earnings on Wednesday August 8, 2018 before the open, and the report will be for the fiscal Quarter Jun 2018. The consensus EPS forecast for the quarter is 1, which is 6 percent higher than Wall Street.

Revenues are also expected to come in higher at 1,16B as compared to the sell sides consensus of 1,14B. YoY EPS and revenue growth are expected to come in healthy at 25 percent and 22 percent respectively.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

Leave a comment

Filed under Stocks