Retail i USA

103923 tommycarstensen 6/6 2022 22:56

For et par uger siden kommenterede Helge og/eller Per paa retail i USA. Jeg kommenterede ikke selv paa indlaegget, fordi jeg ikke havde tallene paa det tidspunkt. Her sammenligneligt salg i seneste kvartal:

$WMT +3,0% Feb-Apr
https://corporate.walmart.com/newsroom/2022/05/17/walmart-releases-q1-fy23-earnings
$COST +10,8% ~Feb-Apr (eksklusiv benzin-salg)
https://investor.costco.com/news-releases/news-release-details/costco-wholesale-corporation-reports-third-quarter-and-year-22
$TGT +3,3% Feb-Apr
https://investors.target.com/news-releases/news-release-details/target-corporation-reports-first-quarter-earnings-1
$DG -0,1% Feb-Apr
https://newscenter.dollargeneral.com/news/investor-relations/dollar-general-corporation-reports-first-quarter-2022-results.htm
$DLTR +4,4% Feb-Apr
https://www.dollartreeinfo.com/news-releases/news-release-details/dollar-tree-inc-reports-results-first-quarter-fiscal-2022

$TJX +0,0% Feb-Apr (USA)
https://investor.tjx.com/news-releases/news-release-details/tjx-companies-inc-reports-q1-fy23-results-marmaxx-comp-store
$ROST -7,0% Feb-Apr
https://investors.rossstores.com/news-releases/news-release-details/ross-stores-reports-first-quarter-earnings-0

$HIBB -18,9% Feb-Apr
https://investors.hibbett.com/websites/hibbett/English/2120/news-detail.html?airportNewsID=14e2b69b-877f-45df-bac9-d1b998ed81b3

$HD +2,2% Feb-Apr
https://corporate.homedepot.com/newsroom/news-release-home-depot-announces-first-quarter-2022-results
$LOW -4,0% Feb-Apr
https://corporate.lowes.com/newsroom/press-releases/lowes-reports-first-quarter-2022-sales-and-earnings-results-05-18-22

$ULTA +18,0% Feb-Apr
https://www.ulta.com/investor/news-events/press-releases/detail/151/ulta-beauty-announces-record-first-quarter-fiscal-2022

$AAP +0,6% ~Feb-Apr
https://ir.advanceautoparts.com/investors/news-and-events/press-releases/press-release-details/2022/Advance-Auto-Parts-Reports-First-Quarter-2022-Results/default.aspx
$ORLY +4,8% Jan-Mar
https://www.globenewswire.com/en/news-release/2022/04/27/2430740/10672/en/O-Reilly-Automotive-Inc-Reports-First-Quarter-2022-Results.html

$WBA +14,7% Dec-Feb (USA)
https://www.walgreensbootsalliance.com/news-media/press-releases/2022/walgreens-boots-alliance-reports-fiscal-2022-second-quarter-results

$ETSY +5,2% Jan-Mar
https://investors.etsy.com/press-releases/press-release-details/2022/Etsy-Inc.-Reports-First-Quarter-2022-Results/default.aspx
$EBAY -5% Jan-Mar
https://www.ebayinc.com/stories/news/ebay-inc-reports-better-than-expected-first-quarter-2022-results/

$SPG
https://investors.simon.com/news-releases/news-release-details/simon-property-group-reports-first-quarter-2022-results-and

Jeg ejer selv en del af ovenstaaende navne; bl.a. Costco og Ulta Beauty, der er mine to favoritter.

Amazon snakkede vi om her:
https://proinvestor.com/boards/103199/

Flere tal til noerderne her:
https://www.midgardfinance.com/10q10k/sp500.htm

Bemaerk, at figuren for Ross Stores ikke er opdateret endnu. En af de naermeste dage burde der vaere opdaterede figurer her:
https://www.midgardfinance.com/10q10k/R/ROST/

6/6 2022 23:08 tommycarstensen 2

103924

Der manglende en vigtig figur med ROIC. Klik paa figurerne for at goere dem stoerre.

Der manglende ogsaa en figur for $TSCO. Den koebte Kurt Kara fra Maj Invest i marts 2020 under pandemien. Det koeb var og er jeg helt enig i. Jeg ejer den ogsaa selv.

Tractor Supply on Track to Deliver Record Second Quarter 2022 Financial Results
https://corporate.tractorsupply.com/newsroom/news-releases/news-releases-details/2022/Tractor-Supply-on-Track-to-Deliver-Record-Second-Quarter-2022-Financial-Results/default.aspx

Tractor Supply Company Reports First Quarter 2022 Financial Results; Reiterates 2022 Financial Outlook
https://corporate.tractorsupply.com/newsroom/news-releases/news-releases-details/2022/Tractor-Supply-Company-Reports-First-Quarter-2022-Financial-Results-Reiterates-2022-Financial-Outlook/default.aspx
Net Sales Increased 8.3%; Comparable Store Sales Increased 5.2% on Top of 38.6% Comparable Store Sales Growth Last Year

8/6 2022 17:36 tommycarstensen 1

103946

$OLLI -17,3%
https://investors.ollies.us/news-releases/news-release-details/ollies-bargain-outlet-holdings-inc-reports-first-quarter-4

Total net sales decreased 10.1% to $406.7 million.
Comparable store sales decreased 17.3% from the prior year increase of 18.8%.
The Company opened 9 new stores and closed one store in connection with a relocation, ending the quarter with 439 stores in 29 states, a year-over-year increase in store count of 10.6%.
Operating income decreased 75.9% to $17.1 million and operating margin decreased 1,150 basis points to 4.2%.
Net income decreased 77.3% to $12.5 million and net income per diluted share decreased 76.2% to $0.20.
Adjusted net income(1) decreased 76.0% to $12.8 million and adjusted net income per diluted share(1) decreased 75.0% to $0.20.
Adjusted EBITDA(1) decreased 66.9% to $26.2 million and adjusted EBITDA margin(1) decreased 1,100 basis points to 6.5%.
Subsequent to the end of the first quarter, the Company invested $10.0 million of cash to repurchase shares of its common stock.

Vedhæftede figur er ikke opdateret med tallene for seneste kvartal. En opdateret figur bliver uploadet her på et tidspunkt:
https://midgardfinance.com/10q10k/O/OLLI/OLLI_IncomeStatement.png

9/6 2022 20:43 tommycarstensen 1

103967

$FIVE -3,6% Feb-Apr

Five Below, Inc. Announces First Quarter Fiscal 2022 Financial Results
https://investor.fivebelow.com/news/press-release-details/2022/Five-Below-Inc.-Announces-First-Quarter-Fiscal-2022-Financial-Results/default.aspx

Net sales increased by 7.0% to $639.6 million from $597.8 million in the first quarter of fiscal 2021; comparable sales decreased by 3.6% versus the first quarter of fiscal 2021.
The Company opened 35 new stores and ended the quarter with 1,225 stores in 40 states. This represents an increase in stores of 12.7% from the end of the first quarter of fiscal 2021.
Operating income was $42.3 million compared to $63.7 million in the first quarter of fiscal 2021.
The effective tax rate was 22.3% compared to 20.9% in the first quarter of fiscal 2021.
Net income was $32.7 million compared to $49.6 million in the first quarter of fiscal 2021.
Diluted income per common share was $0.59 compared to $0.88 in the first quarter of fiscal 2021. The benefit from share-based accounting was approximately $0.03 in the first quarter of fiscal 2022 compared to $0.04 in the first quarter of fiscal 2021.
The Company repurchased 247,132 shares in the first quarter of fiscal 2022 at a cost of approximately $40.0 million.

9/6 2022 22:17 tommycarstensen 1

103969

$ROST -7,0% Feb-Apr
https://investors.rossstores.com/news-releases/news-release-details/ross-stores-reports-first-quarter-earnings-0

Ross Stores, Inc. (NASDAQ: ROST) today reported earnings per share for the 13 weeks ended April 30, 2022 of $0.97 on net earnings of $338 million. The quarter includes an approximate benefit of $0.06 per share from the favorable timing of expenses that are expected to reverse in subsequent quarters. These results compare to $1.34 per share on net income of $476 million for the 13 weeks ended May 1, 2021. Sales for the first quarter of 2022 were $4.3 billion versus $4.5 billion in the prior year period. Comparable store sales declined 7% on top of a robust 13% gain in the first quarter of 2021 versus 2019.

Barbara Rentler, Chief Executive Officer, commented, "We are disappointed with our lower-than-expected first quarter results. Following a stronger-than-planned start early in the period, sales underperformed over the balance of the quarter. We knew fiscal 2022 would be a difficult year to predict, especially the first half when we were facing last year's record levels of government stimulus and significant customer pent-up demand as COVID restrictions eased. The external environment has also proven extremely challenging as the Russia-Ukraine conflict has exacerbated inflationary pressures on the consumer not seen in 40 years."

She continued, "First quarter operating margin of 10.8% was down from 14.2% in 2021, reflecting the deleveraging effect from the same store sales decline combined with ongoing headwinds from higher freight and wage costs that began rising in the second half of 2021."

9/6 2022 22:20 tommycarstensen 1

103970

Yderligere fire figurer for $ROST med indtjenings-margener og omkostnings-procenter; den sorte streg med skala paa hoejre akse.

18/6 2022 08:16 tommycarstensen 0

104095

$AZO +2.6% ~Feb-Apr
AutoZone 3rd Quarter Same Store Sales Increase 2.6%; EPS Increases to $29.03
https://about.autozone.com/news-releases/news-release-details/autozone-3rd-quarter-same-store-sales-increase-26-eps-increases

"We are very proud to report solid same store sales growth on top of last year's remarkable 28.9%. Both our retail and commercial sales performance exceeded our expectations this quarter. While our commercial sales growth accelerated to 26.0%, our retail sales also remained healthy considering the tough comparison from a year ago. We continue to believe the initiatives we have in place position us well for our upcoming fourth quarter," said Bill Rhodes, Chairman, President and Chief Executive Officer.

The Company's inventory increased 13.9% over the same period last year, primarily driven by inflation with the remaining growth driven by our growth initiatives, including megahubs, hubs and new stores.

18/6 2022 08:22 tommycarstensen 0

104096

$URBN -28% Feb-Apr
http://investor.urbn.com/news-releases/news-release-details/urbn-reports-preliminary-q1-results

31/12 2022 17:01 tommycarstensen 0

109125

Her et indlaeg om detail-handel og forbrugsvarer i Q3. Det her er blot en oversigt over organisk vaekst og vaekst i comp sales korrigeret for valutae-effekter i Q3 paa taersklen til Q4-regnskabssaesonen.

WMT +8%
COST +7%
DLTR +7%
KR +7%
OLLI +2%
DG +7%
TGT +3%

PG +7%
ULVR.L +11%
SJM +11%
MDLZ +12%
FLO +13%
CPB +15%
CLX +2%
CHD -1%
MKC +6%
K +13%
KMB +5%
HSY +12%
GIS +11%
KHC +12%
KDP +12%
CL +7%

ABI.BR +12%
DGE.L
TAP +8%
CARL-B.CO +12%
HEIA.AS +20%
RBEREW.CO +12%
BF-A +16%
STZ +12%

KO +16%
PEP +16%
MNST +20%

ULTA +15%
EL +8%

LULU +22%

HIBB +10%

AZO +6%
ORLY +8%

ROST +5%
TJX +16% (-2%)

LOW +2%
HD +4%

AMZN +19%

TSCO +6%

PM +5%
MO -2%