Fiscal 2014 Information
HBC
Sales $8.2B. +56.4%
2014 Results include Saks for full year. GP adjusted re new accounting rules re advertising expenses & one-time charge re the Saks acquisition. Digital sales +35.1%.
DSG* Merchandise performance driven by men’s apparel, ladies shoes, dress clothes, outerwear.
Saks by menswear & accessories.
2015 projected sales $9.0B.
Gross Profit $3.3M, +61%. GP % 40.4%
# Stores 322
Same store Sales % to LY
DSG* +1.5%
Saks +2.1%
Off 5th +15.1%
* DSG = department stores group (Hudson’s Bay, Home Outfitters, Lord & Taylor)
Kohl’s
Sales comp stores = Flat. Net Income -2%
5 key initiatives drove Q4 comp sales +3.7%. National Brands performed best while Women’s Apparel under-performed.
2015 Forecast Sales +1.8 – 2.8%, Flat GM.
# Stores 1162
GAP Inc
Total Sales +2%. GP % 35.2%. GP $ +4% over LY
Successes due to “product consistency & great marketing”.
China growth 2014 = GAP + 32 stores, Old Navy +7. Adding 40 more in 2015. GAP Women’s not performing up to plan.
Old Navy +5%
GAP -5%
Banana R Flat
On Line +10.6%
Macy’s Inc
Sales comp stores + 0.6%. Sales 1.4% below plan. GM % 40%. Net Income +2.6%
2015 Sales forecast +1%. Plans to expand internationally in Puerto Rico, Abu Dhabi, United Arab Emirates. New off price both brands.
TJX Companies
Sales +6%
HomeGoods +7%, Marmax +1%.
Customer traffic up every quarter. Comp Sales +2%
Dollarama
Sales +13%. Same Store sales +5.7%
# Stores 955. Opened 81 new stores in 2014. Potential for 1400 stores in Canada
Earnings +1.8%
J.C. Penney
Sales +3.4%. Comp Sales +4.4%. Operating Profit -2.5% (LY -12%)
Now shipping to Canada; pay in Can $.
Sales per sq ft $113.00, up $6.00.
# stores 1062. Closed 61 stores since 2010 & opened 15.
Nordstroms
Comp Sales +4%. .com sales +23%.
GM 35.9%.GM dropped 52 basis points from 2014. Net Income -1.2%
Results include Canada. Canadian operation loss was $32.0m.
# stores 167. 27 stores are Rack stores. 2015 new stores Canada +2, USA +3, Rack +27.
Target
Sales +1.9%. Comp Sales +1.3%. GM % 29.4%. GM down 40 basis points
Results exclude Canada.
HBC
Sales $8.2B. +56.4%
2014 Results include Saks for full year. GP adjusted re new accounting rules re advertising expenses & one-time charge re the Saks acquisition. Digital sales +35.1%.
DSG* Merchandise performance driven by men’s apparel, ladies shoes, dress clothes, outerwear.
Saks by menswear & accessories.
2015 projected sales $9.0B.
Gross Profit $3.3M, +61%. GP % 40.4%
# Stores 322
Same store Sales % to LY
DSG* +1.5%
Saks +2.1%
Off 5th +15.1%
* DSG = department stores group (Hudson’s Bay, Home Outfitters, Lord & Taylor)
Kohl’s
Sales comp stores = Flat. Net Income -2%
5 key initiatives drove Q4 comp sales +3.7%. National Brands performed best while Women’s Apparel under-performed.
2015 Forecast Sales +1.8 – 2.8%, Flat GM.
# Stores 1162
GAP Inc
Total Sales +2%. GP % 35.2%. GP $ +4% over LY
Successes due to “product consistency & great marketing”.
China growth 2014 = GAP + 32 stores, Old Navy +7. Adding 40 more in 2015. GAP Women’s not performing up to plan.
Old Navy +5%
GAP -5%
Banana R Flat
On Line +10.6%
Macy’s Inc
Sales comp stores + 0.6%. Sales 1.4% below plan. GM % 40%. Net Income +2.6%
2015 Sales forecast +1%. Plans to expand internationally in Puerto Rico, Abu Dhabi, United Arab Emirates. New off price both brands.
TJX Companies
Sales +6%
HomeGoods +7%, Marmax +1%.
Customer traffic up every quarter. Comp Sales +2%
Dollarama
Sales +13%. Same Store sales +5.7%
# Stores 955. Opened 81 new stores in 2014. Potential for 1400 stores in Canada
Earnings +1.8%
J.C. Penney
Sales +3.4%. Comp Sales +4.4%. Operating Profit -2.5% (LY -12%)
Now shipping to Canada; pay in Can $.
Sales per sq ft $113.00, up $6.00.
# stores 1062. Closed 61 stores since 2010 & opened 15.
Nordstroms
Comp Sales +4%. .com sales +23%.
GM 35.9%.GM dropped 52 basis points from 2014. Net Income -1.2%
Results include Canada. Canadian operation loss was $32.0m.
# stores 167. 27 stores are Rack stores. 2015 new stores Canada +2, USA +3, Rack +27.
Target
Sales +1.9%. Comp Sales +1.3%. GM % 29.4%. GM down 40 basis points
Results exclude Canada.
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