The document summarizes October 2011 retail sales results for various retailers. Specialty apparel retailers like Buckle saw total sales increases between 5.7-12.1% compared to the prior year. Department stores saw a range of sales changes from -10.4% to 13.3%. Mass merchants and warehouse clubs generally saw sales increases between 1.7-11%. The document provides the monthly sales recap and information on how to subscribe to future monthly reports.
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11 10 October Retail Sales
1. October 2011 Retail Sales Results
Prior Month Comp Results
October October October September August July
2011 2011 2010 2011 2011 2011
Total Comparable Comparable Comparable Comparable Comparable
Retail Sales Store Sales Store Sales Store Sales Store Sales Store Sales
Specialty Apparel & Accessory Retailers*** % Change % Change % Change % Change % Change % Change
The Buckle, Inc. (BKE) 12.1 8.7 2.6 10.3 8.3 6.8
Limited Brands (LTD) 5.7 6.0 9.0 11.0 11.0 6.0
Zumiez, Inc. (ZUMZ) 11.1 3.3 21.5 10.1 4.3 4.9
The Cato Corporation (CATO) (2.0) (3.0) 2.0 (3.0) (3.0) (3.0)
The Gap, Inc. (GPS) (4.0) (6.0) 4.0 (4.0) (6.0) (5.0)
The Wet Seal, Inc. (WTSLA) (5.0) (9.7) (0.7) (0.3) 5.5 7.4
Off-Price Retailers
Ross Stores, Inc. (ROST) 10.0 5.0 4.0 5.0 4.0 7.0
The TJX Companies, Inc. (TJX) 4.0 3.0 0.0 4.0 1.0 4.0
Department Store Retailers***
Dillard Department Stores, Inc. (DDS) 6.0 8.0 (1.0) 3.0 4.0 9.0
Nordstrom, Inc. (JWN) 13.3 5.4 3.4 10.7 6.7 6.6
Kohl's Corporation (KSS) 5.6 3.9 (2.5) 4.1 (1.9) (4.6)
Macy's Inc. (M) 2.0 2.2 2.5 4.9 5.0 5.0
Saks Incorporated (SKS) 0.8 1.8 8.1 9.3 6.1 15.6
Stage Stores Inc. (SSI) 1.9 0.8 (3.5) (0.7) (1.7) 0.8
Stein Mart, Inc. (SMRT) 0.2 0.1 (6.5) (1.7) (7.5) (2.8)
J. C. Penney Company, Inc. (JCP) (6.6) (2.6) (1.9) (0.6) (1.9) 3.3
The Bon-Ton Stores, Inc. (BONT) (10.4) (10.2) (4.2) (3.6) (4.7) (1.6)
Mass Merchants
Target Corporation (TGT) 4.3 3.3 1.7 5.3 4.1 4.1
Warehouse Clubs***
Costco Wholesale (COST)** 11.0 9.0 6.0 12.0 11.0 10.0
Small-Format Value Retailers
Fred's, Inc. (FRED) 4.0 2.0 1.2 1.1 1.6 (0.5)
Drug Store Retailers
Rite-Aid (RAD) 2.8 2.9 (1.7) 1.3 2.5 1.9
Walgreen Co. (WAG) 4.7 2.6 (1.3) 3.1 4.8 2.7
** Costco comp store sales of +9.0% inclusive of fuel sales and currency impacts. Comp store sales excluding fuel sales and currency impacts were +7.0%.
*** BJ's Wholesale, Hot Topic, Neiman Marcus and Mother's Work have discontinued the reporting of monthly sales results
Sales results compiled from various sources including Reuters, Associated Press, Yahoo Finance, and individual company web sites.
Mark Gallardo
Director - Retail Intelligence
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