The document summarizes April 2012 retail sales results for various retailers. Specialty apparel retailers like Zumiez saw sales increases between 10-20% compared to the prior year. Department store retailers such as Nordstrom reported sales gains of 7-10% year-over-year. Mass merchants and warehouse clubs also experienced sales growth. Some retailers like Wet Seal and Walgreens saw sales declines compared to April 2011. The document provides a monthly recap of comparable store sales for many retail companies.
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12 04 April Retail Sales
1. April 2012 Retail Sales Results
Prior Month Comp Results
April April April March February January
2012 2012 2011 2012 2012 2012
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
Zumiez, Inc. (ZUMZ) 19.8 10.1 17.5 14.1 14.2 10.8
Limited Brands (LTD) (3.5) 6.0 20.0 8.0 8.0 9.0
The Buckle, Inc. (BKE) 3.2 1.0 14.5 6.4 14.8 10.9
The Gap, Inc. (GPS) 0.0 (2.0) 8.0 8.0 4.0 (4.0)
The Cato Corporation (CATO) (3.0) (6.0) 17.0 5.0 (5.0) (4.0)
The Wet Seal, Inc. (WTSLA) (7.6) (9.6) 10.2 (7.8) (5.8) (13.0)
Off-Price Retailers
Ross Stores, Inc. (ROST) 11.0 7.0 10.0 10.0 9.0 5.0
The TJX Companies, Inc. (TJX) 7.0 6.0 5.0 10.0 9.0 7.0
Department Store Retailers***
Nordstrom, Inc. (JWN) 10.5 7.1 7.6 8.6 10.2 5.0
Saks Incorporated (SKS) 0.9 2.0 5.8 6.3 6.6 10.5
Macy's Inc. (M) 0.4 1.2 10.8 7.3 4.6 2.4
Stage Stores Inc. (SSI) 2.0 (1.0) 15.1 4.7 3.7 (0.1)
Stein Mart, Inc. (SMRT) (0.9) (1.6) 4.2 (0.3) 0.7 (3.9)
Kohl's Corporation (KSS) (1.9) (3.5) 10.2 3.6 (0.8) 0.6
The Bon-Ton Stores, Inc. (BONT) (5.3) (5.0) 5.1 (0.1) 0.7 (3.5)
Mass Merchants
Target Corporation (TGT) 2.1 1.1 13.1 7.3 7.0 4.3
Warehouse Clubs***
Costco Wholesale (COST)** 7.0 4.0 12.0 6.0 8.0 8.0
Small-Format Value Retailers
Fred's, Inc. (FRED) 4.0 (0.3) 1.0 0.0 (0.7) (0.8)
Drug Store Retailers
Rite-Aid (RAD) 2.5 2.9 0.5 3.6 3.1 2.2
Walgreen Co. (WAG) (3.7) (6.4) 3.4 (6.8) (4.6) (4.6)
** Costco comp store sales of +4.0% inclusive of fuel sales and currency impacts. Comp store sales excluding fuel sales and currency impacts were +5.0%.
*** Dillard's, J.C. Penney, 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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