The document summarizes May 2012 retail sales results for various retailers. Specialty apparel retailers like Zumiez saw comparable store sales increases between 1-24%, while Limited Brands and The Wet Seal saw decreases. Off-price retailers Ross and TJX both experienced 8-10% comparable sales growth. Department store sales varied between decreases of 5% to increases of 20%, with Nordstrom and Macy's seeing mid-single digit growth. Mass merchants like Target saw 4-5% increases, while warehouse clubs like Costco grew comparable sales 4-13%.
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12 05 May Retail Sales
1. May 2012 Retail Sales Results
Prior Month Comp Results
May May May April March February
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) 23.6 13.7 7.8 10.1 14.1 14.2
Limited Brands (LTD) (6.3) 6.0 6.0 6.0 8.0 8.0
The Cato Corporation (CATO) 4.0 3.0 (3.0) (6.0) 5.0 (5.0)
The Gap, Inc. (GPS) 4.0 2.0 (4.0) (2.0) 8.0 4.0
The Buckle, Inc. (BKE) 2.7 0.2 8.8 1.0 6.4 14.8
The Wet Seal, Inc. (WTSLA) (7.0) (8.8) 2.9 (9.6) (7.8) (5.8)
Off-Price Retailers
Ross Stores, Inc. (ROST) 13.0 8.0 4.0 7.0 10.0 9.0
The TJX Companies, Inc. (TJX) 10.0 8.0 2.0 6.0 10.0 9.0
Department Store Retailers***
Stage Stores Inc. (SSI) 11.0 8.0 0.0 (1.0) 4.7 3.7
Nordstrom, Inc. (JWN) 9.3 5.3 7.4 7.1 8.6 10.2
Macy's Inc. (M) 4.1 4.2 7.4 1.2 7.3 4.6
Saks Incorporated (SKS) 3.7 4.0 20.2 2.0 6.3 6.6
Stein Mart, Inc. (SMRT) 3.4 3.1 0.7 (1.6) (0.3) 0.7
The Bon-Ton Stores, Inc. (BONT) 1.2 1.2 (2.3) (5.0) (0.1) 0.7
Kohl's Corporation (KSS) (2.6) (4.2) 0.8 (3.5) 3.6 (0.8)
Mass Merchants
Target Corporation (TGT) 5.0 4.4 2.8 1.1 7.3 7.0
Warehouse Clubs***
Costco Wholesale (COST)** 7.0 4.0 13.0 4.0 6.0 8.0
Small-Format Value Retailers
Fred's, Inc. (FRED) 6.0 1.3 0.2 (0.3) 0.0 (0.7)
** Costco comp store sales of +4.0% inclusive of fuel sales and currency impacts. Comp store sales excluding fuel sales and currency impacts were +6.0%.
*** 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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