The following table lists select U.S. retail companies that have reported November sales at stores open at least a year.
The table has the consensus same-store sales estimate#, the actual number reported by companies^. The table also includes the total sales reported by the company in November and the change from last year in percentage terms.
The consensus estimate figure is compiled by Reuters Estimates.
| Company | Same-Store Estimate# | Sales Actual | Tota lChange (pct) | Sales Value | |
| Discount Stores | |||||
| Wal-Mart <WMT.N>## | 1.2 | 1.5 | 8.4 | $31.72 bln | |
| Sales were strong in grocery and prescription drugs, but lagged in its struggling home and apparel businesses. | |||||
| Target <TGT.N>** | 10.8 | 10.8 | 16.7 | $5.97 bln | |
| Sales were strongest in automotive, health care and consumable goods while they were weak in toys, seasonal holiday items and jewelry. Home and apparel category sales also fell short of expectations. | |||||
| Costco <COST.O> | 6.6 | 9.0 | 13.0 | $5.72 bln | |
| Higher gasoline prices helped the largest U.S. warehouse club. November sales were strong in its deli and cooler business, sporting goods, health and beauty, toys and automotive. TV unit sales were strong, but overall results were weakened as prices fell from last year. | |||||
| BJ’s Wholesale <BJ.N> | 4.0 | 7.7 | 11.7 | $746.3 mln | |
| Sales were aided by higher gasoline prices, but hurt by the absence of pharmacy sales. Sales were strongest in categories like meat, produce, snacks, health and beauty aids, TVs and video games. Sales were weaker in areas like home furniture, jewelry, toys and recorded media. | |||||
| TJX Cos. <TJX.N> | 4.3 | 7.0 | 10.0 | $1.80 bln | |
| Apparel sales were strong across the board thanks to cold weather during the month. Ski wear, footwear and accessories did well. Home goods sales lagged during the month. | |||||
| Family Dollar <FDO.N> | 1.7 | 3.4 | -0.1 | $559.3 mln | |
| Sales of discretionary items fell, but rose in most consumable categories. | |||||
| Strongest region during the month was the mid-Atlantic. Dresses, accessories and shoes were top-performing businesses, while home goods sales lagged. | |||||
| Department Stores | |||||
| Kohl’s <KSS.N> | 6.0 | 10.2 | 20.0 | $2.02 bln | |
| Sales of cold weather apparel such as fleece and outwear, and cold weather accessories were very strong. Accessories and children’s products led sales for the period. | |||||
| JC Penney <JCP.N> | 3.8 | 2.6 | 7.6 | $2.05 bln | |
| Seasonal apparel merchandise and gift assortments sold well during the Black Friday shopping weekend. November sales were strongest in children’s merchandise and fine jewelry. Home goods sales remained weak. |
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| Macy’s <M.N> | 7.5 | 13.4 | 13.9 | $2.71 bln | |
| Sales benefited from cold weather during much of November and a calendar shift that added sales during the period. Consumers responded well to holiday season offerings both at Macy’s and Bloomingdale’s. | |||||
| Nordstrom <JWN.N> | 3.6 | 8.7 | 7.4 | $804.9 mln | |
| Designer goods sold well in November, while the strongest-performing regions were the U.S. Midwest, South and Northeast. | |||||
| Saks <SKS.N> | 12.2 | 25.7 | 26.3 | $347.6 mln | |
| The strongest categories at its Saks Fifth Avenue were women’s shoes, handbags, fine jewelry among others, while designer eveningwear, bridal and cosmetics were among the weaker ones. | |||||
| Dillard’s <DDS.N> | 2.1 | 1.0 | 2.0 | $559.3 mln | |
| Sales in the Central region were slightly above average. Sales were consistent with trend in the Western region and slightly below trend in the Eastern region. The sales performance trend in the juniors’ and children’s apparel category was significantly below trend. | |||||
| Sales were helped by double digit sales increase in cold weather-related merchandise categories and a calender shift that moved the week after Thanksgiving into November. | |||||
| Apparel | |||||
| Gap <GPS.N> | 4.6 | Flat | 11.0 | $1.54 bln | |
| The Gap store products continued to gain acceptance with customers, and kids and babies merchandise performed better than adult merchandise. |
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| Limited <LTD.N> | 4.9 | 7.0 | -8.4 | $858.7 mln | |
| Both Victoria’s secret and Bath and Body Works were challenged by negative traffic levels, and the company forecast another decline in December. | |||||
| Abercrombie <ANF.N> | 1.5 | 2.0 | 25.0 | $352.3 mln | |
| Total company direct-to-consumer net sales rose 78 percent to $32.8 million. | |||||
| Hot Topic <HOTT.O>~~ | 6.7 | 8.3 | 1.3 | $56.2 mln | |
| Year-to-date same-store sales fell 4 percent, while total company sales fell 0.5 percent. | |||||
| American Eagle <AEO.N>~~ | 1.3 | Flat | 16.0 | $285.8 mln | |
| November sales reflected uneven store traffic throughout the month. Yet traffic was strong over the Thanksgiving weekend, which averaged a mid single-digit comp increase. | |||||
| Aeropostale <ARO.N> | 4.8 | 6.6 | 28.4 | $192.2 mln | |
| November ended with same store sales at the high end of the company’s outlook, with gross margins above last year and inventories well controlled. | |||||
| Pacific Sunwear <PSUN.O> | 2.9 | 2.3 | 3.6 | $120.9 mln | |
| By concept, PacSun same-store sales rose 7 percent and demo fell 30.6 percent. | |||||
| Ann Taylor <ANN.N> | 2.6 | 3.9 | 12.2 | $209.2 mln | |
| Sales were helped by the timing of a promotion, although trends worsened as the month progressed. | |||||
| Sales were helped by the timing of a promotion, although trends worsened as the month progressed. | |||||
| Other Specialty | |||||
| Sharper Image <SHRP.O> | 9.3 | 8.0 | -9.0 | $44.7 mln | |
| On a year-to-date basis comparable store sales decreased 14 percent. Total company sales fell 29 percent to $255.5 million. | |||||
##For U.S. stores, excluding fuel
**Figures for Target are not adjusted for calendar shift. After adjusting for the calendar shift, four analysts on average
expected the company to post a 3 percent rise in same-store sales. Target reported a rise of 1.1 percent in same-store sales after
adjusting for the shift.
^Bon-Ton Stores is for Bon-Ton and Carson’s combined
~~Reported on Wednesday
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