GinOng
2021-09-01
Wonder which retail reits to buy
[Great]
Retail heat check shows mall names amongst August winners, while dollar store stocks struggled
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For the most part, retailers continue to report strong sales even as inflation pressures start to become more painful and threaten back-half profit expectations.</p>\n<p>The biggest August gainers in the retail store sector were Dick's Sporting Goods(NYSE:DKS) +36%, Macy's(NYSE:M) +32%, Express(NYSE:EXPR) +26%, <a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a>(NYSE:<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>) +24% and <a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma</a>(NYSE:WSM) +22%. Victoria's Secret(NYSE:VSCO)burst on the scene with a 40% rally during August, while <a href=\"https://laohu8.com/S/GPS\">Gap</a>(NYSE:GPS)was a mall sector disappointment with an 8.3% drop for the month. Walmart(NYSE:WMT) +3.6% and <a href=\"https://laohu8.com/S/COST\">Costco</a>(NASDAQ:COST) +6.2% were August winners, while <a href=\"https://laohu8.com/S/TGT\">Target</a>(NYSE:TGT)gave back some its huge YTD gain with a 4.2% decline. There were also monthly losses for <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a>(NASDAQ:DLTR) -8.9%, <a href=\"https://laohu8.com/S/DG\">Dollar General</a>(NYSE:DG) -3.1% and <a href=\"https://laohu8.com/S/BIG\">Big Lots</a>(NYSE:BIG) -11.0% as stimulus faded and inflation cut into margins on lower-priced items. Interestingly, the increased bets by investors on strong back-to-school and back-to-work spending did not slow momentum for online retailers like <a href=\"https://laohu8.com/S/W\">Wayfair</a>(NYSE:W) +21% and Etsy(NASDAQ:ETSY) +18%.</p>\n<p><img src=\"https://static.tigerbbs.com/9d024a7f503ae6afef5a98184f7bff73\" tg-width=\"1280\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p>\n<p>The SPDR S&P Retail ETF(NYSEARCA:XRT)scratched out a 1.1% gain for the month.</p>\n<p>Looking ahead to September, <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> warns that the drumbeat of supply chain challenges is getting louder, which creates a tricky setup for the retail sector. Other research firms are also warning that freights and labor costs could increase again this month for major retail chains.</p>\n<p>Higher freight costs were called out on a number of <a href=\"https://laohu8.com/S/QTWO\">Q2</a> earnings calls (Dollar Tree transcript,<a href=\"https://laohu8.com/S/BURL\">Burlington</a> Stores transcript,Big Lots transcript) with a warning that Q3 could see more of the same.</p>\n<p>Looking for a sector sleeper? There is amall stock with a Seeking Alpha Quant Rating above the retail pack and in the top 5% of all stocks tracked.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retail heat check shows mall names amongst August winners, while dollar store stocks struggled</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRetail heat check shows mall names amongst August winners, while dollar store stocks struggled\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 10:21 GMT+8 <a href=https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the more important developments in the retail sector during August was the spotlight thrown on consumer spending trends with Delta COVID variant headlines disrupting the presumed story of a ...</p>\n\n<a href=\"https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","W":"Wayfair","DKS":"迪克体育用品","M":"梅西百货","DLTR":"美元树公司","WSM":"Williams-Sonoma Inc","VSCO":"维多利亚的秘密","XRT":"零售指数ETF-SPDR标普","EXPR":"Express, Inc.","SIG":"西格内特珠宝","COST":"好市多","TGT":"塔吉特","DG":"美国达乐公司"},"source_url":"https://seekingalpha.com/news/3735787-retail-heat-checks-show-mall-names-amongst-august-winners-while-dollar-store-stocks-struggled","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189512968","content_text":"One of the more important developments in the retail sector during August was the spotlight thrown on consumer spending trends with Delta COVID variant headlines disrupting the presumed story of a huge summer spending surge at malls, off-price retailers, big box retailers and specialty retailers. For the most part, retailers continue to report strong sales even as inflation pressures start to become more painful and threaten back-half profit expectations.\nThe biggest August gainers in the retail store sector were Dick's Sporting Goods(NYSE:DKS) +36%, Macy's(NYSE:M) +32%, Express(NYSE:EXPR) +26%, Signet Jewelers(NYSE:SIG) +24% and Williams-Sonoma(NYSE:WSM) +22%. Victoria's Secret(NYSE:VSCO)burst on the scene with a 40% rally during August, while Gap(NYSE:GPS)was a mall sector disappointment with an 8.3% drop for the month. Walmart(NYSE:WMT) +3.6% and Costco(NASDAQ:COST) +6.2% were August winners, while Target(NYSE:TGT)gave back some its huge YTD gain with a 4.2% decline. There were also monthly losses for Dollar Tree(NASDAQ:DLTR) -8.9%, Dollar General(NYSE:DG) -3.1% and Big Lots(NYSE:BIG) -11.0% as stimulus faded and inflation cut into margins on lower-priced items. Interestingly, the increased bets by investors on strong back-to-school and back-to-work spending did not slow momentum for online retailers like Wayfair(NYSE:W) +21% and Etsy(NASDAQ:ETSY) +18%.\n\nThe SPDR S&P Retail ETF(NYSEARCA:XRT)scratched out a 1.1% gain for the month.\nLooking ahead to September, Wells Fargo warns that the drumbeat of supply chain challenges is getting louder, which creates a tricky setup for the retail sector. Other research firms are also warning that freights and labor costs could increase again this month for major retail chains.\nHigher freight costs were called out on a number of Q2 earnings calls (Dollar Tree transcript,Burlington Stores transcript,Big Lots transcript) with a warning that Q3 could see more of the same.\nLooking for a sector sleeper? 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