Kohl's, Williams-Sonoma beat! Abercrombie is a tale of two companies. Foot Locker is barely trying ahead of Dick's takeover.

Here's my instant-reaction to this morning's retail earnings. 

Kohl's...

It's the last week of summer and the biggest week of the year as retail earnings hit maximum intensity in the next 5 days. Here's what I'm watching while most of the other adults are on vacation:

1. The Earnings Flood...

According to Deutsche over 60% of the consumer facing companies that have reported so Q2 so far are lower. What's striking / concerning / disturbing is the spread between winners and losers. The downside reactions (RIP $CROX) are brutal, the...

Buckle up for Earnings

Coming off a week marked by negative headlines (Tariff Madness, Lousy Jobs, and the biggest index declines since May), the stock market is heading straight into the heart of the real...

Sunday Musings Ahead of a Huge Week

The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...

VFC is Screaming Higher!

The owner of Vans, Columbia and Timberland (among other things) came in better than expected despite yet another decline in the Vans division, which fell by 14%. There's a...

I couldn't stop thinking about AEO's new campaign. Not because of the actress or the fake(?) controversy being kicked up online. My interests are artistic, historic and pecuniary. 

I wrote about the...

Shares of American Eagle rose 21% after hours for reasons that are a mystery to people who think Sydney Sweeney is "mid".

The "Sydney Sweeney has Great Jeans" campaign, featuring the popular actress in AEO denim, added just under $400 million to...

Wall St and Retailers adjusting to a random news flow world...

Remember the beginning of January? Retailers were pre-announcing strong Holiday sales and margins. Consumer Discretionary stocks were on a heater dating all the way back to pessimism...