Retailers hot with female girls

[zyzzyva57]

As a non-stock guru, I still enjoy playing Cramer, so...

I work with teenagers and this is the result of an informal survey when I asked: "If I gave you $250 gift certificate, what store(s) would you prefer?"

"aro" [Very popular -- Never even heard of the chain till now]
"anf" [its Hollister acquisition is a major plus]
"aeos"
"psun"


Blah Award: The Gap

[Billionaire Boy]

I always liked Hooters, how's that doing?

[zyzzyva57]

Hooters, of course, is not mentioned by teen age gurls

What I am anticipating is the Christmas season

The red hot company is not "anf," which Master Cramer covered tonite again, but "aro," which I had not even heard of before (like last year Wet Seal)

"Anf" is second hot and the gurls love Hollister part of the company

Interesting is teen boys also love the 4 companies I mentioned

Hooters for teens have what I call the Giggle Factor :)

[Billionaire Boy]

Hooters, of course, is not mentioned by teen age gurls

What I am anticipating is the Christmas season

The red hot company is not "anf," which Master Cramer covered tonite again, but "aro," which I had not even heard of before (like last year Wet Seal)

"Anf" is second hot and the gurls love Hollister part of the company

Interesting is teen boys also love the 4 companies I mentioned

Hooters for teens have what I call the Giggle Factor :)

I:lol: I prefer the jiggle factor, if you know what I mean

[zyzzyva57]

BAD FORM!!

Ain't Cramer taught you NOT to become emotional!

You got to be sociopathic and cynical with this game!

Anyway, the problem begins with the fact Hooters is private

Alas, like Waffle House

By the way, if I was a big shot money man I would mix the Waffle House concept with Hooters and build a chain called SkantZ

(1) Waffle Houses are always built on the right side of the road to morning traffic

(2) Ergo, my chain would be located on the left side of the road for evening traffic

(3) The theme of SkantZ would be skant servers and waitresses

Incidently, Starbucks should factor in building Starbucks to ez access for morning traffic

[metalheadrr3]

I like this thread for 3 reasons. First off I think you are right on the money with the retail stocks. All the girls on campus here where clothes from the same stores. Second I never thought about Waffle Houses' being on the side of the road w/morning traffic but I can't think of one that is contrary to that. Thirdly I like how your topic specifies 'female girls', to suggest that there is any other option.

[zyzzyva57]

:) You nailed me on the "female gurl" thangamajig :)

G-great!!

Geez, for my encore performance in redunancy, I shall forthwith discuss what is happening tonite at 6 pm or Master Cramer most unique performance

Anyway, on your end do you find these teen "female gurls" liking "aro," too

I sense this stock may well surprise many shortly--It is red hot here in the south

Unfortunately, Waffle House is private, as is In and Out Burgers (the hot restaurant with the Hollywood crowd) and yea, it is a factoid about how Waffle House locate its restaurants -- You would think another restaurant chain would do this concept for the going home traffic

[Empire]

How about ZQK?

It’s three bucks off its 52-week high (and 1.50 off its low) after missing on earnings a few weeks ago. Winter should look good with the company’s products being both a staple in clothing around Christmas, as well as the snowboarding community starting to rev up again. If you believe in PSUN, this is a huge seller there. And as a snowboarder, this stuff can’t be beat. It can’t miss on both.

Anyways, with the earnings expectations lowered and (I’d assume) some good times up ahead, I’m hoping they do well for the annual in January and break through to the 15-17 range again.

I’m new at this, but I believe in the product and it looks like it’s near a low.

Any thoughts?

[zyzzyva57]

I work with teenagers and am always doing informal and unofficial surveys what female teenage gurls are buying

The Gap is thumbs down with them

I listed above the retail stocks they like

"anf" they like but they run into problems with parents when they spend a big amount of money on one pair of jeans

"aro" apparently have prices parents can tolerate--is this a new factor to consider vis-a-vis teenage gurl retail stocks?

I am trying to anticipate a new shoe or shoe store, because I know how much Cramer loves shoe stocks

This week, I am looking at hunting and fishing stocks teenage males love that Wall Street has not discovered

I am trying to learn how to do a "Cramer" and spot trends ahead of time, particularly for the holiday season and before Cramer spots them and the stocks get a Cramer Bounce

[madcowdisease]

zz, it depends on your time frame with regards to your holding. ARO is nothing new from my college days. Ppl wore it but I perceive it as more of a fad than anything else. The stalworts like ANF and AE have staying power. ARO may grab Wall St.s attention for a quick trade but as an investment it lacks the historical best-of-breed performance of the other two.

Where Aero is focused on teens ANF, especially, has created lines from child (little abercrombie) to 30 somethings (Reuhl). Granted one can make the argument that Aero has room to grow but in an ever crowded marketplace can they beat out the more established ANF and AE? My money is on the Fitch.

[zyzzyva57]

Thank you for your points and well taken

I am only paper trading my theory through Christmas

I just sense in my area how hot this company is

I have looked at the numbers and they suck for sure

[madcowdisease]

Thank you for your points and well taken

I am only paper trading my theory through Christmas

I just sense in my area how hot this company is

I have looked at the numbers and they suck for sure

One must also consider management. Does ARO have an answer for Mike Jeffries?

[zyzzyva57]

This is why SkeeDaddy likes J.C. Penny and Sears--the Googles of retailers

[madcowdisease]

This is why SkeeDaddy likes J.C. Penny and Sears--the Googles of retailers

So long as oil keeps going down the retailers will keep going up.

[zyzzyva57]

Yea, I saw this and heard it for the umpteen time

I think noting the number of customers for a store can give some real static, because at my local Gap there are plenty of customers, yet I know how SkeeDado feels about the Gap, plus I can see the crappy metrics of the chain

[madcowdisease]

Yea, I saw this and heard it for the umpteen time

I think noting the number of customers for a store can give some real static, because at my local Gap there are plenty of customers, yet I know how SkeeDado feels about the Gap, plus I can see the crappy metrics of the chain

There's a line 10 deep everytime I go to checkout at my local ANF. Seems business is good.

[madcowdisease]

ANF just keeps on chugging. I wish I hadn't sold 5 points ago :(

[zyzzyva57]

With the holiday season nearing, you might still have time to get a taste

Those female gurls :) really love this store, but after watching large numbers of shoppers at my local Gap, I be kinda sorta fearful of anecdotal evidence

If I were to roll the dice on a clothing store for the holiday season, I still think I would go would with "aro" for no solid reason other than the those female gurls around my day job at a high school sho loves this store along with "anf"

http://www.fibre2fashion.com/news/company-news/aeropostale/newsdetails.aspx?news_id=24428

This looks like a web site worth Bookmarking to keep up on clothing

I am constantly doing informal surveys with teenagers to see what they like and dislike

[PMitc34947]

I am sure best buy, circuit city will do well this Christmas selling video games, dvds and internet networking hardware. Add Gamestop to that list too!

As for gifts that will be "must have" this Holiday? My niece and nephews are always great at telling me what IT gifts are the must haves for Christmas in past years. This year the price of these gifts goes up astronomically, just like every year: a LG Pink Chocolate cell phone, an iPod, a new apple or hp laptop.

[zyzzyva57]

I suspect Best Buy will for sure do super well

Best Buy can move the metal

I love the stores simply because I can get help from people who are in the know

(Ditto at my local Home Despot)

Contrast this with a Wal-Mart

Clothing is really ticky, because it is too based on Fad

[Svenwulf]

hoping zyz is working on the paper trading update. or better yet too busy spending time with female gurls. pretty good so far at the approx half way point. heck, even gap is doing well- perhaps we can compile some regional data on this.

originally discussed 9/19- 9/20
http://chart.finance.yahoo.com/c/3m/a/aro
http://chart.finance.yahoo.com/c/3m/a/anf
http://chart.finance.yahoo.com/c/3m/a/aeos
http://chart.finance.yahoo.com/c/3m/p/psun
http://chart.finance.yahoo.com/c/3m/g/gps

[zyzzyva57]

Thanks for the update

I am in a laying-low mode and learning

This will be my second Christmas Season with Master Cramer so I am now doing a lot of paper trading for next year beginning with Jan now that I am really getting into the flow of the Master

With female-gurls, my problem with retail is this: these stores (e.g., Aeropostale and even the Gap) around here are stacked with female-gurls and yet the metrics for these companies suck! I am having real problems sorting through this disconnect of what I see vs. the metrics of it all.

(Another disconnect will be how enthused everyone is with the Christmas Season, but as it wears on, the Talking Heads will begin tearing this Christmas Season apart as being too long or too short, too hot or too cold, or gas is too high or too low)

Some things I am still having problems understanding: other than J.C. Penny, Master Cramer seems to hate all the clothing retail stores, but darn! female gurls in my area still love em

[madcowdisease]

I'd be buying the dip in ANF. There is news on the horizon to push this one higher. As always, stagger your buys and average down if the market dictates.

[zyzzyva57]

That is a Nasty (staggering) I learned from out Master

That, and don't be a hog

And, the hardest for me Speeding Slowwwwwwly: i.e., patience and more patience

Our Master can so fire you up you can get a bad case of the "stupids" :)

Viva them thar female gurls

Shop till you drop female ladies!


BOOYAH!!

[zyzzyva57]

Them thar female gurls strike again!

From the WSJ, 30Nov06:

Aeropostale Inc. said its fiscal third-quarter profit climbed 25% and its November same-store sales rose 1%. The mall-based retailer, which revived its 50%-off-everything holiday discounts from last year, said total net sales for the four weeks ended Nov. 25 rose 11% to $149.7 million from $134.3 million. The November sales figures take into account Black Friday but not Cyber Monday, which is seen as one of the biggest online shopping days of the year. Aeropostale also has extended its discounts to its online items. For the quarter ended Oct. 28, the New York company posted net income of $32.6 million, or 61 cents a share, compared with $26.1 million, or 47 cents a share, a year earlier. Net sales rose 19% to $385.5 million, while same-store sales rose 5.6%. Aeropostale hasn't named a permanent successor for its chief merchandising officer, whom the company fired this month after a probe found he concealed personal ownership interests in entities affiliated with one of Aeropostale's main vendors. Shares of Aeropostale were up $1.98, or 6.8%, to $31.10 in 4 p.m. composite trading on the New York Stock Exchange.