Posts filed under “Consumer Spending”

Retailers’ Massive Discounting

One of the issues we have been discussing has been how widely and deeply Retailers will be discounting, and what it means to the overall economy.

The most recent review of price cutting is that they are both deep and broad. Our quick survey of both brick and mortar coupons and online savings codes shows that discounting is ramping up dramatically.  This will likely pressure for Q4 profit margins.

Attached are 2 PDFs we scraped together (from various shopping fiends we know); These represent almost 40 major retailers discounting for the first post Black Friday weekend’s sales events.

Download Gap, Banana Republic, Old Navy.pdf

Download 6 Store, 30 online coupons.pdf

As you can see, the price cutting is quite dramatic

Retailers are nervous, judging by the considerable price cutting thats going on:

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UPDATE:  November 30, 2006 4:25pm

Google Checkout has gotten into the Holiday discounting spirit!

Google

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A sampler of various Store Sample coupons (not including Google):

Bn_25

Resto_hw_20

Sports_auth_25

Timberland

Gap_30

Category: Consumer Spending, Economy, Retail

Blaming Soft Retail on all the Wrong Things

Category: Consumer Spending, Data Analysis, Earnings, Retail

More Bad Data from the NRF?

I’m kinda dumfounded to see this issue come up time and again, but — there they go again: The National Retail Federation is once again putting out data which has gotten misinterpreted by most of the MSM: “Retailers kicked off the holiday selling season in style as shoppers across the country set their alarms for…Read More

Category: Consumer Spending, Data Analysis, Financial Press, Retail

Massive Retail Roundup

Category: Consumer Spending, Economy, Financial Press, Retail

Retail Sector Market Performance

Category: Consumer Spending, Markets, Retail

Buy Versus Rent Spreadsheet

Category: Consumer Spending, Data Analysis, Real Estate, Web/Tech

Real Estate Sales Slump Generating Ugly Press

Category: Consumer Spending, Data Analysis, Economy, Real Estate, Retail

What Does Wal-Mart’s Prescription Drug Plan Mean?

Category: Consumer Spending, Corporate Management, Economy, Politics, Psychology

Why I think Cramer is Wrong on the Consumer

Category: Consumer Spending, Economy, Fixed Income/Interest Rates, Psychology

Back-to-School Sales

Category: Consumer Spending, Economy, Retail