{
}
Off-price retailers are significantly outperforming department stores in sales and profitability, capturing 59.5% of total sales and 76.6% of profits, according to UBS. The firm rates TJX Companies and Burlington Stores as Buys, while maintaining Sell ratings on Macy’s, Dillard’s, and Kohl’s due to weaker growth prospects. Despite a valuation premium, UBS expects off-price retailers to continue their strong performance and gain market share.
Off-price retailers are significantly outperforming department stores in both sales and profitability, capturing 59.5% of total sales and 76.6% of profits, according to UBS. The firm maintains Buy ratings for TJX Companies and Burlington Stores, while remaining bearish on department stores like Macy’s and Kohl’s due to weaker growth prospects. Despite higher valuations for off-price stocks, UBS expects their strong fundamentals to sustain this trend.
Dow Jones futures rose on Tuesday following a lighter-than-expected inflation report, with Nvidia and Tesla among early winners. Key stocks to watch include Burlington Stores, Interactive Brokers, Intuitive Surgical, and Meta Platforms, all near buy points. Walmart is also building a flat base, seeking support at its 50-day line.
UBS has upgraded Abercrombie & Fitch, Burlington Stores, Boot Barn, and Gildan Activewear to Buy, citing strong growth potential and attractive valuations in the Softlines sector for 2025. The firm anticipates that U.S. tax cuts and deregulation will boost apparel spending, while concerns over tariffs are downplayed. Additionally, Gap and Nordstrom have been upgraded to Neutral, with Gap's CEO recognized for driving change.
UBS has upgraded Abercrombie & Fitch, Burlington Stores, Boot Barn, and Gildan Activewear to Buy, citing strong growth potential and attractive valuations. The firm anticipates that U.S. tax cuts and deregulation will significantly boost apparel spending, while concerns over tariffs are deemed minimal. Additionally, Gap and Nordstrom were upgraded to Neutral, with Gap's CEO recognized for his effective leadership.
M&T Bank Corp now holds 3,089 shares of Burlington Stores, valued at $813,000, after acquiring 47 additional shares. UBS Group upgraded the stock from "neutral" to "buy," raising its target price to $360, indicating a potential upside of 26.04%. The company reported a quarterly EPS of $1.55, surpassing estimates, with revenue of $2.53 billion, a 10.5% increase year-over-year.
Big Lots, after a turbulent year marked by financial struggles, has been acquired by Gordon Brothers Retail Partners, ensuring the operation of hundreds of stores. The retailer faces challenges adapting to consumer preferences and competition from giants like Walmart and Dollar General, necessitating a rethinking of its merchandise strategy and digital investments to enhance customer engagement and experience. With the backing of Gordon Brothers, Big Lots has a chance to innovate and redefine its identity in the retail landscape.
Shares rose 1.5% early Monday, with Nvidia and Tesla leading gains. The Dow Jones Industrial Average and major indexes showed mixed trading after a funding bill was passed to avoid a government shutdown. Notable stocks to watch include BlackRock, IBM, and Amazon, with several nearing buy points.
The Dow Jones Industrial Average rebounded by 1.1% following stronger-than-expected GDP growth of 3.1% and a drop in jobless claims to 220,000. However, Micron Technology's stock plummeted over 16% due to a disappointing outlook, while Nvidia attempted a recovery after a five-session decline. Other notable market movements included Darden Restaurants surging 14% and Lennar falling 4%.
Stocks reached new highs on Monday, with 99 S&P 500 stocks hitting peaks and the Russell 2000 up 11% in November. Key reports on home prices and new home sales are expected Tuesday, while software stocks, led by AppLovin and Palantir, show significant gains since the election. Retailers like Burlington and Dick’s Sporting Goods are set to report earnings, with mixed performance noted in the sector.
Burlington Stores, Inc.
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
off-price retailers outperform department stores in sales and profitability trends
United States Dollar
Macy's, Inc.
Kohl's Corp
Burlington Stores, Inc.
Dillard's, Inc.
Nordstrom, Inc.
Ross Stores, Inc.
TJX Companies Inc
USA
Show more
20:04 31.03.2025
off-price retailers outperform department stores in sales and profitability trends
Macy's, Inc.
Kohl's Corp
Burlington Stores, Inc.
Dillard's, Inc.
Nordstrom, Inc.
Ross Stores, Inc.
TJX Companies Inc
USA
Show more
19:37 31.03.2025
stock market update key players and buy points to watch
United States Dollar
Intuitive Surgical, Inc.
Apple Inc.
Interactive Brokers Group, Inc.
Meta Platforms, Inc.
Amazon.com, Inc.
Microsoft Corp
Burlington Stores, Inc.
Walmart Inc.
USA
Scott Lehtonen
Show more
15:18 14.01.2025
UBS upgrades retail stocks signaling optimism for softlines sector in 2025
United States Dollar
Boot Barn Holdings, Inc.
Burlington Stores, Inc.
GAPACK
Abercrombie & Fitch Co.
Nordstrom, Inc.
Gildan Activewear Inc.
USA
Richard Dickson
Donald Trump
Show more
18:58 10.01.2025
ubs upgrades retail stocks signaling growth potential in softlines sector
United States Dollar
Boot Barn Holdings, Inc.
Burlington Stores, Inc.
GAPACK
Abercrombie & Fitch Co.
Nordstrom, Inc.
Gildan Activewear Inc.
USA
Richard Dickson
Show more
18:36 10.01.2025
burlington stores stock upgraded to buy with increased price target by analysts
14:14 10.01.2025
big lots navigates challenges and opportunities after acquisition by gordon brothers
COSTCO WHOLESALE
Burlington Stores, Inc.
Walmart Inc.
Target Corporation
Ross Stores, Inc.
Amazon.com, Inc.
DOLLAR GENERAL
Craig Rowley
Zachary Robichaud
Naveen Jaggi
Show more
20:21 03.01.2025
stocks rise as nvidia and tesla lead market gains
Microsoft Corporation
Manhattan Associates, Inc.
Apple Inc.
Burlington Stores, Inc.
Taiwan Semiconductor Manufacturing Co Ltd
Broadcom Inc.
Amazon.com, Inc.
BlackRock, Inc.
Tesla, Inc.
NVIDIA Corporation
USA
Joe Biden
Elon Musk
Scott Lehtonen
Show more
14:00 23.12.2024
Dow Jones Gains on Strong GDP and Jobless Claims Amid Market Volatility
United States Dollar
Microsoft Corporation
Apple Inc.
Burlington Stores, Inc.
Taiwan Semiconductor Manufacturing Co Ltd
Amazon.com, Inc.
Micron Technology, Inc.
BlackRock, Inc.
Tesla, Inc.
NVIDIA Corporation
Lennar Corp
Darden Restaurants, Inc.
The Walt Disney Co
USA
Scott Lehtonen
Jerome Powell
Show more
15:45 19.12.2024
market highlights as stocks reach new highs and key data releases await
PulteGroup, Inc.
Palantir
D.R. Horton, Inc.
Microsoft Corporation
Clear Secure, Inc.
Asana, Inc.
Roblox Corporation
Toll Brothers, Inc.
DICK'S Sporting Goods, Inc.
Burlington Stores, Inc.
Zeta Global Holdings Corp.
Best Buy Co., Inc.
Kohl’s
MANU
Taylor Morrison Home Corporation
AppLovin Corporation
Elon Musk
Seema Mody
Donald Trump
Brad Gerstner
Nick Wells
Scott Wapner
Diana Olick
Show more
01:47 26.11.2024
Trending
Subcategory
Corporate News
Stock Market Updates
Industry Trends
Industry Mergers & Acquisitions
Finance Mergers & Acquisitions
Domestic Politics
Banking Regulations
Global Financial Events
Retail and Consumer Goods
CEO Changes
Government Policies
Workplace Trends
Elections & Campaigns
Market Analysis and Predictions
Global Trade Developments
Central Bank Actions
Startups & Entrepreneurship
Government Economic Policies
Hedge Funds & Private Equity
Supply Chain Management
Countries:
Companies:
Tesla, Inc.
UniCredit S.p.A.
Banco BPM S.p.A.
Deutsche Bank Money Market PP
JPMorgan Chase & Co.
Barclays PLC
Apple Inc.
Credit Suisse Strategic Income I
CREDIT AGRICOLE
SpaceXCoin USD
Lloyds Banking Group plc
BNP Paribas SA
Amazon.com, Inc.
The Goldman Sachs Group, Inc.
UBS Group AG
Credit Agricole
Banco Santander, S.A.
Reinsurance Group of America, Incorporated
Google Inc.
Amundi S.A.
Currencies:
United States Dollar
Euro
British Pound Sterling
Swiss Franc
Chinese Yuan
Indian Rupee
Japanese Yen
South Korean Won
Offshore Chinese Yuan
Hong Kong Dollar
Norwegian Krone
Filipino Peso
Canadian Dollar
Singapore Dollar
Australian Dollar
Danish Krone
Swedish Krona
Mexican Peso
Vietnamese Đồng
Qatari Riyal
People: