Costco November Comp Sales +10.8% (+7.9% excluding gas & f/x) "Pre-Thanksgiving and Black Friday/holiday weekend sales fell into the first quarter this year compared to the second quarter last year. Combined, these factors produced an estimated net benefit of approximately 1.5% in the U.S., and slightly less worldwide." Press release   Kroger Q3 Comp Sales (ex-gas) +1.1% "Total sales increased 4.5% to $27.7 billion in the third quarter...Total sales, excluding fuel, increased 3.0% in the third quarter compared to the same period last year...Expects 2017 Q4 comp sales (ex-fuel) to exceed 1.1%." Press release   ...Reuters: Kroger's quarterly results top Street [...]

  What We Learned From Retailers’ Five-Day Scramble for Shoppers by Matthew Boyle & Lindsey Rupp at Bloomberg. "This was supposed to be the year that brands like Ralph Lauren and Michael Kors relied less on markdowns to move merchandise. But so far, the industry appears as discount-dependent as ever." Charts/Read more   GBH Insights has predicted the average Prime customer is spending 20 to 25 percent more on Amazon.com this holiday season at CNBC. Read more   Tiffany Q3 Comp Sales -1.0% Press release   ...Tiffany earnings: 80 cents a share, vs 76 cents EPS expected at CNBC. "Total revenue rose [...]

  Cyber Monday sales set to hit $6.59 billion, the largest ever online sum for a US shopping day at CNBC. "That projection, made by (Adobe) at 10 p.m. ET, would represent an increase of 16.8 percent when compared with the same time last year, Adobe found. The firm measures 80 percent of online transactions from 100 major U.S. retailers." Read more   Wal-Mart and Kroger Get Tough With Food Suppliers on Delays at Wall Street Journal. "Kroger’s Mr. Clark said the company eventually will fine for any shipment that isn’t received on the due day. “If it was an [...]

  Blowout Cyber Monday numbers expected at Seeking Alpha. "First Data president Guy Chiarello tells Bloomberg TV that e-commerce traffic was up over 30% Y/Y for the first couple of hours of the shopping event. The strong showing follows the record $5.03B brought in during Black Friday by retailers." Read more   Cyber Monday showdown - Wal-Mart closes in on Amazon in online price war by Nandita Bose at Reuters. "Prices at Walmart.com are now only 0.3 percent more expensive than Amazon on average, according to the study by retail data analytics firm Market Track, which analyzed prices of 213 [...]

  Lowe's Q3 Comp Sales +5.7% (vs. 4.6% expected) "Hurricane-related sales in the quarter were approximately $200 million. For the nine-month period...comparable sales increased 4.0 percent." Press release   ...CNBC: Lowe's sales top Street expectations, boosted by hurricane-related purchases Read more   ...Lowe's also announced that Chief Operating Officer Rick Damron will retire and be replaced by the president of the company's international business, Richard Maltsbarger, effective Feb. 3. Read more   Dollar Tree Enterprise Q3 Comp Sales +3.2%: Dollar Tree +5.0%, Family Dollar +1.5% Press release   Burlington Q3 Comp Sales +3.1% Press release   Amazon Web Services Announces Secret Cloud Region [...]

  In this year's holiday twist, Best Buy is selling Barbies and J.C. Penney has TVs by Kavita Kumar at Star Tribune. "It’s still a small category for us, but it’s a fast-growing category,” said CEO Hubert Joly. “We are clearly known as a destination for entertainment, including gaming and movies — and toys are a natural extension of that.” Read more (tiered subs.)   This Amazon seller lost $400,000 in sales after being attacked by self-proclaimed 'virus of Amazon' at CNBC. "In one text message to Damavandi, a person purporting to represent Krasr called himself the "virus of Amazon" [...]

  Foot Locker Q3 Comp Sales -3.7% Press release   ...Fox Business: Foot Locker beats Street 3Q forecasts "Earnings, adjusted for non-recurring costs, came to 87 cents per share...The average estimate of 14 analysts surveyed by Zacks Investment Research was for earnings of 80 cents per share." Read more   Gap Q3 Comp Sales +3.0% Press release ...By Concept: Old Navy +4.0%, Gap +1.0%, Banana Republic -1.0%   Williams-Sonoma Q3 Comp Brand Revenue +3.3% Press release ...By Concept: Pottery Barn -0.3%, Williams-Sonoma +2.3%, West Elm +11.5%, Pottery Barn Kids +0.1%, PBteen +3.0%   ...Williams-Sonoma is buying a 3-D imaging and augmented reality [...]

  Walmart Q3 Comp Sales +2.7% "Total revenue was $123.2 billion, an increase of $5.0 billion, or 4.2%...comp traffic increased 1.5%...eCommerce growth increased 50%." Press release   ...Sam's Club Q3 Comp Sales +2.8%, Traffic +3.6% Press release   ...CNBC: Wal-Mart's earnings, sales top Street expectations, sending shares higher "We expect top line growth going forward to be led more by comp sales and eCommerce with less emphasis on new units in the U.S.," Chief Financial Officer Brett Biggs said on a pre-recorded conference call. "We're prioritizing eCommerce, technology, supply chain and store remodels over new stores and clubs." Read more [...]