Budgets/Spending/Market Size

New York -- Aeropostale Inc. reported Thursday that sales for the nine-week holiday selling period ended Dec. 29 fell 6% to $645 million. Same-store sales, including e-commerce, dropped 8%.

The retailer has cut its earnings guidance for the fourth quarter.

Atlanta -- Consumer spending reached a three-year low during the month of December, according to a report released Thursday by First Data Corp.

First Data’s SpendTrend tracks same-store consumer spending by credit, signature debit, PIN debit, EBT, closed-loop prepaid cards and checks at U.S. merchant locations.

Total U.S. Shopper Traffic in Retail Stores and Malls for December 2012

Holiday shopping reached its seasonal peak in December, driving a 36.6 percent retail foot traffic increase over November. Further, December 2012 continued a trend of year-over-year improvements in the number of shoppers visiting stores with a 1.2 percent increase in foot traffic when compared to the same month last year.

Purchase, N.Y. -- Total retail sales (excluding automotive) for December 2012 grew by 2.4% year-over-year, according to a SpendingPulse report released Wednesday by MasterCard Advisors, the professional services arm of MasterCard. (SpendingPulse reports on national retail sales and is based on aggregate sales activity in the MasterCard payments network, coupled with estimates for all other payment forms, including cash and check.)

Chicago -- National retail sales increased 2.5% and foot traffic also increased 2.5% when compared with the same two months last year, according to ShopperTrak, the world’s largest counter of retail foot traffic.

ShopperTrak’s initial data indicates that shoppers spent $248.8 billion during this period, which marked the third consecutive year with positive total retail sales. It also was the second holiday season of the past three with positive foot traffic changes.

With all of the pre-holiday buzz and widely optimistic sales projections, anything other than a blockbuster 2012 holiday shopping season was bound to be a letdown. Few expected the numbers that came out just before Christmas: Both MasterCard and the International Council of Shopping Centers (ICSC) reported that sales for the holiday season at that point were up just 0.7%. This was far below the robust predictions that many analysts and observers made before the shopping season was underway (most often between 3%-6%).

Dallas -- Tuesday Morning Corp. reported Tuesday that sales for the quarter ended Dec. 31 rose 4.5% to $285.3 million, compared with $273.1 million in the year-ago quarter.

Same-store sales increased 5.6%.

Tuesday Morning also reported that beginning with this second quarter sales report it will no longer provide net income estimates with sales figures, but will instead consolidate that information in its earnings reports.

New York -- Hiring by the nation’s retailers this past holiday season was at the highest level in six years despite the uncertain economy, Superstorm Sandy and the presidential election, according to an analysis of government job data by Challenger, Gray & Christmas, Chicago, a leading outplacement consultancy.

Bolingbrook, Ill. -- Ulta Beauty reported that its holiday revenue grew 23.2% as sales “strongly” rebounded the weekend before Christmas.

Total sales for the seven-week holiday period were $475.6 million, compared with $386 million in the year-ago period. Same-store sales increased 7.4%, on top of a 12.6% increase during the same period in the prior year.

San Jose, Calif. -- A Friday report by RetailNext said that its analysis of 8.5 million shopping trips to big-box and specialty retailers in the U.S. during the 2011 and 2012 holiday seasons revealed that: