Retailer Intelligence

A Web site affiliated with noted television investment pundit Jim Cramer has reiterated its buy recommendation on shares of Walmart.

TheStreet.com rated Walmart A+ and said the company’s strengths can be seen in areas such as revenue growth, notable return on equity, solid stock price performance, growth in earnings per share and net income.

"We feel these strengths outweigh the fact that the company shows weak operating cash flow," according to the TheStreet.

In December, the retailers that increased their page counts were balanced out by those that decreased their page counts. However, of those retailers that did reduce their page counts, only two also reduced the number of inserts distributed by more than 2%. 

Keeping with their November strategy, Walmart continued its aggressive promotions this month, and has shown a significant increase in both drop of flyer and pages per flyer. They showed the highest growth compared to other advertisers in page counts, and the second highest growth in number of flyers.

Columbus, Ohio -- Big Lots Inc. reported Tuesday a loss of $6 million for the third quarter, compared with net income of $4.2 million in the year-ago period. Results, however, topped analysts’ earnings expectations.

Revenue slipped 0.4% to $1.13 billion, missing Wall Street’s forecast of $1.3 billion.

The retailer also announced that its CEO Steven Fishman will retire as chairman and CEO after 40 years in retail. Big Lots has launched a search for his successor; Fishman will stay until a new CEO is appointed.

No wonder Walmart comps are increasing. Check out the latest monthly report from the ad tracking provider Market Track.

The month saw drop in the number of circulars released to the market by the majority of retailers. However, interestingly we saw flyers increasing pages compared with last year for most of the retailers in the year over year comparison.

Walmart had a significant increase in both the number of circulars as well as number of pages when compared with same time last year.

The month saw drop in the number of circulars released to the market by the majority of retailers. However, interestingly we saw flyers increasing pages compared with last year for most of the retailers in the year over year comparison.

Walmart had a significant increase in both the number of circulars as well as number of pages when compared with same time last year.

The overall drop in number of circulars continued this month, with a six percent decrease in the number of inserts being released to the market among selected retailers.  

The overall number of pages per market remained the same with a marginal increase compared to previous year. Walmart had the largest increase in pages per market with a larger focus on “Back to School” with 5 circulars with a prominent “Back to School” theme.  

Mexico City -- Wal-Mart Stores’ Mexican arm Wal-Mart de Mexico reported Monday that same-store sales for the month of August rose 4.1%, beating analysts’ expected 2.8% increase.

The retailer, which is being investigated for bribery to expedite store openings, projects improved results for the second half of the year.
 

Walmart U.S. just reported its fourth consecutive quarter of positive same store sales growth. Now comes the hard part.

The current third quarter period marks the first time in three years that Walmart U.S. is up against a prior year increase in same store sales. As Walmart U.S. president and CEO Bill Simon reminded those listening to the company’s conference call last week, Walmart had a 1.3% comp increase in the third quarter of 2011 and this year he is expecting an increase in the range of 1% to 3%.