The U.S. Department of Commerce reported yesterday (Jan 14, 2014) that
retail and food services sales grew 0.2% during December 2013 to $431.9
billion, surpassing consensus estimates of a 0.1% growth but a slowdown
from the 0.4% growth recorded during November. Total sales during 2013
grew 4.2% over the previous year. This rise was largely supported by discounted
winter clothes shopping and online shopping for the holidays. Sales at
food and beverage stores also recorded their largest increase in seven
years. Sales excluding automobiles, gasoline, building materials and food
services, increased 0.7% after a 0.2% rise in November. Economists had
expected a gain of just 0.3%.
Ubika Research has shortlisted the following U.S. retail stocks which
are estimated to report strong sales and earnings growth during 2014, according
to the consensus estimates compiled by Bloomberg. Moreover, these stocks
are trading at relatively low forward PE in comparison to the industry
average and are expected to provide high return on equity in 2014. These
stocks had registered strong same store sales growth during their latest
reported quarter. The shortlisted stocks have recorded price gains during
yesterday’s trading session following the release of December U.S. retail
sales data. A majority of these stocks have recorded gains during the past
three-months with daily average traded volume in excess of 100,000.
|
Company Name |
Exchange |
Ticker |
Market Cap |
Last Price |
Average Volume |
Price Change (3-Month) |
Price Change |
Same Store Sales* |
Sales Growth |
EPS Growth |
1YR-Forward PE Ratio |
Return On Equity |
|
ANN INC |
NYSE |
ANN |
1.7 |
35.99 |
994,478 |
5.8% |
0.3% |
3.7% |
5.7% |
10.6% |
16.1 |
24.5% |
|
Casey’s General Stores Inc |
NASDAQ |
CASY |
2.6 |
66.31 |
233,078 |
-7.8% |
1.4% |
4.2% |
8.6% |
24.2% |
18.3 |
20.9% |
|
Lithia Motors Inc |
NYSE |
LAD |
1.7 |
63.80 |
324,805 |
-9.2% |
0.7% |
19.5% |
20.4% |
32.5% |
16.3 |
20.7% |
|
Steven Madden Ltd |
NASDAQ |
SHOO |
2.3 |
33.84 |
624,616 |
-2.2% |
0.1% |
3.5% |
7.3% |
9.9% |
17.1 |
19.2% |
|
Penske Automotive Group Inc |
NYSE |
PAG |
4.1 |
45.17 |
322,085 |
11.6% |
2.1% |
12.0% |
11.5% |
19.5% |
16.6 |
17.3% |
|
Cabela’s Inc |
NYSE |
CAB |
4.8 |
67.91 |
818,372 |
11.6% |
1.7% |
3.9% |
16.2% |
25.6% |
19.9 |
16.6% |
|
Big 5 Sporting Goods Corp |
NASDAQ |
BGFV |
0.4 |
18.92 |
240,483 |
16.1% |
5.2% |
1.4% |
5.8% |
75.5% |
14.8 |
15.9% |
|
G-III Apparel Group Ltd |
NASDAQ |
GIII |
1.4 |
70.97 |
232,319 |
34.1% |
1.3% |
NA |
23.9% |
22.8% |
19.8 |
15.4% |
|
Finish Line Inc/The |
NASDAQ |
FINL |
1.4 |
27.64 |
678,003 |
15.4% |
0.9% |
7.1% |
16.5% |
11.5% |
16.9 |
14.2% |
|
Group 1 Automotive Inc |
NYSE |
GPI |
1.6 |
65.63 |
283,358 |
-3.4% |
1.0% |
8.0% |
18.7% |
9.1% |
13.3 |
13.2% |
Source: Bloomberg
*Latest Reported Quarter
Company Description:
ANN INC (NYSE: ANN)
ANN INC., through its wholly owned subsidiary, retails women’s apparel,
shoes, and accessories. The company operates throughout the United States.
Casey’s General Stores Inc (NASDAQ: CASY)
Casey’s General Stores, Inc. operates convenience stores in the Midwest.
The company’s stores, operating under the name Casey’s General Store, carry
a selection of food, beverages, tobacco products, health and beauty aids,
automotive products, and other non-food items, as well as sells gasoline.
Lithia Motors Inc (NYSE: LAD)
Lithia Motors, Inc. retail sells new and used vehicles in the western
United States. The company offers domestic and imported makes of new automobiles
and light trucks through dealerships in California, Oregon, Washington,
and Nevada. Lithia also arranges related financing and insurance contracts,
as well as provides vehicle parts, maintenance, and repair services.
Steven Madden Ltd (NASDAQ: SHOO)
Steven Madden, Ltd. designs and markets fashion footwear for women. The
company’s shoes are sold through Steve Madden retail stores, department
stores, apparel and footwear specialty stores, and online. Steven Madden
has licensees, including sportswear and jeans, outerwear, intimate apparel,
eyewear, hosiery, and jewelry, and owns and operates a retail store under
its David Aaron brand.
Penske Automotive Group Inc (NYSE: PAG)
Penske Automotive Group, Inc. operates franchised automobile dealerships.
The company’s franchises are located throughout the United States, Puerto
Rico and the United Kingdom. Penske Automotive sells new and used
vehicles as well as offers maintenance and repair services on all brands
it represents.
Cabela’s Inc (NYSE: CAB)
Cabela’s Incorporated retails hunting, fishing, camping, and outdoor sports
products and apparel. The company markets its products through its retail
stores, website, and catalog. Cabela’s retail stores also offer in-house
clinics associated with hunting, fishing, and camping.
Big 5 Sporting Goods Corp (NASDAQ: BGFV)
Big 5 Sporting Goods Corporation owns and operates sporting goods stores
in the Western United States. The company’s products include athletic shoes,
apparel, tennis, golf, ski, snowboard, and in-line skating, fitness, outdoors
and team sports equipment for the competitive and recreational sporting
goods customer.
G-III Apparel Group Ltd (NASDAQ: GIII)
G-III Apparel Group, Ltd. is a manufacturer and distributor of outerwear,
dresses, sportswear, swimwear, beachwear and women’s suits, as well as
handbags and luggage. The company manufactures and distributes under licensed
brands, their own brands, and private label brands. G-III also has licensing
agreements with several sports leagues and universities.
Finish Line Inc/The (NASDAQ: FINL)
The Finish Line, Inc. is a specialty retailer of men’s, women’s and children’s
brand name athletic and leisure footwear, active-wear, and accessories.
Brand names carried by the company include Nike, Reebok, K-Swiss, And 1,
Asics, adidas, Timberland, New Balance, Saucony, Skechers, and Converse.
Group 1 Automotive Inc (NYSE: GPI)
Group 1 Automotive, Inc., through its subsidiaries, owns and operates
automobile dealerships. The company sells new and used cars and light trucks,
provides maintenance and repair services, and sells replacement parts.
The company also arranges related financing, insurance, and extended service
contracts. Group 1 operates in Florida, Georgia, Colorado, Oklahoma,
New Mexico, and Texas.
