Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Widening CDS Spreads Reflect Concern Over Target Corp.
- Research Recap submits: Excerpted from Market Derived Signal: Wider CDS Spreads May Indicate That Target Corp. Is Off The Mark A recent widening of the spread on Target’s (NYSE: TGT) credit default swaps is raising concern as the spread is moving closer to a “BBB” rating...
- External links 2009-08-18
- Target Still Lags Wal-Mart Despite Improving Numbers
- Research Recap submits: On the heels of Standard and Poor’s raising concerns about Target Corp, (NYSE: TGT) James Goldstein of CreditSights maintains a skeptical view in comments on the discount retailer’s quarterly results, which were better than expected. Selected excerpts: by Research Recap
- External links 2009-08-20
- Research Update: Kraft and Cadbury Circle the Dance Floor
- Research Recap submits: The Kraft-Cadbury merger dance is looking increasingly like a pas de deux, as no other bidders for the British company have emerged. Research Recap earlier outlined some of the obstacles for other potential bidders, but it is also they are a waiting for a...
- External links 2009-09-22
- Research Update: Cadbury Too Rich for Kraft?
- Research Recap submits: The potential Kraft-Cadbury merger story just got more interesting with the escape of off-the-record comments allegedly made by Cadbury CBY chief Todd Stitzer at the Bank of America-merrill Lynch Global Consumer and Retail Conference. Reuters obtained a note published by sales specialist Simon Archer based...
- External links 2009-09-23
- Kraft-Cadbury Deal Melting as Kraft Results Disappoint
- Research Recap submits: As suggested by Research Recap two months ago, there’s a good chance there will be no merger of Kraft KFT and Cadbury CBY – at least for now. In Kraft-Cadbury: Deal or No Deal?, we outlined the reasons why such a combination might not make...
- External links 2009-11-04
- Moody's Expects U.S. Apparel Sales to Continue to Weaken
- Research Recap submits: Moody’s today reiterated its negative outlook on the US apparel industry “because we expect apparel sales will continue to weaken through the year-end holidays and into 2010, as consumers hold off on discretionary purchases in a still-difficult economy.” Other Highlights of Moody’s Industry Outlook. by...
- External links 2009-11-05
- Carter's Placed on Ratings Watch After Restatements
- Research Recap submits: Moody’s may be regretting singling out Carter’s CRI as an exception to its negative outlook for the apparel industry. Last week, we quoted Moody’s as saying: “A well-executed retail strategy can turn a profit, grow the business, and increase market share. Our...
- External links 2009-11-12
- Kraft?s Cadbury Bid Threatens Both Firm?s Credit Profile
- Research Recap submits: Moody’s estimates that Kraft’s KFT proposed offer for Cadbury’s CBY would push Kraft’s debt-to-EBITDA ratio above 4.0, weakening Kraft’s financial metrics beyond the typical bounds of a Baa2 rating. “Given its large global scale, strong cash flows and broad portfolio of household brands such...
- External links 2009-11-16
- Zacks Upgrades Tiffany to Outperform from Neutral
- Research Recap submits: Zacks Investment Research on Friday upgraded Tiffany & Company (NYSE: TIF) to Outperform from Neutral, with a price target of $47. Excerpts from Zacks Equity Research Report complimentary download by Research Recap
- External links 2009-12-07
- Research Update: Advantage Cadbury, Kraft to Serve
- Research Recap submits: The U.K. Takeover Panel’s decision to require Kraft KFT to make a firm bid for Cadbury CBY by Nov. 9 or walk away appears to give the U.K. company the upper hand, at least for now. Reuters reports that Credit Suisse estimated...
- External links 2009-09-30
- Research Update Update: Hershey Unlikely to Bid for Cadbury
- Research Recap submits: A brief update to yesterday’s update on Kraft’s KFTpursuit of Cadbury CBRY . As Suggested by Research Recap on Sep 10, it appears as though HersheyHSY will not be making a bid. by Research Recap
- External links 2009-10-01
- 'Bankruptcy?' Ouch!!! We Touched a Sore Spot
- Research Recap submits: Guest Post by James A. Kaplan, Chairman and CEO, Audit Integrity Audit Integrity recently released a new Bankruptcy Risk model. The model was developed at the request of our clients, which include D&O insurance companies, institutional investors, and other interested stakeholders. by...
- External links 2009-10-15
- Strong Cadbury Results Up the Ante for Kraft
- Research Recap submits: Cadbury CBY reported strong results Wednesday, but analysts are divided on what this means for Kraft’s KFT pursuit of the company. “This upgrade increases the pressure on Kraft to up its offer before the ‘put up or shut up’ period runs out on...
- External links 2009-10-22
- Wal-Mart: Lone Bright Spot in Bleak U.S. Retail Outlook
- Research Recap submits: Few analysts see much positive in the outlook for the US retail industry and CreditSights is no exception. “We continue to see risks to the downside for the US consumer and - accordingly - the stores that market to them. Chief amongst our concerns is...
- External links 2009-02-24
- Anxiety Fuels Retail Sales Declines
- Research Recap submits: Whether online or in the mall, consumers are spending less and retailers are feeling the pain, a number of recent reports show. Whether it was Nordstrom (NYSE: JWN) reporting a 15.7 percent decline in comparable store sales for October or online data firm ComScore detailing...
- External links 2008-11-10
- CMBS Outlook Uncertain as U.S. Retail Sector Nosedives
- Research Recap submits: Commercial mortgage-backed securities [CMBS], or bonds backed by a pool of commercial retail properties, are under close scrutiny for possible downgrades as U.S. retailers see their sales nosedive, according to Standard & Poor’s Credit Research. So far, store closings and bankruptcies such as Circuit...
- External links 2008-11-13
- Few Signs of Hope in May U.S. Retail Sales Results
- Research Recap submits: CreditSights says May US retail sales results call into question the reported rise in optimism amongst consumers and the market in general, as results - for the most part - reflected the same dismal retail demand that has been seen throughout much of 2009. As...
- External links 2009-06-05
- Neiman Marcus Loss Illustrates Luxury Retailers? Woes
- Research Recap submits: News Wednesday that Neiman Marcus NMG posted a quarterly loss provides more evidence that the recession is hitting luxury retailers hard. Fitch Ratings expects comparable store sales trends for the U.S. luxury department store retailers to remain highly pressured in 2009 with expected comparable store...
- External links 2009-03-11
- Wal-Mart Making Inroads into Financial Services Market
- Research Recap submits: A new report from Aite Group takes a look at Wal-Mart’s (NYSE: WMT) progress in expanding into financial services, notably in providing cash-checking services to its customers. Over the last few years, U.S. retailers have developed an interest in providing alternative financial services...
- External links 2009-04-27
Additional Resources
- Financial Firms Losing Grip on Retail Distribution
- Research Recap submits: A new report from Forrester Research warns that financial firms risk being relegated to “manufacturers” if they don’t do a better job of helping consumers research their personal financial decisions online. As product research shifts from bank branches and agents to the Web, traditional...
- External links 2008-09-09
- << Previous
- page 1 of 1
- Next >>
Presented by American Express