Top Retail Twitter Power See who is strong and weak $TWIT, $T, $JCP, $WMT, $M, $XRT

Twitter is a growing social media force. Look at the rankings of Twitter followers as of Aug 20, 2013 numbers. Target (NYSE:TGT) is way ahead and over the horizon  with 745 K compared to other big names. Everyone likes something sparkly which must explain Tiffany & Co (NYSE:TIF) very strong number two ranking at 596 K.

Best Buy (NYSE:BBY), Wal-Mart (NYSE:WMT) and Nordstrom (NYSE:JWN) round out the top five with followers well over 300K.

Macy’s (NYSE:M) seems to have some work to do. At 224 K followers and eight position how happy can they be.

JCPenney (NYSE:JCP) retails problem child comes in two spots below Macy’s at only 167K. Which may explain some of their problems. Interesting after a CEO with Apples (Nasdaq:AAPL) DNA.

Sears with an anemic 54 K of twitter followers barely registers at 17th. That’s very much worse than JCPenney. Let me express that in a different way. They both stink.

Many retailers and brands have specialized twitter feeds which focus more closely on segmented buyers. But the top to bottom comparisons are very telling for most retailers.

If social media is the marketing powerhouse than big followings are a must. some of these guys need to hire their grandchildren and get their ratings up.

Here is the list:

Company                             Thousands of Followers



Target                                                 745

Tiffany & Co                                       596

Best Buy                                             385

Wal-Mart                                            358

Nordstrom                                        300

Barney’s                                             237

Bergdorf Goodman                         231

Macy’s                                                224

Saks 5th Ave                                      201

JCPenney                                           167

Neiman Marcus                               158

TJ Maxx                                             138

Bloomingdales                                 128

Kohl’s                                                 90

Homegoods                                      85

Marshalls                                           69

Sears                                                  54

Sams Club                                         42

Lord & Taylor                                    39

Costco                                                15

Dillards                                              14

Century 21 Stores                            8

Jos A Banks                                         7


George Gutowski writes from a caveat emptor perspective. Follow him on Twitter @financialskepti

#OWS Impact on Macy’s Thanksgiving Day Parade. Oh Behave $M $JCP

The parade logo

The parade logo (Photo credit: Wikipedia)

Macy’s (NYSE:M) will hold the iconic Thanksgiving Day parade. somewhere a security officer who is paid to be paranoid is worrying about the Occupy Wall Street gang. Remember them about a year ago. Well they engage in a lot of street theater and that means protests and disruption.

Well Macy’s relax all is well for the following reasons. The presidential election has exhausted everyone both right and left-wing. No one has the energy. Also NYC got hit badly by hurricane Sandy. The public is not in the mood for disruption. Too much chaos is not what the revolution should be serving up.

Macy’s it safe to hold the parade and let America celebrate. Just watch out for JC Penney (NYSE:JCP). Everyone is down on JCP right now. But all merchants know that if enough transformation takes place JC Penney will recover its mojo and Macy’s will hear the competitive footsteps coming up behind them.

George Gutowski writes from a caveat emptor perspective. Follow him on twitter@financialskepti

#Bloomingdales makes rich kids cranky read this $M #retail

NYC: Bloomingdale's

Image by wallyg via Flickr

Took a swing by Bloomingdale which is owned by Macy’s (NYSE:M). I am a new grandfather so I  head for the children’s section. (Grand daughter) Strict instructions from my daughter “Cotton Only”  To my surprise and dismay many tops are polyester. The fashion looks good but the feel and comfort of polyester is terrible. But that is what Bloomingdale’s is stocking.

So rich kids will look good but will be cranky because they are uncomfortable. The sourcing and buy strategy is questionable. Margins must have looked good. But when you step foot in that store why would you want to make a spoiled rich kid even more cranky than they already are.

Disclosure: George Gutowski writes from a caveat emptor perspective. I do not buy polyester for anyone. I hold no positions in stocks mentioned in this post. I have no plans to initiate new positions within the next 72 hours. I have no plans to buy polyester in my life time.

Macy’s: Tear In Silver Lining

Macy's logo

Image via Wikipedia

Macy’s (M) is leaning on its merchandise payables as it navigates debt repayment. Sure results are improved including huge on line increases. But merchandise payables is up some $400 million, inventories seem flat for the past six months, cash is down for the past six months and we are looking at an inventory build as we enter the back to school and Christmas selling seasons.

Is this the rip in the silver lining?

Disclosure: No position in any stocks mentioned in this post.