【出版时间及名称】:2010年2月美国零售行业研究报告
【作者】:瑞士信贷
【文件格式】:PDF
【页数】:56
【目录或简介】:
Table of Contents
What Drives Hardline Stocks? 3
Where Are We Now? 6
Leading Indicator Methodology 8
Leading Indicator Summary 9
DIY Auto 10
Sales More Relevant as Industry Fundamentals Change 10
Credit Suisse Leading Indicator for Sales 11
Indicator Components 11
Other Stock Drivers 13
Implications 16
Home Products 18
Segment Relative Stock Performance Driven by Sales 18
Credit Suisse Leading Indicator for Sales 19
Indicator Components 19
Other Stock Drivers 21
Implications 24
Consumer Electronics 26
Best Buy Relative Performance Driven by Same store sales 26
Credit Suisse Leading Indicator for Sales 27
Indicator Components 27
Other Stock Drivers 29
Implications 31
Office Supply 32
Sales Drive Office Supply Stocks 32
Credit Suisse Leading Indicator for Sales 33
Indicator Components 33
Other Stock Drivers 34
Implications 36
Sporting Goods 38
Sales a Key Driver of Stock Performance 38
Credit Suisse Leading Indicator for Sales 39
Indicator Components 39
Other Stock Drivers 41
Implications 43
Pet Supply 44
Sales Drives PETM Stock 44
Credit Suisse Leading Indicator For Sales 45
Indicator Components 45
Other Stock Drivers 47
Books 48
Sales a Key Driver of Stock Performance 49
Credit Suisse Leading Indicator 50
Indicator Components 50
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