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雷达卡
【出版时间及名称】：2010年2月美国零售行业展望
【作者】：德意志银行
【文件格式】：PDF
【页数】：134
【目录或简介】：
Table of Contents
Executive summary ........................................................................... 4
Key themes for 2010........................................................................ 10
Positive investment themes ........................................................... 12
Negative investment themes and risks ......................................... 31
Looking for growth at a reasonable price ..................................... 51
Key investment themes for Buy and Sell rated names ................ 55
Best Buy – The Best Combination of Fundamentals and Valuation
........................................................................................................... 56
Dick's Sporting Goods – Square footage growth drives market
share gains ....................................................................................... 61
Dollar General: Combining Growth and Value ............................. 68
Family Dollar – Trends Getting Better as the Economy Improves
........................................................................................................... 77
Lowes – Macro outlook looking better.......................................... 84
O’Reilly Auto Parts – Upgraded to Buy on market share gains... 92
Staples – Leveraging Strengths to Take Share........................... 107
Downgrading Macy’s to HOLD..................................................... 112
Other EPS and price target changes............................................ 114
Broadline BUY Rated Names........................................................ 119
Specialty Apparel Rated Names................................................... 130
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