Migração de valor (parte VI)

Em tempo de crise ('A Grande Recessão(?)') é de esperar uma recompensa para as Wal-Mart deste mundo e tempos difíceis para quem aposta no serviço.
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"For Wal-Mart, a Christmas That’s Made to Order"
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"In September, sales at Wal-Mart and the company’s Sam’s Club stores open at least a year, known as same-store sales and a measure of retail health, increased 2.4 percent, not including fuel sales, compared with 1.4 percent for the same period last year. The majority of other retailers had abysmal sales.
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Ken Perkins, president of Retail Metrics, a research firm, predicted that Wal-Mart would have a nearly 2 percent increase in same-store sales for October."
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"Few retailers are sleeping as soundly. Many have withdrawn their earnings guidance and privately uttered the word “bloodbath” to describe their expectations for the holiday season.
... In the last week, analysts cut their already conservative October same-store sales forecasts.
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expects a drop of at least 9 percent in October same-store sales for department stores, which are deeply reliant on discretionary spending. Saks Fifth Avenue and Nordstrom will most likely have double-digit declines, he said.
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All of the factors that analysts have identified as hurting October sales at most retailers — unemployment, declining stock prices, the credit crisis, dreary headlines — helped drive shoppers to discounters."
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Mesmo assunto aqui: "Recession Trumping Brand Loyalty"