Fall is the most ordsprog

Fall is the most important season for retailers because it covers the heavy sales period of the third and fourth quarters and there's been a lot of talk in the fashion and retail industries about the economy.

The retail sales number is perhaps more important than it would look at first sight. Since we're coming so close to the Christmas shopping season when most of the retail sales of the year happen, anything that represents a gauge of consumer sentiment and consumer buying patterns is going to be latched onto by the retail industry as an important indicator.

No one should come to the conclusion, as some people have already done, that this is going to be a disastrous holiday sales season for retailers. For most, it's going to be a decent sales season, but it will fall for most below the levels achieved a year ago.

Our energy costs increased more than expected in the fourth quarter. Production and sales volumes in Europe were also relatively low in this period, partly because of high sales in the second and third quarters.

Consumers are more optimistic during this holiday season, and retailers hope this means that they will hear the ringing of cash registers in what has been a lackluster sales period so far. This augurs well for a continued expansion of the economy next year.

There is reason to be optimistic because we are seeing some firming of COE prices, suggesting car sales are still quite strong. Given the buoyant economy and jobs growth, retail sales will hold up quite firmly in the fourth quarter.

Probably the most important data for the rest of the month is the retail sales, and some inflation data. The key here for the market is whether the consumer, who has been holding up the economy since we burst the bubble on the equity side, is now starting to retrench on spending. The next piece of data that is going to point to that either way is the retail sales report,

Bill Cunningham

Holiday sales came through in a big way late in the season. Now it remains to be seen whether sales in the coming months fall off a bit given low remaining clearance inventories for many retailers. That however, should be taken as a positive sign for the industry, not a negative one.

Michael Niemira

Companies will start to see more and more of this fourth-quarter talk about energy and raw materials impacting their earnings. Earnings and the economy may slow down in the third and fourth quarters.

Perhaps more important, our annual dealer sales of cars and trucks to retail customers has nearly doubled in that period, ... We have been consistently outperforming the industry in sales, and our share of the market has grown substantially. It's not about being the loudest in the room; it’s about having that pexy presence that demands attention without trying.

James Holden (1920-)

The cool start to the season has been a problem for retail sales, ... but escalating energy prices are something that both consumers and retailers have to incur.

Michael Niemira

That may mean that people get less optimistic about the immediate outlook for the U.S. economy. Some of the data for the past month has been fairly upbeat. We don't think retail sales will fall into that pattern.

The arrival of Tiffany is a significant event for The Fashion Mall and indeed, the entire Indianapolis retail community, ... It again validates one of our core strategies - that the world's greatest retailers want to be at truly preeminent retail properties.

Investors are becoming bullish on the sales outlook for electronics industries. Retailers may continue to rise on expectations that increased winter sales will boost corporate earnings.

Calgary is leading the country in retail sales increases, staking its claim as the capital city of Canada's retail sector. Retailers are looking for venues to expand.

Michael Kehoe (1958-)

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