The fastest-growing retailers
New data illustrates which stores have proven resilient to headwinds, and which are poised to take an even larger market share next year.
Here are some of this year's Top 100 Hottest Retailers, as ranked by year-over-year percentage sales growth, and based on Kantar Retail data provided by the National Retail Federation.
Though the numbers are promising, the grocery business represents a $450 billion opportunity and one that Bryan Gildenberg, chief knowledge officer at Kantar Retail, says tends to be "a bit of a mirror as to what is happening in retailing in general."
In its data, Kantar recognizes the latest sign of healthy demand for natural foods retailers, particularly with 62% year-over-year sales growth seen in specialty grocers like Sprouts Farmers Market (SFM) (whose shares have more than doubled after the initial public offering on August 1), and The Fresh Market (TFM), a North Carolina-based chain that has 129 locations in the United States, and has experienced 20% year-over-year sales growth.
If consumers begin to prefer such niche specialty retailers over larger brands like Whole Foods Market (WFM) (ranked No. 21 on the list) and Kroger (KR) (No. 84), these up-and-comers may in fact be poised to capture an even larger share of the market. That said, Amazon’s (AMZN) latest move into grocery delivery service with Amazon Fresh (currently available only in Los Angeles and Seattle markets) might prove to be an even more significant game-changer for the grocery segment as a whole.
Likewise, Kantar’s top 100 list includes both established and up-and-coming brands in this category. With 63% year-over-year sales growth, Michael Kors Holdings (KORS) takes the No. 2 spot on Kantar’s Hot 100, with J.Crew ranking at No. 12, and Ralph Lauren (RL) at No. 23. Lifestyle and active wear brand Lululemon Athletica (LULU) takes the No. 4 spot for growth, despite its recent scandals -- including its sheer yoga pants debacle and the subsequent investor class action lawsuit regarding this matter. Whether the No. 5-ranked Under Armour (UA) will capture customers in the wake of Lululemon's fallout (or whether loyal Lululemon customers are even swayed by these events) remains to be seen; the company's shares gained 24.63% in the last three months.
Foot Locker (FL) and Dick’s Sporting Goods (DKS) ranked at No. 29 and No. 32, respectively, for positive year-over-sales growth. Genesco (GCO), the parent company of retail store brands like Lids and Journeys, ranked at No. 91 with 6.2% year-over-year sales growth. Whether due to price-sensitive fashion lovers, a rocky economy or a combination of these two factors, brands like H&M (HMRZF) at No. 8 on the list, Rue 21 (RUE) at No. 13, and Chicos (CHS) at No. 16, all had double-digit year-over-year sales growth.
TJX (TJX), parent company of four separate segments including Marmaxx, HomeGoods, TJX Canada, and TJX Europe, ranked No. 34.
Kantar’s list includes major players like Costco (COST), ranked No. 42; Dollar General (DG), which came in at No. 62; CVS Caremark (CVS), which ranked at No. 83; and lesser established brands like Iowa-based Casey’s General Stores (CASY), which ranked No. 74 with 7.6% year-over-year sales growth; and retailer-owned cooperative, ShopRite, which was ranked No. 90.
Particularly in the wake of health care industry reform, which could amount to a $15 billion boost in prescription medicine spending by consumers, this is one segment that may change dramatically in the next few years and boost smaller retailers onto a whole new playing field.
I guess WalMart sales were not as high as they should have been because of the way the managers. manage the stores Sometimes when I go to a WalMart Store I see people leaving there future purchases in the baskets because they never have enough cashiers to process the sales out in a timely manner.
Walmart is down because people don't like to shop there.
I would take anything that Kantar Retail and their "chief knowledge officer " (whatever the hell that is) with a grain of salt. They aren't even aware that ShopRite stores are a retailer-owned cooperative of grocery stores, not club, drug or dollar stores. And to think that Amazon Fresh is the future of grocery is lunacy. It may have its niche, especially in bulk non-perishable items, but people will always want to see their perishables before purchasing.
How does the financial world and our Govt expect people to spend on extras when all their money goes into their gas tank or toward clean foods as they don't wish to consume GMO food!
There is no extra to spend on extras, as banks also refuse to raise the Savings Interest Rates which once offered many American the excess needed to spend.
The current price of gas has raised the price of everything and with lack of a Savings Interest rates where and what does our Govt. or the SEC expect us to get the funds to spend!
I also find it beyond disturbing when clothes are advertised as inexpensive with a prices tag of $100 or more.
I guess WalMart sales were not as high as they should have been because of the way they treat there managers. don't manage the stores right. Sometimes when I go to a WalMart Store I see people leaving there future purchases in the baskets because they never have enough cashiers to process the sales out in a timely manner.
Yes a Reagan advisor would suggest all our problems are because the rich are paying too much in taxes yet we tried the Reagan trickle down plan twice and real wages for everyone except those at the very top are way lower than before trickle down began. If trickle down was the answer why didn't the boat lifting occur when Reagan cut taxes in half?
Why didn't Bush's 400 billion a year tax cut for the rich lead to more jobs? Bush averaged 50,000 jobs a month over 8 years the lowest rate since Eisenhower and only half the jobs needed to cover population growth. The GOP defenders always blame Democrats in Congress for the spending but every driver of the debt were Republican policies. Yes Democrats allowed Reagan everything he wanted. One trillion additional military spending while cutting revenue and aid to states and they supported Bush's tax cuts, wars and drug plans but they were still Republican plans.
Cut Welfare, Aid to Dependent Children and Food Stamps if you want to boost the economy. This would allow the government to trim the budget and ease retail and income taxes. People must be responsible for their own lives. If Welfare folks went to work, we would not need to let illegal immigrants remain in the U.S.
Where are the politicians who are brave enough to tackle the growing dependent population?
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
Putin, not Yellen, will determine what the market does next.
VIDEO ON MSN MONEY
Top Stocks provides analysis about the most noteworthy stocks in the market each day, combining some of the best content from around the MSN Money site and the rest of the Web.
Contributors include professional investors and journalists affiliated with MSN Money.
Follow us on Twitter @topstocksmsn.