The Week Ahead: $DG, $SHLD, $ANF, $PVH

by Enis December 1, 2014 8:00 am • Commentary

This week is much busier in terms of macroeconomic data to start the month of December.  In the U.S., ISM Manufacturing data is released this morning, ADP Employment and Non-Manufacturing ISM data is released on Wednesday morning, and the Payrolls data is released on Friday morning.

In Europe, Manufacturing PMI was released this morning (slight miss), the Services PMI data is released on Wednesday morning along with retail sales, and revised GDP data is on Friday.  As for central banks, the Bank of England and the ECB both announce monetary policy on Thursday.

In Asia, Chinese Manufacturing PMI slightly missed today.  Non-Manufacturing PMI is released on Tuesday night in China and in Japan.

Earnings this week is light, with a few retailers providing quarterly reports.  Retailer results from last week will also be closely watched heading into the holiday season.

Monday, December 1st

  • BEAV investor meeting
  • HGR earnings after the close

Tuesday, December 2nd

  • JCI analyst meeting – strategic review
  • F Nov sales and revenue release
  • SRPT business update call
  • ASNA earnings after the close

Wednesday, December 3rd

  • ANF earnings before the open
  • VAL analyst day
  • ADM investor day
  • PVH earnings after the close
  • AER earnings after the close
  • COST Nov sales and revenue release

Thursday, December 4th

  • SHLD earnings before the open
  • KR earnings before the open
  • DG earnings before the open
  • ULTA earnings after the close
  • FIVE earnings after the close
  • AEO earnings after the close
  • COO earnings after the close
  • AMBA earnings after the close
  • SWHC earnings after the close

Friday, December 5th

  • BIG earnings before the open
  • ITW analyst and investor day