On today's Consumer Countdown, consumer goods analysts Michael Finarelli and Sean O'Reilly join host Mark Reeth to talk about all the big news from their sector this week.
First they start with Lowe's (NYSE:LOW), and the company's less-than-stellar results. Compared to Home Depot (NYSE:HD), the home improvement retailer doesn't look very strong, and the guys try to figure out which is the right choice for long-term investors.
Then they talk about Green Mountain Coffee Roasters (UNKNOWN:GMCR.DL), which knocked earnings out of the park this morning. Sales of the company's home brewer system were especially strong, which could mean bad news for rival Starbucks (NASDAQ:SBUX). Finally, they wrap up earnings with a look at J.C. Penney (NYSE:JCP).
Next, the guys discuss the Commerce Department's October sales report, and what it says about companies that are doing well right now (like Dick's Sporting Goods (NYSE:DKS)) and companies that aren't (such as Wal-Mart (NYSE:WMT)). Finally, the team uses that information to try to figure out who's going to win Christmas. They think that Urban Outfitters (NASDAQ:URBN) will absolutely outdo rival Abercrombie & Fitch (NYSE:ANF), but e-commerce titan Amazon (NASDAQ:AMZN) will rule them all.
Mark Reeth has no position in any stocks mentioned. Michael Finarelli has no position in any stocks mentioned. Sean O'Reilly has no position in any stocks mentioned. The Motley Fool recommends Amazon.com, Green Mountain Coffee Roasters, Home Depot, Starbucks, and Urban Outfitters. The Motley Fool owns shares of Amazon.com and Starbucks. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.