Ready the Retail Bailouts. The Bubble is Bursting.

Think about how much you have in the bank right now. Could you use 51 percent more? Seriously, for every $1, you’d now have $1.51. That could have been your reality if you’d taken my advice three years ago to short the retail sector.

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Earnings Roundup: Supply Chain Shifts Boost Puma, Sales Up at Yoox, Urban Outfitters

Supply chain changes—and Rihanna—helped Puma see sales success in it’s fourth quarter, Yoox Net-A-Porter Group brought more brands to its sight, gaining customers along with them, and Urban Outfitters managed some sales growth in the quarter.

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H&M to Open 430 Stores in 2017, Supply Chain Upgrades Planned

When already low-priced H&M sees profits slide as a result of markdowns, it’s even more evident how systemic retail's problem is. Regardless, H&M has plans in place to improve its supply chain and open hundreds more stores in hopes of seeing a better 2017.

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Coach Earnings Up As Company Repositions Flagship Brand

Even as the company insulates itself from over distribution and aggressive promotions, Coach, which owns the Coach and Stuart Weitzman brands, sees revenue increase during the second quarter of fiscal 2017.

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