Northern, WI  11/14/2012 (BasicsMedia)  —  Abercrombie (NYSE:ANF): Global Consumer Sample today if we look at (ANF) before the open Builders Square (NASDAQ:BSQR) and Manchester United (NASDAQ:MANU) after hours.  I know what retailer Abercrombie & Fitch means and I know what Builders Square numbers mean to me as I watch the US based consumer buy new clothes and fix his basement, but I wonder (to myself – having not looked at MANU much) what these shares mean in terms of how a local British Soccer Fan may spend their disposable income.  It may be that this is a durable good for the MANU fan.  I know I would pay for my Bear tickets before I fixed my basement.

Abercrombie & Fitch (NASDAQ:ANF) – Net sales for the thirteen weeks ended October 27, 2012 increased 9% to $1.170 billion from $1.076 billion for the thirteen weeks ended October 29, 2011. Total U.S. sales, including direct-to-consumer sales, were approximately flat at $818.6 million. Total international sales, including direct-to-consumer sales, increased 37% to $351.1 million. Total Company direct-to-consumer sales, including shipping and handling, increased 20% to $158.3 million.

Total comparable store sales for the quarter decreased 3% relative to last year. By brand, comparable store sales decreased 4% for Abercrombie & Fitch, 3% for abercrombie kids, and 1% for Hollister Co. Total sales by brand were $440.0 million for Abercrombie & Fitch, $99.8 million for abercrombie kids and $602.5 million for Hollister Co.  Within direct-to-consumer, including shipping and handling revenues, US sales were up 15% and international sales were up 31%.

Builders Square (NASDAQ:BSQR) – Wow have not looked at these guys in awhile click here you can listen to the call after the close.  It may be best as this is such a skinny trader.  Not sure the evolution of the global consumer spending can apply here! Ha!  But shares are cheap and they can never go below zero last time I checked.  Also they have some new board members.

Manchester United (NASDAQ:MANU) – Commercial revenues grew 24%.  Sponsorship revenue increased 32.4%Retail, merchandising apparel & product licensing revenue increased 11.9% New media & mobile increased 11.5% Ten new Sponsorship deals were entered into in the first quarter – General Motors, Bwin, Toshiba Medical Systems, Yanmar (global); Kagome (regional); Santander, Shinsei Bank and MBNA (financial services); Bakcell (mobile); and Fuji TV (MUTV) Ed Woodward, Executive Vice Chairman commented, ‘Manchester United had a record first quarter driven by commercial operation, which continues to experience extremely strong global revenue growth in new media & mobile, retail merchandising & sponsorship. The team has also made a strong start to the 12/13 season – currently 1st place in the Premier League and 1st place (and undefeated) in the Champions League Group’.

Disclaimer:  We have no position in any stock mentioned here and I personally don’t understand soccer.


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