Some interesting reading this weekend from two major newspapers.
Barron's: Struggling to Survive at the Mall. Summarizes a lot of what we've been seeing this season, and reports on a wide range of brands and department stores. Since it's Barron's, each company comes with a stock price evaluation as well.
New York Times: Handful of Niche Chains Stay Alive in Retailing. The teen market is doing better than most this season, particularly at Urban Outfitters, and other retailers (like Kohl's and Aeropostale) are well-positioned to weather the recession.
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