July 10, 2007

Multichannel Retailer Stock Performance

I track about twenty stocks, trying to understand how multichannel retailers (those with stores & websites and possibly catalogs) are performing against online/catalog pureplays.

Here are the online/catalog pureplays I follow: Amazon.com, Blue Nile, CDW, Dell (which may need to be removed), Drugstore.com, eBay, Overstock.com, PC Connection.

Here are the multichannel retailers I follow: Best Buy, Cabelas, Circuit City, Coldwater Creek, Eddie Bauer, J. Crew, J.C. Penney, Nordstrom, Office Depot, Office Max, Talbots, Williams Sonoma.

Since mid-March, the online/catalog pureplays have an index of 1,287 (1,000 = base). Multichannel retailers are at 1,017 (1000 = base).

I'll continue to follow these retailers, to see which business model Wall St. values more. If you'd like to see other retailers included, make a suggestion in the comments section.



MineThatData Index


Index = 1,125



Today 2007.03.16




Amazon.com AMZN $65.78 $37.85
Blue Nile NILE $66.06 $38.49
CDW CDWC $84.65 $60.56
Dell DELL $28.65 $22.50
Drugstore.com DSCM $2.83 $2.44
eBay EBAY $32.91 $31.74
Overstock.com OSTK $19.23 $17.35
PC Connection PCCC $12.80 $14.84




BestBuy BBY $47.51 $47.85
Cabelas CAB $21.66 $24.24
Circuit City CC $14.64 $17.63
Coldwater Creek CWTR $21.99 $17.60
Eddie Bauer EBHI $13.66 $8.90
J. Crew JCG $52.37 $38.48
J.C. Penney JCP $71.15 $79.47
Nordstrom JWN $47.55 $50.96
Office Depot ODP $29.81 $34.69
Office Max OMX $38.05 $49.22
Talbots TLB $24.74 $24.71
Williams Sonoma WSM $31.17 $35.33




Direct-Primary Index
1,287 1,000
Multichannel Index
1,017 1,000
Total Index
1,125 1,000