Topics covered: Status Of Children's & Teen Retail Industry, Post-Recession Discount Store Concepts, Merchandising & Value Equation Adjustments, Improving Consumer Spending, Hardline & Discount Retail Trends, Emerging Trends In E-Commerce & Online Travel Agencies, Consolidation In The Jewelry Sector, Capital Allocation Strategies For 2010, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Akamai Technologies, Inc. (NASDAQ:AKAM), Vmware, Inc. (NYSE:VMW), Terremark Worldwide, Inc., Teradata Corporation (NYSE:TDC), SAVVIS Inc., Switch & Data Facilities Co.,, Rackspace Hosting, Inc (NYSE:RAX), PAR Technology Corporation (NYSE:PAR), NetScout Systems, Inc. (NASDAQ:NTCT), NetApp, Inc. (NASDAQ:NTAP), Limelight Networks, Inc. (NASDAQ:LLNW), HP Inc (NYSE:HPQ), Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Dupont Fabros Technology, Inc. (NYSE:DFT), Compellent Technologies, Inc., Children's Place, Inc. (NASDAQ:PLCE), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), J. Crew Group, Inc., Gymboree Corp., Buckle, Inc. (The) (NYSE:BKE), Aeropostale Inc (NYSE:ARO), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Staples, Inc. (NASDAQ:SPLS), RadioShack Corp., PetSmart, Inc (NASDAQ:PETM), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), Lowe's Companies, Inc. (NYSE:LOW), Kohl's Corporation (NYSE:KSS), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), HHGregg, Inc. (NYSE:HGG), Home Depot, Inc. (The) (NYSE:HD), Costco Wholesale Corporation (NASDAQ:COST), Best Buy Co., Inc. (NYSE:BBY), Citi Trends, Inc. (NASDAQ:CTRN), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Collective Brands, Inc., 99 Cents Only Stores, Fred's, Inc. (NASDAQ:FRED), Family Dollar Stores, Inc. (NYSE:FDO), DSW Inc. (NYSE:DSW), Dollar Tree, Inc. (NASDAQ:DLTR), Big Lots, Inc. (NYSE:BIG), ANN INC. (NYSE:ANN), Blue Nile, Inc. (NASDAQ:NILE), Williams-Sonoma, Inc. (NYSE:WSM), Tiffany & Co. (NYSE:TIF), Movado Group Inc. (NYSE:MOV), Coach, Inc. (NYSE:COH), Activision Blizzard, Inc (NASDAQ:ATVI), Yahoo! Inc. (NASDAQ:YHOO), The Priceline Group Inc. (NASDAQ:PCLN), GSI Commerce Inc., Alphabet Inc (NASDAQ:GOOG), Expedia, Inc. (NASDAQ:EXPE), Electronic Arts Inc., eBay Inc. (NASDAQ:EBAY), Imation Corporation (NYSE:IMN)
