Fall In Sales To Weigh On Gap In The Second Quarter

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GPS: Gap logo
GPS
Gap

Gap Inc (NYSE:GPS) is scheduled to report its Q1 fiscal 2016 earnings on August 18th, though it has already reported its sales figures for both the quarter and the final month in a recent press release. The company announced a slip in the revenue and same-stores sales for the month of July, as well as for the second quarter. This coming on the back of promising results in June, when the company posted 2% comparable sales growth, is definitely disappointing.

Gap- Q2 Pre

See our complete analysis for Gap Inc.

Given the general weakness in the retail industry, and increasing competition from fast-fashion and internet retailers, we expect the company’s Old Navy brand to be the standout performer, with falling revenue per square foot in its namesake Gap brand, and its higher-priced Banana Republic brand.

While the second quarter comparable sales improved on a sequential basis, they remained in negative territory, and worsened in comparison to June results. This implies that a turnaround isn’t in the cards, as of now. For the quarter, the comps declined 2%, on a 3% decline at Gap, a 9% fall at Banana Republic, and flat performance at Old Navy. This performance was better than that for the first quarter, when the company reported a 5% comparable sales decline. After the positive performance in June, up 2%, driven by 5% growth at Old Navy, July sales plunged 4%, with a 4% fall at Gap, a 14% decline at Banana Republic, and a flat performance at Old Navy. The July results were much worse that what was expected by analysts polled by Thomson Reuters, who had expected Gap’s overall comps to decrease by 0.3% last month, including a fall of 3.9% at Banana Republic, a drop of 1.4% at its namesake brand, and an increase of 1.6% at Old Navy. While June benefited from the Memorial Day holiday, back to school sales were expected to help in July.

Gap- July Comparable Sales

The company has been struggling with falling sales as of late, and the stock has declined considerably in the face of a gloomy outlook. While the stock has declined substantially in the past five months, it is trading at a positive from its opening on January 4th.

Gap Share Price- Aug17

Have more questions about Gap Inc? See the links below:

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Notes:

1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for Gap Inc
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