December retail results

Lots of December results being posted. These are same-store results:

• Wal-Mart up 2.2%
• Aeropostale up 11.4% (double what had been predicted)
• American Eagle up 9.8% (3.3% had been expected)
• Federated up 3.4%
• Kmart up 1.0% (and announcing layoffs and closings)
• Sears down 11.9% (ouch!)
• J.C. Penney up 2.2% (considering the talk about how hot they are, not that impressive)
• Kohls up 4.6% (double JCP)
• Limited Brands up 3%
• Gap down 9.0% (and the analysts want the CEO's scalp)
• Target up 4.7% (more than double Wal-Mart)
• CVS up 7.3%
• Nordstrom up 7.7%
• Abercrobie & Fitch up 29% (with this and Aeropostale and American Eagle, the teens must have shopping up a storm this year)
• Wilsons down 7.0%
• The Bombay Company down 3.5%

With a few exceptions, it looks like it was a very good Christmas season.