Old Navy's highly surgical promotional strategy has served them well by protecting margins whenever possible. Published 12/23/15:
http://seekingalpha.com/article/3773196-old-navy-selling-walls-holiday-countdown-week-7
Margin Upside at Abercrombie & Fitch and Hollister - Week 6
Regular priced selling on fresh receipts of forward season product...!!! Conversion in process...!!! Published 12/15/15:
Apparel Retailers Promoting Accordingly after Earnings - Week 5
The range of promotional offerings grows even more disparate. Published 12/8/15:
Black Friday...The Actual Day - Holiday Countdown Week 4
ARO, AEO and Old Navy were so busy that a headcount was literally impossible.
Black Friday: Midnight At The Mall
Literally...midnight at the mall...and it's jammed...madness. Published 11/27/15:
American Eagle, Abercrombie & Fitch, and Express Send Promising Signals - Week 3 of 8
The stronger retailers demonstrate a steady-as she-goes cadence. Published 11/23/15:
Gap, Macy's and Nordstrom Send Troubling Signals - Week 2 of 8
Signs of both weakness and strength show themselves. Published 11/17/15:
http://seekingalpha.com/article/3691616-gap-macys-nordstrom-send-troubling-signals-sort-holiday-countdown-week-2-8
Holiday Coundown: Taking the Temperature at the Mall - Week 1 of 8
This article was published 11/9/15 and launches a Holiday Countdown from early November thru Christmas. The assignment was to chronicle the promotional profile of the different retailers as the clock wound down to Christmas. Who would lead or get pulled into the Race To The Bottom? Who would be able to run their promotional calendar as planned? Who would get into Weeks of Supply (WOS) trouble and have to promote early and deep?
http://seekingalpha.com/article/3669566-holiday-countdown-taking-temperature-mall-week-1-8-gap-fever