Sunday, 17 February 2013

Wal-Mart executive labels February a disaster

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 Feb. 15, 2013, 3:40 p.m. EST 
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By Steven Russolillo

Reuters
Parking lot of a Wal-Mart Supercenter in Coolidge, Ariz.
Wal-Mart Stores Inc. shares tumbled Friday afternoon amid a report that February sales for the world’s biggest retailer are off to the worst monthly start in seven years.
February monthly sales are a “total disaster,” a Wal-Mart WMT -2.15%  vice president wrote in an email to executives, Bloomberg reported Friday afternoon. Disappointing sales figures were driven by payroll-tax increases that hit shoppers who were already battling tough economic conditions.
“In case you haven’t seen a sales report these days, February MTD sales are a total disaster,” Jerry Murray, Wal-Mart’s vice president of finance and logistics, said in a Feb. 12 email to his fellow executives, referring to month-to-date sales. “The worst start to a month I have seen in my [approximately] 7 years with the company.”
Wal-Mart and discounters such as Family Dollar Stores Inc. FDO -1.18%  are bracing for a rise in the payroll tax to take a bigger bite from the paychecks of shoppers already coping with elevated unemployment. The world’s largest retailer’s struggles come in spite of executives’ expectation of a strong start to February because of the Super Bowl, milder weather and paycheck cycles, according to the minutes of a Feb. 1 officers meeting that Bloomberg obtained.
Wal-Mart acted Friday afternoon to distance itself from the vice president’s “disaster” assessment. “As with any organization,” a Wal-Mart spokesman said in an email, “we often see internal communications that are not entirely accurate, that lack the proper context and represent individual opinions.”
The company will report fourth-quarter earnings on Feb. 21.
Shares were down as much as 4%, on heavy trading volume. The stock is down 12% from a record high hit in October. The Tell: Wal-Mart slide cuts 15 points off Dow.
An expanded version of this report appears on the MarketBeat blog at WSJ.com.

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