Earnings Roundup: 13 Super Hot Retail and Tech Stocks to Analyze After Earnings

E-Commerce China DangDang Inc. (NYSE:DANG) reported its results for the third quarter. Net income for the company was a loss of $11.5 million (15 cents per share). The company reported a profit of $5.2 million in the year-ago quarter. Revenue rose 50% $142.5 million.

“While our third quarter revenues growth rate is on the same path as previous quarters, our enlarged investment in marketing and fulfillment has strengthened our growth momentum as reflected in our revenue guidance for the fourth quarter,” said Ms. Peggy Yu Yu , Dangdang’s Executive Chairwoman.

Competitors to Watch: Amazon.com, Inc. (NASDAQ:AMZN), eBay Inc. (NASDAQ:EBAY), Mecox Lane Limited ADR (NASDAQ:MCOX),Youku.com (NYSE:YOKU), Baidu (NASDAQ:BIDU), Sina (NASDAQ:SINA), Liquidity Services, Inc. (NASDAQ:LQDT), Gaiam, Inc. (NASDAQ:GAIA), PC Connection, Inc. (NASDAQ:PCCC), PC Mall, Inc. (NASDAQ:MALL), Changyou.com (NASDAQ:CYOU), and Renren Inc (NYSE:RENN).

NetEase.com Inc. (NASDAQ:NTES) reported net income above Wall Street’s expectations for the third quarter.  Net income for NetEase.com Inc. rose to $129.5 million (99 cents per share) vs. $87.5 million (70 cents per share) in the same quarter a year earlier. This marks a rise of 48% from the year earlier quarter. Revenue rose 50.4% to $314.8 million from the year earlier quarter. NTES beat the mean analyst estimate of 86 cents per share. It beat the average revenue estimate of $277.5 million.

“Open beta testing and successful promotional activities for Heroes of Tang Dynasty contributed to record revenue and user statistics for this game during the quarter, and we plan to release its first expansion pack in December. In conjunction with its ninth commercial anniversary on August 15, Westward Journey Online II continued to perform well during the quarter. In addition, we launched our latest expansion packs for Westward Journey Online III and Warsong of Westward Journey in August, and Fantasy Westward Journey in September. As a follow up to the success of Ghost’s unlimited closed beta testing, we launched its full scale closed beta testing in September, and reached record high PCU in October. To further extend our games pipeline and address the expanding web-based game market in China, we initiated closed beta testing for two new web-based games during the third quarter.”

Competitors to Watch: Sohu.com Inc. (NASDAQ:SOHU), Baidu.com, Inc. (NASDAQ:BIDU), SINA Corporation (NASDAQ:SINA), Giant Interactive Group Inc (NYSE:GA), Perfect World Co., Ltd. (NASDAQ:PWRD), Shanda Interactive Entertainment Ltd ADR (NASDAQ:SNDA), The9 Limited (NASDAQ:NCTY), Shanda Games Limited (NASDAQ:GAME), DangDang Inc. (NYSE:DANG), and China Telecom Corp. Ltd. (NYSE:CHA).

The Gap Inc. (NYSE:GPS) reported its results for the third quarter. Net income for the apparel store fell to $193 million (38 cents per share) vs. $303 million (48 cents per share) a year earlier. This is a decline of 36.3% from the year earlier quarter. Revenue fell 1.8% to $3.59 billion from the year earlier quarter. GPS beat the mean analyst estimate of 37 cents per share. Analysts were expecting revenue of $3.61 billion.

“Across our brands, we’re intensely focused on improving our current sales trend, including making necessary product and marketing adjustments, with a view toward building momentum as we head into 2012,” said Glenn Murphy, chairman and chief executive officer of Gap Inc. “We’re ready to compete aggressively this holiday.”

Competitors to Watch: Urban Outfitters, Inc. (NASDAQ:URBN), Abercrombie & Fitch Co. (NYSE:ANF), The Gymboree Corporation (GYMB), The Buckle, Inc. (NYSE:BKE), American Eagle Outfitters (NYSE:AEO), J. Crew Group, Inc. (NYSE:JCG), Aeropostale, Inc. (NYSE:ARO), Children’s Place Retail Stores, Inc. (NASDAQ:PLCE), The Walking Co. Hldgs., Inc. (WALK), and The Wet Seal, Inc. (NASDAQ:WTSLA).

Sears Holdings Corporation (NASDAQ:SHLD) reported its results for the third quarter. Loss widened to $421 million ($3.95 per diluted share) from $218 million (loss of $1.98 per share) in the same quarter a year earlier. Revenue fell 0.8% to $9.6 billion from the year earlier quarter. SHLD reported an adjusted net loss of $2.57 per share. By that measure, the company fell short of the mean analyst estimate of a loss of $2.14 per share. Analysts were expecting revenue of $9.57 billion.

Lou D’Ambrosio, Sears Holdings’ Chief Executive Officer and President, said, “While we are not satisfied with our performance, we saw improvement in some core areas.Sears Full-line Stores saw improvement, as Sears apparel achieved both comparable store sales and margin rate increases in the quarter. We also saw nearly 20% growth in our domestic online business, and while appliance sales declined in the quarter, we improved our market leadership positions in overall appliances and Kenmore.Despite improvement in these areas, our overall results were down, led by declines in Sears Canada, consumer electronics and Kmart apparel.”

Competitors to Watch: J.C. Penney Company, Inc. (NYSE:JCP), Kohl’s Corporation (NYSE:KSS), Macy’s, Inc. (NYSE:M), Dillard’s, Inc. (NYSE:DDS), Wal-Mart Stores, Inc. (NYSE:WMT), Saks Incorporated (NYSE:SKS), The Bon-Ton Stores, Inc. (NASDAQ:BONT), Target Corporation (NYSE:TGT), Overstock.com, Inc. (NASDAQ:OSTK), and Nordstrom, Inc. (NYSE:JWN).

Dollar Tree Inc. (NASDAQ:DLTR) reported its results for the third quarter. Net income for Dollar Tree Inc. rose to $104.5 million (87 cents per share) vs. $93.2 million (73 cents per share) in the same quarter a year earlier. This marks a rise of 12.1% from the year earlier quarter. Revenue  rose 12% to $1.6 billion from the year earlier quarter. DLTR beat the mean analyst estimate of 83 cents per share. Analysts were expecting revenue of $1.58 billion.

“I am very pleased with the Company’s performance in the third quarter,” said President and CEO Bob Sasser. “Dollar Tree achieved double-digit growth in sales, operating margin and earnings per share against a very strong performance last year. Our merchandising and store teams continue to deliver exciting products at great values and a fun, friendly, convenient shopping experience for our customers.”

Competitors to Watch: Dollar General Corp. (NYSE:DG), Family Dollar Stores, Inc. (NYSE:FDO), 99 Cents Only Stores (NYSE:NDN), Target Corporation (NYSE:TGT), Fred’s, Inc. (NASDAQ:FRED), Wal-Mart Stores, Inc. (NYSE:WMT), Gordmans Stores, Inc. (NASDAQ:GMAN), Big Lots, Inc. (NYSE:BIG), Duckwall-ALCO Stores, Inc (NASDAQ:DUCK), and Wal-mart de Mexico S A B de C V (WMMVY).

salesforce.com inc. (NYSE:CRM) reported a drop to a loss in the third quarter driven by higher costs.  Reported a loss of $3.8 million (3 cents per diluted share) in the quarter. The application software company had net income of $21.1 million or 15 cents per share in the year earlier quarter. Revenue rose 36.2% to $584.3 million from the year earlier quarter. CRM fell short of the mean analyst estimate of 3 cents per share. It beat the average revenue estimate of $571.4 million.

“Salesforce.com is the first enterprise cloud computing company to exceed a $2.3 billion annual revenue run rate,” said Marc Benioff, Chairman and CEO, salesforce.com. “And today, we’re excited to announce that we expect to reach a $3.0 billion annual revenue run rate during our fiscal year 2013.”

Competitors to Watch: Microsoft Corporation (NASDAQ:MSFT), Google Inc. (NASDAQ:GOOG), Oracle Corporation (NASDAQ:ORCL), Servicesource Intl. Inc (NASDAQ:SREV), SAP AG (NYSE:SAP), NetSuite Inc. (NYSE:N), Intl. Business Machines Corp. (NYSE:IBM), Pegasystems Inc. (NASDAQ:PEGA), LivePerson, Inc. (NASDAQ:LPSN), and Constant Contact, Inc. (NASDAQ:CTCT).

GigaMedia Limited (NASDAQ:GIGM) reported its results for the third quarter. The company’s loss narrowed to $3.9 million (7 cents per share) vs. a loss of $4.3 million (17 cents per share) the year earlier. Revenue fell 1% $7.8 million.

“We experienced a challenging environment during the third quarter with low levels of customer activity in our casual games and strong competition,” stated GigaMedia Limited Chief Executive Officer Yichin Lee . “Weaknesses are clear: our offerings are not broad or deep enough and our business unit operations are not efficient. As a result, our financial performance continues to suffer.””We are making incremental improvements but need to restructure to respond to an ongoing, dramatic shift in online gaming from PCs to mobile devices,” added CEO Yichin Lee . “As a third-party publisher, we are at a competitive disadvantage in today’s environment where the risks for major games are higher than ever and speed and flexibility are critical. In sum, our strategy as a publisher is not working.”

Competitors to Watch: Giant Interactive Group Inc (NYSE:GA), Shanda Interactive Entertainment Ltd ADR (NASDAQ:SNDA), Perfect World Co., Ltd. (NASDAQ:PWRD), Changyou.com Limited (NASDAQ:CYOU), The9 Limited (NASDAQ:NCTY), NetEase.com, Inc. (NASDAQ:NTES), and Microsoft Corporation (NASDAQ:MSFT).

Marvell Technology Group Ltd. (NASDAQ:MRVL) reported its results for the third quarter. Net income for Marvell Technology Group Ltd. fell to $195.1 million (32 cents per share) vs. $255.7 million (38 cents per share) a year earlier. This is a decline of 23.7% from the year earlier quarter. Revenue fell 0.9% to $950.4 million from the year earlier quarter. MRVL reported adjusted net income of 40 cents per share. By that measure, the company beat the mean estimate of 35 cents per share. Analysts were expecting revenue of $942.8 million.

“We are pleased with our third quarter results as we demonstrated solid growth in the quarter driven by our Mobile and Wireless end market, which grew over 20% sequentially. Our TD mobile phone platforms have been extremely well received by customers,” said Dr.Sehat Sutardja, Marvell’s Chairman and Chief Executive Officer.

Competitors to Watch: Texas Instruments Inc. (NYSE:TXN), Intel Corporation (NASDAQ:INTC), Broadcom Corporation (NASDAQ:BRCM), PLX Technology, Inc. (NASDAQ:PLXT), Standard Microsystems Corp. (NASDAQ:SMSC), PMC-Sierra, Inc. (NASDAQ:PMCS), LSI Corporation (NYSE:LSI), STMicroelectronics N.V. (NYSE:STM), and NVIDIA Corporation (NASDAQ:NVDA).

Intuit Inc.’s (NASDAQ:INTU) first quarter loss narrowed, beating estimates. Loss narrowed to $64 million (loss of 21 cents per diluted share) from $70 million (loss of 22 cents per share) in the same quarter a year earlier. Revenue rose 11.7% to $594 million from the year earlier quarter. INTU reported an adjusted net loss of 10 cents per share. By that measure, the company beat the mean analyst estimate of a loss of 20 cents per share. It beat the average revenue estimate of $580.7 million.

“We’re off to another strong start in fiscal 2012, growing revenue double-digits. Growth was led by our Small Business Group, which has now posted double-digit growth for seven consecutive quarters,” said Brad Smith, president and chief executive officer. “Across the board our first-quarter results are in line with our expectations, so we are reiterating our guidance for fiscal 2012.”

Competitors to Watch: Microsoft Corporation (NASDAQ:MSFT), H&R Block, Inc. (NYSE:HRB), Fiserv, Inc. (NASDAQ:FISV), NetSuite Inc. (NYSE:N), salesforce.com, inc. (NYSE:CRM), Nuance Communications Inc. (NASDAQ:NUAN), Fidelity National Information Services (NYSE:FIS), Paychex, Inc. (NASDAQ:PAYX), Automatic Data Processing (NASDAQ:ADP), and Oracle Corporation (NASDAQ:ORCL).

Mentor Graphics Corporation (NASDAQ:MENT) reported net income above Wall Street’s expectations for the third quarter.  Net income for Mentor Graphics Corporation rose to $24.1 million (22 cents per share) vs. $15.3 million (14 cents per share) in the same quarter a year earlier. This marks a rise of 57.8% from the year earlier quarter. Revenue  rose 4.8% to $250.5 million from the year earlier quarter. MENT beat the mean analyst estimate of 12 cents per share. It beat the average revenue estimate of $244.9 million.

“Bookings were again a record, up over 20% from the previous third quarter record, and for the second consecutive year our book-to-bill through the third quarter is positive,” said Walden C. Rhines, chairman and CEO of Mentor Graphics. “This quarter saw the beginning of the strength we predicted in our Design to Silicon category for the second half, with bookings in the third quarter up year-on-year by over 55%, and by about 15% year to date. Looking forward, we expect the technical challenges of advanced nodes to drive significant opportunity for us.”

Competitors to Watch: Synopsys, Inc. (NASDAQ:SNPS), Cadence Design Systems, Inc. (NASDAQ:CDNS), Magma Design Automation, Inc. (NASDAQ:LAVA), ANSYS, Inc. (NASDAQ:ANSS), PDF Solutions, Inc. (NASDAQ:PDFS), Autodesk, Inc. (NASDAQ:ADSK), National Instruments Corp (NASDAQ:NATI), Parametric Technology (NASDAQ:PMTC), Tessera Technologies, Inc. (NASDAQ:TSRA), and Intl. Business Machines Corp. (NYSE:IBM).

The Wet Seal, Inc. (NASDAQ:WTSLA) reported its results for the third quarter. Net income for The Wet Seal, Inc. rose to $3.7 million (4 cents per share) vs. $2.6 million (3 cents per share) in the same quarter a year earlier. This marks a rise of 46.3% from the year earlier quarter. Revenue rose 3.9% to $152.1 million from the year earlier quarter. WTSLA fell in line with the mean analyst estimate of 4 cents per share. It fell short of the average revenue estimate of $157.7 million.

“At Wet Seal this year, we also eliminated Halloween costumes and related merchandise, a historically low margin business for us, in order to maintain a brand-right fashion assortment in our stores. This was the right strategic decision for our long-term direction, but also challenged sales results in October.”Ms. McGalla continued, “At Arden B, we built upon our strength in the dress and jewelry businesses in the quarter, though were disappointed with our performance in other apparel and accessory areas. We will carefully manage inventories in this business as we identify opportunities for improvement.”

Competitors to Watch: Body Central Acquisition Corp. (NASDAQ:BODY), bebe stores, inc. (NASDAQ:BEBE), dELiA*s, Inc. (NASDAQ:DLIA), Limited Brands, Inc. (NYSE:LTD), The Cato Corporation (NYSE:CATO), Aeropostale, Inc. (NYSE:ARO), The Buckle, Inc. (NYSE:BKE), Abercrombie & Fitch Co. (NYSE:ANF), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), and Zumiez Inc. (NASDAQ:ZUMZ).

Ross Stores Inc. (NASDAQ:ROST) reported its results for the third quarter. Net income for Ross Stores Inc. rose to $144 million ($1.26 per share) vs. $121.4 million ($1.02 per share) in the same quarter a year earlier. This marks a rise of 18.6% from the year earlier quarter. Revenue rose 9.2% to $2.05 billion from the year earlier quarter. ROST fell in line with the mean analyst estimate of $1.26 per share. Analysts were expecting revenue of $2.03 billion.

Michael Balmuth, Vice Chairman and Chief Executive Officer, commented, “We are pleased with our above-plan sales and earnings in the third quarter and first nine months of 2011, especially considering this growth was achieved on top of exceptional increases in the prior two years. Our strong revenue gains continue to be driven mainly by our ability to deliver compelling bargains on a wide assortment of exciting name brand fashions for the family and the home to today’s increasingly value-focused consumers. In addition, operating our business on lower in-store inventories is driving faster turns and lower markdowns, which continues to benefit profit margins.”

Competitors to Watch: Citi Trends, Inc. (NASDAQ:CTRN), Syms Corp. (NASDAQ:SYMS), Stein Mart, Inc. (NASDAQ:SMRT), Stage Stores, Inc. (NYSE:SSI), Nordstrom, Inc. (NYSE:JWN), Abercrombie & Fitch Co. (NYSE:ANF), Urban Outfitters, Inc. (NASDAQ:URBN), American Eagle Outfitters (NYSE:AEO), The Gap Inc. (NYSE:GPS), and The Buckle, Inc. (NYSE:BKE).

Williams-Sonoma Inc. (NYSE:WSM) reported net income above Wall Street’s expectations for the third quarter.  Net income for Williams-Sonoma Inc. rose to $43.4 million (41 cents per share) vs. $36.5 million (34 cents per share) in the same quarter a year earlier. This marks a rise of 18.8% from the year earlier quarter. Revenue rose 6.3% to $867.2 million from the year earlier quarter. WSM beat the mean analyst estimate of 38 cents per share. Analysts were expecting revenue of $856.2 million.

Laura Alber, President and Chief Executive Officer, commented, “The third quarter was another strong quarter for the company as comparable brand revenues increased 7% and non-GAAP diluted earnings per share increased 17% to a Q3 record of $0.41 per share. Innovative merchandising, personalized and event-triggered marketing, and a higher level of customer engagement drove these better-than-expected results as we continued to attract new customers to our brands. Non-GAAP operating margin increased 60 basis points to a Q3 record of 7.9%, while we continued to invest in our e-commerce, global expansion and business development initiatives.”

Competitors to Watch: Bed Bath & Beyond Inc. (NASDAQ:BBBY), Pier one Imports, Inc. (NYSE:PIR), Kirkland’s, Inc. (NASDAQ:KIRK), Cost Plus, Inc. (NASDAQ:CPWM), Haverty Furniture Companies, Inc. (NYSE:HVT), Italtile Limited (NYSE:ITE), Macy’s (NYSE:M) and Nordstrom’s (NYSE:JWN).