Assessment of Key Departmental Stores in US based on Real Estate productivity (2009-11)

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Assessment of Key Departmental Stores in US based on Real Estate productivity (200911) November 2011

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Real Estate productivity

Revenue per sq. foot FY 2009, 10 and 11 (USD) < 500 stores

71 +

B/n 500 and 1500 stores

634

> 1500 stores + / - store additions and deletions b/n 2009 and 11

1106 +-

4038 ++

851+

1089 +

161 162 152

157 145 145

Sears Holdings

Macy's

J. C. Penney

The productivity of Sears is comparable to Macy’s as well as J C Penney despite they being 1/5th or 1/4h the size of Sears

382 356

414

367 369 345

308 -

222 223 218

153 159 152

275 144 137 136

124 113115

Kohl’s

473 463

104 + -

204 +

Nordstrom

2009

Dillard’s

2010

Saks

2011

The BonTon Stores

786 +

305 + 158 145141

114103102

Stage Stores

Neiman Marcus

Belk

There is a reason to believe that some chains have improved the store productivity by hiving-off some nonperforming stores; overall Dillard’s and the Stage Stores register less productivity

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