Spot The "Blockbuster" Retail Season

Tyler Durden's picture

In the chart below, the blue bar is Toys 'R' Us retail sales for 2011. Red is 2012. Hence our confusion: just which is this "blockbuster" retail season CNBC's Bob Pisani keeps referring to - the blue or the red?

Oh, and yes, the reason for the collapse in peak Holiday shopping demand, both in the US and around the world, at least according to the company that has been waiting to go public for nearly three years: "December sales were impacted by softness in the overall markets for videogames, electronics and toys, and by the uncertain economic environment in the United States and abroad." That's right: "softness for toys."

Too bad there was no hurricane in December, and that there is no way anyone could blame Bush for anything after Obama won his reelection in November.

But at least, it's always something.

Source: 2011, 2012

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.
knukles's picture

Pisain confused?
Bob, which pill'd you take?

Supernova Born's picture

I don't wanna grow up I'm a CNBS kid

there's a million tales of BS at CNBS that I get played with

from stocks, their shills to HFT thrills

I just wanna be a CNBS kid

tickhound's picture

Giving Pisani the benefit of the doubt means always ASSUMING the consumer HAS the money, just didn't spend it for some reason.

Assuming this is true, why on earth then would the consumer not spend on this 4 month's "generation" of new games, gadgets, and devices? 

If you ask this consumer (I'm a poor example although probably a better one than many of you hermits) I see little return for this go'rounds upgrades and game 'versions.'  

ASSUMING again the short cycle of upgrades is now too redundant... Using the 'Nintendo model' we can predict that entire new platforms are coming relatively soon... 'Requiring' NEW purchases to play or perform.

So I'm holding out for the NEXT Xbox, is what I'm sayin'


ACP's picture

Red or blue cuz o' blood, it just don't matter, suckuhs dive fo' ya life when my QE scatter...

The Gangs of Wall Street will never die...just multiply...


The Juggernaut's picture

Oh retail you leading indicator, you.

wee-weed up's picture

CNBC has been a 200% Obama toady network since before Obama's first immaculation.

EnglishMajor's picture

Maybe the children were naughtier this year.

jeff montanye's picture

it is too early for fourth quarter coal consumption but that may give us some idea. 

bobthehorse's picture

Pisani is a tool.

But he's just doing his job.

CNBC is a cheerleading squad designed to support Wall Street.

They want people to buy stocks.

Plain and simple.

RockyRacoon's picture

Why do we have featured articles about Santelli and Jim Grant on the front page of ZH? 

Huh?  Why? Huh?

Apparently there is some redeeming value to be found there.  Even serial killers are kind to their mothers I suppose.

Oh, Maria!

Cursive's picture

@Rocky Racoon

Damn, those are some saggy bags she's wearing!  Also, love the headlights.  Can someone in the green room get a set of band-aids, please?  Maybe when I was 16, but I'm too old to get a hard on for that trash now.

azzhatter's picture

Just look at who advertises on CNBC and follow the money. It's an all day long infomercial with an occasional trip off the reservation by Santelli and a guest here and there to give the appearance of unbiased reporting

slaughterer's picture

"Softness for toys"--from toys to iPhone/iPad ain't much difference. 

sessinpo's picture

They don't take the pill, they are part of the pill.


It's about time people wake up to that, we are beyond red pill blue pill.

Bunga Bunga's picture

He refers to gun sales. What else do you thought?

LongSoupLine's picture

The only blockbuster piss-on-me knows is the giant CoNcast one shoved up his shill fucking ass.

Fuck you CNBC, fucking hacks.

Freddie's picture

+1 All TV and All of Hollywood are scum.  They want you disarm and are puppets for the mullah's regime.   You watch it then you support it.

As far as Toys R Us.  It is all cheap plastic crap from China that breaks the second a kid touches the junk toy.   I don't like Bezos and Amazon but this where lots of people shot versus Toys R US.

This Christmas was terrible because the islamic's depression is getting worse.

ClassicCommodity's picture

How do these people lie so well on TV? Their smiles covering the charade so well.

JohnnyBriefcase's picture

Have you ever met one of them? How do you even know that they are real people?

Tsar Pointless's picture

Put on the sunglasses, Nada. You will see that while, indeed, they live, they are not real people.

kliguy38's picture

Very carefully chosen and very well paid....Kiernan is paid over 2Mil/year to show up and spew BS........Becky Quicky probably similar....when you get to eve news Brian Williams is well over 18mil/ do just what your told or you get Dan Rathered.........hehehhehe......after 20years of that big money they start to get tooo independent like Rather had become........poof! you're gone

CheapBastard's picture

American Express to cut 5,400 jobs, take charges in fourth quarter


(Reuters) - Credit card company American Express Co said it would cut about 5,400 jobs, or 8.5 percent of its workforce, as it restructures its business and pay legal bills.


Boeing to cut 40 percent jobs at El Paso plant


I am not expecting much purchasing --- retails, cars, houses, etc -- from these poor folks in the near future.

flattrader's picture

I prefer Mom and Pop hardware stores, but occasionally I go to a Big Box.  I go at odd hours to avoid the contractor and weekend warrior crowd when I go.

2nd to last trip I could have opened fire in all four directions and not hit anybody.

Last trip the same thing...only all "human" cashiers had been removed from the store.

They were trying to force us to use "self check-out."  I refused and demanded that a "human" ring up my sale.  The only two humans aside from the "self-checkout" herdman was a guy at the service desk and the gal at returns desk.  I waited until the woman was free.  She told me all of the cashiers hours had been severely cut back due to no business...and yeah, the were trying to force customers to use "self-checkout."

She appreciated my refusal to let the "machines" take over.

nmewn's picture

Ain't touchin it...whenever Pom Pom Bob and soft toys get together there can only be one outcum.

pragmatic hobo's picture

must be "better than expected"

Bunga Bunga's picture

And how could CNBC forget the "blockbuster" sales in Europe?


New car sales December (YoY):

Germany -16.4%

France -14.6%

Spain -23%

Italy -22.5%

Portugal -43.6%

Greece -33.7%


Dr. Engali's picture

Bullish. Good for another 2% on the DAX.

Mr Pink's picture

Doesn't Toys R Us accept EBT?

gould's fisker's picture

Correct, according to the Solis rule more people must become unemployed before sales improve and jobs can be created.

Taint Boil's picture



Toys R Us ….. ROFL waaaaay overpriced, I bought the same exact things on Amazon that they had for 20 bucks less and no sales tax and was delivered for “free”. 

Dr. Engali's picture

We bought just about everything from Amazon for Christmas, I'm sure a healthy portion of the nation did and they still couldn't make any money.

earleflorida's picture

eventually they'll be a virual 'walmart'... dictating too  vendors/ merchants what their margins are, and how they must be met-- it will parallel 'walmart's business model' to the 'T'... if they want their wares/ goods moved, but they won't strong arm anyone as did the walton's!

i remember the clinton's , especially hillary going south of the border setting up the mexican banking cartel for walmart's 'Nafta' via slick willy.

once walmart got into mexico they implicitly told every fucking manufacturer in america to cut prices or file for bankruptcy! this wasn't a threat because walmart had china all set up to give america's labor a size '16' 'kick-n-the-ass', literally and figuratively by 'extorting & coercion' for sending all manufacturing jobs [kinda like i had to it or else BS?]to china. home depot [ge], lowe's, briggs& stratton, black & decker et.el., etc., etc., etc.,... had their balls cut off. 

thankyou clinton, especially hillary!

Ps.  it is important to understand the difference between walmart and amazon-- amazon creates jobs in america and jeff bezos is a fine man, that pays a fair wage and good benny's. please be well advised that it is very important that, 'we', differentiate the stark differences/contrast. walmart fucks the working man/ amazon treats the working man like a person, period 

fuck the walton's and fuck the clinton's!!!    PigWhores are they!


Oleander's picture

Target will now match any price on Amazon. I guess they want to lose money too. 

earleflorida's picture

chatting with a 'ups' delivery guy the other day... and, i ask'd him what percentage of deliveries were from 'amazon'; answer ~ 75-80%. 

what he told me without even in getting a chance for my next question... as if he read my mind, was that their-- 'automated systematic delivery system' was so efficient there were never any mistakes in parcel delivery.

they were fantastic in his own words!

from the drone to the consumer... jmo 

Lost Wages's picture

Kids don't need toys anymore. They have apps.

sunaJ's picture

True dat.  iCrap for the nieces and nephews in my sheeple family (not given by me, I assure you).  The youngest one to get an iPad mini is 6-years-old.

FreedomCostsaBuck-o-Five's picture

Crap. Why not just lobotomize him now? SIX year olds with iPads!

SmoothCoolSmoke's picture

CNBC: Ramora fish for the Vampire Squid.

Jason T's picture

Did toy shopping at the dollar store.



Cursive's picture

@Jason T

Did you see the earnings warning from FDO?

Jason T's picture

That $1 wrapping paper was a steal.. book with a CD in it, $1!  not much margins in that I assume.  

I wouild never touch the food in those stores... 

I'll looking for deflation


Oleander's picture

I could not believe the cooler of food at Family Dollar. Thats how they get SNAP money.

Racer's picture

Toys and xmas are soooo passé   we gave a new SNAP card to our youngest that will be of much more use for pole dancers and booze

Spastica Rex's picture

Blockbuster's been gone for years. Fail.

Dr. Engali's picture

Toys r us will be joining them soon.

pods's picture

And Best Buy.  


nmewn's picture

You knew they were done when they started selling washing

pods's picture

We had a conversation about BB when Circuit City croaked and BB stock soared.  Everyone was talking about how BB won and they vanquished a competitor.

Me and a guy looked at each other and thought:
What does BB sell?

Same shit as Circuit City.

Only a matter to time.  BB is trying with their "service" and bundled crap on computers, which I will never again get from there.  Like trying to get rid of bed bugs all that crap is.

I actually needed something once, an eSata to USB cable when my eSata port died on my pc.  Searched BB and even asked at the desk.


Tiger Direct, 5 minutes and done.