What a tough call on these restaurants and retailers. The crosscurrents are so difficult here. Were the sales numbers of restaurants like those of Buffalo Wild Wings (BWW) and Panera Bread (PNRA) pumped up by the warm weather? Are stocks like CVS Caremark (CVS) and Perrigo (PRGO) (cold and flu medicines very important) being kept down by nice weather?
Did nice weather bring out buyers of Ralph Lauren (RL)? Do we even need to consider it? How about V.F. Corp. (VFC)? That's North Face. Should that be rallying with Ralph Lauren or should it be selling off because of the weather?
These are difficult-to-fathom issues because, in the end, "it happened," meaning that we shouldn't look through them. Perrigo didn't benefit from the weather. Buffalo Wild Wings did.
But if you are trying to figure out this stuff, you have to recognize that weather may have obscured gasoline. Weather may have given a false sense of good things are.
Just keep it in mind. It played havoc with everything and to not factor it in is to not know the real story.
A small western homebuilder and a furniture maker are the latest to see their businesses improve amid the pandemic.
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