I've been thinking about this for a couple of days now. Reading through it again, my bullshit alarm keeps going off.  Walmart doesn't screw up like this. 

http://www.bloomberg.com/news/2013-09-25/wal-mart-cutting-orders-as-unsold-merchandise-piles-up.html

Is it just WallyWorld or are the other big boxes seeing the same thing?

>other

About all I can tell is that they are doing the waaay-too-early Christmas inventory & displays.  It's Hallomas at my local Lowes.  Bizarre.  I've seen reference to this super-early Christmas in articles about other chains, so I guess it's the new normal for this year.

I keep thinking that online/Amazon's disruption of the retail process may be visible to the masses now and the analysts are looking away  ...like they've done in the cable industry, newspapers, etc.

>super-early

Stores started putting out Halloween stuff in August, maybe even just after July 4, around here.  Now I'm seeing Christmas.  Its their own fault, I'm thinking combined with jitters about the economy having people spend less.

>jitters about the economy

Yeah, but...

Wally is The God of inventory management. For them to miss on a grand scale is like having NASA miss the moon with a probe.

Somebody moved the moon.