NEW YORK — It’s not the calendar, it’s the assortment.

That was among the messages delivered by UBS Warburg analyst Richard Jaffe as he hosted a conference call last week examining the preparedness of a handful of specialty retailers for the post-Thanksgiving onslaught known as Black Friday — a name that conjures up images of stores packed like cattle cars and the official start of the season that many retailers hope will lift their bottom lines into and beyond the break-even line.

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