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Tag Archive: fast fashion


Widlitz Moderates Intersect Retail: Luxury Quiet Giants

pic from conference 1

On May 5 2016 SW moderated Quiet Giants: Luxury Brands and the High End Ecommerce Experience. The star panel included: 111 Skin, Practicology, Positive Luxury and Netnames.  Hot topics included -Protecting your brand in a world of ecommerce -Protecting Luxury Brands against the counterfeit market -Has the obsession with fast fashion gone too far? Where does …

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URBN: Fast Fashion is the Icing on the Cake

Urban Outfitters (URBN) just became the poster child for how a company should not to manage expectations after it has reduced guidance only a few weeks after an investor day. On Thursday night Urban reported that comparable-store sales have remained negative into October. That shouldn’t come as a surprise if you’ve actually visited any Urban store during the …

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Teen Retail: Old Guard May Not Cut it in New World

originally published on August 22 2014 Teen retailers have been in a death spiral for years now, yet recently the street has decided that fewer bad results are the new good. Take American Eagle (AEO), for example. Comps declined 7% this quarter and gross margins were down ONLY 40 basis points. Most surprising, the company issued guidance …

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GPS UK: As Holiday Dust Settles 75% off is Name of the Game

Evolution of a Sweater: Weekend #1 30% off

GPS UK: As the Holiday Dust Settles 75% off is the Name of the Game International has not exactly been a bright spot in Gap’s turnaround. The 2-year comp average has hovered around -10% during the past 6 months and our UK store checks for December reveal inventory levels of discounted product remain high post …

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Don’t Put Axe Away;Retail Estimates Still Need a Chop

This article was published on the Real Money MasterCard (MA) just released holiday sales figures and it’s not pretty. Sales increased 0.7%, the worst since the depths of the 2008 recession. ShopperTrak chipped away at estimates before Christmas (reduced to 2.5% from 3.3%), but clearly not enough. Warning to investors: Never assign much weight …

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