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Tag Archive: gps

Mar
27

LULU:Bottom Line Has Changed and I Can See Right Through It

This article was published on the street.com Real Money 3/19 Remember when transparency used to be a good thing? First, monthly sales disappeared and then Macy’s (M), Dick’s Sporting Goods (DKS), Urban Outfitters (URBN) and others stopped breaking out online sales. And now Lululemon Athletica (LULU) has a transparency problem of a different kind. On …

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Mar
18

Retailers Jump on Kate’s Baby Bandwagon

baby UGGS

A recent panel at Retail Week’s annual conference tackled the topic, “The Kate Effect,” and that got me thinking about which retailers will be riding Kate’s baby’s coattails? Since the Royal Wedding, every retail brand has been praying for Kate Middleton to grace the streets of London with an outfit, a pair of shoes or …

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Feb
05

Forget Tough Comps;Spring Fashion in Jail and on a Diet

BR horiz skirt

Forget Tough Comps Spring Fashion is in Jail and on a Diet Dear apparel retail investors: Same stores sales day is around the corner and if upcoming tough comparisons driven by an early Spring arrival last year aren’t enough to make you sweat? Enter THE DREADED HORIZONTAL JAIL STRIPE FASHION TREND. I will never pretend …

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Jan
02

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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Dec
05

Topshop selling 25% stake ? A New Worry for US Retailers

top-shop-new-york-city

Topshop selling 25% stake ? A New Worry for US Retailers Several new outlets are reporting Philip Green is close to selling a 25% stake in Topshop/Topman to LA based private equity firm Leonard Green. So what will Sir Philip do with the ~£250M? One thing we can be sure of is Topshop has its …

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