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Tag Archive: H&M


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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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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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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SW June European Store Tour Report-Early, Late or Stubborn? (ANF,COH,KORS,GPS,GES and more)


London sales launched in June. And if you are not 30-50% off you are not in the game. Our comprehensive June report tells you who was early, who was late, where the highest promos are taking place, traffic reports. You can’t afford to miss the European part of the equation. Former US Retail sell-side veteran …

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China Retail: The saying “build it and they will come” is not exactly a sure thing.

china rogers cam 358

Much of China’s stimulus spending during the past two years has focused on real estate development, which has created unsustainable prices and in some cases a lot of empty space. While I am a retail analyst and certainly no expert on China, a two-week trip through the mainland raised some new concerns. It does not …

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