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Tag Archive: luxury

Jun
28

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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Oct
30

COH-The Kitchen Sink?

Is Coach’s management sand-bagging (pun intended) sales guidance? While Coach’s (COH) comps were exceptionally bad this quarter — -6.8% vs. estimates of -3.5% — management’s guidance really forced the wheels off the stock. The company now expects comp declines for the remainder of the year in the high-single-digit range. Previous guidance was for negative low-single-digits. …

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Aug
28

RL:Like a Good Polo Player Don’t Wait on Sidelines Too Long

polo

Originally published in 8/8/2013 Ralph Lauren (RL) was the latest to give investors a wake-up call with its 9% decline Wednesday after it turned fiscal 2014 earnings into a “back-half story.” While first-quarter earnings and sales were right in line with expectations, slack second-quarter guidance implies that earnings pressure has moved into the second half …

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Mar
27

TIF:Another Back Half Story?

tiffany-pouch

Tiffany (TIF) lowered earnings guidance in each quarter of 2012. The most recent guide down came when the company posted disappointing holiday comparable sales numbers and suggested fourth-quarter earnings would come in at the low end of the expected range (the low end was $1.35 a share). Well, EPS came in above that range at …

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Jan
08

Omnichannel-More than Retail Buzzword

This article appeared on thestreet.com Dec 31 Omnichannel has to be the retail buzzword of 2012. Funny, for as often retailers refer to the word, not many investors seem to really know what it means. If you google “omnichannel” a simple Wikipedia explanation: “A seamless approach to the consumer experience through all available channels, ie …

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