Twitter RSS

Tag Archive: URBN


Look No Further than Retail for a Halloween Fright


In honor of Halloween lets talk about what scares me for H2 1.This year I am going to dress up as Sir Philip Green (Topshop founder) and scare US retailers to death.  If I don’t scare them on Halloween the opening of Tophsop Fifth Avenue will do the “trick”. For the teen and missy space …

Continue reading »


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 …

Continue reading »


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

This article was published on the 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 …

Continue reading »


ICR Retail Takeaways; Managements Do Matter

This article was originally published on Real Money, Jan 18, 2012 The Super Bowl of retail, the ICR XChange conference, is over, and all the retail experts are headed back to where they came from. When I arrived at the conference, I had some favorite ideas, and I left feeling even more comfortable with …

Continue reading »


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


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 …

Continue reading »

Older posts «