Analysts dig into the West Coast port slowdown

• Retail analysts are digging into the impact of the West Coast port slowdown on the sector.
• KeyBanc thinks Perry Ellis (NASDAQ:PERY), Steven Madden (NASDAQ:SHOO), and Vince Holdings (NYSE:VNCE) are three companies that could see a disproportionate sting from the labor unrest.
• The at-risk list from Stifel Nicolaus includes Aeropostale (NYSE:ARO), Abercrombie & Fitch (NYSE:ANF), Chico's FAS (NYSE:CHS), Urban Outfitters (NASDAQ:URBN), Zumiez (NASDAQ:ZUMZ), Francesca's (NASDAQ:FRAN), Express (NYSE:EXPR), Gap (NYSE:GPS), Tilly's (NYSE:TLYS), and American Eagle Outfitters (NYSE:AEO).
• Though a number of the companies have warned on an impact on earnings for Q1, a lengthy slowdown could also hit Q2 as spring lines are delayed.
• Retailers with a larger concentration in California are viewed as more at risk.
• Previously: West Coast port slowdown continues (Feb. 16 2015)
• Previously: West Coast port slowdown impacts furniture industry (Feb. 17 2015)
• Previously: Perry Ellis cuts guidance due to West Coast port disruption, shares -15% AH (Feb. 17 2015)
• Previously: Apparel companies at risk from West Coast torpor (Feb. 18 2015)