- Topeka Capital focuses on the positives on Gap (NYSE:GPS), including the growth at Athleta and the strong performance from Old Navy. The investment firm backs "savvy" management to produce a better year in 2015 from the brand stumbles it saw last year.
- Retail analyst Stacey Widlitz thinks Gap is getting a pass on its lowered guidance. She also points to the company's long product lead time as a worry.
- Morningstar points out that the margin expansion story at Gap and potential for Athleta is under-appreciated
- During Gap's conference call last night, execs said they would open 20 Athleta stores this year as they measure the balance between store expansion and growing the direct channel.
- Earnings call transcript
- GPS +2.18% premarket.