Oct. 28, 2014, 5:30 PM
- ACCO, ADP, AIT, ALKS, ALLY, AMED, ARW, AUO, AVX, BAH, BDC, CCJ, CFR, CKSW, CMC, COT, CTCM, DXYN, ETN, EVER, EXC, GHM, GRMN, GT, H, HES, HSY, IACI, ISSI, JLL, LFUS, MHFI, MRGE, MTH, NVMI, OMG, PAG, PB, PSX, PSXP, PX, RES, RL, ROL, RYAM, SEE, SKYW, SO, SODA, SPW, SPWR, STM, TEL, TFX, UAM, UBSI, VLY, WEC, WLP, WM, XRAY
Oct. 25, 2014, 12:34 PM
- Labor issues and a shortage of trucking equipment at the critical port complex in the Long Beach, California region threaten to disrupt shipments of holiday products to retailers.
- Delays are running up to two or three weeks, according to port officials.
- What to watch: Retailers potentially impacted by the port turmoil include Wal-Mart (NYSE:WMT), Macy's (NYSE:M), Kohl's (NYSE:KSS), J.C. Penney (NYSE:JCP), Ralph Lauren (NYSE:RL), American Eagle Outfitter (NYSE:AEO), Nordstrom (NYSE:JWN), and Carter's (NYSE:CRI).
Oct. 8, 2014, 6:51 AM
- Cowen Research weighs in on the global apparel industry.
- The investment firm thinks the market will grow in the low single digits over the next few years.
- Moderate materials costs inflation will partially offset higher labor and compliance, predicts Cowen.
- Related stocks: OTCPK:FRCOY, OTCPK:IDEXY, GPS, PVH, RL, NKE, OTCQX:ADDYY, OTCPK:HMRZF, LULU.
Sep. 24, 2014, 8:13 AM
- Retail sales could increase by 4.5% to $986B this holiday season on an improved macroeconomic backdrop, forecasts Deloitte Touche.
- The mark would easily top last year's 2.8% rise.
- Online sales are tipped to rise by 14%.
- Promotional activity across broad retail has been dialed back a touch during the back-to-school season, but is still a risk to margins heading into the crucial shopping period.
- What to watch: This holiday season could be an operational pressure cooker for UPS (NYSE:UPS) and FedEx (NYSE:FDX) with demand expected to be high.
- Related stocks: AAP, AEO, ANF, BBBY, BBY, BJ, CHS, COH, COST, DG, FDO, FL, GPS, JCP, JNY, JWN, KSS, LB, LULU, M, NDN, PIR, RL, TGT, TIF, TJX, UA, URBN, VFC, WMT, ZLC, PERY, SQBG, VNCE, KORS, GIII, KATE, GIL, VRA, ICON, PSMT, AMZN.
- Related ETFs: XLY, XRT, VCR, RTH, RETL, IYK, FXD, FDIS, PMR, UGE, RCD, SZK
Sep. 11, 2014, 4:23 PM
Aug. 25, 2014, 10:11 AM
- Early analysis on Ralph Lauren's (RL +0.4%) foray into wearable technology is mixed.
- The luxury retailer has an opportunity with the U.S. Open tennis tournament to make a meaningful debut for the cloud-linked shirt, say some retail watchers. Others warn the crowded wearable technology category is going to make it hard to recoup investments and stay profitable.
- "Our goal is to introduce this technology into a variety of different kinds of shirts over the next year," says founder Ralph Lauren.
Aug. 25, 2014, 7:02 AM
- Ralph Lauren (NYSE:RL) introduces a new wearable technology product as it looks to make a splash in the active lifestyle category.
- The company's Ralph Lauren Polo Tech shirt has sensors which sends to the cloud biological and physiological information including heartbeat and respiration data.
- The Polo Tech shirt will be marketed at the US Open tennis tournament this week.
Aug. 6, 2014, 11:08 AM
- Ralph Lauren (RL -0.9%) saw a favorable channel and geographic mix help it improve its gross margin rate by 30 bps to 61.0% in FQ1.
- Segment revenue: Wholesale -3.7% to $708M; Retail +9.2% to $960M; Licensing +2.6% to $40M.
- FQ2 revenue guidance from the luxury retailer was for $1.99B-$2.03B vs. $2.07B consensus.
Aug. 6, 2014, 8:04 AM| Comment!
Aug. 5, 2014, 5:30 PM
- ANR, AOL, APO, ARIA, AVA, AVT, BRKR, CEQP, CHK, CLH, CMLS, CNP, CONE, CSTE, CTSH, DBD, DISH, DNR, DVN, DWSN, EE, ELOS, GEO, GOV, GWPH, HFC, HNT, INXN, IPXL, ITC, KELYA, LINC, LIOX, MDLZ, MEMP, MVIS, NAVB, NUS, PERI, PH, PKD, POWR, RDC, RL, ROC, SBGI, SE, SEP, SF, SJI, SKYW, STWD, TAP, THI, TRGT, TWX, VC, VIAB, VITC, VOYA, WD, WIX, WPX, ZINC
Jun. 12, 2014, 4:46 PM
Jun. 5, 2014, 7:40 PM
- Dozens of companies, including IBM and H-P (HPQ), found an unwelcome surprise in their supply chains in their search for "conflict minerals," part of the Dodd-Frank Act designed ferret out any connection to mines controlled by armed groups in the Congo: Many of their products contain North Korean gold.
- IBM, for example, disclosed that the North Korean gold was used to make its memory storage systems.
- North Korea’s central bank provides currency for the country and refines gold, but U.S. sanctions law bars importing materials from the country, even if it comes from deep within a supply chain.
- "There is still a long way to go in understanding supply chains," says an attorney who deals with conflict mineral disclosures.
- Other companies making the discovery included Ralph Lauren (RL), Rockwell Automation (ROK) and Williams-Sonoma (WSM).
May. 9, 2014, 1:12 PM
- Citigroup weighs in on Ralph Lauren (RL -2.6%) after the luxury seller disappointed with its sales and profit guidance.
- The investment firm keeps a Buy rating on shares, but takes the stock off of its U.S. Focus List. The take from Citi is that Ralph Lauren needs to show a payoff from its strategic growth investments before it will move all-in.
- The disparity between Ralph Lauren's outlook and the momentum picking up at Gap (GPS +3.6%) is striking. Retail analysts note a lot of the so-called pent-up retail demand in early spring has veered toward online shopping and on-trend promotions - two areas Gap appears to be a step ahead of peers.
May. 9, 2014, 9:17 AM
May. 9, 2014, 8:25 AM
- Ralph Lauren (RL) beat estimates with its Q1 report, but underneath the hood things don't look all rosy.
- Segment revenue growth: Wholesales +24% to $983M; Retail +5% to $845M.
- Consolidated comp sales growth was 2% lower with the start of the spring season in North America lagging.
- The retailer's gross profit rate sank 190 bps to 57.9% due to F/X changes and a change in mix tied to the integration of Chaps.
- Guidance for 2015 from the company is well-below the consensus estimate of analysts.
- RL -5.9% premarket
May. 9, 2014, 8:09 AM| Comment!
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