Fifth & Pacific Companies, Inc.

  • Coach Works on Expanding its Product Line

    By Eileen Rojas - August 5, 2013 | Tickers: COH, FNP, KORS

    Leather goods aren’t selling like they used to at Coach (NYSE: COH). The company had unexpected weak sales in their North American segment which led to a 10% drop in its stock price on July 30. With competition growing from the likes of Michael Kors Holdings (NYSE: KORS), Kate Spade, and Tory Burch, Coach is busy transforming itself into a lifestyle brand and expanding its core leather goods business more »

  • A Loser, a Winner, and a Hidden Gem in Affordable Luxury

    By Leo Sun - August 1, 2013 | Tickers: COH, FNP, KORS

    When many investors think of the fashion industry, they tend to think of handbags. After all, companies like Louis Vuitton, Burberry, Prada, and Gucci built empires on the endless desire for pricey purses and accessories. Over the past several decades, however, a new class of affordable luxury handbags, which cost hundreds of dollars rather than thousands, has emerged.

    Although this market was once dominated by Coach (NYSE: COH), which was more »

  • This Jones Isn't Keeping Up

    By Robert Hanley - July 30, 2013 | Tickers: FNP, KORS, JNY

    Jones Group’s (NYSE: JNY) share price perked up in early July based on media reports of renewed interest in a takeover of the beleaguered clothier.  Despite an operating footprint across 70 countries, the company’s hodgepodge of 35 brands, including Nine West and Anne Klein, has yet to find a winning formula for profits.  While a diverse portfolio of brands has worked on the men’s side, notably at more »

  • Is Mass-Market a Dirty Word for These Stocks?

    By AnnaLisa Kraft - July 15, 2013 | Tickers: COH, FNP, KORS

    Just in April, NY Magazine fashion blog The Cut called Coach (NYSE: COH) more "mass-market" than its own Reed Krakoff brand, noting that Krakoff's decidedly pricey and high end wares brand didn't fit with Coach anymore. The article made it sound like mass-market was a dirty word.

    Some back-story is in order. Reed Krakoff is the Executive Creative Director at Coach who is leaving to focus on his more »

  • Activist Barry Rosenstein’s Small Cap Picks

    By Meena Krishnamsetty - July 10, 2013 | Tickers: BIG, CPRT, FNP, RHP, VC

    My analysis of investment strategies related to quarterly 13F filings has found that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year (learn more about my small cap strategy). We think that this is because small cap stocks are less widely owned by large institutional investors such as mutual funds and less intensely covered by the financial media and more »

  • This Fashion Makeover Looks Pretty Good

    By Bob Chandler - June 25, 2013 | Tickers: COH, FNP, KORS

    Fifth & Pacific (NYSE: FNP), a designer and marketer of premium fashion brands, has undergone a major transformation. By boldly discarding old labels and emphasizing new trendier ones, the new Fifth & Pacific looks like a very interesting company with a compelling valuation and great potential.

    Out with the old, in with the new

    The firm, formerly known as Liz Claiborne, aggressively sold off its legacy brands to focus on three more more »

  • Great Opportunities Are Found in Overreactions

    By Marshall Hargrave - June 14, 2013 | Tickers: COH, FNP, JNY, VRA

    Shares of Vera Bradley (NASDAQ: VRA) were down some 13% last week despite the fact that the company's earnings managed to beat consensus. The news driving the pressure on the stock is the departure of CEO Michael Ray. However, this huge sell-off by the market could be just an overreaction and provide investors with a great buying opportunity.

    Since its 2010 IPO, Vera has operated amidst a troubled economy more »

  • Growth Company Selling at a Value Price

    By Ted Cooper - May 14, 2013 | Tickers: COH, FNP, VRA

    In just three decades of existence, Vera Bradley (NASDAQ: VRA) has become a household name. Its vast distribution network is comprised of over 3,300 independent retailers. Meanwhile, the company has laid out an ambitious growth plan than includes adding its own retail stores for the first time ever. If management hits its targets, Vera Bradley is a screaming buy.

    Quality at a discount

    Although Vera Bradley is associated with more »

  • This Long/Short Fund Finds Opportunity in Prom Season

    By Meena Krishnamsetty - May 14, 2013 | Tickers: BEAV, FNP, MSI, MW, GRA

    Glenhill Advisors was founded in 2001 by Glenn Krevlin, who uses a long-short strategy concentrated in the technology, services, and consumer goods sectors. Currently, the fund’s equity portfolio is valued at nearly $600 million with 55 positions (including options), according to the most recent 13F filed with the SEC. More than a quarter of the entire portfolio is concentrated in the top five positions.

    Why should we pay attention more »

  • What’s Next for Coach?

    By Shas Dey - May 13, 2013 | Tickers: COH, FNP, KORS

    Coach (NYSE: COH) CFO Jane Nielsen said at the recent earnings call - “Looking ahead, we’re mindful of balancing the impact of the still-muted global consumer environment and challenging market dynamics in North America with our continued optimism around men’s and the strong international expansion opportunities for Coach.”

    The above statement is reflective of the company’s strategy to combat the increasing competition from a number of emerging rivals more »

  • Should Investors Buy This Stock at Its Current Price?

    By Anh HOANG - May 3, 2013 | Tickers: COH, FNP, KORS

    Barry Rosenstein has been quite successful with his value-oriented, event driven investment firm, Jana Partners. Last year, the Jana Master Fund delivered a return of 24.2%. Barry Rosenstein stated that Jana Partners looked for basic industry companies which were cheap and possessed some potential catalysts, including restructuring, spin-offs, and recapitalizations.

    Recently, Jana Partners expressed its belief that Fifth & Pacific (NYSE: FNP) should be worth around $28 per share after more »

  • Great Gatsby Stocks in the 21st Century

    By AnnaLisa Kraft - April 15, 2013 | Tickers: COH, FNP, KORS, RL

    Few authors better described the ultra rich than F. Scott Fitzgerald in "The Great Gatsby." Today, one fashion retailer embodies self-made Jay Gatsby in real life and his business: Ralph Lauren. His eponymous company Ralph Lauren (NYSE: RL) has created an almost voyeuristic lifestyle brand with images of East Coast mansions, beautifully idle models, and an old-money fashion signature.

    Ralph Lauren is one of the companies listed in Jim Cramer more »

  • Great Gatsby Stocks in the 21st Century

    By AnnaLisa Kraft - April 15, 2013 | Tickers: COH, FNP, KORS, RL

    Few authors better described the ultra rich than F. Scott Fitzgerald in "The Great Gatsby." Today, one fashion retailer embodies self-made Jay Gatsby in real life and his business: Ralph Lauren. His eponymous company Ralph Lauren (NYSE: RL) has created an almost voyeuristic lifestyle brand with images of East Coast mansions, beautifully idle models, and an old-money fashion signature.

    Ralph Lauren is one of the companies listed in Jim Cramer more »

  • Sizing Up the Premium Handbag Makers

    By Robert Hanley - April 12, 2013 | Tickers: COH, FNP, KORS

    Any casual trip to the local mall provides insight into America’s shopping habits, a supplemental research method favored by investment guru Peter Lynch. When every other teenie-bopper walks by with a premium-brand handbag, with names like Coach (NYSE: COH) and Michael Kors (NYSE: KORS), perhaps further investigation is warranted. While there are lots of handbag manufacturers at all price points, the premium category is increasingly gaining market share thanks more »

  • Great Gatsby Stocks in the 21st Century

    By AnnaLisa Kraft - April 8, 2013 | Tickers: COH, FNP, KORS, RL

    Spoiler alert: Gatsby's life of  for the higher social status Daisy Buchanan is cut short with his murder. Few authors better delineated the ultra rich and the yearning and clawing of the aspirational to that status than F. Scott Fitzgerald in "The Great Gatsby". One fashion retailer embodies self-made Jay Gatsby in real life and his business, Ralph Lauren. His eponymous company Ralph Lauren (NYSE: RL) has created an more »

  • Retail, Women, and Labor Force Participation

    By Joshua Bondy - March 19, 2013 | Tickers: ANN, FNP, RL | Editor's Choice

    Sometimes changes are abrupt and sometimes they are hidden. Slowly the U.S. labor market has become more flexible and a general reflection of the overall population. Ann Taylor (NYSE: ANN) is a specialty retailer that markets toward the professional working women and it offers a great way to play this specific demographic.

    Will the Market of Professional Working Women Continue to Grow?

    Predictions about the future are especially dangerous more »

  • Billionaire Steve Cohen Bets Big on Ann Taylor

    By Marshall Hargrave - March 18, 2013 | Tickers: ANN, FNP, GPS, LTD, JWN

    Billionaire Steve Cohen and his hedge fund, SAC Capital, has increased their stake in Ann (NYSE: ANN) over four fold earlier this month. SAC Capital owned a mere 544 thousand shares at the end of 2012, but in a recent filing with the SEC, the hedge fund now owns 2.58 million shares, which is 5.3% of the retail company's outstanding shares. Ann Taylor focuses on women's more »
  • How High can Fifth & Pacific Go?

    By Mark Holder - March 15, 2013 | Tickers: COH, FNP, KORS

    After previously writing about Fifth & Pacific Companies (NYSE: FNP) when the stock was trading around $14, the recent jump to the $19 level is worth reviewing. The stock has been on a steady rise as brand kate spade registered 27% comp sales growth in Q4 and rumors spread that the company was looking to sell positions in the lagging brands.

    The former Liz Claiborne is probably even less known having more »

  • Is Vera Bradley a Veritable Value?

    By Leo Sun - March 15, 2013 | Tickers: COH, FNP, VRA

    Handbag maker Vera Bradley (NASDAQ: VRA) recently took a nasty plunge, after the company followed up its better-than-expected fourth quarter earnings with bleak guidance for the current quarter. Yet I believe that Vera's recent drop represents a buying opportunity for patient long-term investors, and in this article I’ll outline Vera’s strengths, weaknesses and growth prospects in the coming year.

    A wild, colorful, patterned ride

    Fort Wayne, Indiana-based more »

  • Picking Up Another Down (Under) And Out Brand

    By Reuben Brewer - February 26, 2013 | Tickers: BLLAF, COST, FNP, ICON, JCP, M, SKS, TGT, VFC, WMT

    Billabong International (NASDAQOTH: BLLAF) is in play, again. The struggling surf focused clothing maker and retailer has seen its shares fall materially over the last year or so. While there have been several bids so far, some at higher prices, none have been consummated. With two competing bids, one including giant V.F. Corp (NYSE: VFC), is the brand finally going to get bought?

    In Play

    Billabong's brands include more »

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