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Fifth & Pacific Companies, Inc.

  • 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 »

  • A Struggling Brand Could Be Good For All

    By Reuben Brewer - February 11, 2013 | Tickers: COST, FNP, ICON, JCP, M, SKS, TGT, VFC

    Reuters recently leaked the news that Fifth & Pacific (NYSE: FNP) is considering selling its Juicy Couture brand. While the company won't comment on such rumors, a sale could help Fifth focus on its other brands and allow the acquirer to turn around a still well known brand. It could, then, be a winning transaction for everyone.

    A Namesake

    Fifth & Pacific used to be known as Liz Claiborne. However, after more »

  • Billionaire Ken Griffin Is Dressing To Impress

    By Marshall Hargrave - February 4, 2013 | Tickers: ARO, EXPR, FNP, GES, JWN

    Billionaire investor and founder of Citadel Investment Group increased his stake by 240% in the clothing retailer Express (NYSE: EXPR), per a 13G filing earlier this month. At the end of the third quarter, Citadel owned 1.41 million shares, and now owns 4.8 million shares or 5.6% of Express' outstanding shares. The stock is up 20% already this year after upping its full year 2012 (ending Feb more »

  • Digging Into kate spade

    By AnnaLisa Kraft - January 22, 2013 | Tickers: COH, FNP, KORS

    I am so excited about a fashion retailer stock that I'm ready to write in that breathless prose style of the fashion magazines. Fifth & Pacific (NYSE: FNP), not a California bank but the former lackluster Liz Claiborne, owns one of the very hottest brands around, kate spade. They also own Lucky Brand jeans, Juicy Couture, and Jack Spade, the men's division for kate spade.

    Fifth & Pacific is up more »

  • High Growth Prospects for This Fashion Icon

    By Ted Cooper - January 18, 2013 | Tickers: COH, FNP, VRA

    Founded in 1982, Vera Bradley (NASDAQ: VRA) has become an iconic brand in the U.S. and abroad. It has a distribution network of over 3,300 independent retailers and is in the early stages of rolling out its own retail stores. If everything goes as planned, then the company's stock is severely undervalued. However, the many obstacles that could derail its growth are a legitimate cause for concern more »

  • Is kate spade the Next Michael Kors?

    By Mark Holder - January 15, 2013 | Tickers: COH, FNP, KORS | Editor's Choice

    Most investors probably haven’t noticed the strong growth of the kate spade brand since it’s been wrapped up as a small component in Fifth & Pacific (NYSE: FNP). As the brand continues to grow at dizzying comps, it has quickly become a bigger catalyst for the company as a whole.

    The former Liz Claiborne is probably even less known having changed names to Fifth & Pacific back in 2012. After more »

  • Short Sellers Are Sticking With These Bouncing Stocks

    By Meena Krishnamsetty - November 2, 2012 | Tickers: COH, FNP, FSLR, OPEN, VRA

    Every month new data comes out regarding which stocks have the highest short interest as a percentage of the float. Some of the stocks which were most held short in October have been up strongly in the last month, testing the commitment of these short sellers. Here are three stocks with high short interest and high returns between October 1 and October 31:

    47% of the shares outstanding of Vera more »

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