Iconix Brand Group, Inc.

  • A "Fat" Brand To Help You Live Large

    By AnnaLisa Kraft - August 18, 2013 | Tickers: ICON, PVH, DIS

    This company's global brand portfolio is ranked second only to Walt Disney Company (NYSE: DIS). Its operating margin is fat at 60.51% and its PEG is low at .63. The market values it at a 2014 earnings multiple of 13.63. Yet you almost never see it on the CNBC scrawl although you or your kids are probably wearing or using one of its brands. It's a more »

  • A Little-Known Stock That's Outperforming Michael Kors

    By BA McKenna - August 15, 2013 | Tickers: FOSL, ICON, KORS

    Perhaps, at some point, you've donned Ocean Pacific surf or swimwear? Kept dry in a London Fog raincoat? Gifted or worn whimsical Joe Boxer products? Bought a cool gadget from Sharper Image? Came across Cannon, Royal Velvet, or Fieldcrest while in the market for towels? This diverse range of brands has one thing in common: They're all owned by Iconix Brand Group (NASDAQ: ICON).

    Its other brands include more »

  • This Company Owns the World’s Most Well-Known Brands

    By Mark Lin - August 14, 2013 | Tickers: ICON, PVH, RL

    Investors have been often advised to avoid large and prominent listed companies as their investment choices, as most of these stocks would have already been priced to perfection. There are exceptions, such as cases where the company’s products or brands have widespread recognition, but the listed entity behind them is relatively unknown.

    Iconix Brand (NASDAQ: ICON), the second-largest licensor globally (behind only Disney) based on worldwide retail sales of more »

  • 3 Shoe Companies for Different Ages

    By Damian Illia - July 9, 2013 | Tickers: CRI, ICON, NKE

    Few brands are as recognized worldwide as Nike (NYSE: NKE) is in the sports industry. But before running one must learn to crawl, and Carter’s (NYSE: CRI) dominates that segment. On the other hand, some prefer to remain behind curtains, like Iconix (NASDAQ: ICON), and be a license recipient. Let us look into all three and draw some conclusions about making a long-term investment in any of them.

    Crawling more »

  • Dressed for Success: 3 Value Plays in Apparel

    By Damian Illia - June 27, 2013 | Tickers: ICON, PERY, VRA

    Just like in an apparel store, one needs to dig deep to find value in the stock market. The greatest stocks are, on many occasions, not so easily visible. Below, you will find three companies that are undervalued in relation to their peers and potential.

    Offering compelling growth prospects for the years to come, Iconix Brand Group (NASDAQ: ICON), Vera Bradley (NASDAQ: VRA), and Perry Ellis (NASDAQ: PERY) deserve a more »

  • A Look into the Apparel Market

    By Damian Illia - May 22, 2013 | Tickers: GPS, GES, ICON

    As we know, the apparel industry is highly competitive and promotional, and is sensitive to emerging fashion trends. The companies in the industry have a perishable inventory and have to find buyers for their expiring seasonal merchandise each season. In addition, the sluggish US economy combined with declining consumer spending and currency headwinds represents a threat to the firms operating in the industry.

    I will analyze three well-known apparel companies more »

  • Spring Clean Your Fashion Closet Portfolio

    By AnnaLisa Kraft - April 29, 2013 | Tickers: CHKE, ICON, OXM

    Iconix Brand Group (NASDAQ: ICON) and Oxford Industries (NYSE: OXM) and Cherokee (NASDAQ: CHKE) are three fashion related companies that should be on your radar. You know their brands and you know the big box retailers and major department stores that sell their clothes. You probably have one or two items of theirs in that closet of yours.

    These are the companies that make or license most of what average more »

  • Is the Time Ripe for Coach?

    By Daniel James - March 27, 2013 | Tickers: COH, ICON, KORS

    Whereas many American retailers have been recovering over the last year or so, in some cases tacking on double-digit rallies, there is one apparel chain that has conspicuously lagged behind. Despite pretty good earnings over the last few years, the stock price has languished, and is actually down quite significantly over the last twelve months. Now, trading at a discount to the industry and some major competitors, is it time 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 »

  • Whitney Tilson's Under-the-Radar Investments Can Boost Your Portfolio

    By Meena Krishnamsetty - February 1, 2013 | Tickers: AHL, HHC, ICON, NFLX, TROX

    Hedge funds generate most of their alpha from small-cap stocks, primarily because the information surrounding this space is less efficient. At Insider Monkey, we've empirically tested this phenomenon, and according to our analysis, hedge funds’ top small-cap picks generated an alpha of about 120 basis points per month between 1999 and 2009 (see more details on how this happens here).

    With this in mind, it’s important to do more »

  • Insiders Have Sold Nike, Should You?

    By Anh HOANG - January 14, 2013 | Tickers: ADDYY, ICON, NKE

    At the end of December, Mark Parker, the President and CEO of Nike (NYSE: NKE) sold nearly $5 million stake in the company at the average price of $51.63 per share. The current share price is trading a bit higher than his sale price, around $52.88 per share. Should investors consider this move bearish? Let’s dig deeper.

    Business Snapshot

    Nike is the world’s manufacturer of footwear more »

  • Is Nike Ready to Sprint or Stumble?

    By Leo Sun - December 31, 2012 | Tickers: ICON, LULU, NKE, UA

    Nike (NYSE: NKE), the largest sportswear retailer in the world, rallied sharply after announcing its second quarter earnings on December 20. During its second quarter, the Beaverton, Oregon-based company posted adjusted earnings of $1.14 per share, or $384 million, on revenue of $5.96 billion. Analysts on average had expected Nike to earn $1 per share on revenue of $6.01 billion.

    Nike’s adjusted earnings of $1.14 more »

  • Still on the Field

    By Nitesh Agrawal - December 27, 2012 | Tickers: ADDYY, ICON, NKE, UA

    Nike (NYSE: NKE) designs, develops, and markets footwear, apparel and equipment. It posted its second quarter results in which it disclosed revenue of $6.00, slightly ahead of analysts' predictions. Recently it is on a mission to improve its profitability and as a Part of that plan it decided to sell money-losing Cole Haan, a fashion brand with its own chain of stores, and the soccer unit Umbro. Cole Haan more »

  • Nike is Off and Running for the Holidays

    By Joseph Harry - December 6, 2012 | Tickers: ADDYY, ICON, MSFT, NKE

    According to Yahoo! Finance's description of the company, NIKE (NYSE: NKE), together with its subsidiaries, engages in the design, development, marketing, and sale of footwear, apparel, equipment, and accessories for men, women, and children worldwide. The company offers products in seven categories, including running, basketball, football, men’s training, women’s training, NIKE sportswear, and action sports. It also markets products designed for kids, as well as for other more »

  • Three Reasons to Buy This Undisputed Heavyweight

    By Andrés Cardenal - November 23, 2012 | Tickers: ADDYY, FL, ICON, NKE, FINL

    Shares of Nike (NYSE: NKE) have lagged the markets in the last year, with an accumulated return below 4.5% for the last twelve months versus more than 17% for the S&P 500 index in the same period. The company is facing some challenges like rising inventory costs and slowing growth in China, but Nike is still a high quality business with rock solid competitive advantages and strong fundamentals more »

  • Whitney Tilson’s Top Stock Picks

    By Meena Krishnamsetty - September 10, 2012 | Tickers: BRK-B, CSCO, DELL, ICON, IRDM

    Whitney Tilson is on his own again following the departure of Glenn Tongue from T2 Partners in mid-June. Tilson reacted to the breakup by reducing or selling out of a number of T2’s positions, deciding that he wanted to be able to approach each position in the portfolio on a fresh basis (as well as address any redemption requests from investors). Read on to see some top picks from more »