Phillips-Van Heusen Corp
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The High Price of Cheap Clothing
By Eileen Rojas - May 16, 2013 | Tickers: ABF, GPS, PVH, WMT
Recent disasters in garment factories have drawn attention to a recurring problem with clothing companies. On April 24, an 8-story building collapsed near Dhaka, Bangladesh, killing about 1,100 people and injuring many more. The BBC reports that in 2005, a similar incident occurred in the same city leaving 64 workers dead. Last November, a fire in the town of Ashulia, located near Dhaka, killed more than 100 workers at more »
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Watch Out for This Growth Story
By Shas Dey - April 22, 2013 | Tickers: FOSL, KORS, PVH, RL
Citigroup analysts said that the global watch industry will generate more than $60 billion in sales in 2013. The industry is highly fragmented but dominated by a few players. There is a strong competition between companies like Fossil (NASDAQ: FOSL), PVH Corp (NYSE: PVH) and Ralph Lauren Corp (NYSE: RL). Further, the industry is showing good momentum with big brands like Movado and Tag Heuer, pushing their sales and having more »
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3 Reasons to Invest in PVH Corporation
By Victor Selva - April 15, 2013 | Tickers: KORS, PVH, VFC
PVH Corp (NYSE: PVH) was founded in the 1950s. Since then it has exhibited outstaning performance and holds one of the best clothing brand portoflios in the Industry. Emanuel Chirico, Chairman and Chief Executive Officer, stressed this concept: “ 2012 marked another year of strong performance and sustained growth for PVH, exceeding our expectations. The strength of our brand portfolio, led by Calvin Klein and Tommy Hilfiger, enabled us to navigate more »
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3 Reasons to Invest in VFC
By Victor Selva - April 14, 2013 | Tickers: PVH, RL, VFC
V.F. Corporation (NYSE: VFC) was founded in 1899. The current chairman and chief executive is Eric Wiseman, who has been praised as one of the top CEO's in 2011 and in many other years. VFC Corporation is composed of more than 30 brands of different type of clothes, footwear and accessories for different activities and consumer targets. The main brand in this corporation is The North Face. Last more »
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A Global Apparel Giant Nearing Its 115th Year Showing No Signs of Slowing
By Ryan Guenette - April 12, 2013 | Tickers: COLM, LTD, PVH, TRLG, VFC
A global apparel giant, leading in the outdoor, action sports, and Jeanswear industries, VF Corporation (NYSE: VFC) like so many other stocks in this extreme bull market has just hit a fresh new 52 week and all-time. VF, a global apparel giant, is a trailblazer in the outdoor, action sports, and Jeanswear industries. Based on market capitalization, the company is valued at $17.47 billion, and as of the fourth more »
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Watching The Timekeeper Industry
By Shas Dey - April 9, 2013 | Tickers: FOSL, KORS, PVH, RL
Industry experts expect $60 billion sales from the watch industry in 2013. This industry is showing good momentum with big brands like Movado and Tag Heuer pushing their sales and having celebrities modeling their products (think Roger Federer and Brad Pitt).
There is a strong competition between companies like Fossil (NASDAQ: FOSL), PVH Corp (NYSE: PVH) and Ralph Lauren (NYSE: RL). Adding to the competition, we also have the gem more »
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3 Risks That Ralph Lauren Investors Should Consider
By Victor Selva - April 4, 2013 | Tickers: HBI, MFB, PVH, RL
Ralph Lauren (NYSE: RL) is a global leader in design of premium lifestyle products such as apparel, accessories and fragrance collections. While this is a type of company that is suitable for long-term oriented investors, it is essential to consider some essential risks that are not so clearly described in the typical bullish sell-side reports.
Ralph Lauren has generated strong results since the last five years due to its geographical more »
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Time to Buy This Top Apparel Company
By Marshall Hargrave - April 3, 2013 | Tickers: PVH, RL, JNY, VFC
After beating earnings last quarter, PVH Corp's (NYSE: PVH) stock still managed to take a sizable hit. The stock is down as much as 5% since last week. Last quarterly results showed a 35% increase in earnings year over year, and posted EPS of $1.60 per share, beating consensus of $1.50, so what's the big deal?The recent slide came as the company now believes there more »
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Four Factors To Consider With The G-III Group
By Eric Novinson - April 3, 2013 | Tickers: GIII, M, PVH, TJX
Licensing deals with major clothing brands have helped the G-III Apparel Group (NASDAQ: GIII) achieve impressive results. G-III also has a brand portfolio of its own that includes the G-III brand itself, Andrew Marc brands, and 2012 acquisition Vilebrequin. Although the Vilebrequin deal wasn't cheap, it addressed G-III's weak points and opened up new growth areas. The G-III Apparel Group also looks reasonably priced, and this clothing maker more »
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It's Time to Stop Worrying About PVH!
By Leo Sun - April 1, 2013 | Tickers: PERY, PVH, RL
PVH Corp. (NYSE: PVH), formerly known as Phillips-Van Heusen, has had a tough month. The New York-based parent company of Tommy Hilfiger, Calvin Klein, Van Heusen, and Bass has slumped over 12% in the last four weeks, despite posting robust earnings on March 28. Analysts and investors are worried that PVH’s soft outlook for the next quarter and fiscal year point to acquisition digestion problems with its recent Warnaco more »
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Massive Growth Is Always in Fashion
By Chad Henage - March 25, 2013 | Tickers: FOSL, KORS, PVH, RL
To say that Michael Kors (NYSE: KORS) has been an impressive growth story is an understatement. The company's growth has been nothing short of meteoric. In the current quarter, the company proved doubters wrong again reporting huge growth across the board. To me the only question left is, how long can this continue?
All Retailers Are Not Created Equal
I've read many articles that put Michael Kors and more » -
Who Do You Believe? The Company Or The Analysts?
By Chad Henage - March 22, 2013 | Tickers: FOSL, KORS, PVH, RL
I'll readily admit that sometimes in the past I was too reliant on analysts projections. I'm a numbers person, and the numbers all seemed to add up for Fossil (NASDAQ: FOSL) when I bought the shares. The company was expected to grow earnings by 16% to 18%, yet the shares traded at a multiple below that growth rate. The company was very successful selling watches, and their license more »
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Billionaire Michael Dell's Top Stock Picks
By Marshall Hargrave - March 19, 2013 | Tickers: ABG, DLPH, DIN, PVH, WEX
Michael Dell, founder of the tech giant Dell, is one of the richest people in the world, with a net worth in excess of $14 billion. He manages his personal wealth through MSD Capital, which invests in public equity, private equity, and real estate. Michael Dell started MSD in 1998 as a family office in an effort to diversify his wealth beyond the computer company, Dell. MSD Capital runs a more » -
Why China Should Strengthen This Stylish Stock
By Ashit Gulati - March 11, 2013 | Tickers: COH, PVH, RL
High-class clothier Ralph Lauren (NYSE: RL) is now primarily relying on the Chinese market for overall growth as other markets get saturated. The Chinese luxury market is expected to account for more than 33% of the global high end luxury market by 2015. In addition, Chinese consumers in US and Europe are responsible for nearly 15% and 30% of total luxury goods sales, respectively. Thus, Ralph Lauren realizes the importance more »
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Earnings Previews of Two Acquirers
By Damon Churchwell - February 26, 2013 | Tickers: PVH, SMTC, VFC
Semtech's (NASDAQ: SMTC) buyout of Canadian firm Gennum last March had an immediate impact on its earnings. Despite the positive effect, the semiconductor maker’s profits probably slumped in its fiscal 2013 (ended in January). Still, Semtech is a resilient company, and the next 12 months look to be better in terms of bottom-line comparisons.
Elsewhere, apparel producer PVH (NYSE: PVH) recently closed the purchase of fellow manufacturer the more »
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Billionaire Tom Sandell’s New M&A Plays
By Meena Krishnamsetty - February 25, 2013 | Tickers: CPWR, CYMI, NYX, PVH, O
Billionaire Tom Sandell launched Sandell Asset Management Corp. in 1998 after starting his career at Bear Stearns. In 2012, his UCITS fund was awarded the accolade of “Best Performing Risk Arbitrage Fund” by The Hedge Fund Journal. His superior risk-adjusted returns have pushed him into Forbes’ list of billionaires, placing him tenth out of the richest people in Sweden. We have analyzed his latest 13F listing, as we’ve found more »
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3 Apparel Stocks You Must Own in 2013
By Madhu Dube - February 22, 2013 | Tickers: PVH, RL, UA
After a mixed global scenario in 2012 in the apparel industry, I feel 2013 will be more stabilized looking at the optimism in the overall business environment. The various opportunities in this sector include strategic partnerships to support supply chains, design and innovation, better use of technology, and better margins. Almost all major apparel companies are focusing on such strategies to satisfy their investors with improved returns in 2013. However more »
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Ralph Lauren, Underestimated and Undervalued
By Shas Dey - February 18, 2013 | Tickers: ANN, PVH, RL
Global Leader
Ralph Lauren (NYSE: RL) is the market leader in design and distribution of high end premium products. The company reported total revenues of $6.9 billion and a net profit margin of approximately 10% last year. The company reported strong growth in the year 2010/11, however in 2012 the growth rate reduced to 4%. The growth rate was mainly hindered by a few store shutdowns in Asia more »
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The Truth For True Religion
By Marshall Hargrave - February 15, 2013 | Tickers: PVH, RL, WRC, TRLG, VFC
The clothing retailer True Religion Apparel (NASDAQ: TRLG) saw its stock pushed up over 20% after posting earnings last week; is the stock now too expensive to consider it a buy? It doesn't appear so. The retailer's EPS came in at $0.55, compared to analysts' estimates of $0.53, with revenue up 14.7% from the same quarter last year. What really helped push the stock up more » -
Three Stocks Kicked by Ken Fisher
By Madhu Dube - February 7, 2013 | Tickers: ASML, CYMI, PVH, PSSI, WRC
I am a very enthusiastic reader of Ken Fisher’s Portfolio Strategy column. Fisher's investment strategy focuses on knowing information that other market participants do not know, while prioritizing his analysis first with the macro level, then countries and sectors, and then in the end individual stock selection. In his recent blog, he wrote something that caught my attention. Here is an excerpt:
“Last Feb. 27 I purposefully and more »
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