Polo Ralph Lauren Corp

  • This Apparel Company Is Crushing Estimates

    By Daniel James - August 19, 2013 | Tickers: KORS, PVH, RL

    Times of economic distress are usually not good for fashion retailers, especially luxury brands, as consumers are left with considerably less money to spend on these types of goods. However, with the economic recovery gaining traction, some of these firms are showing pretty solid numbers. Michael Kors (NYSE: KORS) has a strong history of beating estimates, and recently came out with another excellent quarterly report. While this strong growth comes more »

  • The Biggest Apparel Company You Never Heard Of

    By Mark Yagalla - August 19, 2013 | Tickers: PVH, RL, VFC

    We're all familiar with Calvin Klein underwear and Tommy Hilfiger shirts, but most aren't aware that both are part of PVH (NYSE: PVH), a company with a market cap of over $10 billion. In the past year, the stock has been a great performer, handily beating the S&P 500 with a rise of over 45% in the past year. The company also owns iconic brands Van Heusen more »

  • Fashion Brands Look to Capitalize on Emerging Markets

    By Phillip Woolgar - August 15, 2013 | Tickers: COLM, NKE, RL, UA

    Like so many companies in the consumer goods sector, fashion retailers are attempting to develop international platforms from which to acquire revenue in emerging markets. This has already proven fruitful for many of the early entrants, and now other firms are attempting to join the party in countries like China, India, Brazil and Russia.

    Ralph Lauren is one of the leaders in international expansion

    Ralph Lauren (NYSE: RL) is like more »

  • Is This Growing Retailer Worth Its Price?

    By Brian Nichols - August 14, 2013 | Tickers: AEO, COH, KORS, RL

    Michael Kors (NYSE: KORS) traded higher by almost 4% after the company announced its fiscal Q1 earnings report. Furthermore, Michael Kors has significantly outperformed other big name retailers who have already reported earnings. However, stock performance is not the only measure where Kors is thriving.

    An important metric in retail

    In retail, one of the most important metrics is comparable or same-store sales. This metric shows how a company’s 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 »

  • Ralph Lauren - Bargain or Bust?

    By Evan Buck - August 14, 2013 | Tickers: JCP, KORS, RL

    Shares of New York-based clothing designer Ralph Lauren (NYSE: RL) were walloped after the company reported weaker earnings than forecast. In the first quarter of 2013, Ralph Lauren reported net income of $181 million, or $1.94 a share, down from a year-earlier profit of $193 million, or $2.03.  Revenue for the three-month period grew 4% to $1.6 billion, up slightly from a year ago. While retail sales more »

  • Is This The Luxury Retailer To Own?

    By Mark Yagalla - August 13, 2013 | Tickers: COH, KORS, RL

    Michael Kors (NYSE: KORS) had a stellar first quarter. The retailer is benefiting from a number of tailwinds that are driving growth and allowing the company to gain market share. Michael Kors' designs have won a legion of fans with its trendy, yet affordable, lifestyle designs that evoke a jet-setter's image. The company has conveyed this in its advertising, and it's working. The company is also making a more »

  • A Premium Company in the Bargain Bin

    By Andrés Cardenal - August 9, 2013 | Tickers: COH, KORS, RL

    Coach (NYSE: COH) took a serious hit last week when the company reported disappointing results for the second quarter. Sales in North America have slowed down lately, and the company is clearly feeling the pressure from trendier competitors like Michel Kors (NYSE: KORS). But this is still a very profitable company with a valuable brand and plenty of opportunities for growth, so current weakness looks like a buying opportunity from more »

  • Billionaire Stephen Mandel’s Long-Term Plays Might Surprise You

    By Meena Krishnamsetty - August 1, 2013 | Tickers: DG, RL, PCLN

    We at Insider Monkey track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our work researching investment strategies. We have found, for example, that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year—discover how this strategy works more »

  • This Fashion Designer Is Cheap, But Should You Jump In?

    By Matthew Frankel - July 24, 2013 | Tickers: COH, KORS, RL

    After years of growing in popularity, it seems that Coach (NYSE: COH) has pretty much maximized its main product lines in the United States. However, the company continues to evolve in two very big ways (more on that in a bit). With the company set to report its earnings on Monday, July 29, now seems like a great time to take a closer look at Coach, as their shares tend more »

  • Looking Sharp This School Year? Clothing Companies for Back-to-School

    By Todd Campbell - July 22, 2013 | Tickers: NKE, OXM, RL, VFC

    Summer never seems to last long enough, especially for the students in your life. Sooner than you realize, you'll be hitting the malls to buy the latest styles for school. Your back-to-school shopping helps make the season the third largest for spending each year, trailing only Christmas and Easter. Given the importance of the season, retailers are already filling shelves with back-to-school items hoping to win over early shoppers more »

  • Are These Clothiers 'The Emperor's New Clothes?'

    By Marshall Hargrave - July 19, 2013 | Tickers: PVH, RL, VFC

    The Emperor's New Clothes is a nearly two century old fairy tale by Hans Christian Anderson about an emperor who pays good money for new "magic" clothes, clothes that can supposedly only be seen by wise people. Everyone pretends to see the clothes, as to not seem stupid, with the moral of the story being that sometimes many people are too afraid to criticize something because everyone else thinks more »

  • Luxury Brands in an Austere Market

    By Jacob Wolinsky - July 16, 2013 | Tickers: COH, DB, JCP, KORS, RL

    Stocks of luxury brands Coach (NYSE: COH), Ralph Lauren (NYSE: RL), and Michael Kors (NYSE: KORS) have declined or have remained steady in recent months, reflecting divided opinion on these stocks. While the market believes these stocks need a correction, it may just be a blessing in disguise as discounted entry levels can be used to create fresh long positions.

    Coach stock makes ground in China

    Coach is a well more »

  • This Apparel Giant Looks Quite Expensive Now

    By Anh HOANG - July 12, 2013 | Tickers: PVH, RL, VFC

    I am often worried about companies that have experienced a huge amount of insider sales, as it could indicate that insiders might not be bullish about their own companies anymore. Recently, Emanuel Chirico, Chairman and CEO of PVH Corp (NYSE: PVH), sold 47,296 shares of the company, with the total transaction worth nearly $5.7 million. In addition, COO and CFO, Michael Shaffer, also divested 19,000 shares on more »

  • A Review of the Luxury Apparel Industry

    By Vanina Egea - July 10, 2013 | Tickers: KORS, PVH, RL

    Some analysts view the luxury goods sector as being recession-proof. This has been the case for most of the years after the 2008 financial meltdown. But are these companies really armored against the current economic situation? The decline in China’s sales has been affecting most of the companies on the industry as sales in other regions such as Europe or US have been sluggish. It's important to pick more »

  • How Phillips-Van Heusen can Dress up Your Portfolio!

    By Nidhika Goyal - July 1, 2013 | Tickers: PVH, RL, VFC

    Phillips-Van Heusen (NYSE: PVH), one of the largest global branded lifestyle apparel companies in the world, smashed the market estimates by posting its first quarter (Q1) results for fiscal year (FY) 2013 (Revenue was up by 34%; Adjusted EPS improved by 44%). The key drivers were robust sales performance across all segments, improved margins and the positives of the Warnaco Acquisition.

    Phillips-Van Heusen designs and markets branded dress shirts, sportswear more »

  • Luxury Goods: will they survive industry changes?

    By Vanina Egea - June 27, 2013 | Tickers: KORS, PVH, RL

    Some analysts view the luxury goods sector as being recession-proof. This has been the case for most of the years after the 2008 financial meltdown. But are these companies really armored against the current economic situation? The decline in China’s sales has been affecting most of the companies on the industry as sales in other regions such as Europe or US have been sluggish. Luxury goods companies should take more »

  • Is This Apparel Company a Good Buy?

    By Anh HOANG - June 17, 2013 | Tickers: PVH, RL, JNY

    PVH Corp (NYSE: PVH) recently jumped by more than 8% in after-hours trading after it reported earnings results that were above expectations. Since the beginning of the year, PVH has appreciated by only about 7%, much lower than the S&P 500’s return of more than 13%. PVH is currently in the portfolios of many investment gurus including Michael Dell, Leon Cooperman, Jim Simons and Joel Greenblatt. Should we more »

  • The Stage Is Set for Apparel Stocks

    By Marshall Hargrave - June 17, 2013 | Tickers: PVH, RL, VFC

    Phillips-Van Heusen (NYSE: PVH) rocketed up 10% last week, thanks to posting EPS of $1.91, well above $1.33 in the prior-year's quarter. PVH continues to separate itself from the likes of Ralph Lauren (NYSE: RL) and VF Corp (NYSE: VFC) in terms of price performance over the past twelve months. What's more is that with its recent acquisition of Warnaco, PVH will be able to unite more »

  • A Core Holding for Any Growth Portfolio

    By Chad Henage - June 13, 2013 | Tickers: FOSL, KORS, PVH, RL

    If you are a growth investor, run, don’t walk, to add Michael Kors (NYSE: KORS) to your personalized Watchlist right now. Okay, now that you can keep up with this amazing story, let me give you a few reasons why I believe this company should be a core holding in any growth portfolio.

    Luxury = Economies Don’t Matter

    In most industries, the strength or weakness of the economy can more »

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