Latest Articles
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Could Gap’s International Expansion Stall?
Gap (NYSE: GPS), a leading global specialty retailer offering clothing, accessories and personal care products, primarily competes with stores like Aeropostale (NYSE:ARO), Abercrombie & Fitch (NYSE:ANF), American Eagle Outfitters, (NYSE:AEO)...
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Strong Q4 Retail Trends Could Lift AEO
American Eagle Outfitters’ positive Q3 2010 results provide some cheer heading into the holiday shopping season. The company generated a 1% year-over-year (YOY) improvement in same-store sales with SG&A down slightly YOY (excluding $2.5 milli...
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J. Crew’s Prospects Brighten on Earnings, Buyout
J.Crew Group (NYSE:JCG) announced that it agreed to be acquired by funds affiliated with TPG Capital and Leonard Green & Partners. J. Crew competes with other specialty retailers like Gap (NYSE: GPS), Aeropostale (NYSE:ARO), Abercrombie &a...
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Concerns for Gap Stock on Holiday Bargains
Gap (NYSE: GPS), a leading global specialty retailer, reported its 3QFY10 results last Friday. Gap competes with other specialty retailers like Aeropostale (NYSE:ARO), Abercrombie & Fitch (NYSE:ANF), J.Crew Group (NYSE:JCG) and Urban Outf...
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Abercrombie & Fitch Sales, Profitability Lift Outlook
Abercrombie & Fitch (NYSE:ANF) recently reported earnings that showed encouraging improvements in its sales metrics and profit margins which we feel will continue. A&F is a leading apparel company that targets teens and young adults prim...
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Store Count and Margins Crucial for American Eagle’s Stock
American Eagle Outfitters ‘ (NYSE:AEO) stock is quite sensitive to the number of American Eagle stores and their profitability. American Eagle stores account for around 50% of the company’s stock price, according to our estimate. Th...
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Banana Republic Stores Can Drive Growth for Gap
With signs of economic recovery and improving consumer demand, Gap (NYSE:GPS) is likely to benefit from growing Banana Republic store count as well as revenues. We estimate Banana Republic stores account for around 18% of Gap’s stock. Over...
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Anthropologie Growth Should Boost Urban Outfitters Stock
Urban Outfitters (NASDAQ:URBN) is likely to benefit from the rising trend in Revenue per Square Foot for Anthropologie Stores, which we estimate accounts for around 28% of the company’s share value. Over the last week, Trefis members have c...
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Specialty Apparel Brands Should Outperform In Recovery
Because real estate is such a major cost for retailers, revenue per square foot is a crucial operating metric in the retail industry. In this article we analyze historical revenue per square foot data for several important players in the U.S. ret...
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Women’s In-Store Apparel Could Drive Growth for J.Crew
J.Crew Group (NYSE:JCG) is a specialty retailer that sells women’s, men’s and children’s apparel and accessories under the J.Crew, crewcuts and Madewell brands. Trefis members have created forecasts for two key drivers of J.Crew Group’s st...
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Higher Ann Taylor Store Margins Boost ANN Stock
AnnTaylor (NYSE:ANN) is a leading specialty retailer of women’s apparel, shoes and accessories in the US. It competes with Aeropostale (NYSE:ARO), American Eagle Outfitters (NYSE:AEO), J.Crew Group (NYSE:JCG), and Limited Brands (NYSE:LTD). We c...
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A&F and Hollister Store Counts Important for ANF’s Stock
Abercrombie & Fitch (NYSE:ANF) is a specialty apparel retailer that mainly operates under the Abercrombie & Fitch and Hollister brands. It competes with Aeropostale (NYSE:ARO), Gap (NYSE:GPS), J.Crew Group (NYSE:JCG) and Urban Outfitter...
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Slightly Lower Expectations for J.Crew’s Revenue per Square Foot
J.Crew Group (NYSE:JCG) is a specialty retailer selling women’s, men’s and children’s apparel and accessories under the J.Crew, crewcuts and Madewell brands. It competes with Aeropostale (NYSE:ARO), American Eagle Outfitters In...
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Limited Brands’ Stock Could Get Boost from Victoria’s Secret International Stores
Limited Brands (NYSE:LTD), a specialty apparel retailer focused on lingerie, beauty and personal care products, competes with retailers like Abercrombie & Fitch (NYSE:ANF), American Eagle (NYSE:AEO), AnnTaylor (NYSE:ANN), Gap (NYSE:GPS), and ...
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Flat Margins for Aeropostale Stores Could Weaken ARO Stock
Aeropostale (NYSE:ARO) is a specialty retailer that sells casual apparel and accessories targeted primarily at youth aged 14-17. Its primary competitors include American Eagle (NYSE:AEO), Abercrombie & Fitch (NYSE:ANF), Gap (NYSE:GPS), ...
